StockConversion

Object - Stock Conversion Transaction#

https://raw.githubusercontent.com/Open-Cap-Table-Coalition/Open-Cap-Format-OCF/main/schema/objects/transactions/conversion/StockConversion.schema.json

Description: Object describing a conversion of stock

Data Type: OCF Object - TX_STOCK_CONVERSION

Composed From:

Properties:

Property	Type	Description	Required
id	`STRING`	Identifier for the object	`REQUIRED`
comments	[`STRING`]	Unstructured text comments related to and stored for the object	-
object_type	Constant: `TX_STOCK_CONVERSION` Defined in schema/enums/ObjectType	Object type field	`REQUIRED`
date	schema/types/Date	Date on which the transaction occurred	`REQUIRED`
security_id	`STRING`	Identifier for the security (stock, plan security, warrant, or convertible) by which it can be referenced by other transaction objects. Note that while this identifier is created with an issuance object, it should be different than the issuance object's `id` field which identifies the issuance transaction object itself. All future transactions on the security (e.g. acceptance, transfer, cancel, etc.) must reference this `security_id` to qualify which security the transaction applies to.	`REQUIRED`
resulting_security_ids	[`STRING`]	Identifier for the security (or securities) that resulted from the conversion	`REQUIRED`
balance_security_id	`STRING`	Identifier for the security that holds the remainder balance (for partial conversions)	-
quantity_converted	schema/types/Numeric	Quantity of non-monetary security units converted	`REQUIRED`

Source Code: schema/objects/transactions/conversion/StockConversion

Examples:

[
  {
    "object_type": "TX_STOCK_CONVERSION",
    "id": "test-stock-conversion-minimal",
    "security_id": "test-security-id",
    "date": "2022-02-01",
    "resulting_security_ids": [
      "resultant-security-id-1"
    ],
    "quantity_converted": "1"
  },
  {
    "object_type": "TX_STOCK_CONVERSION",
    "id": "test-stock-conversion-full-fields",
    "security_id": "test-security-id",
    "date": "2022-02-01",
    "resulting_security_ids": [
      "resultant-security-id-1",
      "resultant-security-id-2",
      "resultant-security-id-3"
    ],
    "quantity_converted": "10",
    "comments": [
      "Here is a comment",
      "Here is another comment"
    ],
    "balance_security_id": "balance-security-id"
  }
]