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Series 79: Section 4
Series 79 practice questionmediumMNPI and Insider Trading

Under Rule 10b-5, which party is most likely to face tipper liability in an insider trading case?

  1. AA retail investor who reads about a company in a public filing
  2. BAn executive who intentionally provides confidential merger details to a friend who trades on that information✓ Correct answer
  3. CA research analyst who issues a report based on public information
  4. DAn investor who purchases stock after reading a press release
Explanation

Why BAn executive who intentionally provides confidential merger details to a friend who trades on that information

The executive who intentionally discloses MNPI to a friend who trades is liable as a tipper under Rule 10b-5. The trap is misunderstanding that only the person trading is liable; both tipper and tippee can face liability.

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