That’s right! These 8-Ks are triggered by the sale of 1% (or, for smaller companies, 5%) of the company’s shares in a private transaction.

Correct! This code is usually used in conjunction with others, such as Item 2.01 (acquisition and disposition of assets), to include reworked financial statements reflecting the impact of the acquisition or sale.

Correct! New or modified pay details for top executives are filed with the same code as the appointment or departure of directors and officers. Here, companies have some leeway in describing the new or changed pay, but they can choose whether to include the actual employment agreement or another contract.

That's right! This item prohibits companies from disclosing significant details to select investors. Regulation FD 8-Ks generally disclose some piece of previously undisclosed information that was inadvertently shared with a smaller group of investors, perhaps at an analyst’s conference.

Correct! Much of what companies choose to put into 8-K filings doesn’t have to be disclosed in an 8-K at all. This is particularly true of disclosures coded under Item 8.01.

Correct! It does many of the things that the paid services above will do, although the site’s interface can be less intuitive and take more practice to learn and operate.

Correct! There’s no rule that says companies have to stick to one topic in an 8-K – some disclose details about multiple unrelated developments.

Correct! Companies can amend 8-Ks long after they are originally filed, so keep an eye out for these.

That’s right. If you see an 8-K listing information under Item 1.03 for a company not already in bankruptcy proceedings, pay attention. This filing outlines the company’s plan for reorganization or liquidation.

Correct! Don't overlook or feel intimated by these filings as they can contain important information to help your reporting.