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Research, not advice. You always make your own call.

Disclosure

Current positions

Xvoro LLC d/b/a Ticker MavericksPublished under the Personal Trading Policy, §4
Content & Platform DisclaimerSubscriber Terms of ServicePrivacy PolicyPersonal Trading PolicyCurrent Positions

Michael Harlan may hold positions in securities Ticker Mavericks covers. Every position he currently holds in a covered security is listed below — publicly, with no account required.

Absence from this list means he holds no position in that covered security. This page is meant to be checkable, not decorative.

The list

No current positions in covered securities.

Michael holds no position in any security Ticker Mavericks has published on. This page updates automatically from his brokerage account.

Brokerage sync not yet connected.

How to read this page

Long only. Mr. Harlan is prohibited from holding any short position, put option, written call, or any other instrument that profits from a decline in the price of a security we cover (Personal Trading Policy §3.6). Every position here is, and can only be, long.

Earliest permitted exit. Any position in a covered security must be held for at least thirty (30) calendar days (§3.3), and may not be sold, reduced, or closed within thirty (30) calendar days after any publication mentioning that security — regardless of when the position was established (§3.4). The date shown is the later of those two, and it is recomputed every time we publish on that security again.

He buys after you read it. He may not establish or increase a position in a covered security until at least three (3) trading days after it is published to subscribers (§3.2). Subscribers get the research, and the first opportunity to act on it, before he does.

Exits are disclosed before they happen. Any sale is disclosed before or at the same time as the sale, never afterward (§3.5). A position marked exit pending above has been disclosed ahead of an intended sale.

This page shows covered securities only. Mr. Harlan may hold securities Ticker Mavericks has never covered. Those create no conflict with our research, are not restricted by the policy, and are not published here.

What this page does not do

It does not eliminate the conflict. It constrains it, and it makes it visible. A conflict of interest that is disclosed and constrained is still a conflict of interest.

It does not make our research a recommendation. Nothing we publish is a recommendation to buy, sell, or hold any security. His positions may differ from any view expressed in our research, and our research may simply be wrong.

You should assume a potential conflict of interest exists, and weigh our research accordingly.

The full Personal Trading Policy sets out every rule that governs this page, and Section 5 of the Content and Platform Disclaimer explains how the disclosures work.

Questions about these disclosures: support@tickermavericks.com

Xvoro LLC d/b/a Ticker Mavericks
10601 Clarence Dr. Suite 250
Frisco, TX 75033
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