TASK files 8-K citing proxy and Schedule 13E-3; details forthcoming

Rhea-AI Filing Summary

TaskUs, Inc. filed an 8-K reporting a material event that references a Press Release dated September 24, 2025 and indicates that documents related to a proposed transaction, including a proxy statement and a Schedule 13E-3, are or will be filed with the SEC. The filing directs investors to review those materials on the SEC website or the company’s investor relations page and cites the company’s 10-K for the year ended December 31, 2024 (filed March 6, 2025) and the quarterly report for the period ended June 30, 2025 (filed August 7, 2025) for risk factors and cautionary statements.

The document notes that changes in officer or director holdings will be reflected on Forms 3 and 4 as applicable and states the company will not update forward-looking statements except as required by law. The filing is signed by Balaji Sekar, Chief Financial Officer.

Positive

• Disclosure of forthcoming proxy and Schedule 13E-3 signals formal shareholder process and transparency
• Directs investors to primary sources (SEC website and company IR site) for full documents
• References specific prior filings (Dec 31, 2024 10-K and Jun 30, 2025 quarterly report) for risk context

Negative

• No substantive transaction terms are disclosed in this 8-K, leaving material details unavailable
• Timing and economic impact of the proposed transaction are not provided
• Forward-looking statements are not being updated beyond legal requirements, limiting new guidance

Insights

Corporate Governance Analyst

TL;DR: The company signals a board-level transaction process requiring detailed shareholder disclosures.

The company explicitly references a proposed transaction and the forthcoming proxy statement and Schedule 13E-3, documents that are central to informing shareholders about a change-of-control or similar transaction. Those filings typically disclose transaction terms, conflict-of-interest details, and related-party arrangements.

Material dependencies include the timing and content of the proxy and Schedule 13E-3; until those are filed, investors cannot assess transaction economics or governance implications. Watch for the actual filing dates and the vote timetable once the proxy and Schedule 13E-3 are posted.

SEC Filings Analyst

TL;DR: The 8-K functions mainly as a notice; it cross-references prior periodic reports for risk context.

The 8-K points investors to the company’s 10-K for the year ended December 31, 2024 and the quarterly report for the period ended June 30, 2025 for updated risk factors and cautionary language. It also notes that director and officer holdings changes will appear on Forms 3 and 4.

This filing itself contains limited substantive transaction details. The investor-impactful next steps are the actual proxy and Schedule 13E-3 filings; monitor the SEC filings index and the company IR page for those documents and any subsequent amendments.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): September 24, 2025

TaskUs, Inc.

(Exact Name of Registrant as Specified in its Charter)

Delaware		001-40482		83-1586636
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

1650 Independence Drive, Suite 100

New Braunfels, Texas 78132

(Address of Principal Executive Offices) (Zip Code)

(888) 400-8275

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class A Common Stock, par value $0.01 per share		TASK		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01 Other Events.

On September 24, 2025, TaskUs, Inc., a Delaware corporation (the “Company”), issued a press release announcing the adjournment of the Special Meeting convened for the purpose of voting on the adoption of the Agreement and Plan of Merger, dated as of May 8, 2025, by and between the Company and Breeze Merger Corporation, a Delaware corporation. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit Number		Description of Exhibit
99.1		Press Release, dated September 24, 2025
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

Additional Information and Where to Find It

This communication may be deemed to be solicitation material in respect of the proposed acquisition of the Company by Breeze Merger Corporation. In connection with the proposed transaction, on August 8, 2025, the Company filed a definitive proxy statement with the U.S. Securities and Exchange Commission (the “SEC”). The Company began mailing the definitive proxy statement on August 8, 2025, to its holders of record as of August 6, 2025. In addition, the Company and certain affiliates of the Company have jointly filed a transaction statement on Schedule 13E-3 (the “Schedule 13E-3”). INVESTORS AND STOCKHOLDERS OF THE COMPANY ARE URGED TO READ ALL RELEVANT DOCUMENTS THAT ARE FILED OR WILL BE FILED WITH THE SEC, INCLUDING THE PROXY STATEMENT AND SCHEDULE 13E-3, BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION. Investors and security holders are or will be able to obtain the documents (if and when available) free of charge either from the SEC’s website at www.sec.gov, or from the Company’s Investor Relations webpage at ir.taskus.com.

Participants in the Solicitation

The Company and its directors, executive officers and other members of management and employees, under SEC rules, will be deemed to be “participants” in the solicitation of proxies from stockholders of the Company in favor of the proposed transaction. Information about the Company’s directors and executive officers is set forth in the Company’s Proxy Statement on Schedule 14A for its 2025 Annual Meeting of Shareholders, which was filed with the SEC on April 8, 2025 (available here), under the sections “Executive and Director Compensation”, “Beneficial Ownership of Securities” and “Certain Relationships and Related Person Transactions”. To the extent holdings of the Company’s securities by its directors or executive officers have changed since the amounts set forth in such 2025 proxy statement, such changes have been or will be reflected on Initial Statements of Beneficial Ownership on Form 3 or Statements of Change in Ownership on Form 4 filed with the SEC.

Additional information concerning the interests of the Company’s participants in the solicitation, which may, in some cases, be different than those of the Company’s stockholders generally, is included in the Company’s definitive proxy statement relating to the proposed transaction, which was filed with the SEC on August 8, 2025.

Forward-Looking Statements

This communication contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and further include, without limitation, statements reflecting the Company’s current views with respect to, among other things, the Company’s operations, the Company’s financial performance, the Company’s industry, the impact of the macroeconomic environment on the Company’s business, and other non-historical statements. In some cases, you can identify these forward-looking statements by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “could,” “would,” “seeks,” “predicts,” “intends,” “trends,” “plans,” “estimates,” “anticipates,” “position us” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these

statements. These factors include but are not limited to: the risk that the proposed transaction may not be completed in a timely manner or at all; the failure to receive, on a timely basis or otherwise, the required approvals of the proposed transaction by the Company’s stockholders; the possibility that any or all of the various conditions to the consummation of the proposed transaction may not be satisfied or waived; the possibility that competing offers or acquisition proposals for the Company will be made; the occurrence of any event, change or other circumstance that could give rise to the termination of the definitive transaction agreement relating to the proposed transaction, including in circumstances which would require the Company to pay a termination fee; the effect of the announcement or pendency of the proposed transaction on the Company’s ability to attract, motivate or retain key executives and associates, its ability to maintain relationships with its customers, vendors, service providers and others with whom it does business, or its operating results and business generally; the potential impact of certain provisions of the merger agreement on the Company’s liquidity and ability to fund its operations during the pendency of the proposed transaction; risks related to the proposed transaction diverting management’s attention from the Company’s ongoing business operations; and the risk of shareholder litigation in connection with the proposed transaction, including resulting expense or delay. Additional risks and uncertainties include but are not limited to those described under “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024 filed with the SEC on March 6, 2025 and in the Company’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2025 filed with the SEC on August 7, 2025, as such factors may be updated from time to time in the Company’s filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in the Company’s SEC filings. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by law.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TASKUS, INC.
By:				/s/ Balaji Sekar
				Name: Balaji Sekar
				Title: Chief Financial Officer

Date: September 24, 2025

FAQ

What did TASK report in the 8-K about a material event?

The 8-K states a material event occurred and references a Press Release dated September 24, 2025, noting that a proxy statement and a Schedule 13E-3 are or will be filed with the SEC.

Where can TASK shareholders find the detailed transaction documents?

The filing directs shareholders to obtain documents free of charge from the SEC website or the company’s investor relations page at ir.taskus.com.

Does the 8-K disclose transaction economics or timing?

No. The 8-K does not provide transaction terms, timing, or financial impact; those details are expected in the proxy and Schedule 13E-3 when filed.

Which prior SEC reports does the 8-K reference for risk factors?

It references the company’s 10-K for the year ended December 31, 2024 (filed March 6, 2025) and the quarterly report for the period ended June 30, 2025 (filed August 7, 2025).

Will changes in insider holdings be disclosed?

Yes. The filing notes that changes in directors’ or executive officers’ holdings will be or have been reflected on Forms 3 or 4 filed with the SEC.