The Motley Fool

OCTOBER 3, 2024

The Apple sale was announced as part of Berkshire Hathaway's 13F quarterly filing with the Securities and Exchange Commission (SEC). Buffett isn't fleeing the entire market or his favorite players but instead has made what may be a smart strategic move to benefit from a lower tax rate. Should you follow?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. Bank of America, in particular, is the most interest-sensitive among America's largest money-center banks.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 Want to earn more money?

Securities and Exchange Commission (SEC) 134

Securities and Exchange Commission (SEC) Taxes Depreciation Financing 134

The Motley Fool

OCTOBER 11, 2023

On Tuesday, Sharecare reported a Securities and Exchange Commission (SEC) filing from Oct. 3, in which Sharecare director John Chadwick is submitting, in behalf of private equity firm Claritas Capital, a nonbinding proposal to acquire all Sharecare shares not already owned for $1.35 per share in cash.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Private Equity Firms Private Equity Firms Mergers and Acquisitions 130

The Motley Fool

AUGUST 13, 2023

While the company outperformed expectations in some areas like revenue and earnings per share (EPS), the big crypto exchange also experienced declines in other important aspects. A looming regulation battle We can't talk about Coinbase without discussing the company's legal battle with the Securities and Exchange Commission (SEC).

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Legal Exchange-Traded Funds 130

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.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Banks Shareholders 130

The Motley Fool

MARCH 16, 2024

The case for selling Fisker stock One reason you might want to sell Fisker stock is to capture the capital losses you've suffered to help offset gains elsewhere in your portfolio. Securities and Exchange Commission (SEC). If it were to do that again, it would be nearly out of cash by the end of 2024.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Accounting Capital 130

The Motley Fool

JANUARY 21, 2024

Securities and Exchange Commission (SEC) has approved a handful of applications to launch exchange-traded funds (ETFs) reflecting the spot price of Bitcoin (CRYPTO: BTC) tokens. Wouldn't trading fees and capital gains taxes undermine or even overwhelm the savings I'd see from moving to a cheaper option, anyway?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

NOVEMBER 12, 2024

The company undertakes no commitments to update or revise the forward-looking statements whether as a result of new information, future events, or otherwise, except as required by applicable securities laws. The largest contributor to the year-over-year increase in net income and adjusted net income was a change in income tax.

Securities and Exchange Commission (SEC) 221

Securities and Exchange Commission (SEC) Taxes Leveraging Capital 221

The Motley Fool

DECEMBER 21, 2023

December is a good time to rebalance your investment portfolio, make tax-management moves, and generally ensure you're in good shape for the next year. Several financial giants have filed the paperwork to create Bitcoin-based exchange-traded funds (ETFs). The long-running Securities and Exchange Commission v.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Investing Legal Exchange-Traded Funds 189

The Motley Fool

AUGUST 6, 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. Loss before income tax also decreased $22.5

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

NOVEMBER 7, 2024

Charles Reynolds Lambert -- Vice President, Treasurer, and Managing Director of Capital Markets Good morning and welcome to the Medical Properties Trust conference call to discuss our third quarter 2024 financial results. Our press release was distributed this morning and furnished on Form 8-K with the Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Assets Prospects 130

The Motley Fool

FEBRUARY 23, 2024

Main Street Capital (NYSE: MAIN) Q4 2023 Earnings Call Feb 23, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to the Main Street Capital Corporation fourth-quarter earnings conference call. Image source: The Motley Fool. Thank you, Mr. Vaughan.

Capital 130

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

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) Financing Finance Taxes 130

The Motley Fool

NOVEMBER 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 28, 2024, as well as our other submissions with the SEC. Loss before income tax improved to $17.8

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Capital 130

The Motley Fool

NOVEMBER 7, 2024

In addition to these earnings docents, a copy of our 10-Q when filed, can be found on the SEC filings page of the IR site. We've made some big announcements the past few months relating to securing capital that can propel our growth. We know these markets well and we now have the capital to expand our scale.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Asset Management Prospects Assets 130

The Motley Fool

MAY 2, 2024

Blue Owl Capital (NYSE: OWL) Q1 2024 Earnings Call May 02, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to the Blue Owl Capital's first quarter 2024 earnings call. Should you invest $1,000 in Blue Owl Capital right now?

Capital 130

Capital Asset Management Management Fees Assets 130

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. Moving to the margin on Slide 11.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Taxes Banks 130

The Motley Fool

FEBRUARY 9, 2024

Blue Owl Capital (NYSE: OWL) Q4 2023 Earnings Call Feb 09, 2024 , 8:30 a.m. Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described from time to time in Blue Owl Capital's filings with the Securities and Exchange Commission.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

NOVEMBER 20, 2023

Private Securities Litigation Reform Act. A general discussion of the risk factors that could affect FTA's business and financial results is included in certain filings of the company with the Securities and Exchange Commission. Revenues from transaction commissions amounted to RMB 602.1 million, up 54.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Liabilities Shareholders 130

The Motley Fool

JANUARY 28, 2024

Risk in equity investing, as I define it, is the potential loss of a substantial portion of capital over a significant period, like say at a minimum three years, so understanding this risk at both an individual stock and portfolio level is crucial. Andy, was Kinsale Capital profitable both in the last quarter and the last year?

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 130

The Motley Fool

DECEMBER 21, 2023

Important factors that could cause or contribute to such differences include risk details in the company's 10-Qs and 10-Ks filed with the SEC and those mentioned in the earnings release. We recorded for fiscal year 2023 an income tax provision of $4.2 million on pre-tax income of $13.4 million, compared to $41.5

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Debt Assets 130

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. billion.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Capital Taxes Shareholders 243

The Motley Fool

OCTOBER 29, 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 our most recent quarterly report on Form 10-Q, both of which are filed with the Securities and Exchange Commission. Although D.R.

Resale 130

Resale Securities and Exchange Commission (SEC) Taxes Leveraging 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

Blackstone News

SEPTEMBER 13, 2023

Bringing together nearly all of the firm’s credit activities further extends the competitive advantage of Blackstone’s scale, private origination capabilities, and intellectual capital – helping us better serve our clients.” We do this by using extraordinary people and flexible capital to help companies solve problems.

Securities and Exchange Commission (SEC) 64

Securities and Exchange Commission (SEC) Pension Funds Assets Financing 64

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. Adjusted free cash flow excludes 4 million of one-time capital expenditures related to separation from Cummins. We are winning with the winners and have continued to secure Cummins' new vehicle platform.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Shareholders Banks 130

Hellman & Friedman LLC

SEPTEMBER 21, 2023

The acquisition builds on Splunk’s heritage of helping organizations enhance their digital resilience and will accelerate Cisco’s strategy to securely connect everything to make anything possible. About Cisco Cisco (NASDAQ: CSCO ) is the worldwide technology leader that securely connects everything to make anything possible.

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Liabilities 40

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. And I'll now turn it back to you, Bob.

Mergers and Acquisitions 130

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

Zajac Group

FEBRUARY 7, 2023

However, SEC regulations, company insider trading policies and fears of allegations of insider trading may prevent proper diversification of holdings. Additionally, at year-end 2022, the Securities and Exchange Commission (SEC) approved several new requirements that will affect Rule 10b-5 plans going forward.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Liabilities Best Practices Taxes 52

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) 241

Securities and Exchange Commission (SEC) Capital Accounting Assets 241

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

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 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) Consultants Consulting Banks 130

The Motley Fool

JUNE 20, 2024

steel import levels; construction activity; demand for finished steel products; the expected capabilities, benefits, and timeline for construction of new facilities; the company's operations; the company's strategic growth plan; the company's future results of operations, financial measures, and capital spending. million, or $1.02

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Capital Shareholders 130

The Motley Fool

OCTOBER 25, 2024

SEC on d'Enregistrement document for a description of these risk factors. See the 10 stocks » *Stock Advisor returns as of October 21, 2024 As usual, we'll be making comments on our performance using constant exchange rates and other non-IFRS measures. in Q3 at constant exchange rates with sales reaching EUR13.4

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Shareholders Leveraging 130

The Motley Fool

OCTOBER 17, 2024

These risks and uncertainties are described in detail in our Securities and Exchange Commission filings, including our most recent Form 10-K for the fiscal year ended December 31, 2023, and subsequent filings. Turning to capital. Capital placements were solid in the U.S., With that, I will turn it over to Gary.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Depreciation Taxes Capital 130