Jon David Levy
2014Annual
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What was filed
37
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Maine Supreme Judicial Court - 01/01/2014 to 05/02/2014
- Wilham Vaughan House Condomimum Association
- American Bar Association, Standing Committee on Legal Aid and Indigent Defense
- Matthew Bender & Co, book rovalties
- Miriam A, Levy, LLC, Self-employed Psychologist (self-employment mcome)
As filed
American Funds Capital Income Builder Fund — Int/Div
American Funds Capital World Bond Fund — Int/Div
American Funds Captial World Growth & Income Fund — Int/Div
Amencan Funds EuroPacific Growth Fund — Int/Div — Sold (part)
American Funds Global Balanced Fund — Int/Div
American Funds Growth Fund of America — Int/Div
American Funds International Growth & Income Fund — Int/Div
Amencan Funds New World Fund — Int/Div
American Funds Short Term Bond Fund — Int/Div
Bed Bath & Bevond Stock — None
Norway Savings Bank Checking Account — None
Fidelity Equity Income Fund — Int/Div — Sold
Franklin Small-Mid Cap Growth Fund — Int/Div — Sold
Hartford Capital Appreciation Fund — Int/Div — Sold
Harford Total Return Bond HLS Fund — Int/Div
Managers AMG Skyline Special Equities Portfolio — Int/Div — Sold
Franklin Mutual Global Discovery Fund — Int/Div
Oppenheimer International Bond Fund — Int/Div
PIMCO All Asset All Authority Fund — Int/Div
PIMCO Low Duration Fund — Int/Div — Sold
PIMCO Total Return Fund — Int/Div — Sold
Fidelity Cash Account — Interest
TD Bank Checking Account — None
Templeton Global Bond Fund — Int/Div
Thomberg Investment Trust Limited Term Municipal Fund — Int/Div
Wells Fargo Cash Account — Interest
US Government Series E Bonds — None
US Government Series EE Bonds — None
Wells Fargo Absolute Return Fund — None
Pruco Life Insurance Co. of New Jersey Annuity — Distribution
Bank of America Checking Accounts — None
PIMCO All Asset Fund — Int/Div
American Funds Short Term Tax Exempt — Int/Div — Buy
Metropolitan West-Total Return Bond Fund — Int/Div — Buy
Vanguard Fixed Income - Short Term — Int/Div — Buy
SSGA S&P S00 Index Sec Lend — Int/Div — Buy
SSGA S&P MC Index Non-Led Serv — Int/Div — Buy
Associate Justice, Maine Supreme Judicial Court - 01/01/2014 to 05/02/2014
Treasurer, Wilham Vaughan House Condomimum Association
Member, American Bar Association, Standing Committee on Legal Aid and Indigent Defense
Reimbursement — ER ORR Ns ARE a NI Bh Legal Aid and Indigent Defense Meeting
Income — 2014 — Matthew Bender & Co, book rovalties — SSK872.65
Spouse's income — 2014 — Miriam A, Levy, LLC, Self-employed Psychologist (self-employment mcome)
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.