Robert M. Levy
2015Annual
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What was filed
41
investments
4
positions
0
gifts
1
agreements
1
debts
0
reimbursements
3
income
0
spouse income
Named parties
- New York University School of Law
- Brooklyn Law School
- Columbia Law School
- Fourlee Partmership
- Chase
As filed
Mass Mutual Life Ins--MML Gr Allocn — Int/Div
Mass Mutual Life Ins — Int/Div
Mass Mutual Life Ins — Int/Div
Mass Mutual Life Ins — Int/Div
Mass Mutual Life Ins — Int/Div
Mass Mutual Life Ins — Int/Div
Mass Mutual Variable Life MMI Equity — Int/Div
Mass Mutual Life — Int/Div
Four Lee Limited Partnership — Int/Div
Deferred Compensation Plan — Int/Div
Copeland Stable Income Fd — Int/Div — Sold (part)
Fudelity OTC — Int/Div
Vanguard Cap Oppr Admi — Int/Div
Vanguard Prem Cap Adm! — Int/Div
TRowePrRetirement 2040 — Int/Div
WFA SmCap Val Inst — Int/Div — Sold
Vanguard Inst Indx Inst Pls — Int/Div — Buy
Vanguard MdCap Indx Inst Pls — Int/Div — Buy
IRA: Stifel Nicolaus — Int/Div
First Trust Sabrient Div 9 Mo Ca — Int/Div — Buy
First Trust Equity Income Sel — Int/Div
Ameriprise — Int/Div
Pinco Total Return — Int/Div
ONL Properties (REIT) — Distribution
Eaton Vance Strategic Income A — Int/Div
Janus Bal A — Int/Div
AMG Yaktman — Int/Div — Buy
Fidelity Contrafund — Int/Div — Buy
Mut Global Discovery — Int/Div
Fidelity Adv Small Cap-A — Int/Div
Fid Adv Strat Income-A — Int/Div
First Trust Euro Deep Bal Sub10 Div 8 — Int/Div — Closed
Fid Adv New Insights — Int/Div
Thom Intl Val-A — Int/Div — Sold (part)
1st Eagle Fund — Int/Div
Doubleline Tot Ret Bd-N Doublelme Fds — Int/Div
Franklin Income CL A — Int/Div
Lord Abett Short Duration Income Cl A — Int/Div
Trans America Short Term Bond — Int/Div
Virtus Mult Sector Short Term Bond — Int/Div — Sold
Rental of Second Home, Suffolk County. NY — Rent
Adpunct Professor of Law, New York University School of Law
Adpnct Professor of Law, Brooklyn Law School
Lecturer in Law, Columbia Law School
Limited Partner, Fourlee Partmership
Agreement — ACLU Employee Retirement Plan
Liability — Chase — credit card
Income — 2015 — New York University School of Law — S14.000.00
Income — 20158 — Columbia Law School — ST.605.00
Income — 2015 — Brooklyn Law School — $5450.00
Part VIL, line 16: WFA was sold on 1/31/14, but sale was inadvertently omitted from 2014 FDR. | report it here.
Part VII, line 32: First Trust Euro Deep Val Subl0 Div8 was no longer in my portfolio as a result of a “return of capital” on 6/25/15,
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.