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… 20031014: TA IX L.P.; Dr. Howard Schilit HSR Early Termination Notice 20031014: TA IX L.P.; Dr. Howard Schilit 20031014 Center for Financial Research & Analysis, Inc. Dr. Howard Schilit TA IX L.P. … 20031014: TA IX L.P.; …
… 0310002 Informal Interpretation 0310002 Informal Interpretation … (c) (3), the corpus of the trustshould be held by the trust and need not aggregated with the assets of anyother person. Trust Y holds …
Date
Rule
801.1(c)
If X is voting the shares held by the trust in his capacity as trustee, those shares would not be aggregated with his personal holding. If he is voting them outside of his capacity as trustee...
… Section of the Home Fashion Products Association americandownletter031114.pdf Advisory Opinion … American Down & Feather Section of the Home Fashion …