What is the proper date to use when listing my stock purchases and sales?
The “Trade Date” is the proper date to use when listing your stock purchases and sales. Many broker transaction statements provide both a Trade Date and a Settlement Date. The Trade Date is the correct date to use for purposes of completing a Proof of Claim Form. Note that the method of paying for the shares, or the timing of payments made for the shares, does not factor into your eligibility.
