Dan A. Polster

2013Annual

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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

  • 141

    investments

  • 8

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Agnon School
  • Siegal Lifelong Learning Center/CWRL
  • Jewish Education Center of Cleveland
  • Jewish Federation of Cleveland
  • Bellefare Jewish Children's Bureau
  • BN trust
  • Federal Bar Assn (Cleveland chapter)
  • Mt. Sma Health Care Foundation
  • Park Synagogue (Stipend tor teaching 10th grade Confirmation class)
  • Hahn, Loeser & Parks (law firm)
  • Coleman Law LLC (sole practice)

As filed

Money Market Funds (MLynch) — Interest

BB&T Comp — Int/Div — Sold

Oakmark Intl Fund — Int/Div

Baron Growth Fd — Int/Div

GNM P41107 bonds — Int/Div

Templeton Global Bd Fd — Int/Div

Cohen & Steers Reit — Int/Div — Buy

Mamstay Large Cap Fd — Int/Div

NFJ Div Int Prem Strat Fd — Int/Div

Amer. Funds Wash Fd — Int/Div

Delaware Corp Bd Fd — Int/Div — Sold

Eaton Vance Tax-Ad Gl Div Fd — Int/Div

Cohen & Steers Pref — Int/Div

Mainstay Floating Rate Fd — Int/Div — Buy

Dreyfus Prem. Mun. Bd Fund — Int/Div — Sold

Liberty Acom Tr Fd — Int/Div

Chevron/Texaco — Int/Div

Hamilton County Sewer Bonds — Int/Div — Redeemed

DWS High Inc. Trust (formerly Kemper High Inc. Trust — Int/Div

Intel — Int/Div

Goldman Sachs Money Mkt — Int/Div

Costco Wholesale Corp — Int/Div

Vanguard Mid-Cap Fd — Int/Div

Microsoft Corp. — Int/Div

Mylan, Inc — Int/Div

Deere & Co — Int/Div — Sold (part)

FedEx Corp — Int/Div — Sold (part)

Kinder Morgan Energy Partners — Int/Div

Du Pont De Nemours — Int/Div — Buy

Facebook Inc — Int/Div — Buy

Tenneco common — Int/Div

Embarq (spmoff) — Int/Div

Windstream (spinoff) — Int/Div

Transistor Devices common — Int/Div

Transistor Devices common — Int/Div

Nomura Partners Japan Fund Class S — Int/Div

Unicom {formerly Comm. Ed. Preferred) — Int/Div

Roulston Growth Fd — Int/Div

PNC Bank (formerly National City)--check — Interest

PNC Bank-check — Interest

PNC Bank--CD — Interest

PNC Bank--<CD — Interest

Ohio Savings - savings — Interest

IRA-Ohio Savings Bank (Amcap Class A Fd) — Int/Div

IRA-Ohio Savings Bunk (CD) — Interest

IRA-Prudential Equity Fund — Int/Div

IRA-Prudential Equity Fd — Int/Div

401K! pom law practice (ABA Ret. Fd) — Int/Div

HR 1C mmm law practice (ABA Ret. Fd) managed — Int/Div

Mentor Property, LLC — istnibution

Money Market (MLynch) — Interest

Transistor Devices common — Int/Div

Amencan Funds Wash — Int/Div — Sold (part)

Amencan Funds Wash — Int/Div — Buy (add'l)

American Funds Wash — Int/Div — Sold

American Gr. Fd of America — Int/Div — Sold

Cohen & Steers REIT — Int/Div — Sold

Cohen & Steers Pref — Int/Div — Sold

Eaton Vance Inc. Fd — Int/Div — Sold

Templeton Global Bd Fd — Int/Div — Sold

Lord Abbett Value Fd — Int/Div — Buy (add'l)

Lord Abbett Value Fd — Int/Div — Sold

Oakmark Intl Fd — Int/Div — Sold

Blackrock Low Duration Fd — Int/Div — Buy

Blackrock Low Duration Fd — Int/Div — Sold (part)

Blackrock Low Duration Fd — Int/Div — Sold

Hotchkis and Wiley — Int/Div — Buy

Hotchkis and Wiley — Int/Div — Sold

Baron Growth Fd — Int/Div — Buy

Baron Growth Fd — Int/Div — Sold

Ford common — Int/Div

Visteon (Ford spinoff) — Int/Div

Citigroup (acy. Ford spinoff) — Int/Div

Unicom (form. Comm. Ed) — Int/Div

Warburg Pincus Growth — Int/Div

PNC Bank (savings) — Interest

Trust** (lines 81-147) — Int/Div

State of Israel Bond

Tenneco common

JPMorgan Chase

Sprint Corp — Sold

M.Lynch Money Market

Israel Preferred

Dev. Bank of Israel Pref

Amer.Fds New Persp Fd

Amencan Washington Mut Fd

Oukmark Intl Fund

Baron Growth Fd

US GNM Bonds

Templeton Global Bond Fd

Pimco Total Ret Fd — Sold

Eaton Vance Tax-Ad Fd

Delaware Corp. Bd Fd — Sold

Mainstay Large Cap Gr Fd

Mainstay Floating Rate Fd — Buy

Cohen & Steers Pref

Cohen & Steers Reit — Buy

BB & T Corp — Sold

Money Market (Janney Adv)

Enbridge Energy Mgt. LLC

Trailer Bridge Inc — Closed

Bolt Technologies

Culp Inc — Sold

Durect Corp.

Hersha Hospitality Tr — Sold

Stratus Properties Inc — Buy (add'l)

GT Advanced Techs Inc — Buy (add'l)

GT Advanced Techs Inc — Sold (part)

GT Advanced Techs Inc — Sold

Nautilus, Inc — Sold (part)

Nautilus, Inc — Sold

Metalico, Inc — Buy

Metalico, Inc — Buy (add'l)

Metahco, Inc — Buy (add'l)

Perma-Fix Environmental — Buy

Perma-Fix Environmental — Buy (add'l)

Money Market (Wells Fargo)

Laclede Gas common

Mylan, Inc

Nuveen Ohio Munic. Fd

Royce Value Trust Inc — Buy

Eaton Vance Tax Managed Gr. Fd (formerly E.V. Marath)

Cedar Fair

American Express Co

Chevron/Texaco

XTO Energy (now Exxon Mobil after 2010 merger)

Enterprise Products

Franklin. Ohio Munic. Bond — Redeemed

Caterpillar Inc

1BM Corp.

Emerson Electric Co.

Costco Wholesale Corp

Continental Resources Inc

Hospitality Properties Reit Trust

Kinder Morgan Energy Partners LP

United Rentals Inc — Buy

Vanguard Mid-Cap Fd

Cuyahoga Cty Cap Impt Bond

Cincinnati Ohio Urban Redevelopment Bd — Buy

Embarg. (spinoff)

Windstream (spinoff)

Lifetime Trustee, Agnon School

Trustee, Siegal Lifelong Learning Center/CWRL

Trustee, Jewish Education Center of Cleveland

Vice Chairman and Trustee, Jewish Federation of Cleveland

Trustee, Bellefare Jewish Children's Bureau

Trustee, BN trust

Board of Directors, Federal Bar Assn (Cleveland chapter)

Board of Directors, Mt. Sma Health Care Foundation

Agreement — 1998 — LS. Civil Service Retirement System (CSRS) vested pension for Dept. of Justice service (1976-1998); to be paid upon retirement from judicial service

Income — 2013 — Park Synagogue (Stipend tor teaching 10th grade Confirmation class) — $2570.00

Spouse's income — 2013 — Hahn, Loeser & Parks (law firm)

Spouse's income — 2013 — Coleman Law LLC (sole practice)

Part VII {Investments and Trusts), lines 62 and 63: These are 10 1000 401(K) and HR 10 accounts, maintained through 50 law firm. They are

both professionally managed by ABA Retirement Funds, 100 [0 determines an allocation among generic funds (e.g. bond, large-cap, small-cap).

1 has no knowledge or control of the selection of the specific funds themselves,

Part VII (Investments and Trusts), line 97. This company, Nicholas Financial Inc., went into bankruptcy reorganization.

Part VII {Investments and Trusts), line 99.

1 had listed this security, Trailer Bridge Inc., as a partial sale in 2011. In fact, the Trust completely sold it.

Part 1

9. Board of Directors

Global Cleveland

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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