November 10, 2017 – The PHT Trustee has launched a new website.

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In an effort to improve investor communication, the PHT Trustee has launched a new website. Although you can find it at the same address (www.lpi-pht.com), the website is all new – an entirely new look with easier access to the information that matters. The new home page highlights the most important notices and the most recent news. No more searching …

November 7, 2017 – Beneficiary Designation forms are now available

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Investors can now designate a beneficiary for their Plan Securities. By designating a beneficiary, an investor can determine who will receive the investor’s Securities when he or she dies. The Securities will pass to the beneficiary upon the investor’s death without having to go through the probate process speeding up the re-registration of the Securities and avoiding additional costs. The …

September 15, 2017 – 2016 Tax Forms have been released by the PHT and the IRA Partnership

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This week the Position Holder Trust and the IRA Partnership distributed tax documents for the 2016 tax year. These documents cover the time period from December 9, 2016 (the Effective Date of the Plan) to December 31, 2016. Neither the Position Holder Trust nor the IRA Partnership had taxable income in 2016. We cannot provide you with tax, financial, or …

September 1, 2017 – PHT and IRA Partnership file Amended Registration Statement with the SEC

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As required by federal law, the PHT and the IRA Partnership have filed an Amended Registration Statement with the SEC. The Registration Statement contains a description of the PHT, the IRA Partnership and the Plan as well as an audited financial statement for 2016 and unaudited financial statements for the first six months of 2017. You can find a copy …

August 31, 2017 – Account Statements distributed by e-mail.

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The PHT is sending account statements to all investors on August 31, 2017. If you have an e-mail address on file, you should receive your account statement by e-mail on August 31.  If you do not have an e-mail address on file, you should receive your statement by regular mail in a few days. The account statements show the investors’ …

August 31, 2017 – The PHT Investor Portal is open

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The Investor Portal is live as of August 31, 2017. On it, you can download a variety of reports about your investments, including copies of statements and invoices. You can access the portal clicking on the link on the Investor Portal page of this website.  We have included your personalized log-in information (user name and password) on your account statement.