Raw source

Date: 2026-09-05
Title: RE: Margin account — Jamar's escalation of Jared Thompson's margin interest reimbursement demand
Source: mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEMAAAGiQQE9_gzSoKwwf79iYOuAAKaioxbAAA%3D
What this is: Email body as read through the Microsoft 365 connector, HTML stripped to text. Signature blocks, disclosure boilerplate and inline image placeholders removed for readability; the message text of every message in the thread is reproduced as received. One account number in the oldest message is redacted per the tree's rules.

=== Message 4 (most recent) — Jamar Anderson to Jared Thompson, cc Derek N. Eichenwald — 2026-09-05 5:29 PM ET ===
Subject: RE: Margin account

Hi Jared,

Please know that we take your concerns regarding the margin strategy and the accumulation of interest on your debit balance very seriously.

I have verbally briefed Derek on your specific questions regarding the $98,000 debit balance and the daily interest charge. I have also included him on this email so he can review your message directly and provide a substantive response as quickly as possible.

Best regards,

Jamar Anderson
Director of Operations & Client Experience


=== Message 3 — Jared Thompson to Jamar Anderson — Friday, September 4, 2026 9:56 PM ===
Subject: Re: Margin account

I am still waiting for a substantive response regarding this margin strategy and the -$98,000 debit balance. Given that my account is actively bleeding roughly $28 a day in interest while I wait for Derek's schedule to clear, will Triumph Capital be reimbursing me for the margin interest accumulating during this delay?

Let me know

Jared


=== Message 2b — Jamar Anderson to Jared Thompson — Sep 3, 2026, 12:59 AM ===
Subject: Re: Margin account

Hi Jared,

I spoke with Derek this morning regarding your questions, including the margin balance resulting from the option buybacks, the current borrowing cost, and the requested outlook and exit plan for the leveraged positions.

Derek has been assisting clients with time-sensitive matters related to the tax filing deadline, which has delayed his response. He plans to reply directly to your email today with his review and perspective.

Best regards,

Jamar Anderson
Director of Operations & Client Experience


=== Message 2 — Jared Thompson to Jamar Anderson — Tuesday, September 1, 2026 6:56 PM ===
Subject: Re: Margin account

Jamar

Thank you for the update. Due to the time difference, I'd prefer to handle this discussion over email.

The only time-sensitive issue here is the daily interest I am actively accruing on the margin debt. Therefore, I need Derek's specific answers and risk analysis in writing before we move forward.

Please have Derek reply directly to this email with a clear breakdown addressing:
• Why over $100,000 was deployed for option buybacks without uninvested cash to cover it, resulting in a negative margin balance.
• How the current positions are expected to comfortably outpace a guaranteed 10.325% borrowing cost.
• The specific outlook and exit plan for these leveraged positions.

Best regards,
Jared Thompson


=== Message 1b — Jamar Anderson to Jared Thompson — Sep 2, 2026, 2:56 AM ===
Subject: Re: Margin account

Hi Jared,

Thank you for your email, and I apologize for the delay in our response. I wanted to let you know that your message has been received and shared with Derek. Your questions regarding margin and the outlook of the positions you currently hold requires Derek's personal review and input, and we want to ensure he has the opportunity to consider it carefully and provide you with a thoughtful response.

If your matter is time-sensitive, or if you would prefer to discuss it directly, I would be happy to help arrange a brief Zoom meeting with Derek. You may schedule a time using the following link: Zoom with Derek.

Please let me know if there is anything else I can do to assist in the meantime.

Warm regards,

Jamar Anderson
Director of Operations & Client Experience


=== Message 1 (oldest) — Jared Thompson to Derek N. Eichenwald and Jamar Anderson — Friday, August 28, 2026 3:35 AM ===
Subject: Margin account

I'm checking in to see what the plan is for my Individual account (…[account number redacted]). I noticed a trade date deficit (from the option buy back) that has put me at roughly $101,400 on margin, and I'm hoping you can walk me through the strategy here.

With the margin interest rate running at about 10.325% (costing over $872 a month), I want to make sure you are confident that the investments tied to this leverage will comfortably outpace that borrowing cost.

Let me know the outlook for these positions and whether we should keep them or clear out the balance.

Best regards,
Jared Thompson