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

Aptiv Spins Off Versigent: US and Global Index Implications Triggered

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

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

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

Comcast Spins Off Versant Media Group: US 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

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<li>
<a href="https://www.smartkarma.com/entities/keurig-dr-pepper-inc" target="_blank" data-smartkarma-citation="entities:15411:1" rel="noopener">Keurig Dr Pepper (KDP US)</a> has launched an all-cash tender offer to acquire JDE Peet's N.V. (JDEP NA), with JDE Peet’s shareholders entitled to €31.85 per share.</li>
<li>The tender offer is open from 16 January 2026 to 27 March 2026, unless extended.</li>
<li>Upon completion, JDE Peet's N.V. (JDEP NA) will be removed from European and Global indices.</li>
</ul>



Keurig Dr Pepper (KDP US) has launched an all-cash tender offer to acquire JDE Peet's N.V. (JDEP NA), with JDE Peet’s shareholders entitled to €31.85 per share.
The tender offer is open from 16 January 2026 to 27 March 2026, unless extended.
Upon completion, JDE Peet's N.V. (JDEP NA) will be removed from European and Global indices.


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