Warrants

Cathy Fluckey on

My club owned Occidental Petroleum (OXY) and in July, 2020
OXY distibuted warrants (OXY+), We sold all the stock plus
the warrants in 2020. I cannot get the warrants recorded
correctly in Bivio. (I'm using the spin-off button in the
OXY investment.) The numbers are not matching the
information provided by our brokerage firm. The last time
someone mention warrants in the cafe appears to be from
2002. Any help is appreciated.

Jack Ranby on

Cathy, this is the type of problem that bivio handles directly through its
support desk.

Send your enquiry to support@bivio.com . They will be able to look at your
club records and provide guidance.

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Cathy
Fluckey via bivio.com
Sent: Wednesday, 24 February, 2021 16:32
To: club_cafe@bivio.com
Subject: [club_cafe] Warrants

My club owned Occidental Petroleum (OXY) and in July, 2020
OXY distibuted warrants (OXY+), We sold all the stock plus
the warrants in 2020. I cannot get the warrants recorded
correctly in Bivio. (I'm using the spin-off button in the
OXY investment.) The numbers are not matching the
information provided by our brokerage firm. The last time
someone mention warrants in the cafe appears to be from
2002. Any help is appreciated.

Carlos Guerrero on

please delete me from your list

On Wed, Feb 24, 2021 at 5:32 PM Cathy Fluckey via bivio.com <user*26907700001@bivio.com> wrote:

My club owned Occidental Petroleum (OXY) and in July, 2020
OXY distibuted warrants (OXY+), We sold all the stock plus
the warrants in 2020. I cannot get the warrants recorded
correctly in Bivio. (I'm using the spin-off button in the
OXY investment.) The numbers are not matching the
information provided by our brokerage firm. The last time
someone mention warrants in the cafe appears to be from
2002. Any help is appreciated.

Kevin Bray on

Cathy:

The warrants was not a spin off but a dividend. I did not know how to place
this either and asked Bivio support. They placed the appropriate "DIV".
Then it would be an easy follow through after that meaning you would have to
indicate the sale.

Kevin

-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Cathy Fluckey
via bivio.com
Sent: Wednesday, February 24, 2021 17:32
To: club_cafe@bivio.com
Subject: [club_cafe] Warrants

My club owned Occidental Petroleum (OXY) and in July, 2020 OXY distibuted
warrants (OXY+), We sold all the stock plus the warrants in 2020. I cannot
get the warrants recorded correctly in Bivio. (I'm using the spin-off
button in the OXY investment.) The numbers are not matching the information
provided by our brokerage firm. The last time someone mention warrants in
the cafe appears to be from 2002. Any help is appreciated.

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