EFTA00698886.pdf
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From: Richard Joslin
To: jeffrey E. <jeevacation@gmail.com>
Subject: Re: URI options ( follow-up)
Date: Fri, 27 Mar 2015 10:18:33 +0000
$412,200
On Mar 27, 2015, at 5:53 AM, jeffrey E. <
> 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. <jeevacation@gmail.com> wrote:
/how is this reported on the 2014 return
On Thu, Mar 26, 2015 at 6:54 PM, Richard Joslin <
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,
> wrote:
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.
EFTA00698886
Regards,
Glen Leibowitz I Apollo Global Management LLC.
9 West 57th Street, New York, New York 10019
PH.
From: Richard Josh fmailto
Sent: Friday, February 20, 2015 8:50 AM
To: Glen Leibowitz
Cc: Eileen Alexanderson; Richard D'Agostino
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
On Feb 19, 2015, at 6:28 PM, Glen Leibowitz 5
> wrote:
EFTA00698887
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
A/C#: 2042529970
Attention: Maile Van Den Beldt (212) 822-0471
Please let me know if you have any questions.
Best Regards,
Glen Leibowitz I Apollo Global Management L.L.C.
9 West 57th Street, New York, New York 10019
EFTA00698888
PH.
From: Eileen Alexanderson [mailto
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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Apollo Global Management, LLC
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EFTA00698889
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EFTA00698890
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| Filename | EFTA00698886.pdf |
| File Size | 226.8 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 5,813 characters |
| Indexed | 2026-02-12T13:45:23.737939 |