EFTA Document EFTA01374386
Long story short — I reached out to a client who is a holder of The company has a voluntary tender out there and the client asked what happens if they don't tender their shares? Will they potentially be hit by the withholding tax regardless? Best, Vahe From: Zbynek Kozelsky Sent: Friday, May 12, 2017 2:09 PM To: Vahe Stepanian < >; Donald Summer Cc: Stewart Oldfield <fl Subject: RE: MBLY Tender [C] [I] Classification: For Internal use only Vahe, Ask Chris Harvey please (...without
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Long story short — I reached out to a client who is a holder of The company has a voluntary tender out there and the client asked what happens if they don't tender their shares? Will they potentially be hit by the withholding tax regardless? Best, Vahe From: Zbynek Kozelsky Sent: Friday, May 12, 2017 2:09 PM To: Vahe Stepanian < >; Donald Summer Cc: Stewart Oldfield <fl Subject: RE: MBLY Tender [C] [I] Classification: For Internal use only Vahe, Ask Chris Harvey please (...without
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EFTA Document EFTA01420356
Subject: FW: MBLY Tender [C] [I] From: Vahe Stepanian < =1> Date: Mon, 15 May 2017 13:06:00 -0400 To: Stewart Oldfield ‹ > Classification: For internal use only For our records — we spoke to Rich today and walked him through his various options as it relates to MBLY. He thought that selling the 800 MBLY shares in his account will likely be the best path forward given the small size of the position — but he will confirm with us in the next few days. From: Stewart Oldfield Sent: Monday,
EFTA Document EFTA01416694
Subject: RE: MBLY Tender [C] [I] From: Stewart Oldfield Date: Mon, 15 May 2017 13:35:39 -0400 To: Vahe Stepanian Classification: For internal use only Agreed. Thanks From: Vahe Stepanian Sent: Monday, May 15, 2017 1:06 PM To: Stewart Oldfield Subject: FW: MBLY Tender [C] [I] Classification: For internal use only For our records — we spoke to Rich today and walked him through his various options as it relates to MBLY. He thought that selling the 800 MBLY shares in his account will li
EFTA Document EFTA01425827
Subject: FW: MBLY Tender [C] [I] From: Vahe Stepanian ‹ > Date: Mon, 15 May 2017 12:08:16 -0400 To: Stewart Oldfield < =.• Classification: For internal use only Just called you. Give me call whenever @ From: Stewart Oldfield Sent: Monday, May 15, 2017 8:40 AM To: Vahe Stepanian <a; Chris Harvey Subject: RE: MBLY Tender [C] [I] Classification: For internal use only Note that my reading of the doc shows that they will not end up with nothing if they do not tender. But once the tender
EFTA Document EFTA01430696
Subject: RE: MBLY Tender [C] [I] From: Chris Harvey Date: Fri, 12 May 2017 14:39:32 -0400 To: Vahe Stepanian Cc: Stewart Oldfield Classification: For internal use only This is what is on Pershing's IFA system. It would appear the client is not a resident of Israel, and therefore would be subject to the max withholding date of 25%. It would also appear the shares will be delisted and if they choose not to participate by not filing any paperwork, then they will get nothing. So it would a
EFTA Document EFTA01423509
Subject: RE: MBLY Tender [C] [I] From: Chris Harvey Date: Tue, 30 May 2017 10:30:52 -0400 To: Vahe Stepanian Cc: Stewart Oldfield Zbynek Kozelsky < Classification: For internal use only Yes, please see the last line of the IFA. It needs to be attached to the Service Center request. From: Vahe Stepanian Sent: Tuesday, May 30, 2017 10:27 AM To: Chris Harvey Cc: Stewart Oldfield; Zbynek Kozelsky Subject: RE: MBLY Tender [C] [I] Classification: For internal use only Chris - the client
EFTA Document EFTA01428864
Subject: RE: MBLY Tender [C] [I] From: Vahe Stepanian ‹ > Date: Tue, 30 May 2017 10:26:50 -0400 To: Chris Harvey <[email protected]> Cc: Stewart Oldfield Zbynek Kozelsky Classification: For internal use only Chris - the client indicated he filled out the paperwork. Should he send back to us or elsewhere? Thank you, Vahe From: Chris Harvey Sent: Friday, May 12, 2017 2:40 PM To: Vahe Stepanian Cc: Stewart Oldfield Subject: RE: MBLY Tender [C] [I] Classification: For internal use
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