I was formerly a private equity trader . I got out of the business in 2002. In 2005 I lost my wife to breast cancer she was 45 . I was left with three young children. I decided to go back to school and received my degree in Physical Education and became a teacher in a New York City High School.
This past week I opened my mail from Sunoco Logistics Partnership (SXL). It was a K-1 tax form showing I made $6,200 and another $1,900 in dividends this year.
I find this very confusing because I have not received any monthly statements and have not received any since i bought 3,300 shares of the IPO in the year 2002.
I called Sunoco and asked them to send me all of my K-1 forms since 2002 to which they agreed. I am awaiting their arrival.
I am hoping someone can help or advise me with this problem.
I made this trade with Smith Barney at the time of the IPO. That company is now called CITI Global Fincancial. My dilemma is how I go about finding out if I am legitimate share holder in the company or is this all just one big mistake? Maybe there is a transfer agent who can track down the stock certificate for me?
Any suggestion or direction or help in this matter would be greatly appreciated.