Stock Transactions

Procedures for Making a Stock Transaction (8-30-16)

  • Seller should contact St. Luke’s Business Manager to inform him of a pending stock transaction. Please provide Business Manager approximate date of when transaction will occur, along with the name of the stock.

 

  • Business Manager will provide the seller with the account number (676-951499) and DTC (0279) numbers for Hilltop Securities, 414-352-5050(this is the broker who St. Luke’s works with).

 

  • Business Manager will notify Hilltop Securities of pending transaction.

 

  • Hilltop Securities will sell stock immediately upon receipt, and will email confirmation of the transaction to the Business Manager.

 

  • Business Manager will notify seller of completed transaction, along with the total of stock proceeds.

 

  • St. Luke’s Financial Accountant will include this information on the seller’s giving statement.