corporate-actions

corporate-actions is a skill for Claude Code from JoelLewis/finance_skills. It costs 109 tokens per session (5,541 once invoked), scanned A, original, MIT.

A workflow for handling company-initiated events that change shareholders’ securities, such as dividends, stock splits, mergers, and spin-offs. It covers the process from announcement through settlement, including optional elections.

In plain words
What is it for?
Use it to process mandatory and elective corporate actions, calculate record-date and ex-date entitlements, and manage tenders, rights offerings, exchanges, and related elections.
Why use it?
These events require correct dates, entitlements, choices, and settlement handling. A defined workflow reduces mistakes when processing complex shareholder outcomes.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the client-operations plugin — 8 skills shipped together

not rated 184repo +5 1mo ago A scan Socket: passSnyk: warnSkillSpector: warn 109 tokens original MIT

Good fit Use it to process mandatory and elective corporate actions, calculate record-date and ex-date entitlements, and manage tenders, rights offerings, exchanges, and related elections.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/joellewis/finance_skills/corporate-actions
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add JoelLewis/finance_skills --skill corporate-actions
Clone the repo
git clone --depth 1 https://github.com/JoelLewis/finance_skills

Made for: Claude Code.

Or install client-operations, the plugin that ships this one along with the rest of its 8 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for corporate-actions

README.md
[![agentmods](https://agentmods.dev/badge/skills/joellewis/finance_skills/corporate-actions/github.svg)](https://agentmods.dev/skills/joellewis/finance_skills/corporate-actions)
Your own site
<a href="https://agentmods.dev/skills/joellewis/finance_skills/corporate-actions"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/corporate-actions/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for corporate-actions

Your own site · 80×15
<a href="https://agentmods.dev/skills/joellewis/finance_skills/corporate-actions"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/corporate-actions.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 109 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,541 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 18 Mar 2026
  • Snyk warn 17 Mar 2026
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 225
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00109 $0.05541
Opus 5 $0.00055 $0.02771
Sonnet 5 $0.00022 $0.01108
Haiku 4.5 $0.00011 $0.00554

Measured 12d ago against content hash ca942bd98d6c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

corporate-actions scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/client-operations/skills/corporate-actions/SKILL.md · 243 lines

How it starts

The opening of the file, as written. The whole thing — 243 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Corporate Actions

Core Concepts

1. Corporate Action Types

Corporate actions are events initiated by a company that affect its securities. They fall into four broad categories based on the level of shareholder participation required.

Mandatory Actions. These occur automatically for all holders of record and require no election. The holder receives the entitlement without taking any action.

  • Cash dividends (regular, special, interim, final)
  • Stock dividends (bonus shares distributed pro rata)
  • Stock splits (forward splits increase share count, reduce price proportionally)
  • Reverse stock splits (decrease share count, increase price proportionally)
  • Mergers with fixed terms (cash-only or fixed-ratio stock consideration)
  • Spin-offs (new entity shares distributed to parent company holders)
  • Name changes and symbol changes (CUSIP/ISIN may change)

Mandatory with Choice. The action will occur regardless, but the holder may choose among alternatives. If no election is made, a default option applies.

  • Stock or cash dividend election (holder chooses stock or cash; default is typically cash)
  • Merger consideration election (cash, stock, or mixed; subject to proration if oversubscribed)

Voluntary Actions. The holder may choose whether to participate. Non-participation means the holder retains their existing position unchanged.

  • Tender offers (issuer or third party offers to purchase shares at a specified price)
  • Rights offerings (existing holders receive rights to purchase new shares at a discount)
  • Exchange offers (holders may exchange existing securities for different securities)
  • Consent solicitations (holders asked to consent to changes in bond covenants or terms)
  • Dutch auction tender offers (holders specify price within a range)
  • Odd-lot tender offers (small holders may tender at favorable terms)

Information-Only Events. No direct financial impact on positions, but require tracking and communication.

  • Annual and special meeting notifications
  • Proxy vote solicitations
  • Credit rating changes
  • Regulatory filings (e.g., issuer SEC filings affecting the security)

Read the full file on GitHub · 243 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 243 lines · 109 tokens per session scan A ca942bd98d6c

Subscribe to this mod's changes

corporate-actions is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 109 tokens to every session and 5,541 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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