Financial Disclosure Policy

Transparency in financial analysis isn’t just professional ethics—it’s fundamental to building trust with our readers. At Hataf Capital, we maintain the highest standards of disclosure regarding personal financial positions of our analysts, contributors, and team members. This policy ensures that when you read our analysis, you understand exactly where our team stands financially relative to the securities we discuss.

Core Disclosure Requirements

Personal Position Disclosure

Any analyst, contributor, or team member who holds a financial position in a security we analyze must disclose this relationship. This includes:

Current Holdings

Long positions (owned shares)
Short positions (borrowed and sold shares)
Options contracts (calls, puts, spreads)
Derivative positions (CFDs, futures)
Indirect exposure (through funds, ETFs, or other pooled investments)
Intended trades within 72 hours of publication

Disclosure Timing

Pre-Publication Requirements
All personal positions must be disclosed to our editorial team before article submission. This information is verified against internal trading records.

Example Disclosure: “The author is long 500 shares of AAPL, purchased at an average price of $150, representing approximately 3% of their investment portfolio.”

Derivatives and Leveraged Positions

Options Positions
Complete disclosure for options includes:

Contract type (call/put)
Strike price and expiration
Number of contracts
Purchase price and current value

Example Disclosure: “The author holds 10 TSLA March 2024 $200 call options, purchased at $15 per contract, currently valued at approximately $2,500.”

Reader Guidance

Understanding Disclosures

What to Look For
Readers should examine:

Position sizes relative to analyst’s portfolio
Time frames of position establishment
Presence of derivative or leveraged positions
Indirect exposures through funds or family

Contact and Enforcement

Compliance Team
Email: compliance@hatafcapital.com
For reporting potential violations or requesting clarification

This Financial Disclosure Policy ensures maximum transparency in our financial analysis. All team members are bound by these standards, and readers can trust that our analysis acknowledges potential financial conflicts openly and honestly.