Clarion

Agentic Investment Accounting

Agent StatusAll Active

Investment Accounting Team

Asset Owner Services

Corporate Actions Accounting

Income/principal paydowns, calls and maturities translated into accounting entries

Events This Week

4

Posted

2

Pending

2

Total Value

$6.3M

SecurityEvent TypePortfolioAmountStatusAction
Corp Bond — JPM 4.1% 2030Coupon PaymentFenwick Insurance Co.$41,000 Posted
Muni Bond — NY GO 2029Principal PaydownLarsen Reinsurance Group$250,000 Pending
Corp Bond — GE 3.8% 2027Call RedemptionOsei Corporate Treasury$840,000 Pending
Treasury Note 2YMaturityWhitfield Pension Trust$5,200,000 Posted