Claim an Award

We post Notices of Covered Action for each SEC action where a final judgment or order, by itself or together with other prior judgments or orders in the same action issued after July 21, 2010, results in monetary sanctions exceeding $1 million.

The inclusion of a Notice means only that an order was entered with monetary sanctions exceeding $1 million. By posting a Notice for a particular case, we are not making any determinations either that (i) a whistleblower tip, complaint or referral led to the SEC opening an investigation or filing an action with respect to the case or (ii) an award to a whistleblower will be paid in connection with the case.

Subject to the Whistleblower Amended Rules, individuals who voluntarily provided the SEC with original information after July 21, 2010 that led to the successful enforcement of a covered action listed below are eligible to apply for a whistleblower award.

Once a Notice of Covered Action is posted, individuals have 90 calendar days to apply for an award by submitting a completed Form WB-APP to the Office of the Whistleblower by midnight on the claim due date listed for that action.

NOTE: On July 2, 2024, the Commission posted a new Form WB-APP for individuals seeking to apply for an award for a Covered Action.  You may continue to use the prior version of the form for the 30-day period following the posting of the new form.  Starting on August 1, 2024, please use the new Form WB-APP to apply for an award.

We strongly encourage Form WB-APPs to be submitted by email to FormWB-APPSubmission@SEC.GOV.  Duplicate submissions of a Form WB-APP by multiple methods (e.g., fax, email, and mail) are discouraged as they may cause delays. Generally, submissions are acknowledged within 60 days. 

Whistleblower Award Applications submitted by mail or fax should be sent to:

SEC Office of the Whistleblower (c/o ENF-CPU)

14420 Albemarle Point Place Suite 102 Chantilly, VA 20151-1750

Fax: 703-813-9322

Notice No. Action Notice Date Claim Due Date
2013-044

SEC v. Parker Drilling Company
Case number: 13-cv-00461 (United States District Court for the Eastern District of Virginia)
Case filed: April 16, 2013
Qualifying Judgment/Order: April 23, 2013

05/17/2013 08/15/2013
2013-043

SEC v. Stanford International Bank, Ltd., Stanford Group Company, Stanford Capital Management, LLC, R. Allen Stanford, James M. Davis, and Laura Pendergest-Holt
Case number: 09-cv-00298 (United States District Court for the Northern District of Texas)
Case filed: February 17, 2009
Qualifying Judgment/Order: April 25, 2013

05/17/2013 08/15/2013
2013-042

SEC v. Steven Brewer, Adam Erickson, Brewer Investment Group, LLC, Brewer Financial Services, LLC and Brewer Investment Advisors, LLC
Case number: 10-cv-06932 (United States District Court for the Northern District of Illinois)
Case filed: October 28, 2010
Qualifying Judgment/Order: March 29, 2013

05/17/2013 08/15/2013
2013-041

SEC v. True North Finance Corporation, f/k/a CS Financing Corporation, Capital Solutions Monthly Income Fund, LP, f/k/a Hennessey Financial Monthly Income Fund, LP, Capital Solutions Distributors, LLC, Capital Solutions Management, LP, Transactional Finance Fund Management, LLC, Todd A. Duckson, Michael W. Bozora, Timothy R. Redpath, and Owen Mark Williams 
Case number: 10-cv-03995 (United States District Court for the District of Minnesota)
Case filed: September 21, 2010
Qualifying Judgment/Order: April 15, 2013

05/17/2013 08/15/2013
2013-040

SEC v. Frank Bluestein
Case number: 09-cv-13809 (United States District Court for the Eastern District of Michigan)
Case filed: September 28, 2009
Qualifying Judgment/Order: April 24, 2013

05/17/2013 08/15/2013
2013-039

SEC v. A Chicago Convention Center, LLC, Anshoo R. Sethi, and Intercontinental Regional Center Trust of Chicago, LLC
Case number: 13-cv-00982 (United States District Court for the Northern District of Illinois)
Case filed: February 6, 2013
Qualifying Judgment/Order: April 19, 2013

04/23/2013 07/22/2013
2013-038

SEC v. Big Apple Consulting USA, Inc., MJMM Investments, LLC, Marc Jablon, Matthew Maguire, Mark C. Kaley, and Keith Jablon
Case number: 09-cv-01963 (United States District Court for the Middle District of Florida)
Case filed: November 18, 2009
Qualifying Judgment/Order: March 29, 2013

04/15/2013 07/14/2013
2013-037

SEC v. 3 Eagles Research & Development LLC, Harry Dean Proudfoot III, Matthew Dale Proudfoot, Laurie Anne Vrvilo and Dennis Ashley Bukantis
Case number: 12-cv-01289 (United States District Court for the District of Oregon)
Case filed: July 17, 2012
Qualifying Judgment/Order: March 19, 2013

04/15/2013 07/14/2013
2013-036

In the Matter of Banco Comercial Português, S.A.
Administrative Proceeding File No.: 3-15248
Case filed: March 18, 2013
Qualifying Judgment/Order: March 18, 2013

04/15/2013 07/14/2013
2013-035

SEC v. Verde Retirement LLC, a California limited liability company, Verde FX Nevada, LLC, a California limited liability company, Covenant Capital Partners, a California corporation, and Steven L. Hamilton
Case number: 12-cv-0445 (United States District Court for the Southern District of California)
Case filed: February 21, 2012
Qualifying Judgment/Order: March 28, 2013

04/15/2013 07/14/2013
2013-034

SEC v. City Capital Corporation, Ephren W. Taylor, II, and Wendy Jean Connor
Case number: 12-cv-1249 (United States District Court for the Northern District of Georgia)
Case filed: April 12, 2012
Qualifying Judgment/Order: March 7, 2013

04/15/2013 07/14/2013
2013-033

SEC v. Derek A. Nelson, Capital Mountain Holding Corp., Systems XXI, Act I, LLC, and Systems XXI, Act II, LLC
Case number: 09-cv-02222 (United States District Court of the Northern District of Texas)
Case filed: November 20, 2009
Qualifying Judgment/Order: March 6, 2013

04/15/2013 07/14/2013
2013-032

SEC v. Bridge Premium Finance, LLC (f/k/a Berjac of Colorado, LLC), Michael J. Turnock, and William P. Sullivan, II
Case number: 12-cv-2131 (United States District Court for the District of Colorado)
Case filed: August 14, 2012
Qualifying Judgment/Order: March 11, 2013

04/15/2013 07/14/2013
2013-031

SEC v. K2 Unlimited, Inc., 211 Ventures, LLC, Diane Glatfelter, Robert C. Rice, and Robert S. Anderson
Case number: 11-cv-11649 (United States District Court for the District of Massachusetts)
Case filed: September 19, 2011
Qualifying Judgment/Order: March 13, 2013

04/15/2013 07/14/2013
2013-030

SEC v. M. Mark McAdams and R. Dane Freeman
Case number: 10-cv-00701 (United States District Court for the District of South Carolina)
Case filed: March 18, 2010
Qualifying Judgment/Order: March 1, 2013

04/15/2013 07/14/2013
2013-029

SEC v. Oversea Chinese Fund Limited Partnership, Weizhen Tang & Associates, Inc., Weizhen Tang Corp., Winwin Capital Management, LLC, Winwin Capital Limited Partnership, J.O.R. & Associates, LLC, and Weizhen Tang
Case number: 09-cv-0614 (United States District Court for the Northern District of Texas)
Case filed: April 3, 2009
Qualifying Judgment/Order: October 1, 2012

04/15/2013 07/14/2013
2013-028

SEC v. EFS, LLC, Freedom Fidelity, LLC, James N. Pratt, SP&V, LLC, and Timothy V. Coffin
Case number: 06-cv-0793 (United States District Court for the Northern District of Texas)
Case filed: May 3, 2006
Qualifying Judgment/Order: October 17, 2012

04/15/2013 07/14/2013
2013-027

SEC v. Merendon Mining (Nevada) Inc, Larry Lee Adair, Milowe Allen Brost a/k/a/ Milow Brost, M.B. Gonne or Phillip K. Collins, Ward K. Capstick, Bradley Dean Regier, Gary Allen Sorenson a/k/a Don Grey Fox, Martin M. Werner, Syndicated Gold Depository Inc, now known as Bahamas Resources Alliance Ltd., Merendon Mining Corp. Ltd., Institute For Financial Learning Group of Companies, Inc. 
Case number: 10-cv-00955 (United States District Court for the Western District of Washington)
Case filed: June 10, 2010
Qualifying Judgment/Order: October 30, 2012

04/15/2013 07/14/2013
2013-026

SEC v. Chetan Kapur and Lilaboc, LLC, d/b/a ThinkStrategy Capital Management, LLC.
Case number: 11-cv-08094 (United States District Court for the Southern District of New York)
Case filed: November 10, 2011
Qualifying Judgment/Order: November 29, 2012

04/15/2013 07/14/2013
2013-025

SEC v. Douglas F. Vaughan, The Vaughan Company, Realtors, Inc., and Vaughan Capital, LLC.
Case number: 10-cv-00263 (United States District Court for the District of New Mexico)
Case filed: March 23, 2010
Qualifying Judgment/Order: February 14, 2013

03/11/2013 06/09/2013
2013-024

SEC v. Sky Way Global LLC (A/K/A Sky Way Global, Inc.), Brent C. Kovar, Glenn A. Kovar, James S. Kent, Kenneth Bruce Baker (A/K/A Bruce Baker), and Kenneth R. Kramer
Case number: 09-cv-00455 (United States District Court for the Middle District of Florida)
Case filed: March 13, 2009
Qualifying Judgment/Order: February 22, 2013

03/11/2013 06/09/2013
2013-023

SEC v. Peter Siris, Guerrilla Capital Management, LLC, and Hua Mei 21st Century, LLC
Case number: 12-cv-05810 (United States District Court for the Southern District of New York)
Case filed: July 30, 2012
Qualifying Judgment/Order: September 18, 2012

03/11/2013 06/09/2013
2013-022

SEC v. J.C. Reed & Company, Inc., J.C. Reed Advisory Group, LLC, Barron A. Mathis, and Estate of John C. Reed, Lana L. Reed Executrix
Case number: 08-cv-01112 (United States District Court for the Middle District of Tennessee)
Case filed: November 18, 2008
Qualifying Judgment/Order: February 26, 2013

03/11/2013 06/09/2013
2013-021

In the Matter of Oppenheimer Asset Management Inc. and Oppenheimer Alternative Investment Management, LLC
Administrative Proceeding File No.: 3-15238
Case filed: March 11, 2013
Qualifying Judgment/Order: March 11, 2013

03/11/2013 06/09/2013
2013-020

SEC v. Sean David Morton, Vajra Productions, LLC, 27 Investments, LLC, and Magic Eight Ball Distributing, Inc.
Case number: 10-cv-01720 (United States District Court for the Southern District of New York)
Case filed: March 4, 2010
Qualifying Judgment/Order: February 13, 2013

03/11/2013 06/09/2013
2013-019

SEC v. Gilbert G. Lundstrom, James A. Laphen, and Trevor A. Lundstrom
Case number: 12-cv-00343 (United States District Court for the District of Nebraska)
Case filed: September 25, 2012
Qualifying Judgment/Order: September 27, 2012

03/11/2013 06/09/2013
2013-018

SEC v. Innovative Advisory Services, Inc., Innovative Advisory Services LLC, Island Trader LLC and Richard H. Nickles
Case number: 10-cv-00423 (United States District Court for the Central District of California) 
Case filed: April 7, 2010
Qualifying Judgment/Order: September 24, 2012

03/11/2013 06/09/2013
2013-017

In the Matter of Focus Point Solutions, Inc., The H Group, Inc., and Christopher Keil Hicks
Administrative Proceeding File No.: 3-15011
Case filed: September 6, 2012
Qualifying Judgment/Order: September 6, 2012

03/11/2013 06/09/2013
2013-016

SEC v. Howard Brett Berger
Case number: 12-cv-04728 (United States District Court for the Eastern District of New York)
Case filed: September 21, 2012
Qualifying Judgment/Order: January 22, 2013

03/11/2013 06/09/2013
2013-015

SEC v. David E. Ruskjer
Case number: 09-cv-00237 (United States District Court for the District of Hawaii)
Case filed: May 27, 2009
Qualifying judgment/order: January 2, 2013

02/08/2013 05/09/2013
2013-014

SEC v. Eli Lilly and Company
Case number: 12-cv-02045 (United States District Court for the District of Columbia)
Case filed: December 20, 2012
Qualifying judgment/order: January 2, 2013

02/08/2013 05/09/2013
2013-013

SEC v. Igor Poteroba, Aleksey Koval and Alexander Vorobiev
Case number: 10-cv-02667 (United States District Court for the Southern District of New York)
Case filed: March 24, 2010
Qualifying judgment/order: January 15, 2013

02/08/2013 05/09/2013
2013-012

SEC v. J.P. Morgan Securities LLC, EMC Mortgage, LLC, Bear Stearns Asset Backed Securities I, LLC, Structured Asset Mortgage Investments II, Inc., SACO I, Inc., and J.P. Morgan Acceptance Corporation I
Case number: 12-cv-01862 (United States District Court for the District of Columbia)
Case filed: November 16, 2012
Qualifying judgment/order: January 8, 2013

02/08/2013 05/09/2013
2013-011

SEC v. Gary J. Martel, D/B/A Martel Financial Group, and MFG Funding
Case number: 12-cv-11095 (United States District Court for the District of Massachusetts)
Case filed: June 19, 2012
Qualifying judgment/order: January 7, 2013

02/08/2013 05/09/2013
2013-010

SEC v. Management Solutions, Inc., a Texas Corporation; Wendell A. Jacobson; and Allen R. Jacobson
Case number: 11-cv-01165 (United States District Court for the District of Utah)
Case filed: December 15, 2011
Qualifying judgment/order: December 18, 2012

01/04/2013 04/04/2013
2013-009

SEC v. BP p.l.c.
Case number: 12-cv-02774 (United States District Court for the Eastern District of Louisiana)
Case filed: November 15, 2012
Qualifying judgment/order: December 10, 2012

01/04/2013 04/04/2013
2013-008

SEC v. Tiger Asia Management, LLC, Tiger Asia Partners, LLC, Sung Kook (a/k/a Bill) Hwang, and Raymond Y.H. Park
Case number: 12-cv-07601 (United States District Court for the District of New Jersey)
Case filed: December 14, 2012
Qualifying judgment/order: December 17, 2012

01/04/2013 04/04/2013
2013-006

In the Matter of Allianz SE
Administrative Proceeding File No.: 3-15132
Case filed: December 17, 2012
Qualifying judgment/order: December 17, 2012

01/04/2013 04/04/2013
2013-005

SEC v. Francis E. Wilde, Steven E. Woods, Mark A. Gelazela, Bruce H. Haglund, Matrix Holdings LLC, BMW Majestic LLC, IDLYC Holdings Trust LLC, and IDYLC Holdings Trust
Case number: 11-cv-00315 (United States District Court for the Central District of California)
Case filed: February 24, 2011
Qualifying judgment/order: December 18, 2012

01/04/2013 04/04/2013
2013-004

In the Matter of Fiduciary Asset Management, LLC
Administrative Proceeding File No.: 3-15140
Case filed: December 19, 2012
Qualifying judgment/order: December 19, 2012

01/04/2013 04/04/2013
2013-003

SEC v. EagleEye Asset Management, LLC and Jeffrey A. Liskov
Case number: 11-cv-11576 (United States District Court for the District of Massachusetts)
Case filed: September 8, 2011
Qualifying judgment/order: December 12, 2012

01/04/2013 04/04/2013
2013-002

In the Matter of Aladdin Capital Management LLC and Aladdin Capital LLC
Administrative Proceeding File No.: 3-15134
Case filed: December 17, 2012
Qualifying judgment/order: December 17, 2012

01/04/2013 04/04/2013
2013-001

SEC v. I. Joseph Massoud
Case number: 12-cv-01691 (United States District Court for the District of Connecticut)
Case filed: November 30, 2012
Qualifying judgment/order: December 10, 2012

01/04/2013 04/04/2013
2012-130

SEC v. Well Advantage Limited, Certain Unknown Traders in the Securities of Nexen, Inc. In an Account of Phillip Securities PTE LTD., and Certain Unknown Traders in the Securities of Nexen, Inc. in an Account of Citibank NA A/C HK 4
Case number: 12-cv-5786 (United States District Court for the Southern District of New York)
Case filed: July 27, 2012
Qualifying Judgment/Order: November 7, 2012

12/07/2012 03/07/2013
2012-129

SEC v. Kenneth Ira Starr, Starr Investment Advisors, LLC, Starr & Company, LLC, and Jonathan Star Bristol
Case number: 10-cv-4270 (United States District Court for the Southern District of New York)
Case filed: May 27, 2010
Qualifying Judgment/Order: November 15, 2012

12/07/2012 03/07/2013
2012-128

SEC v. Kris Chellam
Case number: 12-cv-7983 (United States District Court for the Southern District of New York)
Case filed: October 26, 2012
Qualifying Judgment/Order: November 5, 2012

12/07/2012 03/07/2013
2012-127

SEC v. Christel S. Scucci, Karen S. Beach, Cameron H. Linton, Esq., Protégé Enterprises, LLC, and Capital Edge Enterprises, LLC
Case number: 12-cv-00646 (United States District Court for the Middle District of Florida)
Case filed: April 30, 2012
Qualifying Judgment/Order: November 5, 2012

12/07/2012 03/07/2013
2012-126

In the Matter of Credit Suisse Securities (USA) LLC; DLJ Mortgage Capital, Inc.; Credit Suisse First Boston Mortgage Acceptance Corp.; Credit Suisse First Boston Mortgage Securities Corp.; and Asset Backed Securities Corporation
Administrative Proceeding File No.: 3-15098
Case filed: November 16, 2012
Qualifying Judgment/Order: November 16, 2012

12/07/2012 03/07/2013
2012-125

SEC v. Joseph J. Monterosso, Luis E. Vargas, Lawrence E. Lynch, and Timothy Huff
Case number: 7-cv-61693 (United States District Court for the Southern District of Florida)
Case filed: November 21, 2007
Qualifying Judgment/Order: November 16, 2012

12/07/2012 03/07/2013
2012-124

SEC v. Anand Sekaran and Wasson Capital Advisors Ltd.
Case number: 12-cv-8199 (United States District Court for the Southern District of New York)
Case filed: November 9, 2012
Qualifying Judgment/Order: November 26, 2012

12/07/2012 03/07/2013
2012-123

In the Matter of Massachusetts Mutual Life Insurance Company
Administrative Proceeding File No.: 3-15095
Case filed: November 15, 2012
Qualifying Judgment/Order: November 15, 2012

11/16/2012 02/14/2013
2012-122

SEC v. Private Equity Management Group, Inc.; Private Equity Management Group, LLC; and Danny Pang
Case number: 09-cv-2901 (United States District Court for the Central District of California)
Case filed: April 24, 2009
Qualifying Judgment/Order: October 22, 2012

11/16/2012 02/14/2013
2012-121

SEC v. Conrad M. Black, F. David Radler and Hollinger, Inc
Case number: 04-cv-7377 (United States District Court for the Northern District of Illinois)
Case filed: November 15, 2004
Qualifying Judgment/Order: October 9, 2012

11/16/2012 02/14/2013
2012-120

SEC v. Jonathan R. Curshen, Michael S. Krome, David C. Ricci, Ronny Morales Salazar, Robert L. Weidenbaum, Ariav "Eric" Weinbaum, and Yitzchak Zigdon a/k/a Izhack Zigdon
Case number: 11-cv-20561 (United States District Court for the Southern District of Florida)
Case filed: February 18, 2011
Qualifying Judgment/Order: October 9, 2012

11/16/2012 02/14/2013
2012-119

SEC v. East Delta Resources Corp., Victor Sun, David Amsel, and Mayer Amsel
Case number: 10-cv-00310 (United States District Court for the Eastern District of New York)
Case filed: January 26, 2010
Qualifying Judgment/Order: October 18, 2012

11/16/2012 02/14/2013
2012-118

SEC v. James S. Quay, a/k/a Jim Quay, a/k/a Stephen Quay, a/k/a Stephen Jameson, and Jeffrey A. Quay
Case number: 12-cv-3429 (United States District Court for the Northern District of Georgia)
Case filed: October 2, 2012
Qualifying Judgment/Order: October 19, 2012

11/16/2012 02/14/2013
2012-117

SEC v.Fabrizio Neves and Jose Luna
Case number: 12-cv-23131 (United States District Court for the Southern District of Florida)
Case filed: August 29, 2012
Qualifying Judgment/Order: August 31, 2012

11/08/2012 02/06/2013
2012-116

SEC v. Robert L. Buckhannon, Terry D. Rawstern, Dale E. St. Jean, Gregory D. Tindall, Richard D. Mittasch, Christopher T. Paganes, Glenn M. Barikmo, and Imperium Investment Advisors, LLC
Case number: 10-cv-02859 (United States District Court for the Middle District of Florida)
Case filed: December 21, 2010
Qualifying judgment/order: September 25, 2012

11/08/2012 02/06/2013
2012-115

SEC v. John Scott Clark, Impact Cash, LLC, a Utah Limited Liability Company and Impact Payment Systems, LLC a Nevada Limited Liability Company
Case number: 11-cv-0046 (United States District Court for the District of Utah)
Case filed: March 25, 2011
Qualifying Judgment/Order: September 6, 2012

11/08/2012 02/06/2013
2012-114

In the Matter of Hold Brothers On-Line Investment Services, LLC, Demostrate, LLC, Trade Alpha Corporate, Ltd, Steven Hold, Robert Vallone, and William Tobias
Administrative Proceeding File No.: 3-15046
Case filed: September 25, 2012
Qualifying Judgment/Order: September 24, 2012

11/08/2012 02/06/2013
2012-113

SEC v. ICP Asset Management, LLC, ICP Securities, LLC, Institutional Credit Partners, LLC, and Thomas C. Priore
Case number: 10-cv-4791 (United States District Court for the Southern District of New York)
Case filed: June 21, 2010
Qualifying Judgment/Order: September 6, 2012

11/08/2012 02/06/2013
2012-112

SEC v. Orthofix International N.V
Case number: 12-cv-419 (United States District Court for the Eastern District of Texas)
Case filed: July 10, 2012
Qualifying Judgment/Order: September 4, 2012

11/08/2012 02/06/2013
2012-111

In the Matter of New York Stock Exchange LLC, and NYSE Euronext
Administrative Proceeding File No.: 3-15023
Case filed: September 14, 2012
Qualifying Judgment/Order: September 4, 2012

11/08/2012 02/06/2013
2012-110

SEC v. Blackout Media Corporation, formerly known as First Canadian American Holding Corporation, and Sandy Winick
Case number: 09-cv-5454 (United States District Court for the Southern District of New York)
Case filed: June 12, 2009
Qualifying Judgment/Order: September 14, 2012

11/08/2012 02/06/2013
2012-109

SEC v. Homeland Safety International, Inc. F/K/A Sniffex, Inc.; Mark B. Lindberg; Petar D. Mihaylov; Yuri P. Markov; Paul B. Johnson; Nicholas V. Klausgaard; and Ilona V. Klausgaard
Case number: 08-cv-01197 (United States District Court for the Northern District of Texas)
Case filed: July 15, 2010
Qualifying Judgment/Order: September 19, 2012

11/08/2012 02/06/2013
2012-108

SEC v. Neil V. Moody and Christopher D. Moody
Case number: 10-cv-0053 (United States District Court for the Middle District of Florida)
Case filed: January 11, 2010
Qualifying Judgment/Order: September 7, 2012

11/08/2012 02/06/2013
2012-107

SEC v. Larry Michael Parrish
Case number: 11-cv-00558 (United States District Court for the District of Colorado)
Case filed: March 7, 2011
Qualifying Judgment/Order: September 25, 2012

11/08/2012 02/06/2013
2012-106

SEC. v. Mantria Corporation, Troy B. Wragg, Amanda E. Knorr, Speed of Wealth, LLC, Wayde M. McKelvy, and Donna M. McKelvy
Case number: 09-cv-2676 (United States District Court for the District of Colorado)
Case filed: November 16, 2009
Qualifying Judgment/Order: September 13, 2012

11/08/2012 02/06/2013
2012-105

In the Matter of Advanced Equities, Inc., Dwight O. Badger, and Keith G. Daubenspeck 
Administrative Proceeding File No.: 3-15048
Case filed: September 18, 2012
Qualifying Judgment/Order: September 18, 2012

11/08/2012 02/06/2013
2012-104

In the Matter of Goldman, Sachs & Co.
Administrative Proceeding File No.: 3-15048
Case filed: September 27, 2012
Qualifying Judgment/Order: September 27, 2012

11/08/2012 02/06/2013
2012-103

SEC v. Oracle Corporation
Case number: 12-cv-4310 (United States District Court for the Northern District of California)
Case filed: August 16, 2012
Qualifying Judgment/Order: August 27, 2012

10/02/2012 12/31/2012
2012-102

SEC v. Irwin Boock, Stanton B. J. DeFreitas, Nicolette D. Loisel, Roger L. Shoss, and Jason C. Wong
Case number: 09-cv-8261 (United States District Court for the Southern District of New York)
Case filed: September 29, 2009
Qualifying Judgment/Order: August 2, 2012

10/02/2012 12/31/2012
2012-101

SEC. v. Wyeth LLC
Case number: 12-cv-1304 (United States District Court for the District of Columbia)
Case filed: August 7, 2012
Qualifying Judgment/Order: August 29, 2012

10/02/2012 12/31/2012
2012-100

SEC v. Pfizer Inc.
Case number: 12-cv-1303 (United States District Court for the District of Columbia)
Case filed: August 7, 2012
Qualifying Judgment/Order: August 28, 2012

10/02/2012 12/31/2012
2012-099

SEC. v Nancy Shao Wen Chu, Elizabeth Tsang, aka Yuen Yee Tsang, and Eric Jon Strasser
Case number: 11-cv-09859 (United States District Court for the Central District of California)
Case filed: November 29, 2011
Qualifying Judgment/Order: August 8, 2012

10/02/2012 12/31/2012
2012-098

In the Matter of Wells Fargo Brokerage Services, LLC n/k/a Well Fargo Securities, LLC and Shawn Patrick McMurtry
Administrative Proceeding File No.: 3-14982
Case filed: August 14, 2012
Qualifying Judgment/Order: August 14, 2012

10/02/2012 12/31/2012
2012-097

SEC v. Stanley J. Kowalewski and SJK Investment Management, LLC
Case number: 11-cv-0056 (United States District Court for the Northern District of Georgia)
Case filed: January 6, 2011
Qualifying Judgment/Order: August 28, 2012

10/02/2012 12/31/2012
2012-096

In the Matter of Jeffrey A. Wolfson, Robert A. Wolfson, and Golden Anchor Trading II, LLC (n/k/a Barabino Trading, LLC)
Administrative Proceeding File No.: 3-14726
Case filed: July 17, 2012
Qualifying Judgment/Order: July 17, 2012

09/04/2012 12/03/2012
2012-095

SEC v. Titan Wealth Management, LLC, Point West Partners, LLC, and Thomas Lester Irby II
Case number: 09-cv-00418 (United States District Court for the Eastern District of Texas)
Case filed: August 25, 2009
Qualifying Judgment/Order: July 6, 2012

09/04/2012 12/03/2012
2012-094

SEC v. Omar Ali Rizvi, Bellwether Venture Capital Fund I, Inc., and Strategy Partners, LLC
Case number: 10-cv-1632 (United States for the Eastern District of Texas)
Case filed: July 31, 2009
Qualifying Judgment/Order: July 24, 2012

09/04/2012 12/03/2012
2012-093

SEC v. Mizuho Securities USA Inc.
Case number: 12-cv-5550 (United States District Court for the Southern District of New York)
Case filed: July 18, 2012
Qualifying Judgment/Order: July 26, 2012

09/04/2012 12/03/2012
2012-092

SEC v. Jeffrey Alan Lowrance and First Capital Savings & Loan, Ltd.
Case number: 11-cv-3451 (United States District Court for the Northern District of California)
Case filed: July 14, 2011
Qualifying Judgment/Order: July 19, 2012

09/04/2012 12/03/2012
2012-091

In the Matter of Huron Consulting Group Inc., Gary L. Burge, CPA, and Wayne E. Lipski, CPA
Administrative Proceeding File No.: 3-14958
Case filed: July 19, 2012
Qualifying Judgment/Order: July 19, 2012

09/04/2012 12/03/2012
2012-090

SEC v. William K. Harrison and Eddie W. Sawyers
Case number: 10-cv-634 (United States District Court for the Western District of North Carolina)
Case filed: December 15, 2010
Qualifying Judgment/Order: July 24, 2012

09/04/2012 12/03/2012
2012-089

SEC v. Harbert Management Corporation, HMC-New York Inc., and HMC Investors, LLC
Case number: 12-cv-5029 (United States District Court for the Southern District of New York)
Case filed: June 27, 2012
Qualifying Judgment/Order: July 3, 2012

09/04/2012 12/03/2012
2012-088

SEC v. Falconstor Software, Inc.
Case number: 12-cv-3200 (United States District Court for the Eastern District of New York)
Case filed: June 27, 2012
Qualifying Judgment/Order: July 9, 2012

09/04/2012 12/03/2012
2012-087

SEC v. Doyle Scott Elliott, Scott Elliott, Inc., Michael J. Xirinachs, Emerald Asset Advisors LLC, Robert L. Weidenbaum, and CLX & Associates Inc.
Case number: 09-cv-7594 (United States District Court for the Southern District of New York)
Case filed: September 1, 2009
Qualifying Judgment/Order: July 26, 2012

09/04/2012 12/03/2012
2012-086

In the Matter of Delaware Asset Advisers and Wei (Alex) Wei
Administrative Proceeding File No.: 3-14952
Case filed: July 18, 2012
Qualifying Judgment/Order: July 18, 2012

09/04/2012 12/03/2012
2012-085

SEC v. Manuel M. Bello, Ayuda Equity Funding LLC, and Amerifund Capital Holdings, LLC
Case number: 12-cv-3794 (United States District Court for the District of New Jersey)
Case filed: June 25, 2012
Qualifying Judgment/Order: July 5, 2012

09/04/2012 12/03/2012
2012-084

SEC v. Armor Holdings, Inc.
Case number: 11-cv-1271 (United States District Court for the District of Columbia)
Case filed: July 13, 2011
Qualifying Judgment/Order: July 23, 2012

09/04/2012 12/03/2012
2012-083

SEC v. AMMB Consultant Sendirian Berhad
Case number: 12-cv-1052 (United States District Court for the District of Columbia)
Case filed: June 26, 2012
Qualifying Judgment/Order: July 13, 2012

09/04/2012 12/03/2012
2012-082

SEC v. Mohammed Mark Amin, Robert Reza Amin, Michael Mahmood Amin, Sam Saeed Pirnazar, Mary Teresa Coley, and Ali Tashakori
Case number: 12-cv-3960 (United States District Court for the Central District of California)
Case filed: May 8, 2012
Qualifying Judgment/Order: June 1, 2012

08/01/2012 10/30/2012
2012-081

In the Matter of Harbinger Capital Partners, LLC
Administrative Proceeding File No.: 3-14928
Case filed: June 27, 2012
Qualifying Judgment/Order: June 27, 2012

08/01/2012 10/30/2012
2012-080

In the Matter of Howard L. Blum
Administrative Proceeding File No.: 3-14924
Case filed: June 21, 2012
Qualifying Judgment/Order: June 21, 2012

08/01/2012 10/30/2012
2012-079

SEC v. Ralph R. Cioffi and Matthew M. Tannin
Case number: 08-cv-2457 (United States District Court for the Eastern District of New York)
Case filed: June 19, 2008
Qualifying Judgment/Order: June 18, 2012

08/01/2012 10/30/2012
2012-078

SEC v. Kevan D. Acord, Philip C. Growney, Alberto J. Perez, Jose G. Perez, Sebastian De La Maza, and Thomas L. Borell
Case number: 09-cv-21977 (United States District Court for the Southern District of Florida)
Case filed: July 15, 2009
Qualifying Judgment/Order: June 19, 2012

08/01/2012 10/30/2012
2012-077

SEC v. Spyglass Equity Systems, Inc., Richard L. Carter, Preston L. Sjoblom, Tyson D. Elliott, Flatiron Capital Partners, LLC, Flatiron Systems, LLC, and David E. Howard II
Case number: 11-cv-02371 (United States District Court for the Central District of California)
Case filed: March 22, 2011
Qualifying Judgment/Order: April 5, 2012

08/01/2012 10/30/2012
2012-076

In the Matter of OppenheimerFunds, Inc. and OppenheimerFunds Distributor, Inc.
Administrative Proceeding File No.: 3-14909
Case filed: June 6, 2012
Qualifying Judgment/Order: June 6, 2012

08/01/2012 10/30/2012
2012-075

SEC v. Phillip R. Trujillo, Wealth Management Resources, LLC, PTV 22, LLC, PTV 33, LLC, and PTV 44, LLC.
Case number: 09-cv-00403 (United States District Court for the District of Colorado)
Case filed: February 26, 2009
Qualifying Judgment/Order: June 21, 2012

08/01/2012 10/30/2012
2012-074

SEC v. Robert D. Orr, Leland G. Orr, Michael S. Lowry, Michael S. Hess, Kyle L. Garst, and Travis W. Vrbas
Case number: 11-cv-2251 (United States District Court for the District of Kansas)
Case filed: May 4, 2011
Qualifying Judgment/Order: May 22, 2012

08/01/2012 10/30/2012