EFTA Document EFTA01380666
From: Vahe Stepanian Sent: 5/15/201710:52:37 AM To: Chris Harvey I CC: Stewart Oldfielcia= Subject RE: MBLY Tender IC] [II Classification: For Internal use only Just wanted to follow up here Chris - can you help to point me in the right direction? Thank you. From: Vahe Stepanian Sent: Friday, May 12, 2017 11:24 AM To: Chris Harvey < Cc: Stewart Oldfield < Subject: FW: MBLY Tender [CI Ill Classification: For Internal use only Hi Chris — can you help with the below? Long story sh
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From: Vahe Stepanian Sent: 5/15/201710:52:37 AM To: Chris Harvey I CC: Stewart Oldfielcia= Subject RE: MBLY Tender IC] [II Classification: For Internal use only Just wanted to follow up here Chris - can you help to point me in the right direction? Thank you. From: Vahe Stepanian Sent: Friday, May 12, 2017 11:24 AM To: Chris Harvey < Cc: Stewart Oldfield < Subject: FW: MBLY Tender [CI Ill Classification: For Internal use only Hi Chris — can you help with the below? Long story sh
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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 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,
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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
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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
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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
EFTA Document EFTA01379459
EXPIRATION. + IF YOU ARE ELIGIBLE AND WISH TO TENDER AND MAKE A TAX DECLARATION ELECTION VIA IFA, ENTER INSTRUCTIONS BY SELECTION POSITIONS UNDER THE ELECTION OFFER, THEN THE APPROPRIATE OPTION ('OPTION 1' THROUGH 'OPTION 3'. TO MAKE AN ELECTION VIA REOR USE OFFER CODE 'ELE' THROUGH 'ELE3'. ADDITIONALLY, HOLDERS MUST COMPLETE AND RETURN A COPY OF THE ISRAELI TAX DECLARATION FORM VIA SERVICE CENTER TO CORPORATE ACTIONS, VOLUNTARY OFFER EXPIRING, INSTRUCTIONS BY PERSHING'S DEADLINE OF 6/16/17.
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