| 1/15/2026 | SP | New Issue: GS Finance prices $1.07 million autocallable contingent coupon notes linked to stocks
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| 12/31/2025 | SP | New Issue: Morgan Stanley prices $6.45 million variable income autocallable notes linked to stocks
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| 12/1/2025 | SP | New Issue: Morgan Stanley prices $9.99 million variable income autocallable notes linked to stocks
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| 11/30/2025 | SP | New Issue: Barclays prices $10 million callable contingent coupon notes tied to Affirm
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| 11/30/2025 | SP | New Issue: Barclays prices $1.56 million callable contingent coupon notes tied to Affirm
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| 11/26/2025 | SP | New Issue: GS Finance prices $1.5 million contingent coupon autocallables linked to five stocks
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| 11/18/2025 | SP | New Issue: GS Finance prices $1.25 million autocallable basket-linked notes on five-stock basket
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| 11/10/2025 | SP | New Issue: Morgan Stanley prices $3.19 million variable income autocallable notes linked to stocks
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| 10/3/2025 | SP | New Issue: Morgan Stanley prices $4.25 million variable income autocallable notes linked to stocks
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| 9/26/2025 | SP | New Issue: Morgan Stanley sells $1.5 million 20% contingent income autocallables on Affirm
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| 9/24/2025 | SP | New Issue: Morgan Stanley prices $1.09 million autocallable jump securities on stock basket
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| 9/16/2025 | SP | New Issue: Morgan Stanley prices $1.6 million 11% contingent income autocallables linked to stocks
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| 9/4/2025 | SP | New Issue: Morgan Stanley prices $2.12 million variable income autocallables linked to four stocks
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| 9/4/2025 | SP | New Issue: Morgan Stanley prices $3.03 million variable income autocallables linked to four stocks
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| 9/4/2025 | SP | New Issue: Morgan Stanley prices $2.23 million variable income autocallables linked to four stocks
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| 9/4/2025 | SP | New Issue: Morgan Stanley prices $2.87 million variable income autocallables linked to four stocks
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| 8/29/2025 | CV | Market Commentary: Earnings spark large gains in Alibaba, Affirm, IREN convertible notes in muted session
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| 8/29/2025 | CV | Market Commentary: Morning Commentary: Earnings spark large gains in Alibaba, Affirm convertible notes
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| 8/28/2025 | SP | New Issue: GS Finance prices $1.84 million autocallable variable coupon equity notes on four stocks
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| 8/1/2025 | SP | New Issue: Morgan Stanley prices $4.14 million variable income autocallables linked to three stocks
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| 8/1/2025 | SP | New Issue: Morgan Stanley prices $4.12 million variable income autocallables linked to four stocks
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| 7/23/2025 | SP | New Issue: BofA prices $1.13 million contingent income autocallable yield notes on two stocks
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| 7/11/2025 | SP | New Issue: Barclays sells $2.87 million phoenix autocallable notes on three stocks
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| 7/10/2025 | SP | New Issue: GS Finance prices $5.08 million contingent coupon autocallables linked to four stocks
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| 6/9/2025 | SP | New Issue: Barclays sells $2.03 million market-linked autocalls with contingent coupon on stocks
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| 5/14/2025 | SP | New Issue: Morgan Stanley prices $3.19 million variable income autocalls on stocks
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| 5/9/2025 | CV | Market Commentary: Hims & Hers convertibles explode higher on debut; Affirm down outright, up on hedge
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| 4/24/2025 | SP | New Issue: Barclays prices $2.47 million autocallable variable coupon notes linked to three stocks
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| 3/17/2025 | CV | Market Commentary: Evergy convertibles in focus; Alibaba hits new outright height; Affirm under pressure
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| 3/17/2025 | CV | Market Commentary: Morning Commentary: Affirm convertible notes under pressure in early trade
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| 2/14/2025 | SP | New Issue: UBS prices $2 million contingent income autocalls with memory on Affirm Holdings
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| 1/29/2025 | SP | New Issue: BofA prices $1.35 million variable income autocallables linked to Palantir, Tesla, Affirm
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| 1/3/2025 | SP | New Issue: BofA prices $2.26 million variable income autocallable yield notes on three stocks
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| 12/30/2024 | SP | New Issue: JPMorgan prices $693,000 bearish autocallable contingent interest notes linked to stocks
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| 12/26/2024 | SP | New Issue: JPMorgan prices $660,000 bearish autocallable contingent interest notes linked to stocks
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| 12/24/2024 | SP | New Issue: BofA prices $1.1 million 7.7% contingent income autocallable yield notes on stocks
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| 12/24/2024 | CV | Market Commentary: Convertibles secondary trading at a crawl; Affirm holds expansion; CleanSpark struggles
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| 12/20/2024 | CVLM | Affirm dealers use full $120 million greenshoe on 0.75% convertibles
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| 12/20/2024 | CV | Market Commentary: Convertibles secondary activity slows; MARA struggles; CleanSpark, Affirm improve
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| 12/20/2024 | CV | Market Commentary: Morning Commentary: Convertibles secondary activity slows; recent deals below par
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| 12/19/2024 | CV | Market Commentary: High-grade convertibles in focus; Affirm notes reclaim par; Liberty TripAdvisor pops
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| 12/19/2024 | SP | New Issue: GS Finance sells $6.49 million contingent income autocallable securities linked to Affirm
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| 12/19/2024 | CV | Market Commentary: Morning Commentary: Investment-grade convertibles return to focus; Affirm notes active
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| 12/18/2024 | CV | Market Commentary: Affirm convertible notes play to strong demand, expand on debut; CleanSpark comes in
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| 12/18/2024 | CV | Market Commentary: Morning Commentary: Affirm convertible notes play to strong demand, expand on debut
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| 12/18/2024 | CV | New Issue: Affirm prices upsized $800 million five-year convertibles to yield 0.75%, up 42.5%
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| 12/17/2024 | CV | Market Commentary: Affirm convertible notes offering eyed; LeMaitre expands; Nutanix, Datadog active
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| 12/17/2024 | CV | Market Commentary: Morning Commentary: Affirm convertible notes offering eyed; LeMaitre expands
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| 12/16/2024 | CV | Market Commentary: Affirm convertibles on deck; LeMaitre Vascular eyed; CleanSpark, Riot notes strengthen
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| 12/16/2024 | CV | Affirm talks $750 million five-year convertible notes to yield 0.75%-1.25%, up 35%-40%
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| 11/19/2024 | SP | New Issue: Barclays Bank prices $2 million 24% contingent income autocallables linked to Affirm
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| 10/4/2024 | SP | New Issue: BofA prices $2.88 million variable income autocallable yield notes on three stocks
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| 8/13/2024 | SP | New Issue: Scotiabank prices $2 million contingent income autocalls on Affirm Holdings
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| 7/19/2024 | SP | New Issue: JPMorgan prices $500,000 autocallable contingent interest notes linked to Affirm
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| 7/1/2024 | BK | Affirm Holdings increases revolver to $330 million, extends to 2027
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| 3/12/2024 | SP | New Issue: Barclays prices $4.76 million autocallable variable coupon notes linked to three stocks
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| 2/11/2024 | SP | New Issue: Morgan Stanley prices $500,000 47.25% contingent income autocallables tied to Affirm
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| 12/8/2023 | CVLM | Affirm OK’d to buy back up to $800 million of 2026 convertibles
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| 8/25/2023 | CV | Market Commentary: Affirm convertibles gain on earnings; DexCom notes hit new low; Fluor up outright
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| 6/8/2023 | CV | Market Commentary: Bread Financial, Ventas Realty offerings oversubscribed; Ionis convertibles up on debut
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| 6/8/2023 | CVLM | Affirm authorized to buy back up to $800 million of 0% convertibles
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| 3/7/2023 | CVLM | Affirm to buy back $70 million more 0% convertibles due 2026
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| 2/15/2023 | CV | Market Commentary: Airbnb convertibles gain; Affirm active on buyback; Akamai down outright, up on hedge
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| 2/15/2023 | CVLM | Affirm to buy back $229 million of 0% convertibles on Feb. 21
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| 2/15/2023 | CV | Market Commentary: Morning Commentary: Airbnb convertibles gain; Affirm active on buyback; Avaya files
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| 2/13/2023 | CV | Market Commentary: Convertibles secondary quiet; Affirm eyed, trades near recent high; Live Nation active
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| 2/13/2023 | CV | Market Commentary: Morning Commentary: Convertibles secondary trading quiet at open; Affirm holds gains
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| 2/9/2023 | CV | Market Commentary: Nabors, WisdomTree on tap; Affirm, TechTarget convertibles lower; CyberArk volatile
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| 2/9/2023 | CV | Market Commentary: Morning Commentary: Affirm convertible notes fall in early trading on earnings miss
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| 2/2/2023 | CV | Market Commentary: Convertibles rally continues; Integer gains; Ford rises pre-earnings; growth returns
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| 1/12/2023 | CV | Market Commentary: Travel names eyed; American Airlines, Royal Caribbean convertibles rise; Affirm gains
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| 1/11/2023 | CV | Market Commentary: Halozyme convertibles active on missed guidance, notes redemption; Live Nation comes in
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| 12/30/2022 | CV | Outlook 2023: Clouds to part after ‘perfect storm’ of 2022; modest convertible returns expected
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| 12/22/2022 | CV | Market Commentary: Illumina end-of-life convertible bond trades dominate the tape; Affirm, Opendoor active
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| 12/22/2022 | CV | Market Commentary: Morning Commentary: Affirm convertible notes active, unchanged as activity dwindles
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| 11/9/2022 | CV | Market Commentary: Coinbase convertibles crumble with Bitcoin; Amyris yield cracks 38%; Affirm pressured
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| 11/9/2022 | CV | Market Commentary: Morning Commentary: Affirm convertible notes decline in early trading post earnings
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| 10/25/2022 | SP | New Issue: GS Finance sells $500,000 autocallable contingent coupon notes on Affirm
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| 10/13/2022 | SP | New Issue: HSBC sells $252,000 44% contingent income barrier autocalls on Affirm
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| 8/30/2022 | CV | Market Commentary: iQIYI gains on private placement; ZTO Express convertibles lower; Affirm down again
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| 8/26/2022 | CV | Market Commentary: ZTO convertibles gain in heavy volume; Workday notes active; Affirm under pressure
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| 6/15/2022 | SP | New Issue: HSBC sells $614,000 autocallable contingent income barrier notes on Affirm
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| 6/7/2022 | SP | New Issue: JPMorgan prices $1.15 million autocallable contingent interest notes on three stocks
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| 5/13/2022 | CV | Market Commentary: Growth stocks rebound; Coinbase, Unity Software, Upstart convertibles up; Twitter falls
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| 5/13/2022 | CV | Market Commentary: Morning Commentary: Coinbase convertibles rebound; Affirm gains; Twitter notes fall
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| 5/10/2022 | CV | Market Commentary: Desktop Metal downsizes, widens talk; Upstart Holdings craters; Affirm under pressure
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| 4/27/2022 | SP | New Issue: HSBC sells $1.3 million autocallable contingent income barrier notes on two stocks
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| 4/20/2022 | SP | New Issue: Citi prices $1.13 million autocallable equity-linked securities on three stocks
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| 4/12/2022 | CV | Market Commentary: Morning Commentary: Affirm convertible notes active early in otherwise quiet morning
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| 4/11/2022 | CV | Market Commentary: SailPoint convertibles in focus on acquisition; VNET gains; Hannon Armstrong comes in
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| 4/6/2022 | CV | Market Commentary: JetBlue loses, Spirit Airlines gains on acquisition bid; Twitter active; Affirm pressured
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| 3/18/2022 | CV | Market Commentary: Convertibles secondary ends volatile week better; Affirm, Pinduoduo, Airbnb, Lumentum up
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| 3/17/2022 | CV | Market Commentary: Affirm convertibles improve; Twitter notes top par; Pinduoduo, Sea give back gains
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| 3/17/2022 | CV | Market Commentary: Morning Commentary: Affirm Holdings convertible notes active on quiet morning
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| 3/14/2022 | CV | Market Commentary: Losses mount for Affirm; Sea, Huazhu Group, Pinduoduo under pressure; Splunk expands
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| 3/11/2022 | CV | Market Commentary: Pinduoduo down; RingCentral active; Affirm hits new low; DocuSign quiet as stock tanks
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| 2/24/2022 | SP | New Issue: Credit Suisse sells $550,000 contingent coupon autocallable yield notes on Affirm
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| 2/24/2022 | SP | New Issue: Morgan Stanley prices $4 million 35% fixed coupon autocallable securities on Affirm
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| 2/17/2022 | CV | Market Commentary: Fastly convertibles in focus, drop post-earnings; Affirm weaker; Western Digital active
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| 2/17/2022 | SP | New Issue: Citi sells $1.01 million autocallable contingent coupon equity notes on Affirm
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| 2/11/2022 | CV | Market Commentary: Volatility roils convertibles secondary; Norwegian Cruise volatile; BlackLine sinks
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| 2/11/2022 | CV | Market Commentary: Morning Commentary: Norwegian Cruise hits the aftermarket, flat on debut; Affirm lower
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| 2/10/2022 | CV | Market Commentary: Norwegian Cruise Line plays to heavy demand; Snap gains continue; Affirm volatile
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| 1/28/2022 | CV | Market Commentary: Affirm convertibles gain in active trading; Insulet pops on FDA nod; Lucid down again
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| 1/24/2022 | CV | Market Commentary: ‘Crazy day’ in secondary amid equity volatility; Oak Street active; Arrival, Fisker drop
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| 1/12/2022 | CV | Market Commentary: DISH convertibles in focus on renewed merger talk; Coupa, Lucid gain; Affirm active
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| 1/5/2022 | CV | Market Commentary: Convertibles secondary soft amid stock sell-off; Ares Capital active; Affirm, Lucid down
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| 1/5/2022 | CV | Market Commentary: Morning Commentary: Ares Capital convertibles active as maturity approaches; Affirm down
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| 1/4/2022 | CV | Market Commentary: Sea convertible notes in focus as equity plummets; Ford gains; Affirm hits new low
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| 12/31/2021 | CV | Market Commentary: Outlook 2022: Convertibles issuance to moderate, pricing to cheapen in 2022
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| 12/21/2021 | SP | New Issue: Credit Suisse sells $19.11 million autocallable contingent income securities on Affirm
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| 12/17/2021 | CV | Market Commentary: Danimer in focus, skyrockets on debut; DigitalOcean, Affirm, Marathon Digital pressured
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| 12/17/2021 | SP | New Issue: Barclays sells $19.27 million contingent income autocallable securities on Affirm
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| 12/13/2021 | BK | Affirm Holdings terminates $185 million revolving credit agreement
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| 12/8/2021 | SPSW | Autocallable structured products issuance expected to rise amid volatile market in November
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| 12/7/2021 | SP | New Issue: JPMorgan sells $1.86 million autocallable contingent interest notes on Affirm
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| 12/6/2021 | CV | Market Commentary: Pinduoduo, Affirm convertibles improve outright; Bilibili active; JetBlue contracts
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| 12/6/2021 | CV | Market Commentary: Morning Commentary: Bilibili, Affirm convertible notes in focus in early trading
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| 12/2/2021 | CV | Market Commentary: Lithium Americas convertibles expand on debut; Affirm, Bilibili drop further below par
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| 12/1/2021 | SP | New Issue: GS Finance sells $41.72 million contingent income autocalls on Affirm Holdings
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| 11/30/2021 | SP | New Issue: Barclays sells $4.09 million autocallable contingent coupon notes on stock basket
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| 11/23/2021 | CV | Market Commentary: Convertibles trading volatile; DigitalOcean down; Affirm active; Opendoor contracts
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| 11/23/2021 | CV | Affirm sells additional $225 million of convertibles via greenshoe
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| 11/23/2021 | CV | Market Commentary: Morning Commentary: DigitalOcean, Affirm convertible notes in focus as equities waver
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| 11/22/2021 | CV | Market Commentary: Affirm, DigitalOcean convertibles below par; Bilibili up; Vonage skyrockets on buyout
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| 11/22/2021 | CV | Market Commentary: Morning Commentary: Affirm convertibles trade below par; Bilibili gains in early trading
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| 11/19/2021 | CV | Market Commentary: Convertibles secondary supply surges; Camtek, Arrival, Affirm gain; Bilibili contracts
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| 11/19/2021 | CV | Market Commentary: Morning Commentary: Convertibles secondary sees supply surge; Camtek, Arrival, Affirm up
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| 11/19/2021 | CV | New Issue: Affirm sells upsized $1.5 billion five-year convertible notes to yield 0%, up 55%
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| 11/18/2021 | CV | Market Commentary: Affirm, Bilibili, Camtek convertibles eyed; Arrival upsizes; Stem hits aftermarket
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| 11/18/2021 | CV | Market Commentary: Morning Commentary: Affirm, Bilibili, Camtek convertibles eyed; Stem hits aftermarket
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| 11/18/2021 | CV | Affirm Holdings talks $1.25 billion five-year convertibles to yield 0%-0.25%, up 47.5%-52.5%
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| 11/3/2021 | SP | New Issue: UBS sells $5.75 million trigger autocallable contingent yield notes on stock basket
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| 11/3/2021 | SP | New Issue: Barclays sells $11.02 million autocallable contingent coupon notes on stock basket
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| 10/28/2021 | SP | New Issue: UBS sells $11.6 million trigger autocallable contingent yield notes on stock basket
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| 10/23/2021 | SP | New Issue: Citi sells $782,000 autocallable equity notes on three stocks
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| 10/20/2021 | SP | New Issue: Barclays prices $2.31 million phoenix autocallable notes on SoFi, Affirm
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| 10/18/2021 | SP | New Issue: HSBC sells $28.13 million contingent income autocalls on Affirm Holdings
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| 10/5/2021 | SP | New Issue: Barclays sells $3 million contingent income autocallable securities on Affirm
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| 9/28/2021 | SP | New Issue: JPMorgan prices $10.73 million contingent income autocallables on Affirm Holdings
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| 8/19/2021 | SP | New Issue: JPMorgan prices $15.67 million contingent income autocallables on Affirm
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| 6/29/2021 | SP | New Issue: Credit Suisse sells $504,000 autocallable securities on four stocks
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| 1/25/2021 | BK | Affirm enters revolver with $185 million initial commitment
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