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Investors Securities and Exchange Commission (SEC) Taxes 
The Motley Fool
JANUARY 17, 2024
The end of the crypto winter came in large part because of anticipation that the Securities and Exchange Commission (SEC) might finally grant approval to exchange-traded funds (ETFs) seeking to own Bitcoin directly. The SEC approved 11 different spot Bitcoin ETFs on Jan. NAV = net asset value.
The Motley Fool
SEPTEMBER 30, 2024
They all add up into a significant warning for stock investors, indicating there's not a lot to like in the stock market right now. Here's how we got here, and what it means for investors. If he thought they were undervalued, he'd be willing to pay higher taxes later to own an undervalued asset today. billion in new purchases.
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The Motley Fool
DECEMBER 1, 2023
The slate of insider sales could be happening for personal tax reasons or portfolio positioning. But digging deeper into each of the Securities and Exchange Commission (SEC) filings for those sales shows they were all done with vested restricted stock awards. and QuantumScape wasn't one of them!
The Motley Fool
FEBRUARY 11, 2024
Bitcoin 's (CRYPTO: BTC) price nearly doubled over the past 12 months as stabilizing interest rates, the approvals of BTC exchange-traded funds (ETFs), and a bullish rotation toward riskier assets lit a fire under the world's top cryptocurrency. So should investors buy more Bitcoin today before it rallies to new record highs?
The Motley Fool
JUNE 16, 2024
If you're looking for easy ways to make passive income, you might want to check out Vanguard's exchange-traded funds (ETFs). An impressive income generator Arguably, the best way to evaluate the yield of a bond ETF is to use the 30-day Securities and Exchange Commission (SEC) yield. government.
The Motley Fool
JULY 24, 2024
Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 Another reason may have less to do with the current valuation and more to do with locking in gains at a favorable tax rate. The same factors may have led him to take the tax hit on Bank of America shares now.
The Motley Fool
JULY 12, 2023
So what As TheFly.com pointed out last night, C3 Board of Directors member Richard Levin sold 12,000 shares of C3 stock on July 7, collecting $504,000 on the sale -- but that's not the only reason this sale might worry investors. Still, a string of stock sales like those listed above may give other investors pause.
The Motley Fool
OCTOBER 20, 2024
So when the billionaire investor makes substantive changes in his company's key holdings, people pay attention. The latest sale is particularly interesting The Securities and Exchange Commission (SEC) requires large shareholders -- investors owning more than 10% of a company's stock -- to report any trade within two business days.
The Motley Fool
OCTOBER 30, 2024
There's arguably not a money manager on Wall Street who commands the attention of investors quite like Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Given Buffett's long-term success, it's not uncommon for investors to want to mirror his trading activity. One possible (benign) catalyst for this selling activity is tax implications.
The Motley Fool
DECEMBER 20, 2023
But I can't look away from the slow-burning production called Securities and Exchange Commission (SEC) v. So Ripple owners and other crypto investors are keeping a close eye on SEC v. Other charges, involving ordinary investors having access to the Ripple token, have been swept under the proverbial rug.
The Motley Fool
OCTOBER 23, 2024
Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.
The Motley Fool
MAY 12, 2024
So, when Buffett does add to an existing position or initiate a new one, investors should pay attention, as it could be a big opportunity for anyone following his lead. In a word: taxes. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We Image source: The Motley Fool.
The Motley Fool
MARCH 26, 2024
If you want to retire a millionaire with little effort, consider investing in exchange-traded funds, or ETFs. Invesco QQQ ETF The Invesco QQQ ETF (NASDAQ: QQQ) tracks the 100 stocks in the Nasdaq 100 Index, which consists of the 100 largest non-financial companies that trade on the Nasdaq stock exchange.
The Motley Fool
SEPTEMBER 6, 2023
While the company's cost-reduction efforts were notable, the big news for investors was likely buried deeper in the Securities and Exchange Commission (SEC) filing, where Roku disclosed that it now expects third-quarter revenue to be significantly higher than its previous forecast. and Roku wasn't one of them!
The Motley Fool
MARCH 20, 2025
Securities and Exchange Commission (SEC) that said it will need to restate certain past financial statements due to prior inaccuracies. It expects to report a smaller loss before taxes in 2022 but then higher pretax losses in 2023 and 2024. ET on Thursday. On Tuesday, the company submitted a filing to the U.S.
The Motley Fool
SEPTEMBER 28, 2024
There's arguably not an investor on the planet who garners as much attention on Wall Street as Warren Buffett, CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). The reason investors cling to the aptly named "Oracle of Omaha's" every word is because he's crushed the broad-based S&P 500 over a span of almost six decades.
The Motley Fool
DECEMBER 20, 2024
It is now my pleasure to turn the call over to Beth Roberts, senior vice president, investor relations. Beth Roberts -- Senior Vice President, Investor Relations Thank you. consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Carnival Corp.
The Motley Fool
AUGUST 5, 2024
Among Wall Street's billionaire investors, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) In a world where investors are using advanced charting software and artificial intelligence (AI) in an effort to gain a competitive edge, Buffett and his team have relied on old-school fundamental metrics and detective work to locate amazing businesses.
The Motley Fool
NOVEMBER 4, 2024
Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Image source: The Motley Fool. As of the closing bell on Oct.30,
The Motley Fool
DECEMBER 19, 2023
Because investors believe the U.S. Securities and Exchange Commission (SEC) may be close to approving a spot Bitcoin exchange-traded fund (ETF). Investors are anticipating a Bitcoin ETF approval Right now, if you want to invest in Bitcoin, you essentially have to own the cryptocurrency.
The Motley Fool
JUNE 17, 2023
The SEC's complaint against Coinbase. They just revealed what they believe are the ten best stocks for investors to buy right now. I'm unsure; the SEC has telegraphed what they were going to do, so there shouldn't have been a surprise to many market participants. How Apple's hardware strategy differs from Meta 's.
The Motley Fool
JULY 16, 2023
Delayed, but a big pop is coming Draper is not just a billionaire investor -- he's also been a Bitcoin enthusiast from the early years, when the token was still gaining traction. government such as the Securities and Exchange Commission (SEC) have been toward the crypto industry. Image source: Getty Images.
The Motley Fool
AUGUST 28, 2024
It was the first cryptocurrency ever invented, the first to reach a $1 trillion valuation, and it was the first digital asset to get a spot exchange-traded fund (ETF) approved by the Securities and Exchange Commission (SEC). To put it simply, the results are nothing short of impressive.
The Motley Fool
AUGUST 13, 2023
The recent release of Coinbase Global 's (NASDAQ: COIN) second-quarter 2023 earnings report has sparked various reactions from investors. 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.
The Motley Fool
OCTOBER 3, 2024
Warren Buffett, as chairman of Berkshire Hathaway , has given investors one big reason to pay attention to his every move. But, in recent times, this generally optimistic investor has made two moves that might make you think twice before you start loading up on stocks. Are these Buffett decisions a warning for investors?
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. If you did not receive a copy, it is available on our website at medicalpropertiestrust.com, in the investor relations section. The information being provided today is as of this date only.
The Big Picture
APRIL 11, 2024
From June 12, 1968 to December 31, 1968, the exchange was closed on Wednesdays to allow the clerks to catch up with the orders. That changed on May 1, 1975, when the Securities and Exchange Commission mandated a change in commission structures. And even still, fund fees and taxes remained a major cost element.
The Motley Fool
JANUARY 6, 2025
Today's materials, including the press release and supplemental slides that accompany this call, can be found on CMC's investor relations website. As a reminder, additional information regarding the quarter is provided in the supplemental slides that accompany this call, which can be found on CMC's investor relations website.
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?
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."
The Motley Fool
DECEMBER 21, 2023
Investors should take a fresh look at macroeconomic trends every year. 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. Investors can tap into this megatrend from several angles. Let me be clear.
The Motley Fool
NOVEMBER 11, 2024
It's why so many investors attempt to ride his coattails and mirror his trades. Following in Warren Buffett's footsteps is made possible thanks to an array of required public filings that clue investors into which stocks he and his top investment aides, Ted Weschler and Todd Combs, are buying and selling. Apple: $22.5 Apple: $22.5
The Motley Fool
FEBRUARY 5, 2025
Shirley Stacy -- Vice President, Corporate and Investor Communications Good afternoon, and thank you for joining us. I'm Shirley Stacy, vice president of corporate communications and investor relations. from foreign exchange sequentially. I will now turn the conference over to your host, Shirley Stacy with Align Technology.
The Motley Fool
AUGUST 12, 2024
Robinhood is bouncing back from a tough slowdown Robinhood initially carved out a niche among smaller retail investors with its commission-free trades, streamlined app, and gamification of the trading process. However, investors should pay attention to the competitive and regulatory threats. billion to $541 million.
The Motley Fool
SEPTEMBER 15, 2023
On Wednesday the company released six filings with the Securities and Exchange Commission (SEC), all showing selling by company executives on Tuesday. However, the rash of insider selling was enough to worry investors. They just revealed what they believe are the ten best stocks for investors to buy right now.
The Motley Fool
OCTOBER 11, 2023
On Tuesday, Sharecare reported a Securities and Exchange Commission (SEC) filing from Oct. The company also said it expects yearly adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to be between $25 million and $30 million, compared to $15.8 per share in cash. million last year.
The Motley Fool
SEPTEMBER 15, 2023
Based on required quarterly Form 13F filings with the Securities and Exchange Commission (SEC), Wood's Ark Invest closed out June with approximately $15.1 billion in managed securities. 1 among cryptocurrency exchanges. Image source: Getty Images. It forecasts a ramp up in EV sales to between 10.3
The Motley Fool
OCTOBER 25, 2023
Shirley Stacy -- Vice President, Corporate Communications and Investor Relations Thank you. I'm Shirley Stacy, vice president of corporate communications and investor relations. They just revealed what they believe are the ten best stocks for investors to buy right now. You may begin. and Align Technology wasn't one of them!
The Motley Fool
JUNE 6, 2024
Although you generally don't get to watch it in real time, hedge funds are required to file a quarterly update with the Securities and Exchange Commission (SEC), and these filings are available to the public. Should retail investors follow suit? From an investor's perspective, Toast runs a compelling business.
The Motley Fool
OCTOBER 18, 2024
Few money managers hold the attention of professional and everyday investors quite like Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) The reason so many investors attempt to mirror Buffett's trades is because he's crushed the benchmark S&P 500 (SNPINDEX: ^GSPC) in the return column over a span of almost six decades.
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?
The Motley Fool
AUGUST 12, 2024
Few investors command Wall Street's attention quite like Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Given how decisively Warren Buffett has crushed the S&P 500 , it's no surprise that investors eagerly await clues as to what he and his team have been buying and selling. CEO Warren Buffett. Berkshire Hathaway CEO Warren Buffett.
The Motley Fool
MARCH 20, 2024
A small price to pay for TKO Group In a Securities and Exchange Commission (SEC) filing this afternoon, TKO Group says it reached an agreement to settle all claims related to two class action lawsuits in exchange for $335 million in tax-deductible periodic payments over a predetermined (but still undisclosed) period of time.
The Motley Fool
FEBRUARY 27, 2025
Operator instructions] I would now like to turn the conference over to Matt Seinsheimer, senior vice president of investor relations and corporate development. Matthew Seinsheimer -- Vice President, Investor Relations Thank you, Regina. Securities and Exchange Commission. We have secured $20.2
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