Joan Humphrey Lefkow

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 45

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Northwestern University Law School

As filed

US. Employees Credit Union Account — Int/Div

BROKERAGE ACCOUNT IRA Ameriprise Financial (H)

0PGSX — Sold

AEYIX* — Sold

ETSIX — Sold

EENAX — Sold

MMUFX — Sold

MMUFX — Sold

Cash Money Market* — Sold

SEI Private Trust Co (H)

TPRXX** — None — Buy

TPRXX*** — Buy (add'l)

SVTAX — Int/Div — Buy

SVTAX — Buy (add'l)

SAAAX — None — Buy

SAAAX — Buy (add'l)

SIFAX — Int/Div — Buy

SIFAX — Buy (add'l)

SCLAX — None — Buy

SCLAX — Buy (add'l)

SVOAX — Int/Div — Buy

SVOAX — Buy (add'l)

SMSAX — Int/Div — Buy

SMSAX — Buy (add'l)

SHYAX — Int/Div — Buy

SHYAX — Buy (add'l)

SUFAX — Int/Div — Buy

SUFAX — Buy (add'l)

TCSGX — Int/Div — Buy

TCSGX — Buy (add'l)

SI0AX — Int/Div — Buy

SI0AX — Buy (add'l)

SITEX — Int/Div — Buy

SITEX — Buy (add'l)

SRAAX — None — Buy

SRAAX — Buy (add'l)

SEEAX — Int/Div — Buy

SEEAX — Buy (add'l)

SLGAX — Int/Div — Buy

SLGAX — Buy (add'l)

Brokerage Account w/child, Ameriprise Financial (H)

TWTIX — Int/Div

Cash Money Market — None

Northwestern Mutual Life — Int/Div

AEYIX — Int/Div — Buy

Law Board (Advisory), Northwestern University Law School

Regarding Part VII:

* Line 4: AEYIX was inadvertently omitted from my 2014 Report, The information for 2014 is listed on Line 46,

** Line 11: TPRXX is SEI liquid Asset Trust Prime Obligation Fund CIA, a cash management account. | rolled over all funds from my TSP asccount. Funds

were held in TPRXX as stocks were bought and sold; | do not list every deposit/withdrawal because they correspond precisely to the transactions listed (sell/buy)

*** Line 12: TPRXX deposit represents rollover of IRA account at Ameriprise Financial.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Joan Humphrey Lefkow | Frix