pyocf.enums

OCF enums

Modules

accrualperiodtype

Enumeration of interest accrual period types

addresstype

Enumeration of address types

allocationtype

Enumeration of allocation types for vesting terms. Using an example of 18 shares split across 4 tranches, each allocation type results in a different schedule as follows: 1. Cumulative Rounding (5 - 4 - 5 - 4) 2. Cumulative Round Down (4 - 5 - 4 - 5) 3. Front Loaded (5 - 5 - 4 - 4) 4. Back Loaded (4 - 4 - 5 - 5) 5. Front Loaded to Single Tranche (6 - 4 - 4 - 4) 6. Back Loaded to Single Tranche (4 - 4 - 4 - 6) 7. Fractional (4.5 - 4.5 - 4.5 - 4.5).

authorizedshares

Enumeration of authorized shares types

compensationtype

Enumeration of equity compensation types (there are some things around the margins like RSAs that don't currently fit under the EquityCompensation umbrella but might arguably fall under this.

compoundingtype

Enumeration of interest compounding types

conversionmechanismtype

Enumeration of convertible conversion calculation types.

conversionrighttype

Enumeration of types of conversion rights.

conversiontimingtype

Enumeration of convertible conversion timing for calculation purposes (e.g. does the instrument convert based on pre or post money).

conversiontriggertype

Enumeration of types of triggers common to various legal rights - e.g. does the satisfaction of a condition trigger an automatic conversion or merely a right to convert? If UNSPECIFIED, the system of record cannot represent this data in a structured form.

convertibletype

Enumeration of convertible instrument types

daycounttype

Enumeration of how the number of days are determined per period

emailtype

Enumeration of email types

filetype

Enumeration of different OCF file types which are used to load proper schemas for validation

interestpayouttype

Enumeration of interest payout types (e.g. deferred or cash payment).

objecttype

Enumeration of object types

optiontype

Enumeration of option types

parentsecuritytype

Enumeration of parent sources a stock can be issued or created from

periodtype

Enumeration of time period types

phonetype

Enumeration of phone number types

quantitysourcetype

Enumeration of quantity source types describing where a quantity value came from

roundingtype

Enumeration of rounding types

stakeholderrelationshiptype

Enumeration of types of relationships between stakeholder and issuer

stakeholderstatustype

Enumeration of types of activity statuses for a stakeholder

stakeholdertype

Enumeration of stakeholder types - individual (human) or institution (entity)

stockclasstype

Enumeration of stock class types

stockissuancetype

Enumeration of issuance types where we want to draw attention to some unique aspect of a stock issuance (e.g. is it an RSA).

stockplancancellationbehaviortype

For a given stock plan, what is the default rule for what happens to the shares reserved for a Plan Security after it's cancelled.

terminationwindowtype

Enumeration of termination window types

valuationbasedformulatype

Enumeration types of valuation inputs that go into a formula - e.g. use a specified value (FIXED), a cap (VALUATION_CAP) or actual valuation (ACTUAL).

valuationtype

Enumeration of valuation types

vestingdayofmonth

Enumeration representing a vesting "day of month". Since not all months have 29, 30, or 31 days, this enum requires those values to also specify an overflow behavior. - 01 - 28 : Day 1, 2... 28 of the month; e.g. 03 means vesting occurs on the 3rd of the month. - 29_OR_LAST_DAY_OF_MONTH - 31_OR_LAST_DAY_OF_MONTH : Day 29, 30, or 31 of the month, defaulting to the last day of the month for shorter months; e.g. 31_OR_LAST_DAY_OF_MONTH means monthly vesting occurs on Jan 31, Feb 28/29, Mar 31, Apr 30, etc. - VESTING_START_DAY_OR_LAST_DAY_OF_MONTH vests on the same day of month as the day of the VESTING_START condition; e.g. if vesting commences on Jan 15 then any vesting will accrue on the 15th of future vesting months. If vesting commencement occurs on days 29-31, this has the same behavior as the other *_LAST_DAY_OF_MONTH values.

vestingtriggertype

Enumeration of vesting trigger types