Dan A. Polster
2013Annual
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Pull out the substance of this filing.
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.