US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

Index Rebalance professional with expertise in assessing the impact of Corporate Actions on major U.S., EU, and global indices. Specialized in forecasting index adjustments driven by Mergers & Acquisitions, Spin-offs, IPOs, and Equity Offerings, as well as analyzing shareholder structures and calculating free float. Assessed capital flows and capital invested in major equity indices. All forecasts and analyses are derived from publicly available, reliable sources, including exchange filings, regulatory disclosures, company announcements, and ETFs, without the use of index data. Producing forecasts for both scheduled and unscheduled index rebalances while providing insights into key aspects of Corporate Actions throughout their lifecycle.

US-EU Index & Corporate Actions Analyst

Boston Scientific to Acquire Penumbra: $14.5B Deal Triggering Significant Index Flows

Cross-Border Merger of Akzo Nobel and Axalta Creating $25B Group: Big US and EU Index Flows Expected

Keurig Dr Pepper’s €15.7B Deal for JDE Peet’s - Index Changes and a New Chapter for Coffee Strategy

Huntington Bancshares Acquiring Cadence Bank: Major US and Global Index Implications Ahead

Fifth Third to Acquire Comerica: Major US and Global Index Implications Triggered

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/delphi-automotive-plc" target="_blank" data-smartkarma-citation="entities:20870:1" rel="noopener">Aptiv PLC (APTV US)</a> is spinning off its Electrical Distribution Systems business into a standalone publicly listed company, Versigent (VGNT US).</li>
<li>Versigent is expected to list on the New York Stock Exchange on April 1, 2026 under the ticker “VGNT”.</li>
<li>The transaction is expected to trigger index implications across U.S. and global indices, effective on an intra-quarter basis.</li>
</ul>



Aptiv PLC (APTV US) is spinning off its Electrical Distribution Systems business into a standalone publicly listed company, Versigent (VGNT US).
Versigent is expected to list on the New York Stock Exchange on April 1, 2026 under the ticker “VGNT”.
The transaction is expected to trigger index implications across U.S. and global indices, effective on an intra-quarter basis.


Aptiv Spins Off Versigent: US and Global Index Implications Triggered