Tag Archives: wall street

Insider Stock and Compensation

Are you confused by the endless tables and footnotes in financial filings? Frustrated trying to calculate stock options? Struggle with understanding insiders’ capacity? This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift. It’s based on the techniques I have developed while researching… Read More »

Buyouts, Inversions, and Acquisitions, Oh My!

Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »

Insider Stock & Compensation Volunteers

We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »