Katherine Polk Failla
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
54
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Proskaver Rose LLP (partmership draw)
As filed
Northwestern Mutual Whole Life Policy — Int/Div
Northwestern Mutual Whole Life Policy — Int/Div
Wells Fargo Cash Equivalent Account — Interest
Memill Lynch Bank Deposit Program — Interest
Intel Corp Common Stock — Int/Div
Phizer Inc. Common Stock — Int/Div
P&G Common Stock — Int/Div
Microsoft Corp. Common Stock — Int/Div
Hennessy Select Large Value Fund — Int/Div
T. Rowe Price Equity Income Fund — Int/Div
Invesco Asia Pacific Growth Fund — Int/Div
Gabelli Gamco Growth Fund — Int/Div
Vanguard Equity Income Fund — Int/Div
Vanguard European Stock Index Fund — Int/Div
Vanguard NY Long Term Tax-Exempt Investor Fund — None
IRA #1 — None
Invesco Van Kampen Comstock Fund
Invesco Van Kampen Small Cap Value Y Fund
Morgan Stanley U.S. Government Securities Fund
Morgan Stanley Inst. Limited Duration Fund
IRA #2 — None
T. Rowe Price Retirement 2025 Fund
Buffalo Small Cap Fund
JP Morgan Emerging Markets Equity Inst Fund
Schwab Retirement Advantage Money Fund
IRA #3 — None
T. Rowe Price Retirement 2025 Fund
T. Rowe Price Retirement 203) Fund
Buffalo Small Cap Fund
JP Morgan Emerging Markets Equity Inst Fund
Schwab Retirement Advantage Money Fund
IRA #4 — None
Vanguard Federal Money Market Fund
Vanguard Windsor II Fund
Vanguard 500 Index Fund (Admiral Shires)
Vanguard Morgan Growth Fund
IRA #5 — None
Vanguard Federal Money Market Fund
Vanguard Growth Equity Fund
Vanguard PRIMECAP Fund (Admiral Shares)
Vanguard Target Retirement 2015 Fund
Vanguard Wellington Fund
Vanguard Windsor II Fund
Vanguard 500 Index Fund
IRA #6 — None
PIMCO RCM Mid Cap Fund
Alliance Bernstein Global Thematic Growth Fund
Blackrock Global Dynamic Fund
Davis NY Venture Fund
Putnam Int'l Equity Fund
Putnam Investors Fund
Putnam Voyager Fund
Cinbank Accounts — Interest
Proskaver Rose Capital Account — Interest
Spouse's income — 2015 — Proskaver Rose LLP (partmership draw)
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.