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Subject:  Re: Transferring stocks to a charity after ex di Date:  1/4/2014  10:42 AM
Author:  irasmilo Number:  119792 of 127616

All correct regarding the definitions of the various important dates. What is missing from the definitions is that the record date is three days after the ex-dividend date because trades/transfers take three days to settle. The real question is whether a transfer settles differently from a sale.

Again, I wouldn't be satisfied until I had a citation to a specific rule or regulation. The internet is full of incomplete and/or misleading information.

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