Rule(s):

 Form Item 6(b)

Staff:

Michael Verne

Response / Comments:

 11/03/2011 – Only show the UPE with 58%.

 

Original Image File

 

From:

(Redacted)

 

Sent:

Thursday, November 03, 2011 4:13 PM

 

To:

Verne, B. Michael

 

Subject:

Item 6(b)

 

Mike-

I'm work on an HSR for an acquired person. Two entities hold at least 5% of the shares of the acquired entity. One holds 49% directly and the other holds 9% directly. However, the one that holds a direct 49% interest controls the one that holds 9%. I realize that the 49% holder is the UPE since it "holds" 58%, but my question is, in Item 6(b), do I list both the 49% holder and the 9% holder? If yes, do I show the 49% holder at 58% and footnote it to clarify the double counting? Or do I only show the UPE, and show it at 58%, since "hold" means directly or indirectly.