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This document is a Form 8-K filed by Envestnet, Inc. with the SEC, reporting the company\'s financial results for the second quarter ended June 30, 2024. It includes key financial metrics, a discussion on revenue growth, operational performance, adjustments related to non-GAAP measures, and information regarding the firm’s pending merger with Bain Capital. The filing also contains the company\'s balance sheet, cash flow statements, and a reconciliation of non-GAAP financial measures.
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How to fill out form 8-k
How to fill out form 8-k
01
Obtain the SEC Form 8-K from the SEC website or your company’s legal department.
02
Fill in the name of your company and the date of the report in the designated fields.
03
Indicate the event that triggered the filing by selecting the appropriate Item number (e.g., Item 1.01 for entry into a material agreement).
04
Provide a brief description of the event, including key details such as involved parties and any relevant financial information.
05
Attach any additional exhibits or documents that are required in connection with the reporting of the event.
06
Review the completed form for accuracy and completeness.
07
Submit the form electronically through the EDGAR system.
Who needs form 8-k?
01
Publicly traded companies in the United States must file Form 8-K to report significant events that shareholders should know about.
02
Companies that experience mergers, acquisitions, changes in executive leadership, or other material changes.
03
Investors and analysts who need timely disclosures regarding important events affecting a company's financial condition or operations.
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What is form 8-k?
Form 8-K is a report filed by publicly traded companies to disclose important events that may affect shareholders or the company’s financial position.
Who is required to file form 8-k?
All publicly traded companies that are registered with the Securities and Exchange Commission (SEC) are required to file Form 8-K.
How to fill out form 8-k?
To fill out Form 8-K, companies must provide details about the significant events occurring, including the event's date, a description of the event, and any relevant financial statements or exhibits.
What is the purpose of form 8-k?
The purpose of Form 8-K is to ensure that shareholders and the public are informed about major corporate events or changes, ensuring transparency and compliance with SEC regulations.
What information must be reported on form 8-k?
The information that must be reported includes the date of the event, a detailed description of the event, impacts on the company, and any legal or regulatory implications.
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