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Equity SecuritiesFunction 38 min read

1.1 Common Stock Basics

Common stock represents equity ownership in a corporation. Holders have voting rights, entitlement to declared dividends, inspection rights, and limited liability, but occupy the lowest priority in bankruptcy.

Key FINRA Exam Takeaways

  • Common stockholders are the junior-most residual claimants in corporate liquidation.
  • Statutory voting: 1 vote per share per open seat; favors large majority shareholders.
  • Cumulative voting: Total votes = shares × seats; can allocate all votes to one seat; favors minority shareholders.
  • Preemptive rights allow existing shareholders to maintain proportionate ownership before new share issuance.
  • Stockholders have the right to inspect corporate books, but NOT management minutes or private emails.

Voting Rights: Statutory vs. Cumulative

In statutory voting, a shareholder with 100 shares voting on 3 board seats may cast up to 100 votes for candidate A, 100 for B, and 100 for C. In cumulative voting, the shareholder has 300 total votes (100 × 3) and can cast all 300 votes for a single candidate, empowering minority blocks.

Order of Liquidation in Bankruptcy

1. Secured Creditors (mortgage bonds, collateral trusts); 2. Unsecured Creditors & General Creditors (debentures, suppliers, wages, taxes); 3. Subordinated Debt; 4. Preferred Stock; 5. Common Stock (residual claimant).

Statutory vs. Cumulative Voting Comparison
FeatureStatutory VotingCumulative Voting
CalculationVotes = Shares owned per director seatVotes = Shares owned × Number of open seats
AllocationCannot cast more than owned shares on 1 seatCan cast all accumulated votes on 1 seat
BeneficiaryFavors majority / large shareholdersProtects & empowers minority shareholders
Knowledge Checkpoint • Section 1.1

An investor owns 400 shares of common stock in a company with 4 open board seats. Under cumulative voting, what is the maximum number of votes the investor can cast for a single candidate?