Michael M. Baylson

2014Annual

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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.

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Michael M. Baylson | Frix