Viktor V Pohorelsky
2015Annual
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What was filed
29
investments
0
positions
0
gifts
0
agreements
2
debts
1
reimbursements
0
income
1
spouse income
Named parties
- US, Department of Education, William ) D. Ford Federal Direct Loan Program
- U.S. Department of Education ( Navient)
- American Conference Institute
- Studio In A School (teachmmg)
As filed
Rental Apartment; Brooklyn NY — Rent
Boeing, Inc. Common Stock — Int/Div
Voya Core Equity Research Fund Mutual Fund — Int/Div
Oppenheimer Rochester Fund Municipals Fund A Mutual Fund — Int/Div
Lake Charles, LA vacant lot; undivided one sixth interest — None
Citibank mterest bearing checking account — Interest
Citibank savings account — Interest
TD Bank Interest Bearing Checking Account — Interest
Nationwide Insurance IRA - Variable Annuity Contract (H)
NVIT Government Bond Fund — None
NVIT Nationwide Fund — None
Citibank IRA (H)
ClearBridge Equity Income Builder Fund Class A — Int/Div
Prudential IRA (H)
Calamos Growth & Income Fund — Int/Div
First Eagle Global Fund — Int/Div
Smith Barney Aggressive Growth Fund — Int/Div
Moneymart Assets Inc. Money Market Fund — Int/Div
Intel Corp. Common Stock — Int/Div
Johnson & Johnson Co. Common Stock — Int/Div
Microsoft Corp. CommonStock — Int/Div
Education Savings Plan # (H) (Scholars Edge: New Mexico 529 Program
Aggressive Portfolio — None — Sold (part)
Drevfus Research Growth Portfolio — None — Sold (part)
Main Street Mid Cap Portfolio A — None
Moneymart Assets Inc. Money Market Fund — Int/Div
Equitable Whole Life Policy — None
Express Scripts Holding Company — None
SPDR Dow Jones REIT — Int/Div
Liability — US, Department of Education, William ) D. Ford Federal Direct Loan Program — Student Loan
Liability — U.S. Department of Education ( Navient) — Student Loan
Reimbursement — American Conference Institute — January 29-30, 2015 — Miami, FL — ERISA Litigation Seminar (panelist) — Transportation, meals, lodging
Spouse's income — 2015 — Studio In A School (teachmmg)
Part VII, Line 9: The Nationwide Insurance IRA is a Variable Annuity Contract which does not yield income such as dividends or interest. The mvestment is a
purchase of "units" of accounts which are in tum invested in mutual funds. The number of units purchased remains essentially the same (slight deductions are
taken annually for administrative fees), but the value of each unit increases or decreases with fluctuations in the mutual funds markets.
Part VII, Line 22: The Education Savings Plan #1 operates under the name Scholar's Edge and is offered by The Education Trust Board of New Mexico. It is
an Internal Revenue Code Section 529 Trust, serving as an investment vehicle to provide for higher education expenses for my children. The monies invested
(known as contributions) are used to purchase units in various investment portfolios which in turn invest in mutual funds or other investment instruments. The
value of each unit increases or decreases with fluctuations in the value of the mutual funds or other investment instruments in which the investment portfolio is
invested, No income is received by, and no distributions are made to, the investors except that the investors may redeem units to pay for the educational expenses
of the children for whose benefit the investment contributions are made.
Part VIL, Lines 23-24: The sales noted with respect to the Education Savings Plan #1 were withdrawals that were used to pay college expenses for one of the
beneficiaries of the plan,
Part VIL, Line 7: The increase in value of the Citibank Savings Account reflects backpay received from the settlement of litigation brought on behalf of federal
magistrate judges.
Part VII, Line 25: The Main Street Mid Cap Portfolio A was inadvertently omitted from my 2012, 2013, and 2014 reports. It had appeared in my 201 | report
under the name Small and Mid-Cap Portfolio, as well as in previous reports, There have been no transactions involving that Portfolio since 2011, and the value of
the Portfolio has not changed appreciably since then such that it has remained well within the Value Code reported in this report throughout the period from 2011
to the present.
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.