1. The texts are subject to copyright. You have to treat them as you would any other copyrighted text. 2. You can trade on the information in the capital markets. The information was disclosed to you inadvertently. You are not an insider, you did not conspire with anyone to to violate the law. 3. The physical papers still belong to the owner. You may have custody of them, but you do not own them. With respect to trading, this is no different than walking down the street and hearing someone say that "Company X is a good buy." 4. You have a duty to return the documents, but you have no duty not to read them. In fact, you have to read them in order to be able to return them.