Joseph A. Greenaway jr
2015Annual
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Pull out the substance of this filing.
What was filed
37
investments
2
positions
0
gifts
2
agreements
2
debts
2
reimbursements
1
income
1
spouse income
Named parties
- Columbia University Board of Trustees
- Cromwell Foundation
- American Express
- Citibank Mastercard
- Columbia University
- Columb University
- Cardozo School of Law - teaching
- self-employed legal consultant
As filed
American Express common stock — Int/Div — Sold
Merck common stock — Int/Div
Microsoft common stock — Int/Div — Sold (part)
McDonalds common stock — Int/Div
Johnson & Johnson common stock — Int/Div
US. Savings Bonds — Interest
Citibank (checking & savings) — Interest
Disney common stock — Int/Div
Intel common stock — Int/Div
Johnson & Johnson 401(k) — Interest
US. Treasury Strips — Interest
GE common stock — Int/Div
Phizer common stock — Int/Div
Comcast common stock — Int/Div
Wells Fargo (formerly Wachovia) Securities IRA money market — Ine
Northwestern Mutual Life Insurance — None
Vanguard 401K Midcap Index Fund — Int/Div — Sold
Vanguard 401K Healthcare Fund — Int/Div
Vanguard 401K Total Stock Market Index — Int/Div
Vanguard 401K Dividend Growth — Int/Div
Alphabet common stock — None
Apple common stock — Int/Div
Ameriprise common stock — Int/Div — Sold
AllianceBemstein Large-Cap Growth Fund — None
AllianceBerstein Global Thematic Growth Fund — None
Oppenheimer Main Street Fund — Int/Div
ADP common stock — Int/Div
Facebook — None
Vanguard Windsor Fund — Int/Div
Vanguard 401K Value Index Fund — Int/Div
Vanguard 401K Prime Money Market Fund — Int/Div
Chase Bank — Interest
Vanguard I-T Investment Grade Fund — Int/Div — Buy
Vanguard S-T Investment Grade Fund — Int/Div — Buy
Vanguard 500 Index Fund — Int/Div — Buy
Vanguard 500 Index Fund — Int/Div — Buy
Neuberger Bermann Absolute Return MultiManager CLA — None
Trustee, Columbia University Board of Trustees
Trustee, Cromwell Foundation
Agreement — 9496 — Johnson & Johnson Employee Savings Plan
Agreement — 96 — Johnson & Johnson Pension Plan
Liability — American Express — Credit Card
Liability — Citibank Mastercard — Credit Card
Reimbursement — Columbia University — October 8-10, 2015 — New York, NY — Attend Board of Trustees meeting — transportanon, lodging, meals
Reimbursement — Columb University — December 3-6, 2018 — New York, NY — Attend Board of Trustees meeting — transportation, lodgimg, meals
Income — 2015 — Cardozo School of Law - teaching — $26,925.00
Spouse's income — 2015 — self-employed legal consultant
Comments to Section VII.
On line 17, | show a sale of Vanguard 401K Midcap Index Fund. | did not include a date, because my wife, who died last year, had sold it on April 11, 2014 and
the report will not allow me to include that date. The sale should have been reported on my report last year, but I inadvertently omitted it.
On line 21, Google changed its name to Alphabet.
On line 37, I added Neuberger Berman Absolute Return MultiManager CLA. | had inadvertently omitted this asset from last year's report. My wife, who died last
year, had purchased it on April 11,2014, July 22, 2014 and October 17, 2014. In preparing last year’s report, 1 simply overlooked the purchase of this investment,
On lines 33-35, | have added the purchase date for these funds, which | inadvertently omitted from my original report.
On lines 25 and 27 of my 2014 report, | had listed Vanguard 401K GNMA and Vangueard 401K Total Bond Market Index, showing that partial sales of both of
these funds on July 15, 2014 and then showing partial sales again on October 17, 2014 and December 1, 2014, respectively. The second sale for each of the funds
disposed of the remainder of my interest in the funds, and should have been listed as "Sold." rather than "Sold {part)." Since both funds were sold in their entirety
in 2014, 1 did not list them on this report.
On line 16, I list Northwestern Mutual Life Insurance. This policy is a whole life policy.
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.