Recent Content by Joi

  1. 13h large trader designation my broker sent me email that i possibly need to file this

    As options on ETF's are treated the same as options on equities, you multiply the number of contracts x the contract multiplier x the price of the...
    Post by: Joi, Feb 28, 2015 in forum: Options

  2. 13h large trader designation my broker sent me email that i possibly need to file this

    Darwin, SPY is not an index and the calls you bought are not index options as described in Dave's response to his broker or in the SEC 13-H FAQ....
    Post by: Joi, Feb 28, 2015 in forum: Options

  3. 13h large trader designation my broker sent me email that i possibly need to file this

    But it's implementation has taken a little bit of time, for example: SECURITIES AND EXCHANGE COMMISSION (Release No. 34-70150) August 8, 2013...
    Post by: Joi, Feb 28, 2015 in forum: Options

  4. 13h large trader designation my broker sent me email that i possibly need to file this

    On July 26, 2011, the Securities and Exchange Commission (“SEC”) adopted Rule 13h-1 under the Securities Exchange Act of 1934 to require large...
    Post by: Joi, Feb 28, 2015 in forum: Options

  5. 13h large trader designation my broker sent me email that i possibly need to file this

    RMORSE, you are correct. Yet, very few traders are even aware of the large trader designation and I doubt many have self-reported without first...
    Post by: Joi, Feb 28, 2015 in forum: Options

  6. 13h large trader designation my broker sent me email that i possibly need to file this

    Yes, you need to file. It's an archaic process to go through (screen print, no signature page, etc) but it is required if you've been notified.
    Post by: Joi, Feb 28, 2015 in forum: Options

  7. EUR/CHF wipeout/margin call ... negative balance ... what to do?

    from https://greentradertax.com/tax-treatment-for-forex-and-deposit-losses-after-snbs-surprise-policy-change Tax treatment for forex and deposit...
    Post by: Joi, Jan 24, 2015 in forum: Forex

  8. EUR/CHF wipeout/margin call ... negative balance ... what to do?

    Hope this webinar helps some of you...Jan 26, 2015 at 4:15 pm EST for 1 hour Tax treatment for forex and deposit losses after SNB's surprise...
    Post by: Joi, Jan 24, 2015 in forum: Forex