Michael M. Baylson
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
195
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
1
spouse income
Named parties
- American Conterence Institute
- The Sedona Conference
- Penn Law School - Professor
- Self-Employed Physician
As filed
Ameritrade JT Ten
Alcatel-Lucent — None
Broadwind Energy Inc. (X) — None
CenturyLink, Inc — Int/Div — Sold
Citigroup Inc — Int/Div
Columbia Labs — None
Entercom Communications Comp. — None — Sold (part)
FireEye Inc — None — Buy
iShares MSC Brazil Ind — Int/Div
LSI Logic — None — Sold
Nok Corp. ADR — Int/Div
Opko Health Inc — None
Pennsylvania Real Estate Invst — Int/Div
Progenics Pharmaceuticals — None — Sold (part)
Prologics — Int/Div
Qualcomm Commumcations — Int/Div
RAIT Fmancial Trust — Int/Div
Remtech — None
Resource Capital Corp — Int/Div
Safeguard Scientifics Inc — None
Unisys Comp. — None — Sold
Wells Fargo JITWROS
International Business Machines — Int/Div
Verizon Communications — Int/Div
Wells Fargo Bank Deposit Sweeps — None
WFBNA Colleteral Acct
CMF Money Market Portfolio — None
AT&T Corp. — Int/Div
Bank of America — Int/Div
BP Plc Sponsored ADR — Int/Div
ConocoPhillips — Int/Div
Exelon Corp. — Int/Div
Fidelity National Information Services — Int/Div
FNF Group — Int/Div — Buy
General Electric Co — Int/Div
J.P. Morgan Chase & Co — Int/Div
Lender Processing Services Group — Int/Div — Sold
NCR Corp — None
Phillips 66 — Int/Div
PNC Fmancial Services Group (Y)
Teradata — None
Wells Fargo Company — Int/Div
Western Digital Corp. Del — Int/Div
Franklin Mutual Ser Fund Inc — Int/Div
PIMPCO Fundamental IndexPlus AR — Int/Div
Command Money Fund (Y)
Second IRA RO
Adams Harkness Small Cap Growth — Int/Div
Morgan Stanley AIP Multi-Strategy — Int/Div — Buy
Baron Growth — Int/Div — Sold (part)
Baron Growth — Sold (part)
BlackRock Low Duration — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Global Real Estate Securities — Int/Div
DFA Intl Small Cap Value — Int/Div — Sold (part)
DFA Intl Small Cap Value — Sold (part)
DFA Intl Small Cap Value — Buy (add'l)
DFA Int'l Value — Int/Div — Sold (part)
DFA Int'l Value — Sold (part)
DFA One Year Fixed Income — Int/Div — Sold (part)
DFA Short Term Govt — Int/Div
DFA US Large Cap Value — Int/Div — Sold (part)
DFA US Large Cap Value — Sold (part)
DFA US Large Cap Value — Sold (part)
DFA US Large Cap Value — Sold (part)
DFA US Micro Cap — Int/Div — Sold (part)
DFA US Small Cap Value — Int/Div — Sold (part)
DFA US Small Cap Value — Sold (part)
Dodge and Cox Stock — Int/Div — Sold (part)
E.LL Global Property INST — Int/Div
First Eagle Overseas — Int/Div
Hotchkis & Wiley Large Cap Value — Int/Div — Sold (part)
Hotchkis & Wiley Mid Cap Value — Int/Div — Sold (part)
Hotchkis & Wiley Mid Cap Value — Sold (part)
Hotchkis & Wiley Mid Cap Value — Sold (part)
Ivy Mid Cap Growth — Int/Div — Sold (part)
Ivy Mid Cap Growth — Sold (part)
Janus Fund — Int/Div — Sold (part)
Janus Fund — Sold (part)
Janus Overseas — Int/Div
Maingate MLP Fund — Int/Div — Sold (part)
Maingate MLP Fund — Sold (part)
Maingate MLP Fund — Sold (part)
Mamstay Marketheld — Int/Div
Metropolitan West Total Return Bond — Int/Div — Sold (part)
Metropolitan West Total Return Bond — Sold (part)
Morgan Stanley Emerging Mkts — Int/Div
Morgan Stunley Intl Eqty Fund — Int/Div — Sold (part)
Royce Opportunity Invi — Int/Div — Sold (part)
Royce Opportunity Invi — Sold (part)
RS Global Natural Resources FD — Int/Div
Schwab Advisor Cash Reserves — Int/Div
Third Ave Int] Value — None — Sold
Thomburg Intl Value — Int/Div — Sold (part)
Thomburg Intl Value — Sold (part)
Westcore Intl Small Cap Fund — Int/Div — Sold (part)
Westcore Mid-Cap Value — Int/Div — Sold (part)
Westcore Mid-Cap Value — Sold (part)
Westcore Mid-Cap Value — Sold (part)
Westcore MIDCO Growth — Int/Div — Sold (part)
William Blair Intl Growth — Int/Div
William Blair Intl Small Cap Growth — Int/Div
William Blair Large Cap Growth — Int/Div — Sold (part)
William Blair Large Cap Growth — Sold (part)
William Blair Mid Cap Growth — Int/Div — Sold (part)
William Blair Small Cap Growth — Int/Div — Sold (part)
First IRA RO
Adams Harkness Small Cap Growth — Int/Div — Sold (part)
Morgan Stanley AIP Multi-Strategy — Int/Div — Buy
Baron Growth — Int/Div — Sold (part)
Baron Growth — Sold (part)
Baron Growth — Sold (part)
BlackRock Low Duration Bond — Int/Div
DFA Emerging Markets Core Equity — Int/Div — Sold (part)
DFA Global Real Estate Securities — Int/Div — Sold (part)
DFA Global Real Estate Securities — Sold (part)
DFA Int'l Small Cap Value — Int/Div — Sold (part)
DFA Int'l Small Cap Value — Sold (part)
DFA Int'l Small Cap Value — Buy (add'l)
DFA Int'l Value — Int/Div — Sold (part)
DFA Int'l Value — Sold (part)
DFA One Year Fixed Income — Int/Div — Sold (part)
DFA Short Term Govt — Int/Div
DFA US Large Cap Value — Int/Div — Sold (part)
DFA US Large Cap Value — Sold (part)
DFA US Large Cap Value — Sold (part)
DFA US Micro Cap — Int/Div — Sold (part)
DFA US Small Cap Value — Int/Div — Sold (part)
DFA US Small Cap Value — Sold (part)
Dodge and Cox Stock — Int/Div — Sold (part)
Dodge and Cox Stock — Sold (part)
E.LL Global Property INST — Int/Div
First Eagle Overseas — Int/Div — Sold (part)
Hotchkis & Wiley Large Cap Value — Int/Div — Sold (part)
Hotchkis & Wiley Large Cap Value — Sold (part)
Hotchkis & Wiley Mid Cap Value — Int/Div — Sold (part)
Hotchkis & Wiley Mid Cap Value — Sold (part)
Ivy Mid Cap Growth — Int/Div — Sold (part)
Ivy Mid Cap Growth — Sold (part)
Janus Fund — Int/Div — Sold (part)
Janus Fund — Sold (part)
Janus Overseas — Int/Div
Maingate MLP Fund — Int/Div — Sold (part)
Maingate MLP Fund — Sold (part)
Maingate MLP Fund — Sold (part)
Maintsay Marketfield — None
Metropolitan West Total Return Bond — Int/Div — Sold (part)
Metropolitan West Total Return Bond — Sold (part)
Morgan Stanley Emerging Mkts — Int/Div
Morgan Stanley Intl Eqty Fund — Int/Div — Sold (part)
Royce Opportunity Invt — Int/Div — Sold (part)
Royce Opportunity Invt — Sold (part)
RS Global Natural Resources FD — Int/Div
Schwab Advisor Cash Reserves — Int/Div
Third Ave Int] Value — Int/Div — Sold (part)
Third Ave Int] Value — Sold
Thomburg Intl Value — Int/Div — Sold (part)
Thomburg Intl Value — Sold (part)
Thomburg Intl Value — Sold (part)
Westcore Intl Small Cap Fund — Int/Div — Sold (part)
Westcore Mid-Cap Value — Int/Div — Sold (part)
Westcore Mid-Cap Value — Sold (part)
Westcore Mid-Cap Value — Sold (part)
Westcore MIDCO Growth — Int/Div — Sold (part)
Westcore MIDCO Growth — Sold (part)
William Blair Intl Growth — Int/Div
William Blair Intl Small Cap Growth — Int/Div — Sold (part)
William Blair Large Cap Growth — Int/Div — Sold (part)
William Blair Large Cap Growth — Sold (part)
William Blair Large Cap Growth — Sold (part)
William Blair Mid Cap Growth — Int/Div — Sold (part)
William Blair Mid Cap Growth — Sold (part)
William Blair Small Cap Growth — Int/Div — Sold (part)
Second SEP IRA
DFA Global 60/40 — Int/Div
Jomt Account
Schwab Advisor Premium Cash Reserve — Int/Div
Rental Property: Philadelphia, PA (Y)
Greenspan-Baylson Partmership — Int/Div
180. — Distribution
LLR Equity Partners Parallel 111 — Int/Div
182 — istmbution
Planet Data Acq. — None
Advanced Reproductive Care — None
Keystone Property — Int/Div
186 — Distribution
Kevstone Tristate — Int/Div — Buy
188 — Distribution
Keystone Curtis — Distribution — Buy
KPGFW «1 PA Venwres. LP — Distribution
Versa Capital — Int/Div — Buy (add'l)
192 — Distribution
Melior Pharmaceuticals — None
Allied Biosciences Services — None
Baumrin et al Partnership — None
Reimbursement — American Conterence Institute — 01/3022014 01/312004 — New York, NY — Educational Seminar — Travel Expenses
Reimbursement — The Sedona Conference — 07/14/14 - 07/16/14 — London, England — Educational Seminar — Travel Expenses
Income — 2014 — Penn Law School - Professor — S10.000.00
Spouse's income — 2014 — Self-Employed Physician
(1) Row 3: Broadwind Energy has increased in value and is now above the reporting threshold.
(2) Row 60: DFA One-Year Fixed Income was labled as "sold" instead of "sold-part” on the 2013 report and is therefore still included in the 2014 report.
(3) Row 178: As of 2014 property is no longer being rented,
(4) Row 195: parmership information previously omitted.
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.