| 12/11/2025 | SP | New Issue: BMO prices $1 million digital return barrier notes linked to SoFi
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| 11/26/2025 | SP | New Issue: UBS prices $5.6 million trigger autocallable contingent yield notes on SoFi
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| 10/23/2025 | SP | New Issue: Morgan Stanley sells $9.46 million contingent income memory autocalls on SoFi
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| 10/20/2025 | SP | New Issue: GS Finance prices $1.2 million autocallable contingent coupon notes linked to stocks
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| 10/9/2025 | SP | New Issue: JPMorgan prices $500,000 24% autocallable contingent interest notes linked to SoFi
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| 9/23/2025 | SP | New Issue: Barclays prices $1.16 million autocallable contingent coupon notes on stocks
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| 8/13/2025 | SP | New Issue: Barclays prices $475,000 autocallable contingent coupon barrier notes on stocks
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| 7/30/2025 | SP | New Issue: Citigroup sells $1.01 million 27.35% autocallable contingent coupon notes on stocks
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| 7/23/2025 | SP | New Issue: GS prices $2.16 million autocallable contingent coupon equity notes on three stocks
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| 7/16/2025 | SP | New Issue: BMO prices $5.05 million autocallable barrier notes with contingent coupons linked to SoFi
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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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| 6/24/2025 | SP | New Issue: BofA sells $1.53 million contingent coupon autocallables on stocks
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| 4/29/2025 | CV | Market Commentary: Akamai convertibles active as maturity nears; SoFi, Shift4 notes gain on earnings
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| 4/29/2025 | CV | Market Commentary: Morning Commentary: Akamai convertibles active as maturity nears; SoFi jumps on earnings
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| 3/28/2025 | SP | New Issue: GS Finance sells $2.67 million autocallable contingent coupon equity notes on three stocks
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| 2/10/2025 | SP | New Issue: Barclays sells $1.05 million phoenix autocallable notes on three stocks
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| 2/10/2025 | SP | New Issue: Barclays sells $1.18 million phoenix autocallable notes on three stocks
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| 2/3/2025 | SP | New Issue: GS prices $1.91 million autocallable contingent coupon equity notes on three stocks
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| 1/16/2025 | SP | New Issue: GS Finance prices $4.5 million autocallable contingent coupon equity notes on SoFi
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| 12/13/2024 | SP | New Issue: Citigroup prices $1.46 million 20% autocallable contingent coupon notes with knock-in on stocks
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| 11/14/2024 | SP | New Issue: Barclays sells $1.17 million phoenix autocallable notes linked to three stocks
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| 10/29/2024 | CV | Market Commentary: NextEra Energy convertibles dominate trading; Boeing gains; SoFi, TransMedics slide
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| 10/29/2024 | CV | Market Commentary: Morning Commentary: NextEra Energy tops morning trade; Boeing in focus; SoFi slides
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| 10/24/2024 | CV | Market Commentary: TeraWulf convertibles upsized, jump on trading debut; PureCycle skyrockets; SoFi higher
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| 10/21/2024 | CV | Market Commentary: SoFi convertibles hit fresh heights; Wayfair under pressure in above-average volume
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| 10/14/2024 | CV | Market Commentary: Upstart, SoFi convertibles jump to new outright heights; MicroStrategy volatile outright
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| 10/14/2024 | CV | Market Commentary: Morning Commentary: Upstart, SoFi convertible notes jump to new outright heights
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| 8/22/2024 | SP | New Issue: Citigroup prices $650,000 19% autocallable contingent coupon notes on SoFi
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| 7/8/2024 | SP | New Issue: JPMorgan prices $500,000 25.25% autocallable contingent interest notes linked to SoFi
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| 4/29/2024 | CV | Market Commentary: Southwest Airlines, Snap convertible notes active; SoFi softer post-earnings
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| 4/29/2024 | CV | Market Commentary: Morning Commentary: Southwest Airlines convertibles active; SoFi falls post-earnings
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| 4/21/2024 | SP | New Issue: JPMorgan prices $500,000 25% autocallable contingent interest notes linked to SoFi
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| 4/18/2024 | CV | Market Commentary: Rexford exchangeable notes hit new low; Weibo active; SoFi Technologies weakens
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| 3/8/2024 | CV | SoFi bookrunners use greenshoe to raise convertibles to $862.5 million
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| 3/6/2024 | CV | Market Commentary: Xerox convertibles eyed; $4.38 billion in supply hits aftermarket, strong on debut
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| 3/6/2024 | CV | Market Commentary: Morning Commentary: Xerox convertibles eyed; $4.38 billion in supply hits aftermarket
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| 3/5/2024 | CVLM | SoFi to exchange $600 million of convertibles due 2026 for stock
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| 3/5/2024 | CV | New Issue: SoFi prices $750 million 1.25% five-year convertible notes, up 30%
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| 3/5/2024 | CV | Market Commentary: Xerox convertibles join calendar; primary to price $3.95 billion in six deals post-close
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| 3/5/2024 | CV | Market Commentary: Morning Commentary: Convertibles primary to price $3.95 billion in six deals post-close
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| 3/5/2024 | CV | SoFi talks $750 million five-year convertible notes to yield 1%-1.5%, up 27.5%-32.5%
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| 2/11/2024 | SP | New Issue: UBS prices $500,000 21.05% trigger yield notes linked to SoFi
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| 1/29/2024 | CV | Market Commentary: Immunocore on deck; BrightSpring losses mount; SoFi convertible notes jump; Lucid lower
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| 1/29/2024 | SP | New Issue: Barclays prices $4.67 million phoenix autocallable notes on SoFi
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| 1/29/2024 | CV | Market Commentary: Morning Commentary: BrightSpring equity units stabilize; SoFi convertible notes jump
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| 10/25/2023 | CV | Market Commentary: Convertibles secondary contracts; SoFi, Wayfair notes lower; Snap active; Stride surges
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| 8/1/2023 | SP | New Issue: Citigroup prices $500,000 24.5% autocallable contingent coupon equity notes on SoFi
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| 7/31/2023 | CV | Market Commentary: SoFi Technologies convertible notes in focus, gain on earnings; Illumina paper active
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| 7/31/2023 | CV | Market Commentary: Morning Commentary: SoFi Technologies convertible notes in focus, gain on earnings
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| 7/27/2023 | CV | Market Commentary: Morning Commentary: SoFi Technologies convertibles active early; Snap trades continue
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| 6/13/2023 | CV | Market Commentary: Lumentum convertible offering eyed; SoFi notes improve; Bloom Energy hits new high
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| 5/30/2023 | CV | Market Commentary: Wayfair, Coinbase active in convertible bond sector with primary quiet
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| 3/13/2023 | CV | Convertible investors ‘cautious’ amid SVB fallout, liquidity concerns; opportunists eye market
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| 10/16/2022 | SP | New Issue: GS Finance prices $620,000 autocallable contingent coupon equity notes on SoFi
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| 9/27/2022 | SP | New Issue: Barclays prices $1.25 million callable contingent coupon notes on four stocks
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| 8/5/2022 | SP | New Issue: Morgan Stanley prices $1.18 million 32% contingent income notes on three stocks
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| 8/3/2022 | CV | Market Commentary: Infinera eyed; Arbor wrapped around issue; SoFi rises; Match down outright, up on hedge
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| 7/25/2022 | SP | New Issue: Citi prices $250,000 autocallable contingent coupon equity notes on two stocks
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| 7/24/2022 | SP | New Issue: Citi prices $500,000 autocallable contingent coupon equity notes on two stocks
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| 7/10/2022 | SP | New Issue: Credit Suisse sells $395,000 contingent coupon autocallable yield notes on two stocks
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| 6/21/2022 | SP | New Issue: Citi prices $1.2 million autocallable contingent coupon equity notes on four stocks
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| 6/13/2022 | SP | New Issue: Credit Suisse sells $500,000 autocallable securities on three stocks
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| 6/9/2022 | CV | Market Commentary: Altair convertible deal a ‘blowout’; SoFi active; Expedia down; Avaya up on refinancing
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| 6/7/2022 | SP | New Issue: JPMorgan prices $1.25 million autocallable contingent interest notes on three stocks
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| 6/3/2022 | SP | New Issue: JPMorgan prices $1.03 million autocallable contingent interest notes on three stocks
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| 5/31/2022 | SP | New Issue: Citi prices $605,000 autocallable equity-linked notes on Appian, Coinbase, SoFi
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| 5/31/2022 | SP | New Issue: Credit Suisse sells $508,000 contingent coupon autocallable yield notes on three stocks
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| 5/27/2022 | CV | Market Commentary: Workday convertibles down outright, up on hedge; Zscaler gains outright, weaker on hedge
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| 5/27/2022 | SP | New Issue: UBS sells $585,000 trigger autocallable contingent yield notes on basket of stocks
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| 5/26/2022 | SP | New Issue: Citi sells $1.45 million autocallable contingent coupon equity notes on three stocks
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| 5/20/2022 | SP | New Issue: Citi prices $500,000 autocallable contingent coupon equity notes on SoFi
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| 5/16/2022 | SP | New Issue: Citi prices $500,000 autocallable contingent coupon equity notes on SoFi
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| 4/26/2022 | SP | New Issue: Citi prices $1.71 million autocallable contingent coupon equity notes on four stocks
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| 4/19/2022 | CV | Market Commentary: Zendesk convertible notes in focus; SoFi, Snap active; Porch Group under pressure
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| 3/25/2022 | SP | New Issue: Barclays sells $585,000 phoenix autocallable notes on three stocks
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| 1/20/2022 | CV | Market Commentary: Peloton convertible notes in focus as stock tanks; SoFi, Luminar skyrocket outright
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| 1/20/2022 | CV | Market Commentary: Morning Commentary: SoFi Technologies, Luminar convertibles top par in early trading
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| 1/19/2022 | CV | Market Commentary: SoFi convertible notes gain; Ford comes in; Pioneer active; Zogenix jumps on buyout
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| 1/19/2022 | CV | Market Commentary: Morning Commentary: SoFi convertible notes in focus early, soar outright with stock
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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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| 12/10/2021 | SP | New Issue: Barclays sells $3.23 million phoenix autocallable notes on Coinbase, SoFi
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| 12/2/2021 | SP | New Issue: Morgan Stanley sells $5.58 million contingent income autocalls on stock basket
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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 | SP | New Issue: Barclays sells $5.32 million phoenix autocallable notes on Target, SoFi, Visa
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| 11/15/2021 | SP | New Issue: Credit Suisse sells $3.06 million trigger jump securities on SoFi
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| 11/15/2021 | SP | New Issue: Barclays sells $2 million phoenix autocallable notes on Upstart, SoFi
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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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| 10/20/2021 | SP | New Issue: Barclays prices $2.08 million phoenix autocallable notes on four stocks
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| 10/12/2021 | CV | Market Commentary: Sea convertible notes in focus, gain; SoFi higher outright; Western Digital trades down
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| 10/11/2021 | CV | Market Commentary: Flexion convertibles pop on acquisition; SoFi notes gain outright, lag dollar-neutral
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| 10/7/2021 | CV | Market Commentary: Sea surges in active trade; Square, LendingTree add with shares; Golar maturity eyed
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| 10/7/2021 | CV | Market Commentary: Morning Commentary: Novavax convertibles trade with higher shares; Insmed notes eyed
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| 10/6/2021 | CV | Market Commentary: Convertibles activity muted; Western Digital notes trade down; Novavax convertibles flat
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| 10/5/2021 | CV | Market Commentary: Convertibles mostly tag along as equities rebound; Southwest slips; Booking.com flat
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| 10/5/2021 | CV | Market Commentary: Morning Commentary: Convertibles quiet as equities rebound; SoFi Technologies in focus
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| 10/4/2021 | CV | SoFi Technologies greenshoe exercise pushes offering to $1.2 billion
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| 10/4/2021 | CV | Market Commentary: SoFi Technologies convertibles hit 105 then come in; Pacira aches; Southwest lifts
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| 9/30/2021 | CV | Market Commentary: SoFi Technologies convertible notes in focus, trade up on debut; Radius, Sea improve
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| 9/30/2021 | CV | Market Commentary: Morning Commentary: SoFi Technologies convertible notes in focus, trade up on debut
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| 9/30/2021 | CV | New Issue: SoFi Technologies prices upsized $1.1 billion five-year convertibles at 0%, up 40%
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| 9/29/2021 | CV | Market Commentary: SoFi convertible notes upsize to $1 billion; Brookdale jumps in aftermarket debut
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| 9/29/2021 | CV | Market Commentary: Morning Commentary: SoFi convertible notes on tap; Brookdale jumps in aftermarket debut
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| 9/29/2021 | CV | SoFi talks $750 million five-year convertible notes to yield 0%-0.5%, up 37.5%-42.5%
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