저자: 미상 · 외국인
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JPMorgan CEO 제이미 다이먼과 제프 베이조스의 대규모 주식 매도를 다룬다. 다이먼은 1년 전 Form 4로 공시한 거래계획에 따른 분산투자·세금 목적 매도로 해석되고, 베이조스는 플로리다 이주 세금 절감과 대규모 현금 확보 가능성이 거론된다. 펠로시 의원의 엔비디아 옵션 및 팔로알토 네트웍스 거래 의혹도 함께 언급되지만 예측은 없다.
다듬은 글
Jamie Diamond's $150 million sale of JPMorgan stock is something to watch out for . Market Watch. The J.P. Morgan CEO sold $150 million in the company's shares for the first time on Thursday. When the stock price hit an all-time high, Diamond sold 821,800 shares at an average price of $182. Variety Data Vice President Ben Silverman said it was unclear whether this was a pre-determined plan or a time-based sale.
He pointed out that when examining the daily chart of stocks, one has to wonder if there is any specific criteria in determining the price . Diamond sold his shares on the very first day JP Morgan shares traded at $182. He also mentioned some other things . Meanwhile, about Bezos' sales , take a look at Jeff Bezos' three- time $2 billion sale of shares .
Okay, $2 billion in shares three times. Check this out. You are right. Zoom in. Jeff Bezos sold more than $2 billion in Amazon shares for the third time in February . Okay, why? Why hold $6 billion in cash ? Of course, you will have to pay 23% tax depending on how many days you stay during the year .
If you move to Florida in February , you can save on taxes. Tom, how much money can you save? I don't know the tax rates based on where he is now . It seems he is in Washington. Yes, Washington had a capital gains tax . Yes, capital gains tax. I don't know . Can you check the Washington Capital Tax ?
Washington State Capital Tax. Washington State Capital Tax. So, 7 percent on $6 billion. 7 percent above a quarter million . I think he's above that. Yes. He could save about $420 million if he lived in Florida for at least 181 days a year. I am not a tax expert. You can confirm this by asking a tax expert .
But people often wonder what happens when they sell shares . Look what's happening . They'll say, no, he had a plan to sell shares at the beginning of each quarter . There is nothing unusual in this . You may remember Bill Gates did this with Microsoft a few years ago. So we didn't see it as a big deal , but in this case it's different .
JPMorgan Jamie Diamond sells two billion three times, is that a concern about something coming, or is it just an exaggeration ? They might need some money , let's split it in half . I can't predict Jeff Bezos's case, but if we talk about Jamie Diamond , they might have just made it up because there wasn't much of a rush at the market watch that day .
He revealed his plan to sell the diamond last year . That disclosure is legally required to be included in a document called ' Form Four' . Insiders, CEOs, and large shareholders should make it clear that they intend to sell their shares . Here's when it's. They don't have to give a reason . Last year, he openly said, "This is for investment diversification and tax planning ." So he must have filed Form 4 with the SEC last year.
It was expected that Diamond would begin selling shares at this time, when the cooling-off period of the trading plan ends . So, that's what a trading plan is all about . What trading plan? What he wrote on Form Four a year ago , that is, he said he would start selling shares . This is how it usually works .
Rob, can you take a look at when JP Morgan announced its earnings? I'm sure they've announced it, right? There is usually a two-week period after the earnings are announced. At that time, a CEO could automatically execute Form Four on the fifth trading day, taking into account holidays . I will trade when the market opens.
Yes, it will be scheduled before the market opens . The trade is going to happen now . Once you file Form 4, you cannot change it or change the timeline. You should withdraw that form and file another one . So a year ago Diamond said what he was going to sell , and now everyone is reacting to it . What are they doing?
He might be doing something for his tax plan . Got it. I mean, this is not a big deal. He is just selling shares. Now what about Bezos selling 2 billion three times in a month ? What does that mean ? That means he's either going to invest in something , or he's going to do something . Because Bezos is smart.
He has only bought one newspaper in the past . I think Bezos is raising a lot of money to do something . That's what I think . Then, why are you doing two billion three times ? Why not six billion ? What is the difference between 2*3 and just six ? Maybe he couldn't change it . Okay. Got it. This is just a measure of money.
The volume of trades in a trading day. That makes sense because of the consistency. Therefore, the largest amount he can sell in one day is two billion. Got it. Do you think he will still make $2 billion in sales ? Or do you think the more sales he makes, the more he aims to buy something else ? Remember, he suddenly entered the scene and bought that newspaper.
So this has nothing to do with concerns about rising interest rates or what might happen in the market? Maybe something will happen . Don't you even think about it ? No, I'm not worried. I don't speculate about that at all . Jamie did it as part of a plan . I think Bezos is doing it to raise a large sum of money.
How much do you think age plays a role in this? listen to me. We know, we've heard the term insider trading . There is another designation called insider selling, which is not necessarily illegal or bad. This is a situation where you start selling shares when it seems like the stock price is likely to fall.
This is a slippery slope. What is going to happen there ? But as for age , 67 years old, right? Bezos is 60 years old. So he is a little younger. I think the average age of Fortune 500 CEOs is between 55 and 57. How much of this is retirement planning ? He is 67 years old. He doesn't want to see the stock price fall sharply , so he wants to hold on to some money and invest it in bonds or treasury bills ; I know he bought a place in Miami .
He bought a place there at 15th Street and Ocean . I know that. How much of this is retirement planning , Tom? Possibly. There are rumors that he plans to retire at 72 or 75, and most people think he will retire at 72 and remain as executive chairman until he is 75. That makes perfect sense . Yes. So, he said, Adam, this is for financial diversification and tax planning .
We usually talk about this when we are about to retire . Because they've made a lot of money , he says, "Okay, I can take some of the profits and turn it into cash ." And Diamond is a quiet philanthropist , and he's one of the top 20 art collectors in the world. So, okay, if you're talking about you , this is none of my business, but when you mentioned insider trading, the first thing that came to mind was Nancy Pelosi .
I remember last week she made $4 million on an Nvidia stock options trade . If she still owns it , her paper gain is exactly what you said . Yeah. And, it's weird. Two weeks ago, Congress was tipped off about a national security threat . That same week , this is inside information, this is a stock tip for everyone.
That same week, Pelosi invested $1.25 million in Palo Alto Networks, a cybersecurity company . So, in full disclosure, a few days ago, on Monday, U.S. Rep. Nancy Pelosi In a transaction on the 12th, it was reported that up to $1.25 million in Palo Alto Networks call options were purchased, and 21 members of Congress have traded that stock 10 times in the past six months .
Seven of those transactions were buys and three were sells . Let's go ahead, guys. If they're doing this , trust me, it's definitely going to be profitable . Well, it seems like they have a Reddit page or a TikTok page that follows their every move . And besides, a winner. You know , not to be a person who believes in coincidences .
Oh, here we go . But what district are they in ? Where are they? San Francisco. How's that ? Palo Alto. Yeah. Weird. Do you think they don't get inside information ? They're in Berkeley , which is on the other side of the Bay Area, but it's all the same . So, you know, it's going to be an option , let's check that stock in a week.
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