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On the Record · TD Ameritrade Holding

TD Ameritrade Holding acquisitions, on the record

The businesses TD Ameritrade Holding bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

BusinessDealWhenValue
Scottrade Financial Services, Inc. (brokerage business)
Word for word“On September 18, 2017, we completed our acquisition of the brokerage business of Scottrade Financial Services, Inc. ("Scottrade"), a Delaware corporation.” 10-K for 2017
acquisitionOn September 18, 2017, we completed our acquisition of the brokerage business of Scottrade Financial Services, Inc. ("Scottrade"), a Delaware corporation.—
Scottrade Bank (sold by Scottrade to TD Bank, N.A.)
Word for word“Immediately prior to the closing of the Acquisition, pursuant to the terms and conditions set forth in a separate Agreement and Plan of Merger, TD Bank, N.A., a wholly-owned subsidiary of TD, acquired Scottrade Bank, which was a wholly-owned subsidiary of Scottrade, from Scottrade (the "Bank Merger") for approximately $1.38 billion in cash, subject to post-closing adjustments (the "Bank Merger Consideration").” 10-K for 2017
acquisitionImmediately prior to the closing of the Acquisitionapproximately $1.38 billion in cash, subject to post-closing adjustments
brokerage business of Scottrade Financial Services, Inc. ("Scottrade")
Word for word“The aggregate consideration paid by the Company for all of the outstanding capital stock of Scottrade consisted of 27,685,493 shares of the Company's common stock and $3.07 billion in cash (the "Cash Consideration").” 10-K for 2018
acquisition—$3.07 billion in cash (the "Cash Consideration")
Scottrade Bank
Word for word“Immediately prior to the closing of the Acquisition, pursuant to the terms and conditions set forth in a separate Agreement and Plan of Merger, TD Bank, N.A., a wholly-owned subsidiary of The Toronto-Dominion Bank ("TD"), acquired Scottrade Bank, which was a wholly-owned subsidiary of Scottrade, from Scottrade (the "Bank Merger") for approximately $1.37 billion in cash (the "Bank Merger Consideration").” 10-K for 2018
divestiture—approximately $1.37 billion in cash
the brokerage business of Scottrade
Word for word“On September 18, 2017, we completed our acquisition of the brokerage business of Scottrade.” 10-K for 2019
acquisitionOn September 18, 2017—
As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year endedCash paid for acquisitions (net of cash acquired)Goodwill from acquisitions
2016-09-30$0—
2017-09-30$1.29 billion$1.75 billion
2018-09-30$4 million—
2019-09-30$0—

Deal filings since 2016

Read from TD Ameritrade Holding’s annual reports (10-K for 2019, 10-K for 2018, 10-K for 2017) and the financial data it files with the SEC, as of 2019-11-15. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.