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.

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