The var_date_FindMatchAgainstMinusOneDay is:2024-06-15 Derivatives 17105
Derviative Dashboard Administrative Notes
Run Script For Date:     [Using]For Input fields and testing, we have reset the dates to
Date we are running: 2024-06-15
Start date for matching is: 2023-12-11
Yesterday's Date: 2024-06-15
Date we are running: 2024-06-15
Start date for matching is: 2023-12-11
Match Date - 1 Day: 2024-06-15
Show All Matches:       Go To Table  
Show All Matches Not Found:  Go To Table  
Automated Dates: 2024-06-15 and looking for matches between 2023-12-11 and 2024-06-15
Show All Forms that Qualify:  Go To Table  

Show All Forms that are Disqualified:

  Go To Table  
Find Matches for form date 2024-06-15 going back to 2023-12-11, covering dates 2023-12-11 to 2024-06-15 		 

Show Data Dump that would be sent:

  Go To Table  
Show Email that would be sent  Go To Table    
      - Send Test Email to Thierry
The period of reportm, meaning six months ago -ten days is 2023-12-12
      - Send Test Email to Craig
      - Send Test Email to David Test Dates:
      - Send Test Data Dump Email to Craig  
      - Send Test Data Dump Email to David
Show Verbose For Admin: 2014-07-02 2014-07-03 2014-07-11 2014-07-14 2014-07-16 2014-07-21


 

 

Matches Found  Top Of Page
 B/S
Side
 Security Title/Filer Name
Trans.
Code
Trans.
Date
Form
Date
Title of Derivative
Trans.
Shares
Acq/Dis
Code
Exe.
Date
Title of
Underly Security
Underly
Shares
 SEC 



Matching Codes Key Table
Buy Side Match TABLE II: 
JA
to
TABLE II: 
SD
   as MATCH_T2_JA_to_T2_SD
Buy Side Match TABLE II: 
JA
to
TABLE II:
JD
   as MATCH_T2_JA_to_T2_JD
Buy Side Match TABLE II: 
JA
to
TABLE  I:
SD
   as MATCH_T2_JA_to_T1_SD
Buy Side Match TABLE II: 
JA
to
TABLE  I:
JD
   as MATCH_T2_JA_to_T1_JD
Sell Side Match TABLE II: 
JD
to
TABLE II: 
JA
   as MATCH_T2_JD_to_T2_JA
Sell Side Match TABLE II: 
JD
to
TABLE II:
PA
   as MATCH_T2_JD_to_T2_PA
Sell Side Match TABLE II:
JD
to
TABLE  I:
JA
   as MATCH_T2_JA_to_T1_JA
Sell Side Match TABLE II:
JD
to
TABLE  I:
PA
   as MATCH_T2_PA_to_T1_PA
Buy Side Match TABLE II: 
PA
to
TABLE II: 
SD
   as MATCH_T2_PA_to_T2_SD
Buy Side Match TABLE II: 
PA
to
TABLE II:
JD
   as MATCH_T2_PA_to_T2_JD
Buy Side Match TABLE II: 
PA
to
TABLE  I:
SD
   as MATCH_T2_PA_to_T1_SD
Buy Side Match TABLE II:
PA
to
TABLE  I:
JD
   as MATCH_T2_PA_to_T1_JD
Sell Side Match TABLE II: 
SD
to
TABLE II: 
PA
   as MATCH_T2_SD_to_T2_PA
Sell Side Match TABLE II: 
SD
to
TABLE II:
JA
   as MATCH_T2_SD_TO_T2_JA
Sell Side Match TABLE II:
SD
to
TABLE  I:
PA
   as MATCH_T2_SD_to_T1_PA
Sell Side Match TABLE II:
SD
to
TABLE  I:
JA
   as MATCH_T2_SD_to_T1_JA
Sell Side Match TABLE II: 
ED
to
TABLE II:
PA
   as MATCH_T2_ED_to_T2_PA
Sell Side Match TABLE II: 
ED
to
TABLE II:
JA
   as MATCH_T2_ED_to_T2_JA
Sell Side Match TABLE II: 
ED
to
TABLE II:
SD
   as MATCH_T2_ED_to_T2_SD
Sell Side Match TABLE II: 
ED
to
TABLE II:
JD
   as MATCH_T2_ED_to_T2_JD
Sell Side Match TABLE II: 
ED
to
TABLE  I:
PA
   as MATCH_T2_ED_to_T1_PA
Sell Side Match TABLE II: 
ED
to
TABLE  I:
JA
   as MATCH_T2_ED_to_T1_JA
Sell Side Match TABLE II: 
ED
to
TABLE  I:
SD
   as MATCH_T2_ED_to_T1_SD
Sell Side Match TABLE II: 
ED
to
TABLE  I:
JD
   as MATCH_T2_ED_to_T1_JD
Buy Side Match TABLE II: 
HD
to
TABLE II:
SD
   as MATCH_T2_HD_to_T2_SD
Buy Side Match TABLE II: 
HD
to
TABLE II:
JD
   as MATCH_T2_HD_TO_T2_JD
Buy Side Match TABLE II: 
HD
to
TABLE II:
PA
   as MATCH_T2_HD_to_T2_PA
Buy Side Match TABLE II: 
HD
to
TABLE II:
JA
   as MATCH_T2_HD_to_T2_JA
Buy Side Match TABLE II: 
HD
to
TABLE  I:
SD
   as MATCH_T2_HD_to_T1_SD
Buy Side Match TABLE II: 
HD
to
TABLE  I:
JD
   as MATCH_T2_HD_to_T1_JD
Buy Side Match TABLE II: 
HD
to
TABLE  I:
PA
   as MATCH_T2_HD_to_T1_PA
Buy Side Match TABLE II: 
HD
to
TABLE  I:
JA
   as MATCH_T2_HD_to_T1_JA
Sell Side Match TABLE II: 
OA
to
TABLE II:
PA
   as MATCH_T2_OA_to_T2_PA
Sell Side Match TABLE II: 
OA
to
TABLE II:
JA
   as MATCH_T2_OA_to_T2_JA
Sell Side Match TABLE II: 
OA
to
TABLE  I:
PA
   as MATCH_T2_OA_to_T1_PA
Sell Side Match TABLE II: 
OA
to
TABLE  I:
JA
   as MATCH_T2_OA_to_T1_JA
Sell Side Match TABLE II: 
OD
to
TABLE II:
PA
   as MATCH_T2_OD_to_T2_PA
Sell Side Match TABLE II: 
OD
to
TABLE II:
JA
   as MATCH_T2_OD_to_T2_JA
Sell Side Match TABLE II: 
OD
to
TABLE  I:
PA
   as MATCH_T2_OD_to_T1_PA
Sell Side Match TABLE II: 
OD
to
TABLE  I:
JA
   as MATCH_T2_OD_to_T1_JA
Sell Side Match TABLE II: 
UD
to
TABLE II:
PA
   as MATCH_T2_UD_to_T2_PA
Sell Side Match TABLE II: 
UD
to
TABLE II:
JA
   as MATCH_T2_UD_to_T2_JA
Sell Side Match TABLE II: 
UD
to
TABLE  I:
PA
   as MATCH_T2_UD_to_T1_PA
Sell Side Match TABLE II: 
UD
to
TABLE  I:
JA
   as MATCH_T2_UD_to_T1_JA

Renaming Words found in the Security Title
Original Word New Word   Original Word New Word
OPPTIONS OPTION   FORWARDS FORWARD
OPPTION OPTION   RESTRICTED RESTRICT
OPTIONS OPTION   RESTRICED
 RESTRICT
SHARES SHARE   UNITS
 UNIT
NOTES NOTE   PREFORMANCE
 PERFORMANCE
CONVERTIBLES CONVERTIBLE   PHAMTOM PHANTOM
WARRANTS WARRANT      

Qualifies if these words are foundare found any where in the security title
CONVERTIBLE SHARE
 WARRANT
  
FORWARD CONVERTIBLE  
     
Disqualifies these if the word(s) are found in the security title
PHANTOM EMPLOYEE OPTION PHANTOM SHARE
EMPLOYEE STOCK OPTION PERFORMANCE SHARE NON-QUALIFIED OPTION
NONQUALIFIED OPTION NON QUALIFIED OPTION DEFERRED
STOCK AWARD    
     
Disqualifies these based on combo matches
INCENTIVE and OPTION DIRECTOR and OPTION
THRIFT and PLAN EMPLOYEE and OPTION
DEFERRED and STOCK DEFERRED and COMPENSATION
DEFERRED and FEES QUALIFIED and THRIFT and PLAN
NON and QUALIFIED and THRIFT and PLAN RESTRICT and PERFORM and UNIT
RESTRICT and STOCK and UNIT RESTRICT and STOCK
RESTRICT and SHARE and STOCK PERFORMANCE and STOCK and UNIT


© 2024, J3 Services Group, Inc. All right reserved.   Disclaimer