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  2. ISO 10962 - Wikipedia

    en.wikipedia.org/wiki/ISO_10962

    ISO 10962, known as Classification of Financial Instruments (CFI), is a six-letter-code used in the financial services industry to classify and describe the structure and function of a financial instrument (in the form of security or contract) as part of the instrument reference data.

  3. Participating preferred stock - Wikipedia

    en.wikipedia.org/wiki/Participating_preferred_stock

    Holders of participating preferred stock have the choice between two payoffs: a liquidation preference or an optional conversion. In a liquidation, they first get their money back at the original purchase price, the balance of any proceeds is then shared between common and participating preferred stock as though all convertible stock was converted.

  4. Convertible security - Wikipedia

    en.wikipedia.org/wiki/Convertible_security

    A convertible security is a financial instrument whose holder has the right to convert it into another security of the same issuer. Most convertible securities are convertible bonds or preferred stocks that pay regular interest and can be converted into shares of the issuer's common stock.

  5. Stock - Wikipedia

    en.wikipedia.org/wiki/Stock

    [5] [6] [page needed] Convertible preferred stock is preferred stock that includes the ability of the holder to convert the preferred shares into a fixed number of common shares, usually any time after a predetermined date. Shares of such stock are called "convertible preferred shares" (or "convertible preference shares" in the UK).

  6. Cash and cash equivalents - Wikipedia

    en.wikipedia.org/wiki/Cash_and_cash_equivalents

    Cash equivalents are short-term commitments "with temporarily idle cash and easily convertible into a known cash amount". [1] An investment normally counts as a cash equivalent when it has a short maturity period of 90 days or less, and can be included in the cash and cash equivalents balance from the date of acquisition when it carries an ...

  7. Preferred stock - Wikipedia

    en.wikipedia.org/wiki/Preferred_stock

    Preferred stock (also called preferred shares, preference shares, or simply preferreds) is a component of share capital that may have any combination of features not possessed by common stock, including properties of both an equity and a debt instrument, and is generally considered a hybrid instrument.

  8. Private investment in public equity - Wikipedia

    en.wikipedia.org/wiki/Private_investment_in...

    A private investment in public equity, often called a PIPE deal, involves the selling of publicly traded common shares or some form of preferred stock or convertible security to private investors. It is an allocation of shares in a public company not through a public offering in a stock exchange.

  9. Hybrid security - Wikipedia

    en.wikipedia.org/wiki/Hybrid_security

    Capital price: Price moves in line with share price (fixed conversion terms e.g. 1 hybrid convert to 1 share) Bond like, price does not move in line with share price (variable conversion terms, face value (usually $100) convert to $100 worth of shares). Discount: A discount is usually offered to the share price at the time of conversion.