Jon David Levy

2014Annual

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Pull out the substance of this filing.

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.

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Jon David Levy | Frix