Stock Splits
Stock splits manages forward and reverse stock splits that adjust the number of shares outstanding and share prices proportionally, requiring adjustments to historical ownership records and share prices. This use case addresses tracking stock split announcements, ratios, and effective dates, automatically adjusting historical ownership records for stock splits, supporting historical price analysis through split-adjusted prices, linking splits to shareholders and tracking ownership adjustments, meeting regulatory requirements for stock split reporting, and enabling accurate historical price and ownership analysis.
The Challenge¶
Organizations face challenges in stock split management:
- Split types — Different types of stock splits (forward splits, reverse splits) with different ratios
- Temporal tracking — Tracking stock split announcements, ex-dividend dates, and effective dates
- Ownership adjustment — Adjusting historical ownership records for stock splits
- Price adjustment — Adjusting historical share prices for stock splits
- Regulatory requirements — Different jurisdictions have different requirements for stock split reporting
- Relationship context — Understanding how stock splits affect ownership and share structures
- Historical reconstruction — Reconstructing historical ownership and price data adjusted for splits
- Data quality — Maintaining accurate and complete stock split records
Why EKG is Required¶
Enterprise Knowledge Graphs provide powerful stock split management capabilities:
- Split tracking — Track all stock split announcements, ratios, and effective dates
- Temporal tracking — Track stock split history over time and maintain historical records
- Ownership adjustment — Automatically adjust historical ownership records for stock splits
- Price adjustment — Support historical price analysis through split-adjusted prices
- Shareholder linking — Link stock splits to shareholders and track ownership adjustments
- Regulatory integration — Link stock splits to regulatory requirements and reporting obligations
- Historical reconstruction — Reconstruct historical ownership and price data adjusted for splits
- Multi-entity analysis — Analyze stock split patterns across entity portfolios
Business Value¶
- Ownership analysis — Support accurate ownership analysis through split-adjusted records
- Regulatory compliance — Meet requirements for stock split reporting and disclosure
- Historical analysis — Enable accurate historical price and ownership analysis
- Operational efficiency — Automate stock split tracking and ownership adjustments
- Data accuracy — Maintain accurate historical records adjusted for stock splits
- Strategic insights — Understand stock split patterns and their impact on ownership structures