Class: Transactions

API Request Format

Transactions are lifecycle event data points displayed as chart markers for specific transaction timelines. Each transaction type has a unique transactionType (e.g., "TRANSACTIONS_BUYBACK", "TRANSACTIONS_MNA") and associated filter fields from the CapIQ Transactions API.

{
  "identifier": "SPGI",
  "type": "TRANSACTIONS_BUYBACK",
  "properties": {
    "startRank": 1,
    "endRank": 100,
    "filters": "IQ_TR_ANN_DATE,IQ_TR_CLOSED_DATE,IQ_TR_DEAL_RESOLUTION,...",
	   "startDate": "MM/DD/YYYY",
	   "endDate": "MM/DD/YYYY"
  }
}

API Request Transaction Types

Five transaction lifecycle types are available:

• Buyback TRANSACTIONS_BUYBACK - Share repurchase programs and execution
• M&A TRANSACTIONS_MNA - Merger and acquisition transaction lifecycle
• Private Placement TRANSACTIONS_PRIVATEPLACEMENT - Private equity/investor placements
• Public Offering TRANSACTIONS_PUBLICOFFERING - Public equity/debt offerings
• Bankruptcy TRANSACTIONS_BANKRUPTCY - Bankruptcy filing and resolution process

API Request Filter Fields

Each request must specify one or more transaction type separated by commas.

Each transaction type uses a standardized set of query filter fields to retrieve specific data points:

Common to All Transaction Types:

• IQ_TR_ANN_DATE - Announcement Date
• IQ_TR_DEF_AGRMT_DATE - Definitive Agreement Date
• IQ_TR_CLOSED_DATE - Closed/Registration Effective Date
• IQ_TR_DEAL_RESOLUTION - Deal Resolution status
• IQ_TR_STATUS - Transaction Status
• IQ_TR_COMMENTS - Transaction Comments
• IQ_TR_TOTALVALUE - Total Transaction Value
• IQ_TR_TARGETNAME - Target Company Name
• IQ_TR_BUYERNAME - Buyer/Investor Name
• IQ_TR_TRANSACTION_TYPE - Specific transaction type code
• IQ_TR_LOI_DATE - Letter of Intent Date
• IQ_TR_BID_DATE - Bid Date
• IQ_TR_CANCELLED_DATE - Cancellation Date
• IQ_TR_ANN_DATE_BL - Announcement Date (Blind List)
• IQ_TR_BUYER_ID - Buyer Identifier

Buyback Specific:

• IQ_TR_SUSPENDED_DATE - Suspension Date
• IQ_TR_EXPIRED_DATE - Expiration Date
• IQ_TR_PT_NUMBER_SHARES - Number of Shares (Program Terms)
• IQ_TR_TODATE_MONETARY_VALUE - To-Date Monetary Value
• IQ_TR_TODATE_PCT_SHARES - To-Date Percentage of Shares

M&A Specific:

• IQ_TR_ACQ_PERIODDATE - Acquisition Period Date
• IQ_TR_OFFER_DATE_MA - Offer Date (M&A)
• IQ_TR_TARGET_PRICEDATE_1D - Target Price Date (1D)
• IQ_TR_ACQ_PRICEDATE_1D - Acquisition Price Date (1D)
• IQ_TR_TARGET_PERIODDATE - Target Period Date

Private Placement Specific:

• IQ_TR_PIPE_CONV_PRICE_SHARE - PIPE Conversion Price per Share
• IQ_TR_PIPE_NUMBER_SHARES - PIPE Number of Shares

Public Offering Specific:

• IQ_TR_OFFER_DATE - Offer Date
• IQ_TR_SECURITY_TYPE_REG - Security Type (Registered)
• IQ_TR_REG_EFFECT_DATE - Registration Effective Date
• IQ_TR_WITHDRAWN_DTE - Withdrawn Date
• IQ_TR_REG_FILED_DATE - Registration Filed Date

API Response Format

Each transaction item contains lifecycle event dates and transaction metadata:

{
  "identifier": "transaction_12345",
  "data": {
    "Announced/Initial Filing Date": "2025-06-15",
    "Closed/Registration Effective Date": "2025-09-10",
    "IQ_TR_STATUS": "Completed",
    "IQ_TR_DEAL_RESOLUTION": "Successful",
    "IQ_TR_TOTALVALUE": 5000000000,
    "IQ_TR_TARGETNAME": "Acme Corp",
    "IQ_TR_BUYERNAME": "XYZ Holdings",
    "...": "other fields"
  }
}