2021-06-24 SEC Press pdf 230 KB 2,529 chars

In the Matter of the Claim for an Award in connection with

summary

A whistleblower received over $1 million from the SEC for providing original, voluntary information that triggered an investigation into undisclosed misconduct by a regulated entity, leading to a covered enforcement action with related administrative proceedings, after offering critical insider insights and ongoing cooperation that saved agency resources and amid documented personal hardships.

paragraph

The SEC awarded a whistleblower more than $1 million, representing a percentage of monetary sanctions collected in a covered enforcement action under Section 21F of the Securities Exchange Act of 1934. The whistleblower’s original information caused the SEC to open its investigation, formed the basis of the charges, and included non-public insights that helped identify key players and conserve staff resources through two interviews and ongoing assistance. Administrative actions arising from the same factual nucleus were included in the covered action, and the Commission cited substantial law enforcement interest and the whistleblower’s personal and professional hardships as factors supporting the award.

narrative

The SEC awarded a whistleblower over $1 million for providing original, voluntary information that directly triggered its investigation into undisclosed misconduct by a regulated entity, forming the foundational basis for the charges in the covered enforcement action. The whistleblower’s tips included critical, non-public insights not otherwise accessible to the Commission, and they provided ongoing cooperation through two interviews and identifying key participants, significantly conserving agency time and resources. The Commission determined that related administrative actions, arising from the same nucleus of operative facts, should be treated as part of the covered action under Rule 21F-4(d)(1). The award was justified by the substantial law enforcement interest in the information and the whistleblower’s documented personal and professional hardships. No reduction was applied for delay or misconduct, and the exact percentage of sanctions awarded and the nature of the underlying violations remain redacted. The award was made under Section 21F of the Securities Exchange Act of 1934, affirming the SEC’s commitment to incentivizing credible, impactful whistleblowing. The decision was formally adopted by the Commission following the Claims Review Staff’s preliminary recommendation.

Enriched metadata

Scheme
non-corporate (95%)
Victim loss
$1,000,000
Classified non-corporate(confidence 95%). No EDGAR filing fingerprint (criminal/DOJ-side scheme). detection rule →
Statutes
15 U.S.C. § 78u-6(b)17 C.F.R. § 240.21F-4(d)17 C.F.R. § 240.21F-3(a)
Parties
opening of the sec investigationoriginal information to the secSecurities and Exchange Commissiontwo interviews with sec staff
Keywords
redacted redactedredactedcovered actionawardcommissionsecurities exchangecoveredactionclaimantexchangestaffmatter claimclaim awardaward connectionwhistleblower award

Extracted insights

Entities 4
  • agency opening of the sec investigation
  • agency original information to the sec
  • agency Securities and Exchange Commission
  • agency two interviews with sec staff
Triples 8
  • Claimant provided original information to the SEC
  • Claimant's original information led to successful enforcement of the Covered Action
  • Claimant receive whistleblower award of more than $1 million
  • Claimant's tip caused opening of the SEC investigation
  • Claimant participated in two interviews with SEC staff
  • Claimant suffered personal and professional hardships
  • SEC issued Preliminary Determination on June 24, 2021
  • Vanessa A. Countryman signed as Secretary
Text layers
Extracted body text (2,529c)

 
UNITED STATES OF AMERICA 
before the 
SECURITIES AND EXCHANGE COMMISSION 
SECURITIES EXCHANGE ACT OF 1934 
Release No.  92247
/ Ju
ne 24, 2021 
WHISTLEBLOWER AWARD PROCEEDING
File
  No.  2021-64
In the Matter of the Claim  for an Award in connection  with 
Notice  of  Covered  Action  
Redacted
Redacted
Redacted
Redacted
ORDER DETERMINING WHISTLEBLOWER AWARD CLAIM 
The recommendation  of the CRS is  adopted.  The record demonstrates  that Claimant 
voluntarily  provided  original  information  to the Commission,  and that Claimant’s  original 
information  led to the successful enforcement of the  Covered Action.
2 
The Claims  Review  Staff (“CRS”) issued a P reliminary  Determination  recommending 
that (“Claimant”)  receive a whistleblower  award of more than $1 millio n, 
which  represents  percent ( %) of  the monetary sanctions  collected,  or  to be collected,  in  
the above-referenced Covered Action  (the “Covered Action”).
1 
Redacted
Redacted
***
1 
For purposes of making an award, we determined to treat the administrative actions ag ain st 
as part of the Covered Action, given thatthe actions arose from the same nucleus of operative facts. See 
Securities Exchange A ct o f 1934  Ru le 21F-4(d)(1),  17 C.F.R.  §  240.21F-4(d)(1). 
Redacted
Redacted
Redacted
2 
See Securities Exchange Act of 1934 (“Exchange Act”) Section 21-F(b )(1), 15  U.S.C. §  78u-6(b)(1); Exchange 
A ct Ru le 21F-3(a),  17  C.F.R.  §  240.21F-3(a). 
1 

In reaching this  determination,  the Commission  considered  that (i)  Claimant’s  tip 
caused the opening  of the Commission’s  investigation  and was the underlying  source that formed 
Redacted
Redacted
the basis  for the charges in the Covered Action;  (ii)  Claimant  provided  ongoing assistance to 
Commission   staff,  including   by  participating   in  two  interviews  with  Commission   staff,  helping  
staff  to  understand  the  key  players  in  the  investigation,   and  providing   information   that  was  not  
otherwise accessible to staff, which  conserved significant  staff time  and resources;  ( iii)   the r e   w a s  
substantial   law  enforcement  interest  in  the  information;   and  (iv)  Claimant   suffered  personal  and  
professional  hardships.  
Accordingly, 
percent ( 
***
it  is hereby ORDERED that  Claimant  shall  receive an award of 
%) of the monetary  sanctions  collected, or to be collected,  in  the Covered Action. 
Redacted
By the Commission. 
Vanessa A. Countryman 
Secretary 
Redacted
Redacted
Redacted
2 
OCR text (2,409c · tika · 95% conf)
UNITED STATES OF AMERICA 

before the 

SECURITIES AND EXCHANGE COMMISSION 

SECURITIES EXCHANGE ACT OF 1934 
Release No. 92247 / June 24, 2021 

WHISTLEBLOWER AWARD PROCEEDING
File No. 2021-64

In the Matter of the Claim for an Award in connection with 

Notice of Covered Action 

Redacted

Redacted

Redacted

Redacted

ORDER DETERMINING WHISTLEBLOWER AWARD CLAIM 

The recommendation of the CRS is adopted. The record demonstrates that Claimant 
voluntarily provided original information to the Commission, and that Claimant’s original 
information led to the successful enforcement of the Covered Action.2 

The Claims Review Staff (“CRS”) issued a Preliminary Determination recommending 
that (“Claimant”) receive a whistleblower award of more than $1 million, 
which represents percent ( %) of the monetary sanctions collected, or to be collected, in 
the above-referenced Covered Action (the “Covered Action”).1 

Redacted

Redacted ***

1 For purposes of making an award, we determined to treat the administrative actions against 
as part of the Covered Action, given that the actions arose from the same nucleus of operative facts. See 

Securities Exchange Act of 1934 Rule 21F-4(d)(1), 17 C.F.R. § 240.21F-4(d)(1). 

Redacted

Redacted

Redacted

2 See Securities Exchange Act of 1934 (“Exchange Act”) Section 21-F(b)(1), 15 U.S.C. § 78u-6(b)(1); Exchange 
Act Rule 21F-3(a), 17 C.F.R. § 240.21F-3(a). 

1 



In reaching this determination, the Commission considered that (i) Claimant’s tip 
caused the opening of the Commission’s investigation and was the underlying source that formed 

Redacted

Redacted

the basis for the charges in the Covered Action; (ii) Claimant provided ongoing assistance to 
Commission staff, including by participating in two interviews with Commission staff, helping 
staff to understand the key players in the investigation, and providing information that was not 
otherwise accessible to staff, which conserved significant staff time and resources; (iii) there was 
substantial law enforcement interest in the information; and (iv) Claimant suffered personal and 
professional hardships. 

Accordingly, 
percent ( ***

it is hereby ORDERED that Claimant shall receive an award of 
%) of the monetary sanctions collected, or to be collected, in the Covered Action. 

Redacted

By the Commission. 

Vanessa A. Countryman 
Secretary 

Redacted

Redacted

Redacted

2