Michael M. Baylson

2013Annual

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Pull out the substance of this filing.

What was filed

  • 159

    investments

  • 0

    positions

  • 2

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Neubauer
  • Goldblum
  • LegalTech
  • American Conference : Institute
  • The Sedona Conference
  • Electronic Discovery Institute
  • Penn Law School - Professor
  • Self-Employed Physician

As filed

Ameritrade JT Ten

Alcatel-Lucent — None

CenturyLink, Inc — Int/Div

Cisco Systems Inc — Int/Div — Sold

Citigroup Inc — Int/Div

Columb Labs — None

Entercom Communications Comp. — None

Incyte Corporation (Y)

iShares MSC Brazil Ind — Int/Div

LSI Logic — Int/Div

Nok Corp. ADR — None

Nortel (Y)

Owcologix Tech Inc. (Y)

Opko Health Inc — None

Pennsylvania Real Estate Invst — Int/Div

Progenics Pharmaceuticals — None

Prologics — Int/Div

Qualcomm Communications — Int/Div

RAIT Fmancial Trust — Int/Div

Rentech — None

Resource Capital Corp — Int/Div

Safeguard Scientifics Inc — None

Unisys Corp. — None

Wells Fargo JTWROS

Alcatel-Lucent (Y)

International Business Machines — Int/Div

Verizon Communications — Int/Div

Wells Fargo Bank Deposit Sweeps — None

WFBNA Colleteral Acct

CMF Money Market Portfolio — None

AT&T Corp. — Int/Div

Bank of America — Int/Div

BP Plc Sponsored ADR — Int/Div

ConocoPhillips — Int/Div

Exelon Comp. — Int/Div — Sold (part)

Fidelity National Information Services — Int/Div

General Electric Co — Int/Div

LP. Morgan Chase & Co — Int/Div

Lender Processing Services Group — Int/Div

NCR Corp (X) — Int/Div

Phillips 66 — Int/Div

PNC Fmancial Services Corp (Y)

PNC Fmancial Services Group — Int/Div — Sold (part)

Teradata — None

Wells Fargo Company — Int/Div

Western Digital Corp. Del — Int/Div

Franklin Mutual Ser Fund Inc — Int/Div

Wells Fargo Advantage Emerging Markets Equity — None — Sold

PIMPCO Fundamental IndexPlus AR — Int/Div — Buy

Command Money Fund — Interest

Second IRA RO

Adams Harkness Small Cap Growth — Int/Div — Sold (part)

Baron Growth — Int/Div

BlackRock Low Duration — Int/Div

DFA Emerging Markets Core Equity — Int/Div

DFA Global Real Estate Securities — Int/Div — Sold (part)

DFA Int'l Small Cap Value — Int/Div — Sold (part)

DFA Int'l Value — Int/Div — Sold (part)

DFA One Year Fixed Income — Int/Div — Buy (add'l)

DFA Short Term Govt — Int/Div

DFA US Large Cap Value — Int/Div — Sold (part)

DFA US Micro Cap — Int/Div

DFA US Small Cap Value — Int/Div

Dodge and Cox Stock — Int/Div

E.LL Global Property INST — Int/Div

First Eagle Overseas — Int/Div

Hotchkis & Wiley Large Cap Value — Int/Div — Sold (part)

Hotchkis & Wiley Mid Cap Value — Int/Div — Sold (part)

Hotchkis & Wiley Mid Cap Value — Sold (part)

Ivy Mid Cap Growth — Int/Div — Sold (part)

Janus Fund — Int/Div

Janus Overseas — Int/Div

Maingate MLP Fund — Int/Div — Sold (part)

Mamstay Marketfield — Int/Div — Buy

Mi litan West Total Return Bond etropol — Int/Div — Sold (part)

Morgan Stanley Emerging Mkis — Int/Div — Sold (part)

Morgan Stanley Intl Eqty Fund — Int/Div

Royce Opportunity Invt — Int/Div — Sold (part)

RS Global Natural Resources FD — Int/Div

Schwab Advisor Cash Reserves — Int/Div

Third Ave Int] Value — Int/Div — Sold (part)

Thomburg Intl Value — Int/Div

Tumer Large Growth Fund — Int/Div — Sold

Westcore Intl Small Cap Fund — Int/Div

Waestcore Mid-Cap Value — Int/Div — Sold (part)

Westcore MIDCO Growth — Int/Div — Sold (part)

Westcore MIDCO Growth — Sold (part)

William Blair Intl Growth — Int/Div — Sold (part)

William Blair Intl Small Cap Growth — Int/Div

William Blair Large Cap Growth — Int/Div

William Blair Mid Cap Growth — Int/Div — Sold (part)

William Blair Small Cap Growth — Int/Div — Sold (part)

First IRA RO

Adams Harkness Small Cap Growth — Int/Div — Sold (part)

Baron Growth — Int/Div

BlackRock Low Duration Bond — Int/Div — Sold (part)

DFA Emerging Markets Core Equity — Int/Div

DFA Global Real Estate Securities — Int/Div

DFA Int'l Small Cap Value — Int/Div — Sold (part)

DFA Int'l Value — Int/Div — Sold (part)

DFA One Year Fixed Income — Int/Div — Buy (add'l)

DFA Short Term Govt — Int/Div

DFA US Large Cap Value — Int/Div — Sold (part)

DFA US Micro Cap — Int/Div

DFA US Small Cap Value — Int/Div

Dodge and Cox Stock — Int/Div

E.LL Global Property INST — Int/Div

First Eagle Overseas — Int/Div

Hotchkis & Wiley Lurge Cap Value — Int/Div — Sold (part)

Hotchkis & Wiley Mid Cap Value — Int/Div — Sold (part)

Hotchkis & Wiley Mid Cap Value — Sold (part)

Ivy Mid Cap Growth — Int/Div — Sold (part)

Janus Fund — Int/Div

Janus Overseas — Int/Div

Maingate MLP Fund — Int/Div — Sold (part)

Maintsay Marketfield — Int/Div — Buy

Metropolitan West Total Return Bond — Int/Div — Sold (part)

Morgan Stanley Emerging Mkts — Int/Div — Sold (part)

Morgan Stanley Intl Eqty Fund — Int/Div — Sold (part)

Royce Opportunity Invi — Int/Div — Sold (part)

RS Global Natural Resources FD — Int/Div

Schwab Advisor Cash Reserves — Int/Div

Third Ave Intl Value — Int/Div — Sold (part)

Thomburg Intl Value — Int/Div

Tumer Large Growth Fund — Int/Div — Sold

Westcore Intl Small Cap Fund — Int/Div

Westcore Mid-Cap Value — Int/Div — Sold (part)

Westcore Mid-Cap Value — Sold (part)

Westcore MIDCO Growth — Int/Div — Sold (part)

Westcore MIDCO Growth — Sold (part)

William Blair Intl Growth — Int/Div — Sold (part)

William Blair Intl Small Cap Growth — Int/Div

William Blair Large Cap Growth — Int/Div

William Blair Mid Cap Growth — Int/Div

William Blair Small Cap Growth — Int/Div — Sold (part)

Second SEP IRA

DFA Global 60/40 — Int/Div — Buy (add'l)

Jomt Account

Schwab Advisor Premium Cash Reserve — Int/Div

Rental Property: Philadelphia, PA — Rent

Greenspan-Baylson Partnership — Int/Div

142 — Distribution

BB Partnership (Y)

Zabecor (Y)

LLR Equity Partners Parallel 111 — Int/Div — Buy (add'l)

LLR Equity Partners Parallel 111 — Distribution — Buy (add'l)

Planet Data Acq. — None

Advanced Reproductive Care — None

Baumrin et al Partmership — None

Keystone Property — Distribution — Buy (add'l)

KPGFW «1 PA Ventures, LP — istmbution — Buy

Versa Capital — Int. — Buy (add'l)

Versa Capital — Iistnbution — Buy (add'l)

Melior Pharmaceuticals — None

Allied Biosciences Services — None — Buy (add'l)

Allied Biosciences Services — Buy (add'l)

Allied Biosciences Services — Buy (add'l)

Allied Biosciences Services — Buy (add'l)

Allied Biosciences Services — Buy (add'l)

Gift — Neubauer — Charity Dinner — $700.00

Gift — Goldblum — Charity Dinner — $7100.00

Reimbursement — LegalTech — 0128/13 01/29/13 — New York, NY — Educational Seminar — Travel Expenses

Reimbursement — American Conference : Institute — 01/30:22013 01/3122013 — New York, NY — Educational Seminar — Travel Expenses

Reimbursement — The Sedona Conference — 06/18/2013 06/21/2013 — Zunch, Switzerland — Educational Seminar — Travel Expenses

Reimbursement — Electronic Discovery Institute — 10/28/2013 10/29/2013 — Pulm Beach. FL — Educational Seminar — Travel Expenses

Income — 2013 — Penn Law School - Professor — S10.000.00

Spouse's income — 2013 — Self-Employed Physician

(1) Row 41:PNC Financial Services Corp is a duplicate entry that should have been removed in last year's report.

(2) Row 25 (wmmendment): Alcatel-Lucent has become non-reportable due to a decrease in value.

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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Michael M. Baylson | Frix