Passive investors, which are becoming more important as they manage even more money, are restricted by their mandates from acquiring KKR
stock under its partnership structure.
Not exact matches
This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules
under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States,
partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common
stock and persons holding our common
stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.
It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules
under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in
partnerships (or entities or arrangements treated as
partnerships for U.S. federal income tax purposes) that hold HP Co. common
stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common
stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common
stock upon the exercise of employee
stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common
stock).
Those alternatives included
stock in private companies and
partnership interests, both of which fall
under the umbrella of investments that may be used in a self - directed IRA.
SIPC covers most types of securities, such as
stocks, bonds, mutual fund shares and variable annuities, but it does not cover commodities (including commodity futures contracts and options), fixed annuity contracts, currency or investment contracts (such as limited
partnerships) that are not registered with the SEC
under the Securities Act of 1933.