You are here
- Home
- What does "aggregated value" mean for outside activity disclosure purposes?
What does "aggregated value" mean for outside activity disclosure purposes?
Question:
What does "aggregated value" mean for outside activity disclosure purposes?
Answer:
The "aggregated value" of an outside activity is the dollar value that you and/or your family member have received from an external entity in the past 12 months including the current value of equity you (and/or your family member) hold in the entity, even if you did not receive a payout of said equity, and excluding travel.
M-Inform Disclosure Hints
- If you are disclosing equity held in a non-publicly traded entity but you don't know the value of the equity, select "No" to the "Is the dollar value of the equity known" question in M-Inform. This "No" answer indicates that the Aggregated Value amount excludes the unknown equity value.
- If you are disclosing an outside activity for a family member only and are not privy to the dollar value received, select "$0 (None)" from the list in the Aggregated Value field and provide an explanation in the "other relevant information" field in M-Inform.
Posted on: Friday, February 26, 2021 - 11:34