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From: "jeffrey E." <[email protected]>
To: Richard Joslin
Subject: Re: URI options ( follow-up)
Date: Fri, 27 Mar 2015 10:20:37 +0000
send me the ealcualtion that you sent apollo,
On Fri, Mar 27, 2015 at 6:18 AM, Richard Joslin < > wrote:
S412,200
On Mar 27, 2015, at 5:53 AM, jeffrey E. <[email protected]> wrote:
what income amount?
On Thu, Mar 26, 2015 at 10:34 PM, Richard Joslin < > wrote:
1099-misc Other income
On Mar 26, 2015, at 10:17 PM, jeffrey E. <[email protected]> wrote:
/how is this reported on the 2014 return
On Thu, Mar 26, 2015 at 6:54 PM, Richard Joslin < wrote:
As requested
From: Glen Leibowitz [mailto:
Sent: Friday, February 20, 2015 8:58 AM
To: Richard Joslin
Cc: Eileen Alexanderson; Richard
Subject: RE: URI options ( follow-up)
Richard,
Your calculation makes sense and in accordance with SIR exercise. I agree with the revised remittance
of $196,342.59.
Please let me know if you need any additional information prior to remittance of the amount above.
EFTA00861355
Regards,
Glen Leibowitz I Apollo Global Management LL.C.
9 West 57th Street, New York, New York 10019
PH. Mob. IMESI FX.
From: Richard Joslin fmallto:
Sent: Friday, February 20, 2015 8:50 AM
To: Glen Leibowitz
Cc: Eileen Alexanderson; Richard
Subject: RE: URI options ( follow-up)
Glen:
Attached is a calculation of tax for IRI exercise. It follows same approach as SIR exercise in 2014. I
incorporated the SIRI option on SE tax and medicare tax so that the taxes were calibrated given the
FICA limit and Medicare tax limit. The disgorgement is calculated at $196,342.59.
Please review and approve.
Thanks
RJ
From: Eileen Alexanderson
Sent: Thursday, February 19, 2015 6:36 PM
To: Glen Leibowitz
Cc: Richard Joslin
Subject: Re: URI options ( follow-up)
Will do. Thank you Glen.
Sent from my iPhone
EFTA00861356
On Feb 19, 2015, at 6:28 PM, Glen Leibowitz > wrote:
Eileen,
I just spoke with John Suydam to confirm the conclusions reached related to our review of the
director fees, specifically related to the Founders. Due to the AGM 2007 re-organization all assets of
the individual management and advisor entities were contributed to Apollo Global Management. The
assets contributed include all vested and unvested equity awards for all services on Boards related to
the Founders regardless of the service period or grant date.
Related to the Founders, at the time we performed the director fee analysis review in 2014, we only
had evidence to known equity grants from information gathered from 1/1/2007 and forward, if any
other grants resulting from grants prior to 2007, that become vested and exercised for any board
services prior to 1/1/2007, the proceeds from those awards need to be returned to Apollo, net of tax.
As a result of the director option exercise for United Rentals that you provided, can you please send
the following remittance:
Total proceeds: $411,885.69
Less taxes ( 50%): (205,942.85)
Net payment to Apollo: 205,942.84
Wire instructions:
Bank Name: JP Morgan Chase
ABA#: 021-000-021
FBO: Apollo Management Holdings, LP
NC#: 2042529970
Attention: Maile Van Den Beldl
Please let me know if you have any questions.
Best Regards,
EFTA00861357
Glen Leibowitz I Apollo Global Management LL.C.
9 West 57th Street, New York New York 10019
PH. I Mob. I FX.
From: Eileen Alexanderson
Sent: Wednesday, February 04, 2015 1:42 PM
To: Glen Leibowitz
Subject: URI options
Eileen Alexanderson
Elysium Management
445 Park Avenue
Suite 1401
New York NY 10022
Phone:
Email:
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<doc037432201502041309184kff5
EFTA00861358
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return e-mail or by e-mail to [email protected], and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
please note
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
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and may be unlawful. If you have received this
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return e-mail or by e-mail to [email protected], and
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ℹ️ Document Details
SHA-256
f534a168c0eb83a8387d49647b3ac54f60e6652f2236ae6b398eb29bf8d88983
Bates Number
EFTA00861355
Dataset
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Pages
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