The Motley Fool

OCTOBER 20, 2024

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. He may want to lock in that profit before his company might have to pay more in taxes to Uncle Sam.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

OCTOBER 30, 2024

Thanks to Form 13F filings with the Securities and Exchange Commission (SEC), this can be done with relative ease. Based on select SEC filings and Berkshire's operating cash flow statements, we know that Buffett and his team have been net sellers of stocks for the last two years. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

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. Judge Torres' order from July suggests that tokens like Ripple are more like newfangled currencies than financial securities.

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Securities and Exchange Commission (SEC) Legal Education Taxes 246

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.

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Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

MAY 12, 2024

In a word: taxes. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We I would say with the present fiscal policies, I think that something has to give, and I think that higher taxes are quite likely." Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

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.

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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. billion in new purchases.

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Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

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. However, Buffett's love affair with Bank of America appears to be in question. Profit-taking is one possible answer.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

DECEMBER 20, 2024

And third, favorability in interest expense, other income and expense and tax expense, all of which were partially offset by higher fuel prices netted to a $38 million improvement. per share while the change in foreign currency exchange rate goes the other way by $0.05 And we have nothing in the forecast for these changes, for the tax.

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The Motley Fool

JUNE 17, 2023

The SEC's complaint against Coinbase. Coinbase fell 15% this morning after the Securities and Exchange Commission announced that it is suing the company for operating as an unregistered securities exchange and failing to register its staking-as-a-service program. We'll get into what that means.

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Securities and Exchange Commission (SEC) Stakes Assets Education 245

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. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

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.

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Securities and Exchange Commission (SEC) Assets Debt Prospects 130

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.

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

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?

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Securities and Exchange Commission (SEC) Taxes Depreciation Finance 134

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?

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Securities and Exchange Commission (SEC) Investors Assets Taxes 130

The Motley Fool

DECEMBER 19, 2023

Securities and Exchange Commission (SEC) may be close to approving a spot Bitcoin exchange-traded fund (ETF). ETF tax rules are already in place, unlike confusing tax rules for crypto. Our experts have done the research to pick out the select few top crypto exchanges today.

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Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Taxes 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

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Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

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."

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

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

The Motley Fool

AUGUST 18, 2024

Before diving into the purchase of gold, silver, or metals, the Commodities Futures Trading Commission (CFTC) strongly recommends that you ask questions. You may also be hit with ridiculous fees and commissions, designed to rob your nest egg and feather someone else's nest. That may or may not be true, based on a number of factors.

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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 Apple: $22.5

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Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

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.

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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).

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

The Motley Fool

FEBRUARY 5, 2025

These forward-looking statements are only predictions and involve risks and uncertainties that are described in more detail in our most recent periodic reports filed with the Securities and Exchange Commission available on our website and at sec.gov. from foreign exchange sequentially. tax authorities.

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Securities and Exchange Commission (SEC) Finance Financing Taxes 130

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.

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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. So far this year, the stock has fallen more than 19%. So what Dyne focuses on treating genetic disorders.

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Securities and Exchange Commission (SEC) Taxes Funds Companies 130

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. Or will the macro, regulatory, and competitive challenges weigh down its stock and keep it far below its IPO price?

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Securities and Exchange Commission (SEC) Initial Public Offering Enterprise Values Amortization 130

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?

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Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

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

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Securities and Exchange Commission (SEC) Stakes Amortization Depreciation 130

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.

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Securities and Exchange Commission (SEC) Taxes Returns Portfolios 100

The Motley Fool

FEBRUARY 27, 2025

Securities and Exchange Commission. We anticipate further growth in demand with affordability and security of supply, now also major considerations. We have secured $20.2 And a foreign exchange loss of $3 million. Morgan Securities. Should you invest $1,000 in TechnipFMC Plc right now?

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Securities and Exchange Commission (SEC) Shareholders Capital Debt 130

The Motley Fool

FEBRUARY 20, 2025

Our Form 10-K for the 2024 fiscal year and our subsequent filings with the Securities and Exchange Commission identified certain factors that could cause our actual results to differ materially from those projected in any forward-looking statements made today. Our SEC filings, including the 10-K, are available on our website.

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Mergers and Acquisitions Securities and Exchange Commission (SEC) Taxes 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?

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

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. It's easy to see what billionaire hedge fund managers buy and sell every quarter.

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Securities and Exchange Commission (SEC) Hedge Funds Amortization Depreciation 130

The Motley Fool

MARCH 16, 2024

This is often called tax-loss harvesting , and the nearly 99% decline the stock has seen since its peak in 2021 makes it an excellent candidate for this portfolio-level decision. Securities and Exchange Commission (SEC). Fisker stock has lost almost all of its value in a relatively short period.

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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. We know this, because Berkshire Hathaway is required to file a Form 4 with the SEC disclosing any buying or selling activity in BofA.

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Legal Securities and Exchange Commission (SEC) Stakes Banks 130