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FennEdge Know the ticker. Know the evidence.
Browse terms140
Browse terms140

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Convertible Note

A loan that converts into another security when agreed conditions occur, often into preferred stock at a later financing round.

What traders should verify

For Convertible Note, trace the instrument count, rights, price or conversion terms, vesting or maturity, measurement date, and later changes in filings.

Do not conflate

Do not treat Convertible Note as proof that shares are issued, outstanding, freely tradable, converted, exercised, vested, or sold unless the evidence establishes that state.

Primary source

SEC definition

Source boundary: this glossary reflects SEC staff views and is not a Commission rule, regulation, or statement. Check the linked source for current wording and legal context.

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