Extract data from SEC Form 8-K filings

An 8-K is the report a public company files with the SEC when something material happens between its regular financial reports. Where a 10-K covers the full year and a 10-Q covers a quarter, the 8-K is a current report: it is triggered by a specific event, not a calendar, and it is generally due within four business days of that event. Investors, event-driven analysts, and market-data vendors read it the same way, keyed to the item numbers the SEC assigns to each kind of event: Item 1.01 for entry into a material definitive agreement, Item 2.01 for the completion of an acquisition or disposition of assets, Item 5.02 for the departure or appointment of directors and certain officers, and Item 9.01 for the financial statements and exhibits attached. When Halden Therapeutics Inc. (CIK 0001588476, ticker HLDN), a company listed on the New York Stock Exchange, files an 8-K on 2026-05-07 for events on 2026-05-04, the item codes tell a reader what changed before they read a word of the narrative. What an 8-K is not is a financial-statement dump. It does not restate the balance sheet and income statement the way a 10-K does; it discloses an event and, where relevant, attaches the agreement or the press release as an exhibit. The item codes are precise, and reading them correctly matters: Item 5.02 covers officer and director changes, while the costs of an exit or disposal plan are a separate disclosure under Item 2.05, and conflating the two misreads the filing. A single 8-K can carry several items at once, so a report might pair Item 1.01 for a new $120,000,000 credit facility with Item 5.02 for a chief financial officer transition and Item 9.01 for the exhibits filed with it. Talonic reads the 8-K and returns the issuer, the event date and filing date, the list of item codes, the narrative for each item, and the exhibit index as typed fields, with each disclosure kept under its correct item. An 8-K reporting a $120,000,000 senior secured revolving credit facility maturing 2031-05-04 with Meridian Capital Bank under Item 1.01, and the departure of Chief Financial Officer Alan Reyes with the appointment of Priya Nandakumar as successor under Item 5.02, filed on 2026-05-07 within four business days of the 2026-05-04 event, loads into an event-tracking system instead of a retyped filing, so an analyst reads the disclosures from structured data. The extraction structures what the 8-K discloses and does not offer investment advice.

What gets extracted from SEC Form 8-K filings

How extraction works for SEC Form 8-K filings

8-K filings come off EDGAR as HTML documents and PDFs, and while the item numbering is fixed by the SEC, each issuer writes the narrative and orders the items differently. Talonic classifies the filing and maps it to the current-report schema in the Field Registry, which keys each disclosure to its SEC item code rather than to a page position, so an Item 1.01 material-agreement narrative and an Item 5.02 officer-change narrative land under the correct item. The issuer identifiers, the Central Index Key and the ticker, are captured, the event date and the filing date are parsed to ISO 8601 and checked against the four-business-day window, and the list of item codes is kept as its own array so a screen can filter for the events it cares about. Any transaction amount is typed as a number in its ISO 4217 currency, and the exhibit index keeps each exhibit number and description, with a financial-statement exhibit kept as its own record rather than merged into the body. Every value returns with a confidence score and a pixel-region pointer under DIN SPEC 91491, so an analyst can verify an item disclosure or an exhibit against the source filing. The extraction structures what the 8-K discloses and does not give investment advice or restate the issuer's financial statements.

Sample extraction

An 8-K reporting a material agreement and an officer change

{
  "document_number": "0001588476-26-000031",
  "document_date": "2026-05-07",
  "issuer.name": "Halden Therapeutics Inc.",
  "issuer.cik": "0001588476",
  "issuer.ticker_symbol": "HLDN",
  "event_date": "2026-05-04",
  "event_items": [
    "1.01",
    "5.02",
    "9.01"
  ],
  "item_1_01.material_definitive_agreement": "Entered into a $120,000,000 senior secured revolving credit facility with Meridian Capital Bank, N.A.",
  "item_5_02.director_officer_change": "Chief Financial Officer Alan Reyes departed effective 2026-05-04; Board appointed Priya Nandakumar as successor CFO",
  "total_amount": 120000000,
  "currency": "USD",
  "exhibits": [
    {
      "exhibit_number": "10.1",
      "description": "Credit Agreement dated 2026-05-04",
      "document_type": "agreement",
      "filed_herewith": true
    },
    {
      "exhibit_number": "99.1",
      "description": "Press release announcing CFO transition",
      "document_type": "press_release",
      "filed_herewith": true
    }
  ],
  "signatories": [
    {
      "signatory_name": "Diane Okafor",
      "signatory_title": "General Counsel and Secretary",
      "signature_date": "2026-05-07"
    }
  ]
}

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