Record Trades -  Stock Voluntary Corporate Actions

Considerations

The table below contains all of the voluntary corporate action transactions that can be recorded for a Stock. Click any of the links to view the procedure for entering the selected transaction.

Transaction

Description

Exchange

Use this transaction to manually record a voluntary corporate action exchange for a stock.

Reorganization

Use this transaction to manually record a voluntary corporate action reorganization for a stock. Reorganization is an attempt to extend the life of a company facing bankruptcy through special arrangements and restructuring in order to minimize the possibility of past situations reoccurring.

Merger

Use this transaction to manually record a voluntary corporate action merger for a stock. A merger is the joining of two or more corporations into a single corporation.

Conversion

Use this transaction to manually record a voluntary corporate action conversion for a stock. Conversion refers to the exchange of a convertible security, such as a bond, into stock.

Tender Offer

Use this transaction to manually record a voluntary corporate action tender offer for a stock. A tender offer is an offer to purchase some or all of shareholders' shares in a corporation. The price offered is usually at a premium to the market price.