8-K Filings

Current event signals from SEC Form 8-K filings. Our AI analyzes material event disclosures to identify significant corporate events that create immediate sales engagement opportunities.

Why This Signal Matters

Real-time events as they happen (filed within 4 business days)
Material disclosures contain legally required announcements
Timely outreach opportunities from significant corporate events
Leadership changes signal vendor review cycles
M&A activity creates integration and consolidation needs

Available Subtypes

Subtype Enum	Description
`acquisitionAnnounced`	Company announced an upcoming acquisition
`acquisitionCompleted`	Company completed an acquisition
`aiInvestment`	Company is investing in AI/ML capabilities
`auditIssue`	Audit findings or concerns identified
`automationInvestment`	Investing in automation initiatives to improve efficiency
`backlogGrowth`	Order backlog is growing significantly
`bankruptcyProceeding`	Bankruptcy filing or proceeding disclosed
`boardChange`	Changes to board of directors
`bookingsDecline`	Decline in bookings or orders
`capacityConstraint`	Facing capacity constraints or limitations
`capexIncrease`	Capital expenditure is increasing
`carbonCommitment`	Carbon reduction or net-zero commitments
`cashFlowConcern`	Facing cash flow challenges or concerns
`ceoChange`	New CEO appointed
`cfoChange`	New CFO appointed
`channelShift`	Shifting sales or distribution channels
`chroChange`	New Chief Human Resources Officer appointed
`cioChange`	New CIO appointed
`cisoChange`	New CISO appointed
`cloudInvestment`	Investing in cloud infrastructure and migration
`cmoChange`	New CMO appointed
`competitorNamed`	Specific competitor mentioned as significant threat
`complianceBurden`	Facing significant regulatory compliance challenges
`cooChange`	New COO appointed
`costReduction`	Actively pursuing cost reduction initiatives
`croChange`	New Chief Revenue Officer appointed
`ctoChange`	New CTO appointed
`customerChurn`	Experiencing customer churn issues
`customerConcentration`	Revenue concentrated in few customers
`cybersecurityIncident`	Cybersecurity breach or incident disclosed
`cybersecurityInvestment`	Investing in cybersecurity measures and infrastructure
`dataInvestment`	Investing in data and analytics capabilities
`debtRefinancing`	Refinancing debt obligations
`deiInitiative`	Diversity, equity, and inclusion initiatives
`digitalTransformation`	Undergoing digital transformation initiatives
`divestiture`	Divesting business units or assets
`environmentalLiability`	Facing environmental liability or remediation
`founderDeparture`	Founder leaving the company
`generalCounselChange`	New General Counsel appointed
`goodwillImpairment`	Taking goodwill impairment charges
`governanceChange`	Corporate governance changes
`hiringFreeze`	Hiring freeze announced
`inflationImpact`	Inflation significantly impacting costs or margins
`internalControlWeakness`	Internal control weaknesses identified
`internationalGrowth`	Expanding international presence
`inventoryIssue`	Facing inventory management challenges
`jointVenture`	Forming joint venture or strategic partnership
`laborShortage`	Facing labor or talent shortages
`layoffs`	Workforce reduction announced
`legacyModernization`	Modernizing legacy systems and technical debt
`litigationMaterial`	Facing material litigation or legal matters
`logisticsChallenge`	Experiencing logistics and distribution difficulties
`majorContractLoss`	Lost significant contract or deal
`majorContractWin`	Won significant contract or deal
`manufacturingIssue`	Facing manufacturing challenges or capacity constraints
`marginPressure`	Profit margins under pressure
`marketExpansion`	Expanding into new markets or segments
`marketShareLoss`	Losing market share to competitors
`materialContract`	Significant contract or agreement disclosed
`platformStrategy`	Pursuing platform-based business strategy
`pricingPressure`	Facing competitive pricing pressure
`productLaunch`	Launching new products or services
`productLiability`	Facing product liability issues
`qualityIssue`	Product or service quality issues
`recurringRevenueShift`	Shifting business model toward recurring revenue
`regulatoryFine`	Regulatory fine or penalty
`regulatoryInvestigation`	Under regulatory investigation
`restructuring`	Undergoing organizational restructuring
`restructuringCharge`	Taking restructuring charges
`softwareImplementation`	Implementing major new software systems
`spinoff`	Spinning off business unit
`successionAnnouncement`	Leadership succession plan announced
`supplierConcentration`	Supply chain concentrated in few suppliers
`supplyChainDisruption`	Experiencing supply chain disruptions
`sustainabilityInvestment`	Investing in ESG and sustainability initiatives

Signal Categories

Signals are organized into these categories:

Category	Description
`strategic`	M&A, platform strategy, product launches, ESG initiatives
`market`	Expansion, competition, pricing, customer dynamics
`financial`	Margins, capex, debt, revenue model changes
`technology`	AI, automation, digital transformation, cybersecurity investments
`risk`	Compliance, internal controls, concentration risks
`operations`	Supply chain, inventory, restructuring, cost reduction initiatives
`revenue`	Revenue trends, bookings, growth signals
`workforce`	Leadership changes, talent acquisition, labor challenges
`leadership`	Executive and board changes
`esg`	Environmental, social, governance initiatives

Schema

{
  "signal_id": "819078ad-6244-48c8-b882-fafb3b20217f",
  "batch_id": "batch-04568eba",
  "signal_type": "8k",
  "signal_subtype": "otherMaterialEvent",
  "detected_at": "2026-01-03T00:16:01.614048Z",
  "association": "company",
  "company": {
    "name": "Berkshire Hathaway Inc.",
    "domain": "www.berkshirehathaway.com",
    "ticker": "BRK-B",
    "linkedin_url": "linkedin.com/company/berkshire-hathaway",
    "industries": [
      "Insurance - Diversified"
    ],
    "employee_count_low": 392400,
    "employee_count_high": 392400,
    "description": "Berkshire Hathaway Inc. is a multinational conglomerate holding company."
  },
  "data": {
    "summary": "New CFO Appointed at Berkshire Hathaway; Ex-PwC Partner to Take Over in June 2026",
    "detail": "Berkshire Hathaway has named Charles C. Chang as its next corporate CFO. New finance leaders frequently review and replace financial systems, audit services, and consulting vendors.",
    "relevance": 0.9,
    "confidence": "high",
    "sentiment": "neutral",
    "excerpts": "On December 8, 2025, Berkshire announced that Mr. Charles C. Chang will succeed Mr. Hamburg as Berkshire's Senior Vice President and Chief Financial Officer on June 1, 2026.",
    "source_url": "https://www.sec.gov/Archives/edgar/data/...",
    "technologies_mentioned": [],
    "competitors_mentioned": [],
    "vendors_mentioned": [],
    "regions_mentioned": [],
    "fiscal_year_end": null,
    "filing_year": 2025,
    "sales_relevance": "New finance leaders review vendors and systems",
    "signal_category": "strategic",
    "metrics": {
      "dollar_millions": null,
      "dollar_context": null,
      "pct": null,
      "pct_context": null,
      "timeframe": null
    }
  }
}

Field Reference

Core Fields

Field	Type	Required	Description
`signal_id`	string (UUID)	✓	Unique identifier for this signal
`batch_id`	string		Processing batch identifier
`signal_type`	string	✓	Signal type identifier (`8k`)
`signal_subtype`	string	✓	Specific signal subtype
`detected_at`	string (ISO 8601)	✓	Timestamp when the signal was extracted
`association`	string	✓	Entity type this signal is associated with (`company`)

Company Object

Field	Type	Required	Description
`company.name`	string	✓	Company name
`company.domain`	string	✓	Company website domain
`company.ticker`	string		Stock ticker symbol
`company.linkedin_url`	string (URL)		LinkedIn company page URL
`company.industries`	array[string]		Industry classifications
`company.employee_count_low`	integer		Lower bound of employee count estimate
`company.employee_count_high`	integer		Upper bound of employee count estimate
`company.description`	string		Brief company description

Data Object

Field	Type	Required	Description
`data.summary`	string	✓	Brief summary of the signal finding
`data.detail`	string		Detailed explanation of the finding
`data.relevance`	float (0.0-1.0)		Relevance score indicating signal strength
`data.confidence`	string		Confidence level in the signal accuracy (`high`, `medium`, `low`)
`data.sentiment`	string		Sentiment of the signal (`positive`, `negative`, `neutral`)
`data.excerpts`	string		Direct quote from the SEC filing
`data.source_url`	string (URL)		URL to the SEC filing on EDGAR
`data.technologies_mentioned`	array[string]		Technologies referenced in the filing
`data.fiscal_year_end`	string (nullable)		Company's fiscal year end date (MM/DD format)
`data.filing_year`	integer		Year of the filing
`data.sales_relevance`	string		Sales opportunity context and targeting guidance
`data.competitors_mentioned`	array[string]		Competitors mentioned in the filing
`data.regions_mentioned`	array[string]		Geographic regions mentioned in the filing
`data.vendors_mentioned`	array[string]		Vendors or partners mentioned in the filing
`data.signal_category`	string		Category grouping for the signal (`strategic`, `market`, `financial`, `technology`, `risk`, `operations`, `revenue`, `workforce`, `leadership`, `esg`)
`data.metrics.dollar_millions`	float		Dollar amount mentioned in millions USD
`data.metrics.dollar_context`	string (nullable)		Context explaining the dollar amount
`data.metrics.pct`	float		Percentage value mentioned
`data.metrics.pct_context`	string (nullable)		Context explaining the percentage
`data.metrics.timeframe`	string (nullable)		Time context for the metrics (`immediate`, `current_year`, `current_quarter`, `next_quarter`, `next_year`, `next_two_years`, `next_three_years`, `multi_year`, `last_year`)

API Usage

Generate Content API

{
  "enabledInsights": [
    "otherMaterialEvent"
  ],
  "disabledInsights": []
}

Generate Insights API

{
  "insightSubtype": "otherMaterialEvent"
}

Example Output

"Noticed Berkshire Hathaway just announced Charles Chang as their new CFO, taking over in June 2026. New finance leaders typically review their vendor relationships and systems in the first 90 days-would love to share how we're helping similar organizations streamline their financial operations."

Coverage

Refresh: As-Filed
Coverage: ~8,000+ US public companies
Best for: US enterprise accounts, Leadership change triggers, M&A tracking