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SIE: Capital Markets & Offerings
SIE practice questionhardRule 144 — Restricted Securities

Under SEC Rule 144, which of the following is a requirement for selling restricted securities?

  1. ARestricted securities can never be sold on the open market
  2. BThe securities must be held for at least 3 months before resale
  3. CThe seller must hold the securities for at least 6 months if the issuer is a reporting company✓ Correct answer
  4. DThere is no holding period requirement for restricted securities
Explanation

Why CThe seller must hold the securities for at least 6 months if the issuer is a reporting company

Rule 144 requires a 6-month holding period for restricted securities of reporting companies (those that file with the SEC) and a 12-month holding period for non-reporting companies. After the holding period, the shares may be sold subject to volume limitations, manner of sale requirements, filing of Form 144, and adequate current public information.

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