Disclosure of Positions

  • Authors agree to disclose the existence at the time of writing of a long or short position by them or anyone in their immediate family or household (including stocks, options, bonds or other instruments) in any stock mentioned in an article.
  • Authors may not write about a stock with the intention to boost or reduce the stock's price and sell (or buy) the stock into the resulting strength or weakness.
  • If the author intends at the time or writing to sell or buy a stock within three days of publication of an article that discusses that stock, the author must disclose this.
  • Authors must disclose if they have traded any stock in question in the previous two years.
  • It is not enough to say that you "may" have a position in a stock.  You must state that you (or your family, organization) either DO NOT or DO have a position.