Gotomeeting stock
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"Amid this health crisis, the temptation to circulate lies and misinformation is too great for the media and my political opponents," Loeffler said in a statement. "As confirmed in the periodic transaction report to Senate Ethics, I was informed of these purchases and sales on February 16, 2020-three weeks after they were made."Ī spokesperson for Loeffler later said the documents turned over to the the three groups show "she and her husband acted entirely appropriately and observed both the letter and the spirit of the law."ĭespite insisting there was no wrongdoing, the couple agreed to liquidate their individual stock shares last month. Investment decisions are made by multiple third-party advisors without my or my husband's knowledge or involvement," she tweeted. I do not make investment decisions for my portfolio. "This is a ridiculous and baseless attack. Loeffler has denied any wrongdoing, as well as attacked media outlets for reporting the trades. The couple also purchased stock in Citrix, which sells the teleworking software GoToMeeting, whose value has since increased. The sales included stock in companies which saw their value plunge in subsequent weeks. 24, the same day the Health Committee she sits on was briefed by top health officials on the coronavirus. But Loeffler's office acknowledged last week that she had also turned over "documents and information" to the Justice Department, the Securities and Exchange Commission and the Senate Ethics Committee.Īccording to news reports, Loeffler and her husband sold off between $1.2 million and $3.1 million in stock on Jan. Richard Burr, R-N.C., who stepped aside as chairman of the Senate Intelligence Committee after the FBI reportedly seized his phone in a probe of the trades. Much of the focus surrounding trades made by senators following private coronavirus briefings has been on Sen. Loeffler is also up for re-election and trails badly in recent polls. The latest donation came as Loeffler faces federal scrutiny over the trades, which she claims were made by a third-party without her knowledge. Brian Kemp and fellow state Republicans, drawing allegations from Democrats that she had bought her Senate seat. Johnny Isakson, R-Ga., last year after pledging $20 million of her personal wealth to Gov. Loeffler, who immediately became the wealthiest member of the Senate, was appointed to replace retired Sen. The outlet reported that it was the largest federal contribution ever made by the executive, whose net worth is estimated at $500 million. The contribution came shortly after The Daily Beast reported that he and Loeffler had unloaded millions in stock ahead of a market plunge in March. Jeff Sprecher, the chairman of the New York Stock Exchange, gave the pro-Trump America First Action PAC a $1 million donation in April, according to a Federal Election Commission filing.
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Kelly Loeffler, R-Ga., made his largest federal donation ever with a $1 million contribution to a pro-Trump super PAC shortly after the couple's controversial stock trades following a private Senate briefing on the new coronavirus was reported. In her capacity as an advice-only financial planner, Holly acts as a “Master Chef” in selecting and combining the elements of each client’s financial lifestyle plan (see the sidebar to the right).The husband of Sen. While the process of financial planning works for everyone, no two plans are ever the same. Questions to ask your Estate Planning attorneyĮvery person has a unique history, circumstances, and dreams.Advanced stock options, restricted stock, nonqualified deferred compensation.Buying a home (purchase, financing, mortgage payoff, refinancing, etc.).Specific concerns for corporate executives and business owners.Life and Long-Term Care insurance analysis and questions to ask your agent.Investment analysis and recommendations.For example, how much risk is appropriate? What about taxes? How close are you to retirement? These and many other factors affect the planning process, which might include: With a baseline in place and your goals established, we work with you to put together a plan that best fits your unique needs. Given what we know, how will you get there? With a clear picture of where you are now, the next step is to help you identify specific and measurable goals, both personal and financial. Here are some of the many ways in which financial planning supports the efforts of our clients to achieve their goals – and have the freedom of making the choices that are right for them: First question: Where are you now?įirst, we begin by pulling together all the financial pieces of an individual’s life – or the life of a family or small business – as they exist today (insurance, pension, savings, investments, home, business, etc.) Next question: Where do you want to be?