The Motley Fool

SEPTEMBER 30, 2024

Although we don't have final Q3 numbers yet, Securities and Exchange Commission filings indicate Buffett sold a large portion of Berkshire's investment in Bank of America (NYSE: BAC). If he thought they were undervalued, he'd be willing to pay higher taxes later to own an undervalued asset today. Through Sept.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Big Picture

APRIL 11, 2024

A handful of “Widows & Orphan” stocks, like Ma Bell, some railroads, utilities and the rare bank that was not suffering regular runs. From June 12, 1968 to December 31, 1968, the exchange was closed on Wednesdays to allow the clerks to catch up with the orders. And even still, fund fees and taxes remained a major cost element.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Motley Fool

JULY 16, 2023

government such as the Securities and Exchange Commission (SEC) have been toward the crypto industry. Earlier this year, the SEC sued Binance , the world's largest crypto exchange, and then Coinbase , the large crypto exchange in the U.S. Will Draper's prediction come true?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Assets Taxes 130

The Motley Fool

NOVEMBER 11, 2024

The most popular among these documents is Form 13F , which is filed with the Securities and Exchange Commission (SEC) no later than 45 days following the end to a quarter. According to Berkshire's September-quarter cash flow statement, just over $36 billion in equity securities were sold. Bank of America: $9.61

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

OCTOBER 3, 2024

These are, in order of value, Apple (NASDAQ: AAPL) , Bank of America (NYSE: BAC) , American Express , and Coca-Cola. The Apple sale was announced as part of Berkshire Hathaway's 13F quarterly filing with the Securities and Exchange Commission (SEC). Should you invest $1,000 in Bank of America right now?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

JANUARY 7, 2024

Thirteen spot Bitcoin (CRYPTO: BTC) ETFs are currently awaiting approval from the Securities and Exchange Commission (SEC). Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious."

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

OCTOBER 18, 2024

But on three separate occasions since this decade began, Buffett has requested (and been granted) confidential treatment when filing quarterly 13Fs with the SEC. On July 17, the Oracle of Omaha began paring down his company's stake in Bank of America (NYSE: BAC). 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%.

Legal 130

Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

SEPTEMBER 5, 2023

For a more complete discussion of the risks and uncertainties, please see our filings with the SEC, as well as in today's earnings release. We secure over 7,700 customers and protect over 41 million users. They also purchased workload protection and deception technology to improve application security for their hybrid environment.

Securities and Exchange Commission (SEC) 264

Securities and Exchange Commission (SEC) Banks Leveraging Taxes 264

The Motley Fool

AUGUST 12, 2024

Traditionally, these "clues" come in the form of a 13F filing with the Securities and Exchange Commission (SEC). Thanks to the company's quarterly operating results, annual shareholder meeting, and Form 4 filings with the SEC, we already know about three big moves that have been made. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Stakes Banks Shareholders 130

The Motley Fool

DECEMBER 6, 2024

Quarterly Form 13F filings with the Securities and Exchange Commission (SEC) usually make it easy to follow in Buffett's footsteps. During Berkshire's annual shareholder meeting in May, Buffett suggested that locking in gains with Apple is a way to take advantage of a historically low corporate tax rate.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Banks Investing 130

The Motley Fool

JANUARY 6, 2025

The company's earnings release, most recent annual report on Form 10-K, and other filings with the Securities and Exchange Commission contain additional information concerning factors that could cause actual results to differ materially from those projected in forward-looking statements. million, or a loss of $1.54

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

JULY 18, 2024

Before we get started, today's call includes forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Horton's annual report on Form 10-K and its most recent quarterly report on Form-10-Q, both of which are filed with the Securities and Exchange Commission. Although D.R.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Capital Taxes Shareholders 243

The Motley Fool

MAY 7, 2024

For a discussion of some of the risk factors that could cause actual results to differ from the forward-looking statements expressed today, please see the risk factors section of our annual report on Form 20-F as published on March 28th, 2024, as well as our other submissions with the SEC. Our loss before income tax increased to $39.6

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

AUGUST 8, 2023

Our press release was distributed this morning and furnished on Form 8-K with the Securities and Exchange Commission. During the course of this call, we will make projections and certain other statements that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Banks Collateral 130

The Motley Fool

JULY 30, 2024

Actual results could materially differ because of factors discussed in today's earnings press release and the comments made during this conference call and in the risk factors section of our Form 10-K, Forms 10-Q, and other reports and filings with the Securities and Exchange Commission. And now on to security.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Accounting Assets 246

The Motley Fool

JULY 26, 2024

More information about such risks and uncertainties is set forth under caption forward-looking statements in the earnings press release as well as in the Risk Factors section and other disclosure in the company's periodic filings with the Securities and Exchange Commission. 10 overall.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

AUGUST 10, 2023

million impairment charge net of tax related to the sale of our 92.3% million net of tax for fair value adjustments on finished goods inventories that were expensed during the quarter. million in taxes paid. Our annual tax payments are typically the highest in Q1 and Q2. This reflects non-cash accounting impacts.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Consulting Consultants Banks 130

The Motley Fool

OCTOBER 24, 2023

Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during this conference call, and in the risk factors section of our Form 10-K, Forms 10-Q and other reports and filings with the Securities and Exchange Commission. Now on to security.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Leveraging Accounting Banks 245

The Motley Fool

OCTOBER 25, 2024

More information about such risks and uncertainties is set forth under the caption forward-looking statements in the earnings press release, as well as in the risk factors section and other disclosures in the company's periodic filings with the Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Banks Taxes 130

The Motley Fool

FEBRUARY 14, 2024

For additional information, please see our SEC filings in the investor relations pages available on our website at atmus.com. We are winning with the winners and have continued to secure Cummins' new vehicle platform. The effective tax rate for 2023 was 24.3%, compared to 19.6% Now, I'll turn the call over to Steph.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Shareholders 130

The Motley Fool

NOVEMBER 16, 2023

For a discussion of factors that could cause actual results to vary from those contained in the forward-looking statements, please refer to the company's most recent annual and quarterly reports filed with the Securities and Exchange Commission and the presentation materials posted on the company's website. in the prior year.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Taxes Debt Resale 188

The Motley Fool

JULY 27, 2023

For a more complete discussion of the risks and uncertainties, please see our most recent Form 10-K and 10-Q filed with the SEC. In addition, our third-generation battery is easy to install and commission with a targeted sub-30 minutes commissioning times. GAAP net income for Q2 was $157.2 million for Q1.

Securities and Exchange Commission (SEC) 184

Securities and Exchange Commission (SEC) Taxes Banks Amortization 184

The Motley Fool

JANUARY 26, 2024

More information about such risks and uncertainties is set forth under the caption Forward-looking Statements in the earnings press release as well as in the Risk Factors section and other disclosures in the company's periodic filings with the Securities and Exchange Commission. This is very exciting for us.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Taxes 130

The Motley Fool

JULY 28, 2023

More information about such risks and uncertainties is set forth under the caption Forward-Looking Statements in the earnings press release, as well as in the Risk Factors section and other disclosures in the company's periodic filings with the Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Taxes Assets 130

The Motley Fool

NOVEMBER 7, 2024

Our press release was distributed this morning and furnished on Form 8-K with the Securities and Exchange Commission. During the course of this call, we will make projections and certain other statements that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

MAY 29, 2024

For a discussion of factors that could affect our future financial results and business, please refer to the disclosure in today's earnings release, our most recent Forms 10-K and 10-Q, and the reports that we may file on Form 8-K with the Securities and Exchange Commission. William Stein -- Truist Securities -- Analyst Great.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Banks Returns Companies 242

The Motley Fool

MAY 29, 2024

For a discussion of factors that could affect our future financial results and business, please refer to the disclosure in today's earnings release, our most recent Forms 10-K and 10-Q, and the reports that we may file on Form 8-K with the Securities and Exchange Commission. William Stein -- Truist Securities -- Analyst Great.

Securities and Exchange Commission (SEC) 240

Securities and Exchange Commission (SEC) Banks Returns Companies 240

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banking 130

The Motley Fool

JUNE 21, 2023

Wage inflation, housing in the rental market, regional banks, what are you paying the most attention to right now? I think the regional bank story, while it's not one that's quite out of the woods yet has stabilized. Robert Brokamp: Just consider this estimate from a calculator on the website of the Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 147

Securities and Exchange Commission (SEC) Finance Financing Assets 147

The Motley Fool

NOVEMBER 10, 2023

In addition, many of the risks regarding the business are disclosed in the company's Form 20-F filed with the Securities and Exchange Commission, which is available at www.sec.gov. We have also evolved in our banking and credit solutions. Banking active clients increased to 1.9 Please proceed. million, with 4.5

Banks 147

Banks Securities and Exchange Commission (SEC) Taxes Financial Services 147

The Motley Fool

JUNE 20, 2024

Securities and Exchange Commission, including the company's latest annual report on Form 10-K. At our new Arizona micro mill, we focused our efforts during the quarter on commissioning merchant bar quality product or MBQ. For the third quarter, CMC incurred mill operational commissioning costs of $17.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Capital Banks 130

The Motley Fool

MARCH 18, 2024

In addition, many of the risks regarding the business are disclosed in the company's Form 20-F filed with the Securities and Exchange Commission, which is available at www.sec.gov. The second one: to leverage the power of the combination of payments, banking, and software. Please proceed. times in adjusted EBT.

Banks 130

Banks Taxes Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

AUGUST 17, 2023

In addition, many of the risks regarding the business are disclosed in the company's Form 20-F filed with the Securities and Exchange Commission, which is available at www.sec.gov. Now, let's move to the banking performance on Slide 10. Our banking active client base increased 3.2 TPV decreased 32.5%

Banks 228

Banks Leveraging Financial Services Securities and Exchange Commission (SEC) 228

The Motley Fool

NOVEMBER 26, 2024

With Workday, everything stays secure within our trusted platform. We also expanded our footprint with United Overseas Bank, one of the largest banks in Singapore. billion in cash and marketable securities. The estimated FY25 non-GAAP tax rate remains at 19%. That's a big risk, and no one wants to take it.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Professional Services Banks Finance 246

The Motley Fool

APRIL 25, 2024

Known material factors that could cause our actual results to differ from our projected results are described in our most recent 10-K, most recent 10-Q, and other periodic filings with the US Securities and Exchange Commission. when excluding foreign exchange impacts. Foreign exchange loss was $4 million.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Taxes Capital 130

The Motley Fool

JULY 20, 2023

These risks and uncertainties are described in detail in our Securities and Exchange Commission filings, including our most recent Form 10-K filed on February 10, 2023, and Form 10-Q filed on April 20, 2023. Our SEC filings can be found through our website or at the SEC's website. per share, for Q2 of last year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Taxes Banks 130