Form 8-K, Item 5.02 Checklist

Changes in the board or in management (such as a departing director or the appointment of a new CEO), or changes in their compensatory arrangements, trigger a Form 8-K filing under Item 5.02. Refer to this checklist for a full list of reportable events, disclosure requirements for each, and more.

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• Form 8-K Preparation for a Section 5 Event
  Cover everything from changes of control to director nominations by shareholders.

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  Get information on reportable events, disclosure requirements, and related tips.

• Form 8-K Preparation for a Section 2 Event
  Disclose acquisitions, dispositions, and several types of financial results.

• Form 8-K Preparation for a Section 1 Event
  Tell investors about cybersecurity breaches, material agreements, bankruptcy, and more.

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