Document Securities and Exchange Commission (SEC) Taxes 
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. Apple: $22.5
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). 15 separate sales of a favorite stock Berkshire Hathaway filed five Form 4 documents last month to report 15 separate sales of Bank of America stock. Should you follow?
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The Motley Fool
AUGUST 5, 2024
Although Berkshire Hathaway's Form 13F -- the document that tells investors what Wall Street's top money managers bought and sold in the most recent quarter -- is due out in a little over a week, investors don't always have to wait a full three months for clues as to what Buffett and his team have been up to. Image source: The Motley Fool.
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.
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.
Sara Grillo
OCTOBER 31, 2022
A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. Securities and Exchange Commission. Here is a summary of each.
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.
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