Ok, Catz
Have a question that's not in your Q&A and I don't yet have the answer:
How to vote in a joint account, two owners basically.
Do both have to list their name on and fill the same ballot?
Can only one person do it and decide for all shares in the account?
Broker might not know for sure, but I haven't asked, I think it's better to ask KCCLLC? If anybody already has an answer please post.
Also, Catz, you could add and supplement in the Q&A that a person that has separate accounts, even with same type of shares (WAMPQ in both accounts for example), can vote and decide on releases now for one account. Then he/she can do nothing for the other account now, shares will not be locked, and can decide to release or not by Feb 20-something.