Diane Finkle

2011Initial

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 23

    investments

  • 5

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 5

    income

  • 2

    spouse income

Named parties

  • Winograd Shine Land & Finkle, P.C
  • Winograd, Shine, & Zacks. P.C
  • Winograd Shine Land & Finkle, P.C. 401 (K) Profit Sharing Plan, £&/a Winograd, Shine & Zacks, P.C. 401 (K) Profit Sharing Plan
  • Comerstone Adult Services. Inc
  • Wescote Drive Association
  • Coastway Community Bank
  • Winograd Shine Land & Finkle, P.C.- sulary
  • Winograd Shine Land & Finkle, P.C.- employee benefits
  • Winograd Shine Land & Finkle, P.C.- salary (Estimated)
  • Winograd Shine Land & Finkle, P.C.- employee benefits (Estimated)
  • Ursillo, Tez & Ratch, Lid salary and employee benefits
  • Ursillo, Teitz & Ritch, Ltd - salary and employee benefits

As filed

Winograd Shine Land & Finkle, P.C, Stock — None — Exempt

Ursillo, Teitz & Ritch Realty IV, Appraisal, 12/08/2011 — Int/Div

First Eagle Gold Fund Class A, Mutual Fund — None

Wells Fargo, Common Stock — Int/Div

MFS Municipal Income Fund-A — Interest

Commonwealth Mumcipal Income Fund — Interest

UBS Pace Select Fund (IRA), Mutal Fund — Int/Div

Sovereign/Santander Bank, Account — Interest — Exempt

Bank Rhode Island. Account — None

Hartford Select Dimensions Fund, { Annuity) — None

Phoenix Big Edge Plus, Mutual Fund. (Annuity) — None

Great West Maxim Moderately Conservative Profile 11, 401(K) — None

Fidelity FA Freedom 2020 I, 401(K)/Profit Sharing Plan — None

Pioneer Value Fund A — None

Ussillo, Teitz, & Ritch, Lid. — None

American Express Money Market Account — Interest

UBS Pace Select Fund, Mutal Fund — Int/Div

UBS Pace Select Fund, Mutual Fund (IRA) — Interest

UBS Pace Select Fund, Mutual Fund — Int/Div

Capital One Money Market Account — Interest

Phoenix Big Edge Plus, Mutual Fund Annuity — None

HSA Bank. Account — Interest

Bank Rhode Island Account. (CD) — Interest — Exempt

Director, Officer, Employee and Shareholder, Winograd Shine Land & Finkle, P.C

Director, Officer und Employee, Winograd, Shine, & Zacks. P.C

Trustee, Winograd Shine Land & Finkle, P.C. 401 (K) Profit Sharing Plan, £&/a Winograd, Shine & Zacks, P.C. 401 (K) Profit Sharing Plan

Legal Guardian, healthcare only, pro bono basis; 5 individual wards, Comerstone Adult Services. Inc

Secretary, Wescote Drive Association

Agreement — 2012 — Winograd Shine Land & Finkle, P.C.; employee benefits: disability, health and long term care insurance and 401 (K) Profit Sharing Plan

Liability — Coastway Community Bank — Commercial Real Estate Mortgage

Income — 2010 — Winograd Shine Land & Finkle, P.C.- sulary — $357.057.39

Income — 2001 — Winograd Shine Land & Finkle, P.C.- sulary — $208,535.74

Income — 2011 — Winograd Shine Land & Finkle, P.C.- employee benefits — S60.758.00

Income — 202 — Winograd Shine Land & Finkle, P.C.- salary (Estimated) — $107,695.25

Income — 2012 — Winograd Shine Land & Finkle, P.C.- employee benefits (Estimated) — $70,759.99

Spouse's income — 2011 — Ursillo, Tez & Ratch, Lid salary and employee benefits

Spouse's income — 2012 — Ursillo, Teitz & Ritch, Ltd - salary and employee benefits

Part I, page 1, Line 4- Position is as guradian for healthcare purposes only with no control over

personal fmances or financial estate.

Amendement to Tntial Report

Part 1, Line 5- Added position in unincorporated private association.

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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