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Series 7: Investment Information & Recommendations
Series 7 practice questionhardEquity Securities — Rule 144 — Form 144 Filing

An affiliate selling restricted stock under Rule 144 must file Form 144 with the SEC if the sale exceeds which threshold?

  1. A1,000 shares or $10,000 in aggregate value
  2. B500 shares or $1,000 in aggregate value
  3. C5,000 shares or $50,000 in aggregate value✓ Correct answer
  4. D10,000 shares or $100,000 in aggregate value
Explanation

Why C5,000 shares or $50,000 in aggregate value

Under Rule 144, Form 144 must be filed with the SEC concurrently with the placing of a sell order if the number of shares to be sold exceeds 5,000 shares or the aggregate dollar amount exceeds $50,000 during any three-month period. The form provides notice of the intended sale and must be filed at the time the order is placed with the broker.

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