Bruce Kasold
2014Annual
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Pull out the substance of this filing.
What was filed
190
investments
1
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
0
spouse income
Named parties
- Board of Directors, Pentagon Federal Credit Union
- Pentagon Federal Credit Union {PFCL)
- PFCL
- Federal Circuit Bar Assoc
As filed
RHHBY — Int/Div
BSX Stock — None
PALAF Stock — None
ANH Stock — Int/Div
NLY Stock — Int/Div
PWE Stock — Int/Div
BAC Stock — Int/Div
T — Int/Div
BRKB Stock — None
BX Stock — Int/Div
Navy Federal Credit Union Account — Interest
Pentagon Federal Credit Union Account — Interest
Chevy Chase Bank Account — Interest
ING Bank — Interest
Ally Bank — Interest
MCD Stock — Int/Div
SUBK Stock — None
USAGX Stock — None
D Stock — Int/Div
BLANK cccccnsace
Scottrade Cash — Interest
SKSRX (formerly GSC) — Int/Div — Sold
PWE Stock — Int/Div
ALLO Stock — None
COGC Stock — None
FXPT Stock — None
SOIGF Stock — None
SCEY Stock — None
SKYC (formerly YCKM Stock) — None
PBA (formerly PVX Stock) — Int/Div — Sold
SGLRF (formerly PACE (formerly MDOEF) — Int/Div — Buy (add'l)
MFA Stk — Int/Div
LGCY Stock — Distribution
CSOL Stock — None
CC Suxk — Int/Div
HTS Stock — Int/Div
GGLR (formerly GGR Stock) — None
CBMMA Bond (formerly BLXJF) — Interest
BRK/B Stk — None
CHK Stock — Int/Div
BBEP Stock — Int/Div
BBEP Stock — Int/Div — Sold
BAC — Int/Div
MSFT — Int/Div
XLF — None
BLANK coscnones
Schwab Cash — Interest
SUBK Stock — Int/Div
MBVA Stock — None
MNR Stock {formerly MNRTA) — Int/Div
FOG Stock — Int/Div
NLY Stock — Int/Div — Sold
ENZN Stock — None
CC Suxk — Int/Div
CHK+D Stock — Int/Div
CRHVF Stock (formerly JAARF) Stock — Int/Div
WSHLY Stock (formerly WH) — None
EQC Stock (formerly CWH. formerly HRP) — Int/Div — Sold
LGCY Stock — Int/Div — Sold
EVEP Stock — Int/Div
BRKB Suxk — None
BX Stock — Int/Div
CPLP Stock — Int/Div
PVR Stock — Int/Div — Distnbuted
T Stock — Int/Div
CHK Stock — Int/Div — Sold (part)
CUAEF Stock — Int/Div
FTR Stock — Int/Div — Sold (part)
GGLR Stock (formerly GGR) — None
PPRTF Stock — None
SNV Stock — Int/Div
BBEP Stock — Int/Div — Sold (part)
RNO Stock — Int/Div — Sold (part)
RF Stock — Int/Div
BP Stock — None — Buy
RGP Stock — Int/Div — from line 54)
SSE Stock — None — from line 57)
XLF — Int/Div
BCE — Int/Div
7 — Int/Div
GSK — Int/Div
GSK — Int/Div — Buy
BLANK-ccscnes
Schwab IRA
NLY Stock — Int/Div — Sold
JE Stock (formerly JUSTF) — Int/Div
CSOL Stock — None
PALAF Stock — None
WH Stock — None
EQC+D Stock (formerly CWH+D, formerly HRP+D) — Int/Div — Sold
ANH Stock — Int/Div
CRHVF Stock (formerly JAARF) — Int/Div — Sold
AT Stock — Int/Div — Sold
PCWLF Stock — None — Sold
GGLR (formerly GGR Stock) — None
TNK Stock — Int/Div
BANR Stock — Int/Div
SNV Stock — Int/Div
RVRCF Stock — None
PGH Stock — Int/Div
FIR Stock — Int/Div
RYJIUX — None
BP Suck — None — Buy
PNR Stock — Int/Div — Buy
PNR Stock — Sold
100 — Int/Div
BLANK cosscnes
Schwab Ed Acct
CSOL Stock — None
BLXJF Bond — Interest
WH Stock — None
TNK Stock — Int/Div
GGLR (formerly GGR Stock) — None
CHK+D — Int/Div
EQC+D — Int/Div — from line 107)
EQC+D — Sold
BLANK cesenene
Schwab Trust
BLXJF Bond — Interest
WLCDF Stock — None
EQC+D Stock (formerly CWH+D, HRP+D) — Int/Div — Sold
NLY Stock — Int/Div — Sold
CSOL Stock — None
CRHVF Stock (formerly JAARF) — Int/Div — Sold
YLWPF Stock — None — Closed
GGLR (formerly GGR Stock) — None
BANR Stock — Int/Div
CPKPY Stock — None — Sold
PWE Stock — Int/Div
AEV Stock — Int/Div — Redeemed
PRE+D Stock — Int/Div
PGH Stock — Int/Div
1DG Stock — Int/Div
BFCF Stock — None
BCE — None
BCE — None — Sold
T — Int/Div
XLF — Int/Div
BLANK cscscneas
Schwab IRA2
CSOL Stock — None
EQC (formerly CWH, formerly HRP) — Int/Div — Sold
LGCY Stock — Int/Div
KM! (formerly KMP Stock) — Int/Div
GGLR (formerly GGR Stock) — None
AT Stock — Int/Div — Sold
TNK Stock — Int/Div
CRHVF Stock (formerly JAARF) — Int/Div — Sold
CHK +D Stock — Int/Div
SNV Stock — Int/Div
FIR Stock — Int/Div
PGH — Int/Div
PBKEF (changed to LSTMF for CY 13) — Int/Div
XLF — Int/Div
100 — Int/Div
BLANK -cecenea.
Interactive Brokers
AGNC — None — Sold
AGNC — None — Sold
AGNC — None — Buy
CLMT — Int/Div — Sold
CLNE — None — Buy
CSCO — Int/Div — Sold
CSCO — None — Sold
CSCO — Int/Div — Sold
GGR — None
GGR — Int/Div — Sold
MITT — Int/Div — Sold
MITT — None — Sold
MPW — Int/Div
MPW — None — Sold
MPW — None — Sold
PROV — None — Sold
RHHBY — Int/Div — Sold (part)
SBRA — None — Sold
SBRA — None — Sold
SOIGF (X) — None
TNK — Int/Div
TNK — None — Sold
Fidelity Annuity Mid Cap — None
Fidelity Annuity Financial Service — None
Fidelity Annuity Energy — None
Fidelity Annuity Contrafund — None
Fidelity Annuity Real Estate — None
Fidelity Annuity Health Care — None
Fidelity Annuity Industrial — None
Allianz (AGI) Annuity — None
Columbia Housing P'ship (low income housing throughout US) — None — Redeemed
Gatz Properties, LLC (Real estate in Riverhead, NY) — None
Mort note to Atlantic Beach, LLC, Coconut Gorve, FL — None
Director Emeritus, Volunteer, Board of Directors, Pentagon Federal Credit Union
Reimbursement — Pentagon Federal Credit Union {PFCL) — 17-19 January — NYC. NY — PFCU planning conf — Transp, room & board, activities fees
Reimbursement — PFCL — 29 April May — Rome, Italy — Defense Credit Unmon Overseas Conference — Transp, room & board, activiteis fees
Reimbursement — PFCL — 3-6 July — West Palm Beach, FL — PFCU planning conf — Transp, room & board, activities fees
Reimbursement — Federal Circuit Bar Assoc — 19-21 June — Ashville, NC — Fed Cir Bar Conference — Transp, room & board
Investments and Trusts:
Line 12. SKSRX was listed on lines 12 and 38 last year, as within the Scottrade account. Line 38 was correct; line 12 was a duplication, and erroneous,
Line 21. SGLRF was listed on lines 22 and 36 last year, as within the Scottrade account. Line Line 22 was correct; line 36 was a duplication and erroneous.
Line 66. BAC was purchased in 2012 in the Schwab account and was accidently left off my report; it was purchased on 11 and 20 April and 27 December, at J
valuations.
Lines 67-70. GDP, BCE, T, and GSK were all purchased at the end of 2013 and were accidently left off my report; they were purchased on 12/10/13, with GDP
having J value and the othes having K values,
Line 119. YLWPF has no value; | put the last day of 2014 for lack of a better date.
Line 186, Fidelity Annuity Industrial is an intemal sector within an annuity, Tt was added as a sector on 07/17/2013 and accidently left of my report.
WMT was listed on line 229 last year, us within interactive brokers account, but it also was sold on 09/04/13, 1 value and A gain, and the sale was accidently not
noted.
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.