Model: thomaskim1130/stella_en_1.5B_v5-FinanceRAG-v2
Author: thomaskim1130
Pipeline: sentence-similarity
Library: sentence-transformers
Tags: sentence-transformers, safetensors, qwen2, sentence-similarity, feature-extraction, generated_from_trainer, dataset_size:2268, loss:MultipleNegativesRankingLoss, custom_code, dataset:Linq-AI-Research/FinDER, arxiv:2503.15191, arxiv:1908.10084, arxiv:1705.00652, base_model:thomaskim1130/stella_en_1.5B_v5-FinanceRAG, base_model:finetune:thomaskim1130/stella_en_1.5B_v5-FinanceRAG, model-index, text-embeddings-inference, endpoints_compatible, region:us
Base models (finetune): id: thomaskim1130/stella_en_1.5B_v5-FinanceRAG
Card metadata: tags: sentence-transformers, sentence-similarity, feature-extraction, generated_from_trainer, dataset_size:2268, loss:MultipleNegativesRankingLoss
base_model: thomaskim1130/stella_en_1.5B_v5-FinanceRAG
widget: source_sentence: Instruct: Given a web search query, retrieve relevant passages that answer the query.
Query: Title: 
Text: | _id | q81d04c30 |
| title |  |
| text | What is the growing rate of Amplifiers/Radio frequency in table 0 in the year with the most Converters in table 0?

growing rate of Amplifiers/Radio frequency in table 0 in year with most Converters in table 0?



sentences: Title: 
Text: | _id | d8259f282 |
| title |  |
| text | A detailed reconciliation of available for sale, trading securities and equity investments measured at fair value on a recurring basis using Level 3 inputs for the year ended December 31, 2009 follows.
| Level 3 Instruments OnlyIn millions | Residential mortgage- backed agency | Residential mortgage- backed non-agency | Commercial mortgage- backed non-agency | Asset- backed | State and municipal | Other debt | Corporate stocks and other | Total available forsale securities |

| December 31, 2008 |  | $3,304 | $337 | $833 | $271 | $34 | $58 | $4,837 |
| National City acquisition | $7 | 899 |  | 59 | 50 | 48 |  | 1,063 |
| January 1, 2009 | 7 | 4,203 | 337 | 892 | 321 | 82 | 58 | 5,900 |
| Total realized/unrealized gains or losses: |  |  |  |  |  |  |  |  |
| Included in earnings (**) |  | -444 | -6 | -104 |  | -9 |  | -563 |
| Included in other comprehensive income | -2 | 616 | 627 | -22 | -2 | 4 | -6 | 1,215 |

| Purchases, issuances, and settlements, net |  | -713 | -253 | -37 | -23 | -19 | -5 | -1,050 |
| Transfers into Level 3, net |  | 4,640 | -699 | 525 | -30 | -5 |  | 4,431 |
| December 31, 2009 | $5 | $8,302 | $6 | $1,254 | $266 | $53 | $47 | $9,933 |
| (**) Amounts attributable to unrealized gains or losses related to available for salesecurities held at December 31, 2009: |  | $-444 | $-6 | $-104 |  | $-9 |  | $-563 |

(**) Amounts attributable to unrealized gains or losses related to available for sale securities held at

detailed reconciliation of available sale trading securities equity investments measured at fair value recurring basis using Level 3 inputs year ended December 31, 2009 follows.

| Level 3 Instruments OnlyIn millions | Residential mortgage- backed agency | Residential mortgage- backed non-agency | Commercial mortgage- backed non-agency | Asset- backed | State and municipal | Other debt | Corporate stocks and other | Total available forsale securities |
| December 31, 2008 |  | $3,304 | $337 | $833 | $271 | $34 | $58 | $4,837 |
| National City acquisition | $7 | 899 |  | 59 | 50 | 48 |  | 1,063 |
| January 1, 2009 | 7 | 4,203 | 337 | 892 | 321 | 82 | 58 | 5,900 |

| Total realized/unrealized gains or losses: |  |  |  |  |  |  |  |  |
| Included in earnings (**) |  | -444 | -6 | -104 |  | -9 |  | -563 |
| Included in other comprehensive income | -2 | 616 | 627 | -22 | -2 | 4 | -6 | 1,215 |
| Purchases, issuances, and settlements, net |  | -713 | -253 | -37 | -23 | -19 | -5 | -1,050 |
| Transfers into Level 3, net |  | 4,640 | -699 | 525 | -30 | -5 |  | 4,431 |
| December 31, 2009 | $5 | $8,302 | $6 | $1,254 | $266 | $53 | $47 | $9,933 |

| (**) Amounts attributable to unrealized gains or losses related to available for salesecurities held at December 31, 2009: |  | $-444 | $-6 | $-104 |  | $-9 |  | $-563 |


, Title: 
Text: | _id | d81d04d98 |
| title |  |
| text | Revenue Trends by Product Type The following table summarizes revenue by product categories.
The categorization of our products into broad categories is based on the characteristics of the individual products, the specification of the products and in some cases the specific uses that certain products have within applications.
The categorization of products into categories is therefore subject to judgment in some cases and can vary over time.

In instances where products move between product categories, we reclassify the amounts in the product categories for all prior periods.
Such reclassifications typically do not materially change the sizing of, or the underlying trends of results within, each product category
|  | 2014 | 2013 | 2012 |
|  | Revenue | % ofTotalProductRevenue* | Y/Y% | Revenue | % ofTotalProductRevenue* | Revenue | % ofTotalProductRevenue* |
| Converters | $1,285,368 | 45% | 9% | $1,180,072 | 45% | $1,192,064 | 44% |

| Amplifiers/Radio frequency | 806,975 | 28% | 18% | 682,759 | 26% | 697,687 | 26% |
| Other analog | 356,406 | 12% | -4% | 372,281 | 14% | 397,376 | 15% |
| Subtotal analog signal processing | 2,448,749 | 85% | 10% | 2,235,112 | 85% | 2,287,127 | 85% |
| Power management & reference | 174,483 | 6% | 1% | 172,920 | 7% | 182,134 | 7% |
| Total analog products | $2,623,232 | 92% | 9% | $2,408,032 | 91% | $2,469,261 | 91% |
| Digital signal processing | 241,541 | 8% | 7% | 225,657 | 9% | 231,881 | 9% |

| Total Revenue | $2,864,773 | 100% | 9% | $2,633,689 | 100% | $2,701,142 | 100% |
The sum of the individual percentages does not equal the total due to rounding.

The year-to-year increase in total revenue in fiscal 2014 as compared to fiscal 2013 was the result of improving demand across most product type categories and the result of the Acquisition, which was partially offset by declines in the other analog product category, primarily as a result of the sale of our microphone product line in the fourth quarter of fiscal 2013.

The year-to-year decrease in total revenue in fiscal 2013 as compared to fiscal 2012 was the result of one less week of operations in fiscal 2013 as compared to fiscal 2012 and a broad-based decrease in demand across most product type categories.
Revenue Trends by Geographic Region Revenue by geographic region, based upon the primary location of our customers' design activity for its products, for fiscal 2014, 2013 and 2012 was as follows.

ANALOG DEVICES, INC.  NOTES TO CONSOLIDATED FINANCIAL STATEMENTS — (Continued)

Revenue Trends by Product Type table summarizes revenue by product categories.
 categorization of products into broad categories is based on characteristics individual products, specification products specific uses certain products within applications.
 categorization of products into categories subject to judgment can vary over time.
 In instances where products move between product categories, we reclassify amounts in product categories for all prior periods.

reclassifications typically do not materially change sizing of or underlying trends of results within each product category
 year-to-year increase in total revenue in fiscal 2014 compared to fiscal 2013 was result of improving demand across most product type categories and result of Acquisition, partially offset by declines in other analog product category, primarily result of sale of our microphone product line in fourth quarter of fiscal 2013.

year-to-year decrease in total revenue in fiscal 2013 compared to fiscal 2012 result of one less week of operations in 2013 broad-based decrease in demand across most product type categories.
 Revenue Trends by Geographic Region Revenue by geographic region, based upon primary location of customers' design activity for products, for fiscal 2014, 2013 and 2012 was as follows.
 ANALOG DEVICES, INC. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS — (Continued)

|  | 2014 | 2013 | 2012 |
|  | Revenue | % ofTotalProductRevenue* | Y/Y% | Revenue | % ofTotalProductRevenue* | Revenue | % ofTotalProductRevenue* |
| Converters | $1,285,368 | 45% | 9% | $1,180,072 | 45% | $1,192,064 | 44% |
| Amplifiers/Radio frequency | 806,975 | 28% | 18% | 682,759 | 26% | 697,687 | 26% |
| Other analog | 356,406 | 12% | -4% | 372,281 | 14% | 397,376 | 15% |
| Subtotal analog signal processing | 2,448,749 | 85% | 10% | 2,235,112 | 85% | 2,287,127 | 85% |

| Power management & reference | 174,483 | 6% | 1% | 172,920 | 7% | 182,134 | 7% |
| Total analog products | $2,623,232 | 92% | 9% | $2,408,032 | 91% | $2,469,261 | 91% |
| Digital signal processing | 241,541 | 8% | 7% | 225,657 | 9% | 231,881 | 9% |
| Total Revenue | $2,864,773 | 100% | 9% | $2,633,689 | 100% | $2,701,142 | 100% |


, Title: 
Text: | _id | d61666450 |
| title |  |
| text | westrock company notes to consolidated financial statements fffd ( continued ) a reconciliation of the beginning and ending amount of gross unrecognized tax benefits is as follows ( in millions ) : .

| 2018           | 2017           | 2016        
------------------------------------------------------------------------- | -------------- | -------------- | ------------
balance at beginning of fiscal year                                       | $ 148.9        | $ 166.8        | $ 106.6     
additions related to purchase accounting ( 1 )                            | 3.4            | 7.7            | 16.5

additions for tax positions taken in current year                         | 3.1            | 5.0            | 30.3        
additions for tax positions taken in prior fiscal years                   | 18.0           | 15.2           | 20.6        
reductions for tax positions taken in prior fiscal years                  | -5.3 ( 5.3 )   | -25.6 ( 25.6 ) | -9.7 ( 9.7 )
reductions due to settlement ( 2 )                                        | -29.4 ( 29.4 ) | -14.1 ( 14.1 ) | -1.3 ( 1.3 )

( reductions ) additions for currency translation adjustments             | -9.6 ( 9.6 )   | 2.0            | 7.0         
reductions as a result of a lapse of the applicable statute oflimitations | -2.0 ( 2.0 )   | -8.1 ( 8.1 )   | -3.2 ( 3.2 )
balance at end of fiscal year                                             | $ 127.1        | $ 148.9        | $ 166.8

( 1 ) amounts in fiscal 2018 and 2017 relate to the mps acquisition .
adjustments in fiscal 2016 relate to the combination and the sp fiber acquisition .
( 2 ) amounts in fiscal 2018 relate to the settlement of state audit examinations and federal and state amended returns filed related to affirmative adjustments for which a there was a reserve .
amounts in fiscal 2017 relate to the settlement of federal and state audit examinations with taxing authorities .

as of september 30 , 2018 and 2017 , the total amount of unrecognized tax benefits was approximately $ 127.1 million and $ 148.9 million , respectively , exclusive of interest and penalties .
of these balances , as of september 30 , 2018 and 2017 , if we were to prevail on all unrecognized tax benefits recorded , approximately $ 108.7 million and $ 138.0 million , respectively , would benefit the effective tax rate .

we regularly evaluate , assess and adjust the related liabilities in light of changing facts and circumstances , which could cause the effective tax rate to fluctuate from period to period .
we recognize estimated interest and penalties related to unrecognized tax benefits in income tax expense in the consolidated statements of operations .
as of september 30 , 2018 , we had liabilities of $ 70.4 million related to estimated interest and penalties for unrecognized tax benefits .

as of september 30 , 2017 , we had liabilities of $ 81.7 million , net of indirect benefits , related to estimated interest and penalties for unrecognized tax benefits .
our results of operations for the fiscal year ended september 30 , 2018 , 2017 and 2016 include expense of $ 5.8 million , $ 7.4 million and $ 2.9 million , respectively , net of indirect benefits , related to estimated interest and penalties with respect to the liability for unrecognized tax benefits .

as of september 30 , 2018 , it is reasonably possible that our unrecognized tax benefits will decrease by up to $ 5.5 million in the next twelve months due to expiration of various statues of limitations and settlement of issues .
we file federal , state and local income tax returns in the u.s .
and various foreign jurisdictions .
with few exceptions , we are no longer subject to u.s .

federal and state and local income tax examinations by tax authorities for years prior to fiscal 2015 and fiscal 2008 , respectively .
we are no longer subject to non-u.s .
income tax examinations by tax authorities for years prior to fiscal 2011 , except for brazil for which we are not subject to tax examinations for years prior to 2005 .

while we believe our tax positions are appropriate , they are subject to audit or other modifications and there can be no assurance that any modifications will not materially and adversely affect our results of operations , financial condition or cash flows .
note 6 .

note 6 .
segment information we report our financial results of operations in the following three reportable segments : corrugated packaging , which consists of our containerboard mill and corrugated packaging operations , as well as our recycling operations ; consumer packaging , which consists of consumer mills , folding carton , beverage , merchandising displays and partition operations ; and land and development , which sells real estate primarily in the charleston , sc region .

following the combination and until the completion of the separation , our financial results of operations had a fourth reportable segment , specialty chemicals .
prior to the hh&b sale , our consumer packaging segment included hh&b .
certain income and expenses are not allocated to our segments and , thus , the information that

westrock company notes to consolidated financial statements continued reconciliation of beginning and ending amount gross unrecognized tax benefits follows ( in millions ) :.
 1 ) amounts in fiscal 2018 and 2017 relate to mps acquisition.
 adjustments in fiscal 2016 to combination sp fiber acquisition.
 2 ) amounts in fiscal 2018 relate to settlement of state audit examinations federal state amended returns filed related to affirmative adjustments for reserve.

amounts in fiscal 2017 relate to settlement of federal state audit examinations with taxing authorities.
 as of september 30 , 2018 and 2017 total unrecognized tax benefits approximately $ 127. 1 million and $ 148. 9 million  exclusive of interest and penalties.
 balances september if prevail on all unrecognized tax benefits recorded approximately $ 108. 7 million and $ 138. 0 million  would benefit effective tax rate.

regularly evaluate  assess adjust related liabilities in changing facts circumstances cause effective tax rate to fluctuate period period.
 recognize estimated interest and penalties related to unrecognized tax benefits in income tax expense in consolidated statements of operations.
 as of september 30 , 2018  had liabilities of $ 70. 4 million related to estimated interest and penalties for unrecognized tax benefits.

as of september 30 , 2017  had liabilities of $ 81. 7 million  net of indirect benefits  related to estimated interest penalties for unrecognized tax benefits.
 results of operations for fiscal year ended september 30 , 2018 , 2017 and 2016 include expense of $ 5. 8 million , $ 7. 4 million and $ 2. 9 million  net of indirect benefits  related to estimated interest and penalties respect liability for unrecognized tax benefits.

as of september 30 , 2018 , possible our unrecognized tax benefits will decrease by up to $ 5. 5 million in next twelve months due to expiration of statues of limitations settlement of issues.
 we file federal , state local income tax returns in u. s.
 and various foreign jurisdictions.
 with few exceptions no longer subject to u. s.
 federal state local income tax examinations by tax authorities for years prior to fiscal 2015 and fiscal 2008 , respectively.
 no longer subject to non-u. s.

no longer subject to non-u. s.
 income tax examinations by tax authorities for years prior to fiscal 2011 , except for brazil for not subject to tax examinations for years prior to 2005.
 believe our tax positions appropriate , subject to audit or other modifications no assurance modifications will not adversely affect our results of operations , financial condition or cash flows.
 note 6.

note 6.
 segment information we report financial results of operations in following three reportable segments : corrugated packaging , containerboard mill corrugated packaging operations recycling operations ; consumer packaging , consumer mills  folding carton beverage merchandising displays partition operations ; land and development , sells real estate primarily in charleston , sc region.

following combination until completion of separation , financial results of operations had a fourth reportable segment , specialty chemicals.
 prior to hh&b sale , our consumer packaging segment included hh&b.
 certain income and expenses not allocated to our segments information

| 2018           | 2017           | 2016        
------------------------------------------------------------------------- | -------------- | -------------- | ------------
balance at beginning of fiscal year                                       | $ 148.9        | $ 166.8        | $ 106.6     
additions related to purchase accounting ( 1 )                            | 3.4            | 7.7            | 16.5

additions for tax positions taken in current year                         | 3.1            | 5.0            | 30.3        
additions for tax positions taken in prior fiscal years                   | 18.0           | 15.2           | 20.6        
reductions for tax positions taken in prior fiscal years                  | -5.3 ( 5.3 )   | -25.6 ( 25.6 ) | -9.7 ( 9.7 )
reductions due to settlement ( 2 )                                        | -29.4 ( 29.4 ) | -14.1 ( 14.1 ) | -1.3 ( 1.3 )

( reductions ) additions for currency translation adjustments             | -9.6 ( 9.6 )   | 2.0            | 7.0         
reductions as a result of a lapse of the applicable statute oflimitations | -2.0 ( 2.0 )   | -8.1 ( 8.1 )   | -3.2 ( 3.2 )
balance at end of fiscal year                                             | $ 127.1        | $ 148.9        | $ 166.8


, source_sentence: Instruct: Given a web search query, retrieve relevant passages that answer the query.
Query: Title: 
Text: | _id | q1a73ed9e |
| title |  |
| text | What was the change in the Diluted net income attributable to American Tower Corporation common stockholders between 2018 and 2019?

change in Diluted net income to American Tower Corporation common stockholders between 2018 and 2019?



sentences: Title: 
Text: | _id | d1a73ee34 |
| title |  |
| text | AMERICAN TOWER CORPORATION AND SUBSIDIARIES NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Tabular amounts in millions, unless otherwise disclosed)
2018 Transactions
During the year ended December 31, 2019, the allocation of the final purchase price for the acquisition of Idea Cellular Infrastructure Services Limited was finalized with no material post-closing adjustments. During the year ended December 31, 2019, there were no material post-closing adjustments that impacted other 2018 acquisitions.

Pro Forma Consolidated Results (Unaudited)

The following table presents the unaudited pro forma financial results as if the 2019 acquisitions had occurred on January 1, 2018 and the 2018 acquisitions had occurred on January 1, 2017. The pro forma results do not include any anticipated cost synergies, costs or other integration impacts. Accordingly, such pro forma amounts are not necessarily indicative of the results that actually would have occurred had the transactions been completed on the dates indicated, nor are they indicative of the future

indicated, nor are they indicative of the future operating results of the Company.

| Year Ended December 31, |         
----------------------------------------------------------------------------------- | ----------------------- | --------
                                                                                    | 2019                    | 2018    
Pro forma revenues                                                                  | $7,904.2                | $7,936.0

Pro forma net income attributable to American Tower Corporation common stockholders | $1,844.9                | $1,122.6
Pro forma net income per common share amounts:                                      |                         |         
Basic net income attributable to American Tower Corporation common stockholders     | $4.17                   | $2.55   
Diluted net income attributable to American Tower Corporation common stockholders   | $4.14                   | $2.53

AMERICAN TOWER CORPORATION AND SUBSIDIARIES NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Tabular amounts in millions, unless otherwise disclosed)
 2018 Transactions
 year ended December 31, 2019, allocation of final purchase price for acquisition of Idea Cellular Infrastructure Services Limited finalized with no material post-closing adjustments. year ended December 31, 2019 no material post-closing adjustments impacted other 2018 acquisitions.
 Pro Forma Consolidated Results (Unaudited)

Pro Forma Consolidated Results (Unaudited)
 following table presents unaudited pro forma financial results as if 2019 acquisitions occurred on January 1, 2018 and 2018 acquisitions occurred January 1, 2017. pro forma results not include anticipated cost synergies, costs or other integration impacts. pro forma amounts not necessarily indicative of results occurred transactions completed on dates indicated, nor indicative of future operating results of Company.

| Year Ended December 31, |         
----------------------------------------------------------------------------------- | ----------------------- | --------
                                                                                    | 2019                    | 2018    
Pro forma revenues                                                                  | $7,904.2                | $7,936.0

Pro forma net income attributable to American Tower Corporation common stockholders | $1,844.9                | $1,122.6
Pro forma net income per common share amounts:                                      |                         |         
Basic net income attributable to American Tower Corporation common stockholders     | $4.17                   | $2.55   
Diluted net income attributable to American Tower Corporation common stockholders   | $4.14                   | $2.53


, Title: 
Text: | _id | d8259f4ee |
| title |  |
| text | Free Cash Flow We define free cash flow, which is not a measure determined in accordance with U. S.  GAAP, as cash provided by operating activities less purchases of property and equipment, plus proceeds from sales of property and equipment as presented in our consolidated statements of cash flows.
Our free cash flow for the years ended December 31, 2013, 2012 and 2011 is calculated as follows (in millions of dollars):

Free Cash Flow define free cash flow not measure determined with U. S. GAAP, as cash provided by operating activities less purchases of property equipment plus proceeds from sales property equipment as presented in consolidated statements of cash flows.
 free cash flow for years ended December 31, 2013, 2012 2011 calculated follows (in millions of dollars):


, Title: 
Text: | _id | d81f2e70e |
| title |  |
| text | Notes to consolidated financial statements JPMorgan Chase & Co. /2009 Annual Report 236 The following table presents the U. S.  and non-U.
S.  components of income before income tax expense/(benefit) and extraordinary gain for the years ended December 31, 2009, 2008 and 2007.
Year ended December 31,
| Year ended December 31, (in millions) | 2009 | 2008 | 2007 |
| U.S. | $6,263 | $-2,094 | $13,720 |
| Non-U.S.(a) | 9,804 | 4,867 | 9,085 |

| Non-U.S.(a) | 9,804 | 4,867 | 9,085 |
| Income before income taxexpense/(benefit) andextraordinary gain | $16,067 | $2,773 | $22,805 |
(a) For purposes of this table, non-U.
S.  income is defined as income generated from operations located outside the U. S.  Note 28  Restrictions on cash and intercompany funds transfers The business of JPMorgan Chase Bank, National Association (JPMorgan Chase Bank, N. A.

) is subject to examination and regulation by the Office of the Comptroller of the Currency (OCC).
The Bank is a member of the U. S.  Federal Reserve System, and its deposits are insured by the FDIC.
The Board of Governors of the Federal Reserve System (the Federal Reserve) requires depository institutions to maintain cash reserves with a Federal Reserve Bank.

The average amount of reserve balances deposited by the Firms bank subsidiaries with various Federal Reserve Banks was approximately $821 million and $1.6 billion in 2009 and 2008, respectively.
Restrictions imposed by U. S.  federal law prohibit JPMorgan Chase and certain of its affiliates from borrowing from banking subsidiaries unless the loans are secured in specified amounts.

Such secured loans to the Firm or to other affiliates are generally limited to 10% of the banking subsidiarys total capital, as determined by the riskbased capital guidelines; the aggregate amount of all such loans is limited to 20% of the banking subsidiarys total capital.
The principal sources of JPMorgan Chases income (on a parent companyonly basis) are dividends and interest from JPMorgan Chase Bank, N. A. , and the other banking and nonbanking subsidiaries of JPMorgan Chase.

In addition to dividend restrictions set forth in statutes and regulations, the Federal Reserve, the OCC and the FDIC have authority under the Financial Institutions Supervisory Act to prohibit or to limit the payment of dividends by the banking organizations they supervise, including JPMorgan Chase and its subsidiaries that are banks or bank holding companies, if, in the banking regulators opinion, payment of a dividend would constitute an unsafe or unsound practice in light of the financial condition

practice in light of the financial condition of the banking organization.

At January 1, 2010 and 2009, JPMorgan Chases banking subsidiaries could pay, in the aggregate, $3.6 billion and $17.0 billion, respectively, in dividends to their respective bank holding companies without the prior approval of their relevant banking regulators.
The capacity to pay dividends in 2010 will be supplemented by the banking subsidiaries earnings during the year.
In compliance with rules and regulations established by U. S.  and non-U.

S.  regulators, as of December 31, 2009 and 2008, cash in the amount of $24.0 billion and $34.8 billion, respectively, and securities with a fair value of $10.2 billion and $23.4 billion, respectively, were segregated in special bank accounts for the benefit of securities and futures brokerage customers.

Notes to consolidated financial statements JPMorgan Chase & Co. /2009 Annual Report 236 table presents U. S. and non-U.
 S. components of income before income tax expense/(benefit) extraordinary gain for years ended December 31, 2009, 2008 2007.
 Year ended December 31,
 S. income defined as income generated from operations outside U. S. Note 28 Restrictions on cash intercompany funds transfers business of JPMorgan Chase Bank, National Association (JPMorgan Chase Bank, N.

subject to examination regulation by Office of Comptroller of the Currency (OCC).
 Bank member of U. S. Federal Reserve System deposits insured by FDIC.
 Board of Governors of Federal Reserve System requires depository institutions to maintain cash reserves with Federal Reserve Bank.
 average amount reserve balances deposited by Firms bank subsidiaries with Federal Reserve Banks was approximately $821 million and $1. 6 billion in 2009 and 2008, respectively.

Restrictions by U. S. federal law prohibit JPMorgan Chase and affiliates from borrowing from banking subsidiaries unless loans secured in specified amounts.
 Such secured loans to Firm affiliates limited to 10% of banking subsidiarys total capital determined by riskbased capital guidelines; aggregate amount of all loans limited to 20% of banking subsidiarys total capital.

principal sources of JPMorgan Chases income parent) are dividends and interest from JPMorgan Chase Bank, N. A. , other banking and nonbanking subsidiaries of JPMorgan Chase.

to dividend restrictions in statutes regulations, Federal Reserve, OCC FDIC have authority under Financial Institutions Supervisory Act to prohibit or limit payment of dividends by banking organizations they supervise, including JPMorgan Chase and its subsidiaries banks or bank holding companies, if in banking regulators opinion payment dividend unsafe or unsound practice in financial condition of banking organization.

At January 1, 2010 and 2009, JPMorgan Chases banking subsidiaries could pay aggregate, $3. 6 billion and $17. 0 billion, in dividends to bank holding companies without prior approval of relevant banking regulators.
 capacity to pay dividends in 2010 will be supplemented by banking subsidiaries earnings during year.
 In compliance with rules regulations by U. S. and non-U.

S. regulators, as of December 31, 2009 and 2008, cash $24. 0 billion and $34. 8 billion,, and securities with fair value of $10. 2 billion and $23. 4 billion,, were segregated in special bank accounts for benefit of securities and futures brokerage customers.

| Year ended December 31, (in millions) | 2009 | 2008 | 2007 |
| U.S. | $6,263 | $-2,094 | $13,720 |
| Non-U.S.(a) | 9,804 | 4,867 | 9,085 |
| Income before income taxexpense/(benefit) andextraordinary gain | $16,067 | $2,773 | $22,805 |


, source_sentence: Instruct: Given a web search query, retrieve relevant passages that answer the query.
Query: Title: 
Text: | _id | q00187 |
| title |  |
| text | Visa 2023 earning

2023 earning



sentences: Title: 
Text: | _id | d61667a3a |
| title |  |
| text | jpmorgan chase & co./2009 annual report 173 trading assets and liabilities average balances average trading assets and liabilities were as follows for the periods indicated. .

year ended december 31 ( in millions )                    | 2009     | 2008     | 2007    
--------------------------------------------------------- | -------- | -------- | --------
trading assets 2013 debt and equity instruments           | $ 318063 | $ 384102 | $ 381415
trading assets 2013 derivative receivables                | 110457   | 121417   | 65439   
trading liabilities 2013 debt and equityinstruments ( a ) | $ 60224  | $ 78841  | $ 94737

trading liabilities 2013 derivative payables              | 77901    | 93200    | 65198

( a ) primarily represent securities sold , not yet purchased .
note 4 2013 fair value option the fair value option provides an option to elect fair value as an alternative measurement for selected financial assets , financial liabilities , unrecognized firm commitments , and written loan com- mitments not previously carried at fair value .

elections elections were made by the firm to : 2022 mitigate income statement volatility caused by the differences in the measurement basis of elected instruments ( for example , cer- tain instruments elected were previously accounted for on an accrual basis ) while the associated risk management arrange- ments are accounted for on a fair value basis ; 2022 eliminate the complexities of applying certain accounting models ( e.g. , hedge accounting or bifurcation accounting for hybrid in- struments ) ; and

accounting for hybrid in- struments ) ; and 2022 better reflect those instruments that are managed on a fair value basis .

elections include : 2022 securities financing arrangements with an embedded derivative and/or a maturity of greater than one year .
2022 loans purchased or originated as part of securitization ware- housing activity , subject to bifurcation accounting , or managed on a fair value basis .
2022 structured notes issued as part of ib 2019s client-driven activities .

( structured notes are financial instruments that contain embed- ded derivatives. ) 2022 certain tax credits and other equity investments acquired as part of the washington mutual transaction .
the cumulative effect on retained earnings of the adoption of the fair value option on january 1 , 2007 , was $ 199 million.

jpmorgan chase & co. /2009 annual report 173 trading assets liabilities average balances trading assets liabilities follows for periods indicated.
 ( a ) primarily represent securities sold not yet purchased.
 note 4 2013 fair value option fair value option provides option to elect fair value alternative measurement for selected financial assets financial liabilities unrecognized firm commitments written loan com- mitments not previously carried at fair value.

elections elections made firm to : 2022 mitigate income statement volatility differences in measurement basis of elected instruments ( instruments elected previously accounted for accrual basis ) associated risk management arrange- accounted for on fair value basis ; 2022 eliminate complexities of applying certain accounting models (. hedge accounting bifurcation accounting for hybrid in- struments ) 2022 better reflect instruments managed on fair value basis.

elections include : 2022 securities financing arrangements with embedded derivative/or maturity of greater than one year.
 2022 loans purchased or originated part of securitization ware- housing activity  subject to bifurcation accounting or managed on fair value basis.
 2022 structured notes issued part of ib 2019s client-driven activities.

structured notes financial instruments contain embed- ded derivatives. 2022 certain tax credits other equity investments acquired part of washington mutual transaction.
 cumulative effect on retained earnings of adoption of fair value option on january 1 , 2007 , was $ 199 million.

year ended december 31 ( in millions )                    | 2009     | 2008     | 2007    
--------------------------------------------------------- | -------- | -------- | --------
trading assets 2013 debt and equity instruments           | $ 318063 | $ 384102 | $ 381415
trading assets 2013 derivative receivables                | 110457   | 121417   | 65439   
trading liabilities 2013 debt and equityinstruments ( a ) | $ 60224  | $ 78841  | $ 94737

trading liabilities 2013 derivative payables              | 77901    | 93200    | 65198


, Title: 
Text: | _id | V20230375 |
| title |  |
| text | GAAP operating expenses increased 11% over the prior year, primarily driven by higher expenses related to personnel. See Results of Operations—Operating Expenses below for further discussion. Non-GAAP operating expenses increased 12% over the prior year, primarily driven by higher expenses related to personnel.

GAAP operating expenses increased 11% prior year primarily driven by higher expenses related personnel. See Results of Operations—Operating Expenses discussion. Non-GAAP operating expenses increased 12% prior year primarily driven by higher expenses personnel.


, Title: 
Text: | _id | ORCL20231529 |
| title |  |
| text | In June 2024, our Board of Directors declared a quarterly cash dividend of $0.40 per share of our outstanding common stock. The dividend is payable on July 25, 2024 to stockholders of record as of the close of business on July 11, 2024. Future declarations of dividends and the establishment of future record and payment dates are subject to the final determination of our Board of Directors.

June 2024 Board of Directors declared quarterly cash dividend of $0. 40 per share outstanding common stock. dividend payable July 25, 2024 to stockholders of record as of close of business July 11, 2024. Future declarations of dividends establishment of future record and payment dates subject to final determination of Board of Directors.


, source_sentence: Instruct: Given a web search query, retrieve relevant passages that answer the query.
Query: Title: 
Text: | _id | q8496d89e |
| title |  |
| text | In the section with the most Australia, what is the growth rate of Mill for Australia?

In section with most Australia, what growth rate of Mill for Australia?



sentences: Title: 
Text: | _id | d82cf6936 |
| title |  |
| text | Federal Realty Investment Trust CONSOLIDATED STATEMENTS OF COMMON SHAREHOLDERS EQUITY
|  | Year Ended December 31, |
|  | 2005 | 2004 | 2003 |
|  | Shares | Amount | Additional Paid-in Capital | Shares | Amount | Additional Paid-in Capital | Shares | Amount | Additional Paid-in Capital |
|  | (In thousands, except share data) |
| Common shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | 53,616,827 | $536 | $1,108,213 | 50,670,851 | $507 | $980,227 | 44,996,382 | $450 | $818,290 |

| Exercise of stock options | 409,920 | 4 | 10,947 | 348,888 | 3 | 8,586 | 2,124,869 | 21 | 50,749 |
| Shares issued under dividend reinvestment plan | 62,579 | 1 | 3,424 | 82,391 | 1 | 3,439 | 109,835 | 1 | 3,541 |
| Performance and restricted shares granted, net of restricted shares retired | 78,591 | 1 | 4,061 | 84,617 | 1 | 3,632 | 138,568 | 1 | 3,960 |
| Reclassification for preferred stock redemption | — | — | — | — | — | — | — | — | 3,423 |

| Issuance of shares in public offering | — | — | — | 2,186,749 | 22 | 99,011 | 3,236,245 | 33 | 98,368 |
| Conversion and redemption of OP units | 203,140 | 2 | -12,806 | 203,130 | 2 | 8,686 | 64,952 | 1 | 1,896 |
| Shares issued to purchase partnership interests | — | — | — | 40,201 | — | 1,862 | — | — | — |
| Stock compensation associated with variable accounting | — | — | 893 | — | — | 2,770 | — | — | — |

| Balance, end of year | 54,371,057 | $544 | $1,114,732 | 53,616,827 | $536 | $1,108,213 | 50,670,851 | $507 | $980,227 |
| Accumulated dividends in excess of net income |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year |  | $-416,026 |  |  | $-386,738 |  |  | $-368,839 |  |
| Net income |  | 114,612 |  |  | 84,156 |  |  | 94,497 |  |
| Dividends declared to common shareholders |  | -124,928 |  |  | -101,969 |  |  | -93,889 |  |

| Preferred share dividends and redemption costs |  | -11,475 |  |  | -11,475 |  |  | -18,507 |  |
| Balance, end of year |  | $-437,817 |  |  | $-416,026 |  |  | $-386,738 |  |
| Treasury shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -1,480,202 | $-28,786 |  | -1,470,275 | $-28,445 |  | -1,461,147 | $-28,193 |  |
| Performance and restricted shares forfeited | -158 | -8 |  | -9,927 | -341 |  | -9,128 | -252 |  |

| Balance, end of year | -1,480,360 | $-28,794 |  | -1,480,202 | $-28,786 |  | -1,470,275 | $-28,445 |  |
| Deferred compensation on restricted shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -226,904 | $-8,641 |  | -220,666 | $-5,474 |  | -153,993 | $-2,657 |  |
| Performance and restricted shares issued, net of forfeitures | -67,517 | -3,494 |  | -72,166 | -3,099 |  | -118,400 | -3,371 |  |

| Vesting of performance and restricted shares | 87,889 | 2,431 |  | 65,928 | -68 |  | 51,727 | 554 |  |
| Balance, end of year | -206,532 | $-9,704 |  | -226,904 | $-8,641 |  | -220,666 | $-5,474 |  |
| Notes receivable from issuance of common shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -112,712 | $-2,083 |  | -156,274 | $-3,615 |  | -184,063 | $-5,151 |  |
| Loans issued | — | — |  | -16,899 | -411 |  | -87,641 | -1,999 |  |

| Loans paid | 26,339 | 291 |  | 60,461 | 1,943 |  | 115,430 | 3,535 |  |
| Balance, end of year | -86,373 | $-1,792 |  | -112,712 | $-2,083 |  | -156,274 | $-3,615 |  |
| Accumulated other comprehensive income (loss) |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year |  | $2,321 |  |  | $-87 |  |  | $-4,613 |  |
| Adjustments to unrealized gains (losses) on securities |  | 60 |  |  | 27 |  |  | -92 |  |

| Adjustments to unrealized gains on interest rate swaps |  | 297 |  |  | 2,381 |  |  | 3,563 |  |
| Loss on interest rate hedge transaction |  | — |  |  | — |  |  | 1,055 |  |
| Balance, end of year |  | $2,678 |  |  | $2,321 |  |  | $-87 |  |
| Comprehensive income |  |  |  |  |  |  |  |  |  |
| Net income |  | $114,612 |  |  | $84,156 |  |  | $94,497 |  |
| Adjustments to unrealized gains (losses) on securities |  | 60 |  |  | 27 |  |  | -92 |  |

| Adjustments to unrealized gains on interest rate swaps |  | 297 |  |  | 2,381 |  |  | 3,563 |  |
| Termination of interest rate swap |  | — |  |  | — |  |  | 1,055 |  |
| Total comprehensive income |  | $114,909 |  |  | $86,564 |  |  | $99,023 |  |
The accompanying notes are an integral part of these consolidated statements.

We currently believe that cash flows from operations, cash on hand, our ATM equity program, our revolving credit facility and our general ability to access the capital markets will be sufficient to finance our operations and fund our debt service requirements and capital expenditures.

Our overall capital requirements during 2015 will depend upon acquisition opportunities, the level of improvements and redevelopments on existing properties and the timing and cost of development of Assembly Row, Pike & Rose and future phases of Santana Row.

While the amount of future expenditures will depend on numerous factors, we expect to continue to see higher levels of capital investments in our properties under development and redevelopment in 2015 which is the result of the continued development at both Assembly Row and Pike & Rose with openings of portions of both projects in 2015, the commencement of construction on Phase II of Pike & Rose, and the current phase of Santana Row.

With respect to other capital investments related to our existing properties, we expect to incur levels consistent with prior years.
Our capital investments will be funded on a short-term basis with cash flow from operations, cash on hand and/or our revolving credit facility, and on a long-term basis, with long-term debt or equity including shares issued under our ATM equity program.
If necessary, we may access the debt or equity capital markets to finance significant acquisitions.

Given our past ability to access the capital markets, we expect debt or equity to be available to us.
Although there is no intent at this time, if market conditions deteriorate, we may also delay the timing of certain development and redevelopment projects as well as limit future acquisitions, reduce our operating expenditures, or re-evaluate our dividend policy.

In addition to conditions in the capital markets which could affect our ability to access those markets, the following factors could affect our ability to meet our liquidity requirements: ?
restrictions in our debt instruments or preferred shares may limit us from incurring debt or issuing equity at all, or on acceptable terms under then-prevailing market conditions; and ?

we may be unable to service additional or replacement debt due to increases in interest rates or a decline in our operating performance.

Federal Realty Investment Trust CONSOLIDATED STATEMENTS OF COMMON SHAREHOLDERS EQUITY
 We believe cash flows from operations, cash on hand, ATM equity program revolving credit facility general ability to access capital markets will sufficient to finance our operations fund debt service requirements and capital expenditures.

overall capital requirements during 2015 depend upon acquisition opportunities, level of improvements and redevelopments on existing properties timing and cost of development of Assembly Row, Pike & Rose future phases of Santana Row.

future expenditures depend on numerous factors, expect to see higher levels of capital investments in properties under development and redevelopment in 2015 result of continued development at Assembly Row and Pike & Rose with openings of portions of both projects in 2015, commencement of construction on Phase II of Pike & Rose, current phase of Santana Row.
 other capital investments related to existing properties expect to incur levels consistent with prior years.

capital investments funded short-term basis with cash flow from operations, cash on hand revolving credit facility, long-term basis, with long-term debt or equity including shares issued under ATM equity program.
 If necessary, may access debt or equity capital markets to finance significant acquisitions.
 Given past ability to access capital markets, expect debt or equity to be available.

no intent, if market conditions deteriorate, we may delay timing of certain development and redevelopment projects limit future acquisitions, reduce operating expenditures or re-evaluate dividend policy.
 In addition to conditions in capital markets could affect ability to access markets, following factors could affect ability to meet liquidity requirements: ?

restrictions in debt instruments or preferred shares may limit us from incurring debt or issuing equity, or on acceptable terms under then-prevailing market conditions; ?
may be unable to service additional replacement debt due to increases in interest rates decline in operating performance.

|  | Year Ended December 31, |
|  | 2005 | 2004 | 2003 |
|  | Shares | Amount | Additional Paid-in Capital | Shares | Amount | Additional Paid-in Capital | Shares | Amount | Additional Paid-in Capital |
|  | (In thousands, except share data) |
| Common shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | 53,616,827 | $536 | $1,108,213 | 50,670,851 | $507 | $980,227 | 44,996,382 | $450 | $818,290 |

| Exercise of stock options | 409,920 | 4 | 10,947 | 348,888 | 3 | 8,586 | 2,124,869 | 21 | 50,749 |
| Shares issued under dividend reinvestment plan | 62,579 | 1 | 3,424 | 82,391 | 1 | 3,439 | 109,835 | 1 | 3,541 |
| Performance and restricted shares granted, net of restricted shares retired | 78,591 | 1 | 4,061 | 84,617 | 1 | 3,632 | 138,568 | 1 | 3,960 |
| Reclassification for preferred stock redemption | — | — | — | — | — | — | — | — | 3,423 |

| Issuance of shares in public offering | — | — | — | 2,186,749 | 22 | 99,011 | 3,236,245 | 33 | 98,368 |
| Conversion and redemption of OP units | 203,140 | 2 | -12,806 | 203,130 | 2 | 8,686 | 64,952 | 1 | 1,896 |
| Shares issued to purchase partnership interests | — | — | — | 40,201 | — | 1,862 | — | — | — |
| Stock compensation associated with variable accounting | — | — | 893 | — | — | 2,770 | — | — | — |

| Balance, end of year | 54,371,057 | $544 | $1,114,732 | 53,616,827 | $536 | $1,108,213 | 50,670,851 | $507 | $980,227 |
| Accumulated dividends in excess of net income |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year |  | $-416,026 |  |  | $-386,738 |  |  | $-368,839 |  |
| Net income |  | 114,612 |  |  | 84,156 |  |  | 94,497 |  |
| Dividends declared to common shareholders |  | -124,928 |  |  | -101,969 |  |  | -93,889 |  |

| Preferred share dividends and redemption costs |  | -11,475 |  |  | -11,475 |  |  | -18,507 |  |
| Balance, end of year |  | $-437,817 |  |  | $-416,026 |  |  | $-386,738 |  |
| Treasury shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -1,480,202 | $-28,786 |  | -1,470,275 | $-28,445 |  | -1,461,147 | $-28,193 |  |
| Performance and restricted shares forfeited | -158 | -8 |  | -9,927 | -341 |  | -9,128 | -252 |  |

| Balance, end of year | -1,480,360 | $-28,794 |  | -1,480,202 | $-28,786 |  | -1,470,275 | $-28,445 |  |
| Deferred compensation on restricted shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -226,904 | $-8,641 |  | -220,666 | $-5,474 |  | -153,993 | $-2,657 |  |
| Performance and restricted shares issued, net of forfeitures | -67,517 | -3,494 |  | -72,166 | -3,099 |  | -118,400 | -3,371 |  |

| Vesting of performance and restricted shares | 87,889 | 2,431 |  | 65,928 | -68 |  | 51,727 | 554 |  |
| Balance, end of year | -206,532 | $-9,704 |  | -226,904 | $-8,641 |  | -220,666 | $-5,474 |  |
| Notes receivable from issuance of common shares |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year | -112,712 | $-2,083 |  | -156,274 | $-3,615 |  | -184,063 | $-5,151 |  |
| Loans issued | — | — |  | -16,899 | -411 |  | -87,641 | -1,999 |  |

| Loans paid | 26,339 | 291 |  | 60,461 | 1,943 |  | 115,430 | 3,535 |  |
| Balance, end of year | -86,373 | $-1,792 |  | -112,712 | $-2,083 |  | -156,274 | $-3,615 |  |
| Accumulated other comprehensive income (loss) |  |  |  |  |  |  |  |  |  |
| Balance, beginning of year |  | $2,321 |  |  | $-87 |  |  | $-4,613 |  |
| Adjustments to unrealized gains (losses) on securities |  | 60 |  |  | 27 |  |  | -92 |  |

| Adjustments to unrealized gains on interest rate swaps |  | 297 |  |  | 2,381 |  |  | 3,563 |  |
| Loss on interest rate hedge transaction |  | — |  |  | — |  |  | 1,055 |  |
| Balance, end of year |  | $2,678 |  |  | $2,321 |  |  | $-87 |  |
| Comprehensive income |  |  |  |  |  |  |  |  |  |
| Net income |  | $114,612 |  |  | $84,156 |  |  | $94,497 |  |
| Adjustments to unrealized gains (losses) on securities |  | 60 |  |  | 27 |  |  | -92 |  |

| Adjustments to unrealized gains on interest rate swaps |  | 297 |  |  | 2,381 |  |  | 3,563 |  |
| Termination of interest rate swap |  | — |  |  | — |  |  | 1,055 |  |
| Total comprehensive income |  | $114,909 |  |  | $86,564 |  |  | $99,023 |  |


, Title: 
Text: | _id | d8366a242 |
| title |  |
| text | |  | 2008 | 2007 | 2006 |
| Interest income | $653 | $647 | $394 |
| Other income (expense), net | -33 | -48 | -29 |
| Total other income and expense | $620 | $599 | $365 |
Total other income and expense increased $21 million to $620 million during 2008 as compared to $599 million and $365 million in 2007 and 2006, respectively.

While the Companys cash, cash equivalents and short-term investment balances increased by 59% in 2008, other income and expense increased only 4% due to the decline in the weighted average interest rate earned of 3.44%.
The overall increase in other income and expense is attributable to the Companys higher cash and short-term investment balances, which more than offset the decline in interest rates during 2008 as compared to 2007.

The weighted average interest rate earned by the Company on its cash, cash equivalents, and short-term investments was 5.27% and 4.58% during 2007 and 2006, respectively.
During 2008, 2007 and 2006, the Company had no debt outstanding and accordingly did not incur any related interest expense.

Companys cash, cash equivalents short-term investment balances increased 59% in 2008, other income expense increased only 4% due to decline in weighted average interest rate earned of 3. 44%.
 overall increase in other income expense attributable to Companys higher cash short-term investment balances offset decline in interest rates during 2008 compared to 2007.

weighted average interest rate earned Company on cash, cash equivalents short-term investments was 5. 27% and 4. 58% during 2007 and 2006, respectively.
 During 2008, 2007 2006, Company had no debt outstanding did not incur related interest expense.

|  | 2008 | 2007 | 2006 |
| Interest income | $653 | $647 | $394 |
| Other income (expense), net | -33 | -48 | -29 |
| Total other income and expense | $620 | $599 | $365 |


, Title: 
Text: | _id | d8316fd3c |
| title |  |
| text | Table of Contents Rent expense under all operating leases, including both cancelable and noncancelable leases, was $645 million, $488 million and $338 million in 2013, 2012 and 2011, respectively.
Future minimum lease payments under noncancelable operating leases having remaining terms in excess of one year as of September 28, 2013, are as follows (in millions):
| 2014 | $610 |
| 2015 | 613 |
| 2016 | 587 |
| 2017 | 551 |
| 2018 | 505 |
| Thereafter | 1,855 |
| Total minimum lease payments | $4,721 |

| Total minimum lease payments | $4,721 |
Other Commitments As of September 28, 2013, the Company had outstanding off-balance sheet third-party manufacturing commitments and component purchase commitments of $18.6 billion.

In addition to the off-balance sheet commitments mentioned above, the Company had outstanding obligations of $1.3 billion as of September 28, 2013, which consisted mainly of commitments to acquire capital assets, including product tooling and manufacturing process equipment, and commitments related to advertising, research and development, Internet and telecommunications services and other obligations.

Contingencies The Company is subject to various legal proceedings and claims that have arisen in the ordinary course of business and that have not been fully adjudicated.
In the opinion of management, there was not at least a reasonable possibility the Company may have incurred a material loss, or a material loss in excess of a recorded accrual, with respect to loss contingencies.
However, the outcome of litigation is inherently uncertain.

Therefore, although management considers the likelihood of such an outcome to be remote, if one or more of these legal matters were resolved against the Company in a reporting period for amounts in excess of management’s expectations, the Company’s consolidated financial statements for that reporting period could be materially adversely affected.
Apple Inc.  v.  Samsung Electronics Co. , Ltd, et al.

On August 24, 2012, a jury returned a verdict awarding the Company $1.05 billion in its lawsuit against Samsung Electronics Co. , Ltd and affiliated parties in the United States District Court, Northern District of California, San Jose Division.
On March 1, 2013, the District Court upheld $599 million of the jury’s award and ordered a new trial as to the remainder.

Because the award is subject to entry of final judgment, partial re-trial and appeal, the Company has not recognized the award in its results of operations.
VirnetX, Inc.  v.  Apple Inc.  et al.
On August 11, 2010, VirnetX, Inc.  filed an action against the Company alleging that certain of its products infringed on four patents relating to network communications technology.
On November 6, 2012, a jury returned a verdict against the Company, and awarded damages of $368 million.

The Company is challenging the verdict, believes it has valid defenses and has not recorded a loss accrual at this time.

Table of Contents Rent expense under all operating leases including cancelable and noncancelable leases, was $645 million, $488 million $338 million in 2013, 2012 2011, respectively.
 Future minimum lease payments under noncancelable operating leases remaining terms in excess of one year as of September 28, 2013, are as follows (in millions):

In addition to off-balance sheet commitments, Company had outstanding obligations of $1. 3 billion as of September 28, 2013, consisted mainly of commitments to acquire capital assets including product tooling manufacturing process equipment, commitments related to advertising, research and development, Internet telecommunications services other obligations.
 Contingencies Company subject to legal proceedings and claims arisen in ordinary course of business not fully adjudicated.

In opinion of management not reasonable possibility Company may have incurred material loss or material loss in excess of recorded accrual with respect to loss contingencies.
 outcome of litigation is uncertain.
 management considers likelihood of outcome remote, if one or more legal matters resolved against Company in reporting period for amounts in excess of management’s expectations, Company’s consolidated financial statements for reporting period could be adversely affected.

Apple Inc. v. Samsung Electronics Co. , Ltd, al.
 On August 24, 2012, jury returned verdict awarding Company $1. 05 billion in lawsuit against Samsung Electronics Co. , Ltd affiliated parties in United States District Court, Northern District of California, San Jose Division.
 On March 1, 2013, District Court upheld $599 million of jury’s award ordered new trial remainder.
 award subject to final judgment, partial re-trial appeal Company not recognized award in results of operations.

VirnetX, Inc. v. Apple Inc. al.
 On August 11, 2010, VirnetX, Inc.filed action against Company alleging certain its products infringed on four patents relating to network communications technology.
 On November 6, 2012, jury returned verdict against Company, awarded damages of $368 million.
 Company is challenging verdict, believes it has valid defenses not recorded loss accrual at time.

| 2014 | $610 |
| 2015 | 613 |
| 2016 | 587 |
| 2017 | 551 |
| 2018 | 505 |
| Thereafter | 1,855 |
| Total minimum lease payments | $4,721 |


, source_sentence: Instruct: Given a web search query, retrieve relevant passages that answer the query.
Query: Title: 
Text: | _id | q616570e0 |
| title |  |
| text | what was the ratio of the purchase in december 2012 to the purchase in january 2013

was ratio of purchase in december 2012 to purchase in january 2013



sentences: Title: 
Text: | _id | d8194e8a2 |
| title |  |
| text | | $ in millions | 2017 | 2016 | 2015 | 2014 | 2013 |
| Business combination related: |  |  |  |  |  |
| Employee compensation expense(a) | 5.8 | 7.0 | — | — | 2.4 |
| Transaction and integration expense(b) | 20.6 | 1.4 | 2.2 | — | 5.2 |
| Intangible amortization expense(c) | 17.4 | 13.9 | 10.6 | 12.6 | 15.4 |
| Adjustments to operating income | 43.8 | 22.3 | 12.8 | 12.6 | 23.0 |
| Change in contingent consideration estimates(d) | -7.6 | 7.4 | -27.1 | — | — |

| Foreign exchange gain related to business acquisitions(e) | -12.1 | — | — | — | — |
| Other-than-temporary impairment(f) | — | 17.8 | — | — | — |
| Taxation: |  |  |  |  |  |
| Taxation on employee compensation expense(a) | -2.1 | -2.7 | — | — | — |
| Taxation on transaction and integration(b) | -5.9 | -0.5 | -0.6 | — | -2.1 |
| Taxation on amortization(c) | -1.6 | -1.3 | -1.5 | -1.6 | -1.5 |
| Deferred taxation(g) | 19.6 | 19.3 | 20.1 | 21.8 | 21.3 |

| Taxation on change in contingent consideration estimates(d) | 2.9 | -2.8 | 10.3 | — | — |
| Taxation on foreign exchange gain related to businessacquisitions(e) | 2.3 | — | — | — | — |
| (Income)/loss from discontinued operations, net of taxes(h) | — | — | — | 3.4 | -64.5 |
| Adjustments to net income attributable to Invesco Ltd. | 39.3 | 59.5 | 14.0 | 36.2 | -23.8 |
a.

a.
Employee compensation expenses oincurred in f $5.8 million  2017 are related to our European ETF acquisition, while $7.0 million ed with the acquisition of Jemstep, a market incurred in 2016 are associat -leading provider of advisor- focused digital solutions.
Expenses in 2013 are related to employee severance expenses associated with the cessation of activities from a previous acquisition.
b.

Transaction and integration expenses reflect the legal, regulatory, advisory, valuation, integration-related employee incentive awards, other professional or consulting fees and general and administrative costs, which includes travel costs related to transactions and the costs of temporary staf involved in executing the transaction, and the post f f -closing costs of integrating the acquired business into the companys existing operations, including incremental costs associated with achieving synergy

costs associated with achieving synergy savings.

c.  Intangible amortization expense is associated with intangible assets that are identified from acquisition of a business and are amortized on a straight-line basis over useful lives.
See Item 8, Financial Statements and Supplementary Data, Note 5 - Intangible Assets for detail.
d.  During 2015, the company acquired investment management contracts from Deutsche Bank and the purchase price was solely comprised of contingent consideration payable in future periods.

Adjustment to the fair value of contingent consideration liability is a an increase o$7.4 millio$27.1 decrease of $7.6 million in 2017,  f  n in 2016 and a decrease of millioItem 8, Financial Statements and Supplementary Data, Note 2 n in 2015.
See  - Fair Value of Assets and Liabilities for detail.
e.  Other gains and losses for 2017 includes a realized gain of $12.1 million related to revaluation of Euros held in the U. K.  in anticipation of payment for the European ETF business acquisition.

f.  Other-than-temporary impairment includes an impairment charge o$17.8 million hat is related to the f in 2016 t acquisition of Invesco Asset Management (India) Private Limited.
g.  While finite-lived intangible assets are amortized under U. S.  GAAP, there is no amortization charge on goodwill and indefinite-lived intangibles.

In certain qualifying situations, these can be amortized for tax purposes, generally over a 15-year period, as is the case in the U. S.  These deferred tax liabilities represent tax benefits that are not included in the Consolidated Statements of Income absenan impairment charge or the dispos t al of the related business.
The company receives these tax benefits but does not anticipate a sale or ipairment of these assets in the foreseeable future, an

Employee compensation expenses in f $5. 8 million 2017 related to European ETF acquisition $7. 0 million with acquisition of Jemstep market incurred 2016 associat -leading provider of advisor- focused digital solutions.
 Expenses in 2013 related to employee severance expenses associated with cessation of activities from previous acquisition.
.

.
 Transaction and integration expenses reflect legal regulatory advisory valuation integration-related employee incentive awards professional consulting fees general administrative costs includes travel costs related to transactions costs of temporary staf involved in executing transaction post -closing costs of integrating acquired business into companys existing operations including incremental costs with achieving synergy savings.

. Intangible amortization expense associated with intangible assets identified from acquisition business amortized straight-line basis over useful lives.
 See Item 8, Financial Statements and Supplementary Data, Note 5 - Intangible Assets for detail.
. 2015, company acquired investment management contracts from Deutsche Bank purchase price of contingent consideration payable in future periods.

Adjustment to fair value of contingent consideration liability increase o$7. 4 millio$27. 1 decrease of $7. 6 million in 2017 2016 decrease of millioItem 8, Financial Statements and Supplementary Data, Note 2 n in 2015.
 See - Fair Value of Assets and Liabilities for detail.
. Other gains and losses for 2017 includes realized gain of $12. 1 million related to revaluation of Euros held in U. K. anticipation of payment for European ETF business acquisition.

. Other-than-temporary impairment includes impairment charge o$17. 8 million related to 2016 t acquisition of Invesco Asset Management (India) Private Limited.
.finite-lived intangible assets amortized under U. S. GAAP, no amortization charge on goodwill and indefinite-lived intangibles.

In certain qualifying situations, can be amortized for tax purposes, generally over 15-year period, as case in U. S. deferred tax liabilities represent tax benefits not included in Consolidated Statements of Income absenan impairment charge or dispos t al of related business.
 company receives tax benefits not anticipate sale or ipairment of assets in foreseeable future

| $ in millions | 2017 | 2016 | 2015 | 2014 | 2013 |
| Business combination related: |  |  |  |  |  |
| Employee compensation expense(a) | 5.8 | 7.0 | — | — | 2.4 |
| Transaction and integration expense(b) | 20.6 | 1.4 | 2.2 | — | 5.2 |
| Intangible amortization expense(c) | 17.4 | 13.9 | 10.6 | 12.6 | 15.4 |
| Adjustments to operating income | 43.8 | 22.3 | 12.8 | 12.6 | 23.0 |
| Change in contingent consideration estimates(d) | -7.6 | 7.4 | -27.1 | — | — |

| Foreign exchange gain related to business acquisitions(e) | -12.1 | — | — | — | — |
| Other-than-temporary impairment(f) | — | 17.8 | — | — | — |
| Taxation: |  |  |  |  |  |
| Taxation on employee compensation expense(a) | -2.1 | -2.7 | — | — | — |
| Taxation on transaction and integration(b) | -5.9 | -0.5 | -0.6 | — | -2.1 |
| Taxation on amortization(c) | -1.6 | -1.3 | -1.5 | -1.6 | -1.5 |
| Deferred taxation(g) | 19.6 | 19.3 | 20.1 | 21.8 | 21.3 |

| Taxation on change in contingent consideration estimates(d) | 2.9 | -2.8 | 10.3 | — | — |
| Taxation on foreign exchange gain related to businessacquisitions(e) | 2.3 | — | — | — | — |
| (Income)/loss from discontinued operations, net of taxes(h) | — | — | — | 3.4 | -64.5 |
| Adjustments to net income attributable to Invesco Ltd. | 39.3 | 59.5 | 14.0 | 36.2 | -23.8 |


, Title: 
Text: | _id | d1a729e44 |
| title |  |
| text | Adjusted Revenue has limitations as a financial measure, should be considered as supplemental in nature, and is not meant as a substitute for the related financial information prepared in accordance with GAAP. These limitations include the following:

• Adjusted Revenue is net of transaction-based costs, which is our largest cost of revenue item; • Adjusted Revenue is net of bitcoin costs, which could be a significant cost; • The deferred revenue adjustment that is added back to Adjusted Revenue will never be recognized as revenue by the Company; and • other companies, including companies in our industry, may calculate Adjusted Revenue differently or not at all, which reduces its usefulness as a comparative measure.

Because of these limitations, you should consider Adjusted Revenue alongside other financial performance measures, including total net revenue and our financial results presented in accordance with GAAP.
The following table presents a reconciliation of total net revenue to Adjusted Revenue for each of the periods indicated:

|            |            | Year Ended December 31, |            |         
--------------------------------------------------------------- | ---------- | ---------- | ----------------------- | ---------- | --------
                                                                | 2018       | 2017       | 2016                    | 2015       | 2014

|            |            | (in thousands)          |            |         
Total net revenue                                               | $3,298,177 | $2,214,253 | $1,708,721              | $1,267,118 | $850,192
Less: Starbucks transaction-based revenue                       | —          | —          | 78,903                  | 142,283    | 123,024

Less: transaction-based costs                                   | 1,558,562  | 1,230,290  | 943,200                 | 672,667    | 450,858 
Less: bitcoin costs                                             | 164,827    | —          | —                       | —          | —       
Add: deferred revenue adjustment related to purchase accounting | $12,853    | $—         | $—                      | $—         | $—

Adjusted Revenue                                                | $1,587,641 | $983,963   | $686,618                | $452,168   | $276,310

Adjusted Revenue has limitations as financial measure, should be considered as supplemental in not substitute for related financial information prepared in accordance with GAAP. limitations include:

• Adjusted Revenue is net of transaction-based costs, our largest cost of revenue item; • Adjusted Revenue net of bitcoin costs, could be significant cost; • deferred revenue adjustment added back to Adjusted Revenue never recognized as revenue by Company; • other companies, including companies in our industry, may calculate Adjusted Revenue differently or not, reduces its usefulness as comparative measure.

of limitations consider Adjusted Revenue alongside other financial performance measures, including total net revenue and our financial results presented in accordance with GAAP.
 following table presents reconciliation of total net revenue to Adjusted Revenue for each periods indicated:

|            |            | Year Ended December 31, |            |         
--------------------------------------------------------------- | ---------- | ---------- | ----------------------- | ---------- | --------
                                                                | 2018       | 2017       | 2016                    | 2015       | 2014    
                                                                |            |            | (in thousands)          |            |

Total net revenue                                               | $3,298,177 | $2,214,253 | $1,708,721              | $1,267,118 | $850,192
Less: Starbucks transaction-based revenue                       | —          | —          | 78,903                  | 142,283    | 123,024 
Less: transaction-based costs                                   | 1,558,562  | 1,230,290  | 943,200                 | 672,667    | 450,858

Less: bitcoin costs                                             | 164,827    | —          | —                       | —          | —       
Add: deferred revenue adjustment related to purchase accounting | $12,853    | $—         | $—                      | $—         | $—      
Adjusted Revenue                                                | $1,587,641 | $983,963   | $686,618                | $452,168   | $276,310


, Title: 
Text: | _id | d61657130 |
| title |  |
| text | issuer purchases of equity securities during the three months ended december 31 , 2012 , we repurchased 619314 shares of our common stock for an aggregate of approximately $ 46.0 million , including commissions and fees , pursuant to our publicly announced stock repurchase program , as follows : period total number of shares purchased ( 1 ) average price paid per share ( 2 ) total number of shares purchased as part of publicly announced plans or programs approximate dollar value of shares that may yet be

dollar value of shares that may yet be purchased under the plans or programs ( in millions ) .

period               | total number of shares purchased ( 1 ) | average price paid per share ( 2 ) | total number of shares purchased as part of publicly announced plans orprograms | approximate dollar value of shares that may yet be purchased under the plans orprograms ( in millions )

-------------------- | -------------------------------------- | ---------------------------------- | ------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------

october 2012         | 27524                                  | $ 72.62                            | 27524                                                                           | $ 1300.1

november 2012        | 489390                                 | $ 74.22                            | 489390                                                                          | $ 1263.7

december 2012        | 102400                                 | $ 74.83                            | 102400                                                                          | $ 1256.1

total fourth quarter | 619314                                 | $ 74.25                            | 619314                                                                          | $ 1256.1

( 1 ) repurchases made pursuant to the $ 1.5 billion stock repurchase program approved by our board of directors in march 2011 ( the 201c2011 buyback 201d ) .
under this program , our management is authorized to purchase shares from time to time through open market purchases or privately negotiated transactions at prevailing prices as permitted by securities laws and other legal requirements , and subject to market conditions and other factors .

to facilitate repurchases , we make purchases pursuant to trading plans under rule 10b5-1 of the exchange act , which allows us to repurchase shares during periods when we otherwise might be prevented from doing so under insider trading laws or because of self-imposed trading blackout periods .
this program may be discontinued at any time .
( 2 ) average price per share is calculated using the aggregate price , excluding commissions and fees .

we continued to repurchase shares of our common stock pursuant to our 2011 buyback subsequent to december 31 , 2012 .
between january 1 , 2013 and january 21 , 2013 , we repurchased an additional 15790 shares of our common stock for an aggregate of $ 1.2 million , including commissions and fees , pursuant to the 2011 buyback .

as a result , as of january 21 , 2013 , we had repurchased a total of approximately 4.3 million shares of our common stock under the 2011 buyback for an aggregate of $ 245.2 million , including commissions and fees .
we expect to continue to manage the pacing of the remaining $ 1.3 billion under the 2011 buyback in response to general market conditions and other relevant factors.

issuer purchases of equity securities during three months ended december 31, 2012  repurchased 619314 shares of common stock for aggregate approximately $ 46. 0 million , including commissions and fees pursuant to our publicly announced stock repurchase program follows : period total number of shares purchased 1 ) average price paid per share ( 2 ) total number of shares purchased as part of publicly announced plans or programs approximate dollar value of shares be purchased under plans or programs ( in

shares be purchased under plans or programs ( in millions ).

repurchases made to $ 1. 5 billion stock repurchase program approved by board of directors in march 2011 ( 201c2011 buyback 201d ).
 under program management authorized to purchase shares through open market purchases or privately negotiated transactions at prevailing prices as permitted by securities laws other legal requirements subject to market conditions other factors.

facilitate repurchases make purchases pursuant trading plans under rule 10b5-1 of exchange act  allows to repurchase shares during periods prevented from under insider trading laws or self-imposed trading blackout periods.
 program may be discontinued any time.
 average price per share calculated using aggregate price  excluding commissions and fees.
 continued to repurchase shares common stock pursuant to 2011 buyback subsequent to december 31 , 2012.

between january 1 , 2013 and january 21 , 2013  repurchased additional 15790 shares common stock for aggregate of $ 1. 2 million , including commissions and fees pursuant to 2011 buyback.
 as of january 21 , 2013  had repurchased total of approximately 4. 3 million shares of common stock under 2011 buyback for aggregate of $ 245. 2 million , including commissions and fees.

expect to continue manage pacing remaining $ 1. 3 billion under 2011 buyback in response to general market conditions other relevant factors.

period               | total number of shares purchased ( 1 ) | average price paid per share ( 2 ) | total number of shares purchased as part of publicly announced plans orprograms | approximate dollar value of shares that may yet be purchased under the plans orprograms ( in millions )

-------------------- | -------------------------------------- | ---------------------------------- | ------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------

october 2012         | 27524                                  | $ 72.62                            | 27524                                                                           | $ 1300.1

november 2012        | 489390                                 | $ 74.22                            | 489390                                                                          | $ 1263.7

december 2012        | 102400                                 | $ 74.83                            | 102400                                                                          | $ 1256.1                                                                                               
total fourth quarter | 619314                                 | $ 74.25                            | 619314                                                                          | $ 1256.1



pipeline_tag: sentence-similarity
library_name: sentence-transformers
metrics: cosine_accuracy@1, cosine_accuracy@3, cosine_accuracy@5, cosine_accuracy@10, cosine_precision@1, cosine_precision@3, cosine_precision@5, cosine_precision@10, cosine_recall@1, cosine_recall@3, cosine_recall@5, cosine_recall@10, cosine_ndcg@10, cosine_mrr@10, cosine_map@100, dot_accuracy@1, dot_accuracy@3, dot_accuracy@5, dot_accuracy@10, dot_precision@1, dot_precision@3, dot_precision@5, dot_precision@10, dot_recall@1, dot_recall@3, dot_recall@5, dot_recall@10, dot_ndcg@10, dot_mrr@10, dot_map@100
model-index: name: SentenceTransformer based on thomaskim1130/stella_en_1.5B_v5-FinanceRAG
results: task: type: information-retrieval
name: Information Retrieval
dataset: name: Evaluate
type: Evaluate
metrics: type: cosine_accuracy@1
value: 0
name: Cosine Accuracy@1
verified: no, type: cosine_accuracy@3
value: 0
name: Cosine Accuracy@3
verified: no, type: cosine_accuracy@5
value: 0.0048543689320388345
name: Cosine Accuracy@5
verified: no, type: cosine_accuracy@10
value: 0.009708737864077669
name: Cosine Accuracy@10
verified: no, type: cosine_precision@1
value: 0
name: Cosine Precision@1
verified: no, type: cosine_precision@3
value: 0
name: Cosine Precision@3
verified: no, type: cosine_precision@5
value: 0.0009708737864077671
name: Cosine Precision@5
verified: no, type: cosine_precision@10
value: 0.0009708737864077671
name: Cosine Precision@10
verified: no, type: cosine_recall@1
value: 0
name: Cosine Recall@1
verified: no, type: cosine_recall@3
value: 0
name: Cosine Recall@3
verified: no, type: cosine_recall@5
value: 0.0048543689320388345
name: Cosine Recall@5
verified: no, type: cosine_recall@10
value: 0.009708737864077669
name: Cosine Recall@10
verified: no, type: cosine_ndcg@10
value: 0.0037087858806151767
name: Cosine Ndcg@10
verified: no, type: cosine_mrr@10
value: 0.0019070735090152566
name: Cosine Mrr@10
verified: no, type: cosine_map@100
value: 0.02017970610980731
name: Cosine Map@100
verified: no, type: dot_accuracy@1
value: 0
name: Dot Accuracy@1
verified: no, type: dot_accuracy@3
value: 0
name: Dot Accuracy@3
verified: no, type: dot_accuracy@5
value: 0.0048543689320388345
name: Dot Accuracy@5
verified: no, type: dot_accuracy@10
value: 0.012135922330097087
name: Dot Accuracy@10
verified: no, type: dot_precision@1
value: 0
name: Dot Precision@1
verified: no, type: dot_precision@3
value: 0
name: Dot Precision@3
verified: no, type: dot_precision@5
value: 0.0009708737864077671
name: Dot Precision@5
verified: no, type: dot_precision@10
value: 0.0012135922330097086
name: Dot Precision@10
verified: no, type: dot_recall@1
value: 0
name: Dot Recall@1
verified: no, type: dot_recall@3
value: 0
name: Dot Recall@3
verified: no, type: dot_recall@5
value: 0.0048543689320388345
name: Dot Recall@5
verified: no, type: dot_recall@10
value: 0.012135922330097087
name: Dot Recall@10
verified: no, type: dot_ndcg@10
value: 0.00457336643184824
name: Dot Ndcg@10
verified: no, type: dot_mrr@10
value: 0.002311604253351826
name: Dot Mrr@10
verified: no, type: dot_map@100
value: 0.01736013316963454
name: Dot Map@100
verified: no
datasets: Linq-AI-Research/FinDER
Likes: 0 | All-time downloads: 189
Created: 2024-12-05 10:21:33