2021-03-02 Meeting notes

Date

02 Mar 2021

Attendees

• Elisa Kendall

• David Newman
• Pete Rivett
• John Gemski
• John Nowlin
• Tahoe Blue

Agenda

1) Use Case reminder

2) Where we are on our road map. 

3) Open Action Items

4) JIRA Issues Review - https://jira.edmcouncil.org/projects/DER/issues/DER-10?filter=allopenissues

5) Todays content discussion.

6) For next week.

Proceedings:

Reviewed the Forwards ontology to consider whether or not it is ready to promote to release status.  A number of properties seem to be more general than Futures.  Agreed to move them as appropriate, and raised DER-93.

Discussed the concept of has round lot size - see https://www.sec.gov/news/press-release/2020-311#:~:text=%24250.00%20or%20less%20per%20share,round%20lot%20%3D%2010%20shares%3B%20and, also called has even lot size in some circles, so we could add a synonym for has round lot size of has even lot size.

Also, see https://smartasset.com/investing/block-trade#:~:text=A%20round%20lot%20is%20any,several%20orders%20of%20magnitude%20larger.

Decisions:

Action items