What happens if Boeing stock drops below the issue price (cost basis per share price) and I want to sell my shares?
The “issue price” on your Share Account Statement is the price of the stock when it was issued to you. When you decide to sell your stock, you will get the trading price on the day your transaction is processed by Computershare, which is not necessarily the day your request was received. If that price is above the issue (or basis) price, you share in the company’s success and will have a gain on your ShareValue Trust distribution. However, if the price is lower than the issue (or basis) price, you will receive less than the value of your ShareValue Trust distribution and will have a net loss on your distribution. Note: Selling your stock is treated under IRS regulations as a Sale of Asset and is reported by Computershare to the IRS. You should consult with your tax advisor concerning the concerning the treatment of gains or losses on your ShareValue Trust award distribution and the impact on your federal, state, and local tax filings.
