Corporate Actions
Use this section after the first stock issuance, when you need to change holdings or save supporting data for later transactions.
Transfer, Cancel, and Reissue StockSave Equity Compensation and ConvertiblesSave Valuations and Terms
- Use Transfer, Cancel, and Reissue Stock when you are changing an existing stock issuance or adjusting authorized shares.
- Use Save Equity Compensation and Convertibles when you need to save equity compensation or convertible issuances through the API.
- Use Save Valuations and Terms when you need pricing, vesting, legend, plan, or stock class support records.
A few stock action formats exist in the model but not as public create routes:
- stock conversion and stock class split can be saved as records, but they do not have public create routes
- stock consolidation is not available through TAP today