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. A reorganization plan is used to restructure a company facing bankruptcy and to repair it financially.

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. This occurs when a convertible security is exchanged for stock.

Tender Offer

Use this transaction to manually record a voluntary corporate action tender offer for a stock. A tender offer occurs when a company offers to buy shares at a higher price than the current market price.