Checklist · Competition & Consumer Law
HSR filing information request list
Request list for the facts used to test section 7A of the Clayton Act, with the 2026 adjusted thresholds from the FTC page. It does not restate HSR form items and it has no affidavit.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- United States
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the 2 authorities it cites, for United States.
- Version
- 1
- Source
- Written for this library
When to use it
Use when a transaction may need a premerger notification and the team needs the facts for the threshold tests. Do not use it as the HSR form, as an affidavit, or as a decision that a filing is required.
Used for these tasks
- Build a merger-notification threshold table from the deal facts
- Prepare a merger notification document index
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
Yellow: the lawyer applies the statute and the current FTC thresholds to the figures the parties supply.
AI may
- Ask for the facts the statute uses: commerce, voting securities, assets, sales, and whether the deal is a tender offer.
- Place the FTC's 2026 adjusted figures next to the statute's original figures, and say they took effect on 17 February 2026.
- Tell the team to complete the current HSR form from the FTC's own instructions.
AI must not
- Do not decide that a filing is required.
- Do not prepare an affidavit, a sworn certification, or any part of the HSR form.
- Do not state a filing fee. The fee page was not opened.
- Do not invent form item numbers. The form instructions were not opened.
The lawyer checks
- Recheck the FTC thresholds page. The figures adjust.
- Read both filing sentences in § 18a(a), including the tender-offer sentence, before saying who files.
- Use the parties' own sales and asset figures. Do not estimate them.
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is available after you log in. It is free. When you log in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
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