EFTA01358942.txt Text dataset_10 View on DOJ

Illegal Activity
concerning
Blackmail
none
Date
2016-01-22
Document Type
legal filing
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
The document details an SEC complaint against Tsai and Whelehan for insider trading related to ADT stock, where Whelehan provided nonpublic information to Tsai, who then traded on it, resulting in illicit profits. Both parties have consented to judgments enjoining them from violating federal securities laws and agreed to pay civil penalties and disgorgement.
Metadata
Subject
SEC complaint charges Tsai and Whelehan with violating Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder.
Sender
Recipients
Document ID
DB-SDNY-0046927, SDNY_GM_00193111
Date
2016-01-22
Illegal Activity
Severity
concerning
Description
Tsai and Whelehan engaged in insider trading, violating securities laws.
Categories
Insider Trading
Content Type
first_hand
Evidence:
  • Tsai purchased ADT stock based on nonpublic information from Whelehan.
  • Tsai recommended a close relative to purchase ADT stock based on nonpublic information.
Relationships 4
Entity 1RelationshipEntity 2Description
Tsai insider trading Whelehan Whelehan provided nonpublic information to Tsai, who then traded on it.
Tsai family close relative Tsai recommended that a close relative purchase ADT stock.
SEC legal Tsai SEC charged Tsai with violating Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder.
SEC legal Whelehan SEC charged Whelehan with violating Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder.
Red Flags 2
  • Insider trading
  • Illicit profits
Financial Information
Amounts:$ 19,500.00$ 4,414.41$ 23,914.41$ 521.08
Assets:
  • ADT stock
Transactions:
  • Tsai purchased 1,500 shares of ADT stock.
  • Tsai's close relative purchased 343 shares of ADT stock.
  • Whelehan agreed to pay $ 23,914.41 in civil penalties.
  • Tsai agreed to disgorge $ 23,914.41 in illicit profits plus $ 521.08 in prejudgment interest, and pay $ 23,914.41 in civil penalties.
Public Knowledge
Context
SEC enforcement actions are often of public interest.
Media Worthy
Yes
Legal Compliance
  • Violation of Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder.
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowLegal matters/litigationBusiness dealingsAllegations/complaints
Organizations 29
Apollo Global Management, LLCSECBeckett Media LLCBuy.com, Inc.IAC/InteractiveCorpPeopleFindersPro, Inc.Shoebuy.com, Inc.Trilegiant CorporationWyndham Worldwide Corp.1-800-Flowers.com, Inc.Adaptive Marketing, LLCDays Inns Worldwide, Inc.Rakuten USA, Inc.Vertrue Inc.Webloyalty.com, Inc.Orbitz Worldwide, LLCPriceline.com, Inc.TigerDirect, Inc.Bank of America N.A.Wells Fargo Bank, N.A.Citigroup Inc.Capital One Financial CorporationChase Bank USA, N.A.Citibank, N.A.Hotwire, Inc.Chase Paymentech Solutions, LLCUnited Online, Inc.AFFINION GROUP, LLCADT
Locations 1
New York
Financial Entities 6
Bank of America N.A.Wells Fargo Bank, N.A.Citigroup Inc.Capital One Financial CorporationChase Bank USA, N.A.Citibank, N.A.
Text Analysis
Tone
Legal, formal
Purpose
To report on the SEC's charges against Tsai and Whelehan for insider trading.
Significance
Details an insider trading case involving nonpublic information and illicit profits.
File Info
File Name
EFTA01358942.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:23.392778
DOJ Source
View on DOJ