Threshold Calculator

This calculator is for estimation only. It does not account for multi-day aggregation, cross-account activity, or complex scenarios. It is not a substitute for professional analysis. Not legal advice.

Period Daily Monthly

Equities

Shares bought

Shares sold

Dollar value of shares bought

Dollar value of shares sold

Equity Options

Contracts bought

Contracts sold

Average premium per share

Contract multiplier Usually 100 for standard options

Index Options

Contracts bought

Contracts sold

Average premium per unit

Contract multiplier Usually 100 for standard options

Results

Share Volume

Threshold: 2,000,000

Dollar Value

Threshold: $20,000,000

Below thresholds.

Aggregate share count includes equity option contracts × multiplier. Index options contribute to dollar value only. Options valued by premium (Exemptive Order 34-76322).