Investor FAQ's

  1. When does CCUR Holdings’ fiscal year end?
  2. Does CCUR Holdings have a Dividend Reinvestment Program (“DRIP”) or Direct Stock Purchase Plan?
  3. What is CCUR Holdings' ticker symbol?
  4. Where are CCUR Holdings' headquarters?
  5. Whom do I call with questions?
  6. How can I sell my shares?
  7. Who is the stock transfer agent for CCUR Holdings?
  8. When was CCUR Holdings founded?
  9. Where are your headquarters?
  10. What is the Company's Ticker Symbol?
  11. On what market is CCUR Holdings stock traded?
  12. How can I purchase shares in CCUR Holdings?
  13. What is CCUR Holdings' year end?
  14. How many employees does CCUR Holdings have?
  15. Do you pay a dividend?
  16. What are the tax consequences of the dividends in calendar year 2013?
  17. What are the tax consequences of the dividends in calendar year 2014?
  18. What are the tax consequences of the dividends in calendar year 2015?
  19. What are the tax consequences of the dividends in calendar year 2016?
  20. What are the tax consequences of the dividends in calendar year 2017?
  21. Who is CCUR Holdings' Transfer Agent and Registrar? (i.e., who administers the stock certificates?)
  22. Who do I contact with questions about my stock account?
  23. How do I change my address on CCUR Holdings stock certificates? Or change titles on the stock?
  24. How do I contact Investor Relations at CCUR Holdings?
  25. Who are CCUR Holdings' Independent auditors?
  26. Who is CCUR Holdings' legal counsel?
  27. When is the annual shareholder meeting held?

When does CCUR Holdings’ fiscal year end?
CCUR Holdings' fiscal year end is June 30.
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Does CCUR Holdings have a Dividend Reinvestment Program (“DRIP”) or Direct Stock Purchase Plan?
CCUR Holdings does not offer a DRIP or Direct Stock Purchase Program for its stock at this time.
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What is CCUR Holdings' ticker symbol?
CCUR Holdings is listed on the NASDAQ under the symbol CCUR.
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Where are CCUR Holdings' headquarters?
CCUR Holdings is headquartered in Duluth, Georgia, USA.
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Whom do I call with questions?
If you are a registered shareholder, you may contact CCUR Holdings' transfer agent: American Stock Transfer and Trust. They can be reached at www.amstock.com or at 1 (800) 937-5449. If you hold your shares through a broker, bank or other nominee, you should contact that institution directly for more information. If you have questions regarding the tax consequences of the dividend, you should contact your personal tax advisor.
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How can I sell my shares?
Contact a broker of your choice.
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Who is the stock transfer agent for CCUR Holdings?
For stockholders who hold their stock certificates personally, CCUR Holdings' agent is American Stock Transfer and Trust. They can be reached at www.amstock.com or at 1 (800) 937-5449.
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When was CCUR Holdings founded?
The company was founded in 1966.
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Where are your headquarters?
The company is based in Duluth, Georgia, USA.
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What is the Company's Ticker Symbol?
The Company trades under the symbol "CCUR".
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On what market is CCUR Holdings stock traded?
CCUR Holdings' common stock is traded on the NASDAQ (http://www.nasdaq.com/).
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How can I purchase shares in CCUR Holdings?
You can purchase CCUR Holdings common stock through any registered broker. CCUR Holdings shares cannot be bought from the company.
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What is CCUR Holdings' year end?
CCUR Holdings' fiscal year ends on June 30 of each year.
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How many employees does CCUR Holdings have?
As of June 30, 2016, we had approximately 250 employees.
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Do you pay a dividend?
Following the $0.12 quarterly dividend paid in December 2017, CCUR Holdings no longer pays a dividend.
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What are the tax consequences of the dividends in calendar year 2013?
CCUR Holdings completed its determination of the amount of the 2013 distributions that should be treated as dividends by shareholders. This determination is based on the "earnings and profits" of CCUR Holdings for the fiscal year in which the distributions are made. CCUR Holdings' fiscal year ends June 30, 2014, encompassing six months of calendar year 2013. Internal Revenue Service regulations require the calculation of earnings and profits to be made only at the end of the fiscal year. Therefore, CCUR Holdings was required to wait until the completion of its independent audit to calculate earnings and profits for fiscal year 2014. Prior to the completion of this work, CCUR Holdings was required to report all 2013 distributions as dividends, and this is how the 2013 distributions were previously reported to shareholders on the 2013 Form 1099-DIV that were mailed in early 2014.
Based on the final earnings and profits for fiscal year 2014, the Company has determined the following amounts should be treated as dividends.
  • 67.212% of the 2013 distributions between January 1, 2013 and June 30, 2013 should be treated as dividends (a total of $0.18/share was distributed during this period in two distributions, one at $0.06/share, and the second at $0.12/share).
  • 52.7907% of the 2013 distributions between July 1, 2013 and December 31, 2013 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each).  
The remaining amount of 2013 distributions should be treated as a return of capital to the extent that each shareholder has basis in CCUR Holdings' stock. Shareholders are encouraged to consult with their tax advisor for the proper tax treatment of the 2013 distributions based on this revised information.
 
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What are the tax consequences of the dividends in calendar year 2014?
CCUR Holdings completed its determination of the amount of the 2014 distributions that should be treated as dividends by shareholders. This determination is based on the "earnings and profits" of CCUR Holdings for the fiscal year in which the distributions are made. CCUR Holdings' fiscal year ends June 30, 2015, encompassing six months of calendar year 2014. Internal Revenue Service regulations require the calculation of earnings and profits to be made only at the end of the fiscal year. Therefore, CCUR Holdings was required to wait until the completion of its independent audit to calculate earnings and profits for fiscal year 2015. Prior to the completion of this work, CCUR Holdings was required to report all 2014 distributions as dividends, and this is how the 2014 distributions were previously reported to shareholders on the 2014 Form 1099-DIV that were mailed in early 2014.
Based on the final earnings and profits for fiscal year 2015, the Company has determined the following amounts should be treated as dividends.
  • 52.7907% of the 2014 distributions between January 1, 2014 and June 30, 2014 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each).
  • 3.1512% of the 2014 distributions between July 1, 2014 and December 31, 2014 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each).
The remaining amount of 2014 distributions should be treated as a return of capital to the extent that each shareholder has basis in CCUR Holdings' stock. Shareholders are encouraged to consult with their tax advisor for the proper tax treatment of the 2014 distributions based on this revised information.
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What are the tax consequences of the dividends in calendar year 2015?
CCUR Holdings recently completed its determination of the amount of the calendar year 2015 distributions that should be treated as dividends by shareholders. This determination is based on the “earnings and profits” of CCUR Holdings for the fiscal year in which the distributions are made. Internal Revenue Service regulations require the calculation of earnings and profits to be made only at the end of the fiscal year. Therefore, CCUR Holdings was required to wait until the completion of its independent audit to calculate earnings and profits for fiscal year 2016. Prior to the completion of this work, CCUR Holdings was required to report all calendar year 2015 distributions as dividends, and this is how the calendar year 2015 distributions were previously reported to shareholders on the 2015 Form 1099-DIV that was mailed in early 2016.
Based on the final earnings and profits for fiscal year 2016, the Company has determined the following amounts should be treated as dividends:
 
  • 3.1512% of the 2015 distributions between January 1, 2015 and June 30, 2015 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each)
  • 53.8317% of the 2015 distributions between July 1, 2015 and December 31, 2015 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each).  
The remaining amount of calendar year 2015 distributions should be treated as a return of capital to the extent that each shareholder has a basis in CCUR Holdings stock. An amended Form 1099-DIV will be issued in the next few weeks that will reflect the revised dividend amount of the calendar year 2015 distributions. Shareholders are encouraged to consult with their tax advisor for the proper tax treatment of the calendar year 2015 distributions based on this revised information.
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What are the tax consequences of the dividends in calendar year 2016?
CCUR Holdings recently completed its determination of the amount of the calendar year 2016 distributions that should be treated as dividends by shareholders. This determination is based on the “earnings and profits” of CCUR Holdings for the fiscal year in which the distributions are made. Internal Revenue Service regulations require the calculation of earnings and profits to be made only at the end of the fiscal year. Therefore, CCUR Holdings was required to wait until the completion of its independent audit to calculate earnings and profits for fiscal year 2017. Prior to the completion of this work, CCUR Holdings was required to report all calendar year 2016 distributions as dividends, and this is how the calendar year 2016 distributions were previously reported to shareholders on the 2016 Form 1099-DIV that was mailed in early 2017. Based on the final earnings and profits for fiscal year 2017, the Company has determined the following amounts should be treated as dividends:
 
  • 53.8317% of the 2016 distributions between January 1, 2016 and June 30, 2016 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each)
  • 100.00% of the 2016 distributions between July 1, 2016 and December 31, 2016 should be treated as dividends (a total of $0.24/share was distributed during this period in two distributions of $0.12/share, each). 
The remaining amount of calendar year 2016 distributions should be treated as a return of capital to the extent that each shareholder has a basis in CCUR Holdings stock. An amended Form 1099-DIV will be issued in the next few weeks that will reflect the revised dividend amount of the calendar year 2016 distributions. Shareholders are encouraged to consult with their tax advisor for the proper tax treatment of the calendar year 2016 distributions based on this revised information. 
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What are the tax consequences of the dividends in calendar year 2017?
Internal Revenue Service regulations require the calculation of earnings and profits to be made only at the end of the fiscal year. Therefore, CCUR Holdings will be required to wait until the completion of its independent audit to calculate earnings and profits for fiscal year 2018 before it can determine calendar year 2017 earnings and profits. Prior to the completion of this work, CCUR Holdings will be required to report all 2017 distributions as dividends. Final information regarding the determination of tax consequences (portion determined to be a return of capital) for dividends paid in calendar year 2018 should be available in September 2018. Shareholders are encouraged to consult with their tax advisor for the proper tax treatment of the 2017 distributions based on this revised information, once available.
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Who is CCUR Holdings' Transfer Agent and Registrar? (i.e., who administers the stock certificates?)
CCUR Holdings' transfer agent is American Stock Transfer & Trust Company. The transfer agent is responsible for maintaining all records of stockholders (i.e., name, address, telephone number), canceling or issuing stock certificates and resolving problems related to lost, destroyed or stolen certificates. If you are a CCUR Holdings stockholder and need to amend the details of your stock record, please contact: American Stock Transfer & Trust Company
59 Maiden Lane
New York, NY 10038
(800) 937-5449
http://www.amstock.com/shareholder/sh_general_info.asp
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Who do I contact with questions about my stock account?
If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. For registered shareholder inquiries regarding stock certificates, change of address, consolidation of accounts, transfer of ownership or other stock account matters including price originally paid for shares and lost certificates, please contact our transfer agent.
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How do I change my address on CCUR Holdings stock certificates? Or change titles on the stock?
All questions regarding your ownership of CCUR stock should be addressed to our transfer agent:
American Stock Transfer & Trust Company
59 Maiden Lane
New York, NY 10038
(800) 937-5449
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How do I contact Investor Relations at CCUR Holdings?
Sandra Dover
Investor Relations
CCUR Holdings
4375 River Green Parkway, Suite 100
Duluth, GA 30096
Tele 678.258.4112
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Who are CCUR Holdings' Independent auditors?
Deloitte & Touche LLP
191 Peachtree Street
Suite 1500
Atlanta, Georgia
30303-1924
Tele 404.220.1500
www.deloitte.com/dtt/home
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Who is CCUR Holdings' legal counsel?
King & Spalding LLP
191 Peachtree St.
Atlanta, GA 30303
404.572.4600
www.kslaw.com
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When is the annual shareholder meeting held?
CCUR Holdings' Annual Meeting of Shareholders is held in late October. This meeting is held to elect members of the board of directors and transact other business, which is properly brought before the meeting. We encourage all shareholders to have their shares represented at the meeting by voting via proxy or in person.
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