EFTA01361127.txt Text dataset_10 View on DOJ

Illegal Activity
suspicious
Blackmail
none
Date
2015-01-28
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This email from Daniel Sabba to Jeffrey E. outlines the pricing and financing terms for long Total Return Swaps (TRS) on GE and ConEd, as suggested by Rich. The email details the notional equivalent, interest rate, commissions, and initial allowance, and mentions the use of equities at a 50% haircut as IA.
Metadata
Subject
FW: Coned and GE through TRS [CI
Sender
Paul Morris [paul.morris@db.com)
Recipients
Stewart 0ldfield [stewart.oldfield@db.comi
Document ID
DB-SDNY-0050017
Date
2015-01-28
Illegal Activity
Severity
suspicious
Description
The email discusses complex financial instruments (TRS) and the use of equities at a 50% haircut, which could potentially be used for tax avoidance or other illicit purposes. However, without more context, it's difficult to determine if any illegal activity is taking place.
Content Type
first_hand
Relationships 3
Entity 1RelationshipEntity 2Description
Paul Morris employment Deutsche Bank Paul Morris is a Managing Director at Deutsche Bank Private Bank.
Daniel Sabba business Jeffrey E. Daniel Sabba is providing financing terms to Jeffrey E. for GE and ConEd through TRS.
Richard Kahn business Daniel Sabba Richard Kahn suggested the pricing of long TRSs for GE and ConEd.
Notable Quotes 3
Per Rich's suggestion, we priced long TRSs for GE and ConEd (without the sale of a call option).
We could provide the same financing terms on a $20mm notional equivalent (1mL+75bps, with $0.03 commissions in and out).
As discussed, you could use equities at a 50% haircut as this IA.
Financial Information
Amounts:20mm0.033.67%3.51%
Assets:
  • Equities
Transactions:
  • Priced long TRSs for GE and ConEd
  • Financing terms on a $20mm notional equivalent (1mL+75bps, with $0.03 commissions in and out)
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 3
Deutsche BankConedGE
Financial Entities 1
Deutsche Bank Private Bank
Text Analysis
Tone
Professional
Purpose
To inform Jeffrey E. about the pricing of long TRSs for GE and ConEd and the financing terms available.
Significance
This email discusses financial transactions involving GE and ConEd, potentially for Jeffrey E.'s benefit.
File Info
File Name
EFTA01361127.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:02.840863
DOJ Source
View on DOJ