Jake Yavis - Shareworks

Thanks @ryansdwilson. I added you as Assignee on this issue

**Meeting Notes May 16** * Some folks are going to check their systems to see how our Actual-365 works w.r.t. leap year scenarios ** Jake - Shareworks ** Patrick -...

Attaching the Notes spreadsheet from the OCX 1.0 review sessions this Spring [OCT - OCX comments May-July 2024.xlsx](https://github.com/user-attachments/files/16803069/OCT.-.OCX.comments.May-July.2024.xlsx)

Update: the Shareworks team spent an hour reviewing the Comments/Notes Speadsheet attached in my previous comment. We started with the "By topic" sheet of that file, and got the first...

Unassigning myself now, as we have completed the review of the OCT Notes and added issues for all outstanding items. There are still some other comments in this thread that...

Related to this row in the comments sheet attached to #507 AngelList | General questions / suggestions | Balance securities https://docs.google.com/document/d/13iXqVfq88uD4URAz2cPII2fzOTX-VVjYmXI58NmlBwY/edit |   | For uncertificated securities, balance securities may not...

**TWG Notes Sep 26** * The opencaptablecoalition.com domain hosted by WSGR uses Google Cloud Storage currently on the backend to host the public schema files * We could possibly leverage...

TWG Notes Sep 12 -- a second option would be to create three different event types -- forfeiture event, expiration event, and cancellation event -- a third option would be...

TWG Notes Sep 12 - We probably want to have a fourth option "Unknown" in cases where it is not known -- in general we probably want this on quite...

TWG Notes - Sep 12 This should definitely be implemented with a YES / NO / UNKNOWN implementation instead of a straight boolean However that could be annoying to have...