Company Specific Merger Instructions

Transaction write ups related to Mergers between two companies

• Burke and Herbert Financial (BHRB) merger with Summit Financial (SMMF). - May 2024
• Apollo Group (APO) merger with US Silica (SLCA) - July 2024
• Smurfit Kappa Group merger with Westrock (WRK) - July 2024
• Cummins (CMI) stock exchange for shares of Atmus Filtration (ATMU). - March 2024
• Sekisui House, Ltd. merger with MDC Holdings (MDC) - April 2024
• APA Corp (APA) merger with Callon Petroleum (CPE) - April 2024
• ExxonMobil (XOM) merger with Pioneer Natural Resources (PXD) - May 2024
• Frequency Therapeutics (FREQ) merger with Korro Bio (KRRO) - November 2023
• Livent (LTHM) merger with Allkem Ltd (AKE.TO) - January 2024
• VMware (VMW) merger with Broadcom (AVGO) - November 2023
• Brookfield Corporation (BIPC) merger with TritonInternational (TRTN) - September 2023
• Merger of JM Smuckers (SJM) with Hostess Brands (TWNK) - November 2023
• ONEOK, Inc (OKE) merger with Magellan Midstream Partners (MMP) - September 2023
• Paratek Pharmaceuticals (PRTK) merger with Gurnet Point Capital and Novo Holdings. -September 2023
• NBT Bancorp (NBTB) merger with Salisbury Bancorp (SAL) - August 2023
• Johnson & Johnson (JNJ) split off of Kenvue (KVUE). August 2023
• Ritchie Brothers Auctioneers (RBA) merger with IAA, Inc (IAA) - March 2023
• The Ouster (OUST) merger with Velodyne Lidar (VLDRW) - February 2023
• Prologis (PLD) merger with Duke Realty (DRE) - October 2022
• Spinoff resulting in XPERI shareholders getting shares of Adeia (ADEA) and Xperi, Inc (XPER) - October 2022
• CMC Materials (CCMP) and Entegris (ENTG) merger
• Emerson Electric-Software merger with Aspen Technology (AZPN)
• BHP Group (BHP) Merger with Woodside Energy (WDS)
• TAKE-TWO INTERACTIVE (TTWO) and Zynga (ZNGA) merger
• Discovery (DISCA) merger with the AT&T spinoff of its Warner Brothers unit to form Warner Brothers Discovery (WBD)?
• Advanced Micro Devices (AMD) merger with Xilinx (XLNX)
• SouthState Corporation (SSB) merger with Atlantic Capital Bancshares (ACBI)
• Performance Food Group (PFGC) merger with Core-Mark (CORE)
• Canadian Pacific Railway (CP) acquisition of Kansas City Southern (KCS)
• Desktop Metal (DM) merger with ExOne (XONE)
• Agnico Eagle Mines (AEM) merger with Kirkland Lake Gold (KL)
• Bancorp South (BXS) merger with Cadence Bancorp (CADE)
• Kimco Realty (KIM) merger with Weingarten Realty (WRI)
• Analog Devices (ADI) merger with Maxim (MXIM)
• Salesforce (CRM) merger with Slack (WORK)
• Steris (STE) merger with Cantel Medical (CME)
• Siemens Healthineers merger with Varian Medical Systems (VAR)
• PRA Health Sciences (PRAH) and Icon, plc (ICLR) merger
• Just Eat Takeaway (GRUB) merger with GrubHub (GRUB)
• Teledyne (TDY) merger with FLIR Systems (FLIR)
• Tilray (TLRY) merger with Aphria (APHA)
• GW Pharmaceuticals (GWPH) and Jazz Pharmaceuticals (JAZZ) merger
• Cash Mergers / Acquisitions
• Mylan (MYL) merger with Upjohn to form Viatris (VTRS)
• The Teledoc (TDOC) merger with Livongo (LVGO)
• Morgan Stanley (MA) merger with E*Trade (ETFC)
• Charles Schwab (SCHW) merger with TD Ameritrade (AMTD)
• Allergan (AGN) and Abbvie (ABBV) merger
• T-Mobile (TMUS) merger with Sprint (S)
• The change of Symantec (SYMC) to NortonLifeLock (NLOK)
• Transactions related to the United Technologies (UTX) merger with the Raytheon Company (RTN), including the spinoff of Carrier Global (CARR) and Otis (OTIS)
• Ingersoll Rand (IR), Trane Technologies (TT) and Gardner Denver
• Encana (ECA) merger with Newfield Exploration (NFX)
• Centene (CNC) merger with WellCare (WCG)
• BB&T Corp (BBT) merger with SunTrust (STI) to form Truist Financial (TFC)
• WesBanco (WSBC) merger with Old Line Bancshares (OLBK)
• Genomic Health (GHDX) and Exact Sciences (EXAS) merger
• Celgene (CELG) and Bristol Myers Squibb (BMY) merger
• Anandarko Petroleum (APC) and Occidental Petroleum (OXY)
• UGI Corp (UGI) merger with Amerigas Partners (APU)
• EchoStar (SATS) spinoff that merged with DISH Network (DISH)
• Fidelity National Information Services (FIS) merger with WorldPay (WP)
• Chemical Finance (CHFC) merger with TCF Bank (TCF) - August 2019
• BioTime (BTX) merger with Asterias (AST)
• Jones Lang LaSalle (JLL) merger with HFF Inc. (HFF)
• Harris (HRS) merger with L3 (LLL)
• Orbotech (ORBK) and KLA Tencor (KLAC) merger
• Goldcorp (GG) and Newmont Mining merger to form Newmont Goldcorp (NEM)
• WSFS Financial Corp (WSFS) merger with Beneficial Bancorp (BNCL)
• NutriSystems (NTRI) and Tivity Health (TVTY) merger
• GE and Wabtech (WAB)
• Shire (SHPG) and Takeda (TAK) merger
• Marriot Vacations Worldwide (VAC) merger with ILG, Inc. (ILG)
• Dell Class V transaction - DELL and DVMT
• Oclaro (OCLR) and Lumentum Holdings (LITE) merger
• CIGNA (CI) merger with Express Scripts (ESRX)
• Rockwell Collins (COL) and United Technologies (UTX) merger
• KMG Chemicals (KMG) and Cabot Microelectronics (CCMP) merger
• Aetna (AET) and CVS (CVS) merger
• Energy Transfer Equity (ETE) merger with Energy Transfer Partners (ETP)
• Volkswagen ADR change from VLKAY to VWAGY
• McDermott International (MDR) merger with Chicago Bridge & Iron (CBI)
• Marathon Petroleum (MPC) merger with Andeavor (ANDV)
• Infinity Property and Casualty (IPCC) and Kemper (KMPR) merger
• Calatlantic (CAA) and Lennar (LEN and LEN.B) Merger
• Entering the AT&T (T) merger with Time Warner (TWX)
• Scripps Network (SNI) and Discovery Communications (DISCK) merger
• Merger of Potash (POT) and Agrium (AGU) to form Nutrien (NTR)
• CR Bard (BCR) and Becton Dickinson (BDX) merger
• Simmons First National (SFNC) merger with SW Bank Corp (OKSB)
• Spinoff of Seattle SpinCo from Hewlett Packard Enterprises (HPE), and subsequent merger of Seattle SpinCo with Micro Focus (MFGP)
• Gilead (GILD) and Kite (KITE)
• CST Brands (CST) and Alimentation Couche-Tard Inc. (ATD.A and ATD.B)
• Amazon (AMZN) and Whole Foods (WFM)
• Yahoo and Altaba
• TDK (TTDKY) and Invensense (INVN)
• Sunoco and ETP merger
• Merger of Dow Chemical (DOW) and DuPont (DD) to form Dow-DuPont (DWDP)
• B/E Aerospace (BEAV) and Rockwell Collins (COL) merger.
• Chubb (CB) and ACE Limited (ACE) merger - 2016
• Enbridge (ENB) merger with Spectra Physics (SE)
• Rovi (ROVI) merger with TiVo (TIVO) - 2016
• Apollo Residential Mortgage, Inc. (AMTG) and Apollo Commercial Real Estate (ARI) merger
• Abbott Labs (ABT) merger with St. Jude Medical (STJ)
• Envision Healthcare (EVHC) merger with Amsurg (AMSG)
• Tesla (TSLA) merger with Solar City (SCTY) - 2016
• Cameron International (CAM) and Schlumberger (SLB) merger
• Cousins Properties (CUZ) merger with Parkway, Inc. (PKY) , and spinoff of new Parkway
• Ahold (ADRNY) merger with Delhaize (DEG)
• Split-off of Galleria/Coty (COTY) from Proctor & Gamble (PG) - 2016
• Vistana (VSE)/Interval Leisure (ILG) spinoff from Starwood (HOT), and Starwood merger with Marriott (MAR)
• Fortis (FTS) and ITC (ITC) merger
• Western Refining (WNR) merger with Northern Tier (NTI)
• Polycom merger into Siris Capital - 2016
• Softbank and ARM Holdings merger - 2016
• FirstMerit (FMER) merger with Huntington Bancshares (HBAN)
• Dell and EMC merger
• Johnson Controls (JCI) and Tyco International (TYC) Merger
• Western Digital (WDC) and SanDisk (SNDK) merger
• Keurig Green Mountain (GMCR) merger for cash - 2016
• Baxalta (BXLT) and Shire (SHPG) merger
• Time Warner Cable (TWC) and Charter Communications (CHTR) merger - 2016
• Global Payments (GPN) merger with Heartland Payments (HPY)
• Newell Rubbermaid Brands (NWL) merger with Jarden Corp (JAH)
• Cash mergers / acquisitions
• Avago (AVGO) and Broadcom (BRCM) merger into Broadcom, Limited
• Freescale Semiconductor (FSL) merger with NXP Semiconductor (NXPI)
• Plum Creek Merger with Weyerhauser
• PetSmart merger
• AbbVie merger with Pharmacyclics for Desktop Club Accounting 3
• Harris Corp (HRS) and Excelis (XLS) merger
• General information on Spinoffs and mergers
• Record a Merger plus Cash transaction
• Reynolds (RAI) merger with Lorillard (LO)
• Opko Health (OPK) merger with Bio-Reference Labs (BRLI)
• Wisconsin Energy (WEC) merger with Integrys (TEG)
• Dollar Tree and Family Dollar merger
• Danaher (DHR) split-off of Potomac Holdings, and Potomac's merger with NetScout (NTCT).
• WestRock (WRK) merger for Rock-Tenn shareholders (RKT)
• WestRock (WRK) merger for Meadwestvaco (MWV) shareholders.
• AT&T (T) and DirecTV (DTV) merger
• Kraft Foods Group (KRFT) merger with Heinz to create The Kraft Heinz Company (KHC)
• International Game Technology (IGT) Merger with GTECH
• Engility (EGL) Acquisition of TASC
• Becton Dickinson (BDX) merger with CareFusion (CFN)
• AmerisourceBergen (ABC) Merger / Acquisition of MWI (MWIV) Veterinary Supply, Inc.
• Actavis (ACT) and Allergan (AGN) merger
• Medtronics (MDT) and Covidien merger (COV)
• Burger King (BKW) Tim Horton's merge to form Restaurant Brands International (QSR) - steps for Burger King Shareholders.
• Tim Horton's (THI) and Burger King (BKW) merge to form Restaurant Brands International (QSR) - steps for Tim Horton's shareholders
• Walgreens (WAG) and Alliance Boots merger forms Walgreens Boots Alliance (WBA)
• How to enter the Kinder Morgan (KMI) and Kinder Morgan Management (KMR) merger.
• How to enter the Kinder Morgan (KMI) and Kinder Morgan Energy Partners (KMP) merger
• How to enter the Kinder Morgan (KMI) and El Paso Pipeline (EPB) merger
• Merger: Mallinckrodt (MNK) and Questcor(QCOR)
• Actavis (ACT) and Forest Laboratories (FRX) merger
• Perrigo merger with Elan
• Intercontinental Exchange (ICE) merger with NYSE Euronext (NYX)
• How do I enter the SRS Labs (SRSL) and Digital Theater Systems (DTSI) merger?
• How do I enter the Kinder Morgan partners merger with Copano Energy?
• How do I enter the Sprint Nextel merger with Softbank?
• How do I enter the Objet merger with Stratasys?
• How do I enter the Halcon Resources merger with GeoResources?
• How do I enter the Sunoco merger with Energy Transfer Partners?
• How do I enter the merger of Cooper Industries and Eaton Corporation?
• Record a Merger in myICLUB.com