Table of contents
- 01
Why Corporate Actions Exist
Companies are not static. Two questions answer ninety percent of every event you'll ever see.
- 02
Cash Dividends — The Four Dates That Matter
Declaration, ex-date, record, pay. Only one of them changes who gets the money.
- 03
Stock Splits & Reverse Splits
What changes (count and per-share price) and what doesn't (your stake or the company).
- 04
Stock Dividends & Bonus Issues
The 'free shares' that aren't really free — how they differ from cash dividends and from splits.
- 05
Buybacks & Share Repurchases
When buybacks create value and when they destroy it — and how to tell which you're watching.
- 06
Mergers & Acquisitions — Cash, Stock, and Mixed Deals
What hits your account in each deal type, and the timeline from announcement to close.
- 07
Tender Offers — Accept, Reject, or Ignore
The corporate action where 'doing nothing' is sometimes correct and sometimes catastrophic.
- 08
Spin-offs, Carve-outs & Rights Issues
New tickers landing unrequested, and 'free' rights that expire worthless if you ignore them.
- 09
The Corporate Action Playbook
One decision tree to handle every event you'll ever see in your broker app. Sign and keep.
Capstone
Start with why corporate actions exist at all.
Four minutes. You'll leave with the two questions that answer ninety percent of every event you'll ever see in your broker app.
Start Lesson 1 →