Qualified vs. Ordinary Dividends: Tax Rules Explained
Understand how qualified dividends differ from ordinary dividends, the IRS 60-day holding period rule, Form 1099-DIV reporting, and tax calculations.
Month: September 2026
Halozyme Inks $1.5B Convertible Debt Deal and Capped Calls
Halozyme closed a $1.5B convertible debt offering with capped calls, refinancing 2027 and 2028 notes while securing over $630M in fresh liquidity.
DoorDash Inks $131.5M NYC Delivery Worker Settlement
DoorDash agreed to a $131.5 million settlement with New York City resolving food delivery pay compliance issues, backed by $4.42 billion in company cash.
Treasury Bills: Discount Rate vs. Investment Yield Explained
Understand why Treasury bills quote both a discount rate and investment yield, how the 360 vs 365-day math works, and how to calculate your true return.
Iambic Therapeutics Files Form S-1 for Nasdaq IPO Under IAM
Iambic Therapeutics filed a Form S-1 with the SEC to list on Nasdaq under IAM, backed by Nvidia and Coatue, with $207.9M in cash and clinical HER2 data.
Group 1 Automotive Inks Pact With Conifer, Expands Board
Group 1 Automotive entered a stockholder agreement with 12.7% owner Conifer Management, expanding its board to 11 and capping Conifer at 19% ownership.
Tax-Equivalent Yield: How to Compare Munis and Treasuries
Learn how to calculate tax-equivalent yield (TEY) to compare municipal bonds, U.S. Treasuries, and corporate debt on a true after-tax basis.
Priority Technology Inks $1.6B Buyout With CEO and Searchlight
Priority Technology will be taken private by CEO Thomas Priore and Searchlight Capital in a $1.6B cash deal at $8.05 per share, delisting PRTH from Nasdaq.
NCMI Buys Captivate for $275M to Form 48,000-Screen Ad Network
National CineMedia completed its $275 million acquisition of Captivate, funded by a new Crestline first-lien term loan, uniting 48,000 screens across 185 DMAs.
Zero-Coupon Bonds: How STRIPS Work, Pricing Math, and Taxes
Learn how zero-coupon bonds and Treasury STRIPS work, how their pricing and duration are calculated, and how IRS phantom tax rules apply to OID.