Michael M. Baylson
2013Annual
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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.