hunter001 Posted July 19, 2011 Posted July 19, 2011 What are common reportable transactions for this line?
Guest Dell Posted July 20, 2011 Posted July 20, 2011 Common examples are single security sales or purchases in excess of 5%; a series of transactions in the same security cumulatively (buys and sales together) exceeding 5% (often in the momey market fund sweep account. Employer contributions would not be included.
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