Matthews South

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OUR BLOG

Breaking News: No mandatory cooling-off period required for issuer 10b5-1 repurchases

by Beesham A Seecharan | December 14, 2022 | Buyback, Equity

The U.S. Securities and Exchange Commission (SEC) today adopted amendments to its Rule 10b5-1 under the Securities Exchange Act of 1934 (Rule 10b5-1).  Though the SEC had proposed a “cooling off” period for issuers when the amendments were initially proposed last year, the final ... >>>Read More

ASR VWAP Discount: Are You Receiving The Best Price?

by Christine Sedlack | November 30, 2022 | ASR, Buyback, Equity

Matthews South has advised clients on $80bn of share repurchase to date and ~30% of ASRs in 2022.  This experience, coupled with our proprietary software, gives us an unrivaled ability to help our clients achieve the best ASR pricing. In this blog, we present updated statistics on the pricing of ... >>>Read More

Resurgence of Accelerated Share Repurchase (ASRs)

by Kevin Castellano | November 22, 2022 | ASR, Buyback, Equity

2022 has been a banner year for ASRs with greater volume through the first three quarters than the corresponding period in any year in recent history.  There have been 77 ASRs for a total of $73.5bn during this period.  ASR terms for companies have never been better given high volatility and rising ... >>>Read More

Five Common Questions about eOMRs, an Essential Share Repurchase Tool

by Christine Sedlack | October 3, 2022 | Buyback, eOMR, Equity

At Matthews South, we continue to see a meaningful increase in Enhanced Open Market Repurchase (eOMR) interest and usage from our clients.  Open Market Repurchase (OMR) users are progressively considering eOMR because of the large expected discount beat that eOMR provides.  Additionally, it is an ... >>>Read More

Impact of Stock Based Compensation on the 1% Buyback Tax

by Jared Kramer | September 8, 2022 | Buyback, Equity

On August 16, the Inflation Reduction Act of 2022 was signed into law, including a tax on corporations equal to 1% of “the fair market value of any stock of the corporation which is repurchased by such corporation during the taxable year.” Details (including the treatment of Accelerated Share ... >>>Read More

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Archives

Recent Posts

  • Early Earnings Read: Share Repurchase Authorizations Resilient amid Macro Volatility
  • Strength Amid Choppiness: Q1 2025 Convertible Market Review
  • 2024 Year-End Convertible Market Review
  • Unscheduled Market Closure – Will ASRs Be Adjusted Fairly?
  • Trends in the Call Spread Market

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