Jonathan D. Gerber

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

210
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Tannenwal Foundation
« US. Treasury Department - Retirement Annuity

As filed

Gold Coms — None

Deam Wotter (Morgan Stanley) Common Stock — Int/Div

Lucent Common (Alcatel) — None

Microsoft Common — Int/Div

General Electric Common — Int/Div

Time Wamer Common ( Formerly AOL) — Int/Div

Nasdaq 100 Trust QQ — Int/Div

Cisco Systems Common — Int/Div

Blackrock Balanced Investment — None — Sold

MSW Divident Growth (Investco) — None — Sold

Ing Annuity (X) — None

Janis Mid Cap Fund — Distribution

Third Avenue Value Fund — None — Sold

Citibank Checking — Interest

Citibank Money Market Checking — Interest

Third Avenue Fund — None — Sold

Discover Financial Services — Int/Div

Kinetics Paradigm Fund — None — Sold

Janis Mid Cap Fund — Int/Div

T.D. Ameritrade Mney Mkt — Int/Div

TDAX FDS. lnc — Int/Div

Cadence Pharmaceuticals — None

Alps Services Brown Cam Small Co Fd — None — Buy

Artio Fds International Equity 11 A — Int/Div — Buy

Artio Fds International Equity 11 A — Sold (part)

Artisan Fds Inc Mid Cap Value Fd — Int/Div — Buy

Artisan Fds Inc Mid Cap Value Fd — Sold (part)

Berwyn Fd Inc Comm — Int/Div — Buy

Buffalo Fds Mid Cap — None — Buy

Buffalo Fds Mid Cap — Sold (part)

Buffalo Fds Mid Cap — Buy (add'l)

Credit Suisse Fds Commodity Return Strategy Com — None — Buy

Credit Suisse Fds Commodity Return Strategy Com — Buy (add'l)

Credit Suisse Fds Commodity Return Strategy Com — Sold (part)

Credit Suisse Fds Commodity Return Strategy Com — Buy (add'l)

Dodge & Cox Fds Intl Stk Fd — Int/Div — Buy

Dodge & Cox Fds Intl Stk Fd — Sold (part)

Dodge & Cox Funds Stk Fd — Int/Div — Buy

Harbor Fd Bd Fd Inst] — Int/Div — Buy

Harbor Fd Bd Fd Inst] — Sold (part)

Janus Perkins Midep VI Inv T — Int/Div — Buy

Janus Perkins Midep VI Inv T — Sold (part)

Jensen Portfolio Inc Com — Int/Div — Buy

Metro West Fds Total Return Bd Fd — Int/Div — Buy

Metro West Fds Total Return Bd Fd — Sold (part)

Northern Fds Small Cap Fd — Int/Div — Buy

Northern Fds Small Cap Fd — Sold (part)

Nottingham Invt Tr-11 Brown Cap Small Co Inst] — Int/Div — Buy

Nottingham Invt Tr-11 Brown Cap Small Co Inst] — Sold

Pimco Real Retum FACL D — Int/Div — Buy

Pimco Real Retum FACL D — Sold (part)

Price T. Rowe High Yield Fd 1 Com — Int/Div — Buy

Price T. Rowe High Yield Fd 1 Com — Sold (part)

Rowe T. Price Equity Income F Sh Ben Int — Int/Div — Buy

Rowe T. Price New Am Growth F Sh Ben Im — Int/Div — Buy

Rowe T. Price New Am Growth F Sh Ben Im — Sold (part)

Royce Microcap Investment Cl — Int/Div — Buy

SSGA Fds Emerging Mkt — Int/Div — Buy

T Rowe Real Estate Fd — Int/Div — Buy

T Rowe Real Estate Fd — Sold (part)

T Rowe Price Intl Bd Fd — Int/Div — Buy

T Rowe Price Intl Bd Fd — Sold (part)

T Rowe Price Intl Emerg Mkts Stk — None — Buy

T Rowe Price Intl Emerg Mkts Stk — Sold (part)

Templeton Income Tr Global Bond Advisor — Int/Div — Buy

Thomburg Intent] Value Inst — Int/Div — Buy

Thomburg Intent] Value Inst — Sold (part)

Tumer Fds Midcap Fd Instl C1 — None — Buy

Tumer Fds Midcap Fd Instl C1 — Sold (part)

Artio Fds Intemational Equity 11 A — None — Buy

Artio Fds Intemational Equity 11 A — Sold (part)

Artio Fds Intemational Equity 11 A — Sold

Artisan Fed Inc Mid Cap Value Fd — None — Buy

Artisan Fed Inc Mid Cap Value Fd — Buy (add'l)

Artisan Fed Inc Mid Cap Value Fd — Sold

Aips Fund Services Brown Sm See — None — Buy

Aips Fund Services Brown Sm See — Buy (add'l)

Aips Fund Services Brown Sm See — Sold (part)

Buffalo Fds Mid Cap Fd — None — Buy

Buffalo Fds Mid Cap Fd — Buy (add'l)

Buffalo Fds Mid Cap Fd — Sold (part)

Credit Suisse Funs Commodity — None — Buy

Credit Suisse Funs Commodity — Buy (add'l)

Dodge & Cox Funds Intl Stk Fd — Int/Div — Buy

Dodge & Cox Funds Intl Stk Fd — Buy (add'l)

Dod & Cox Funds Stock Fd — Int/Div — Buy

Dod & Cox Funds Stock Fd — Buy (add'l)

Harbor Fd Bd Fd Inst] — Int/Div — Buy

Harbor Fd Bd Fd Inst] — Buy (add'l)

Harbor Fd Bd Fd Inst] — Sold (part)

Janus Perkins Mid Cap VL Inv T — Int/Div — Buy

Janus Short Term Bd T — Int/Div — Buy

Janus Short Term Bd T — Sold (part)

Jensen Quality Growth J — Int/Div — Buy

Jensen Quality Growth J — Buy (add'l)

Metropolitan West Total Return — Int/Div — Buy

Metropolitan West Total Return — Sold (part)

Northern Fds Small Cap Fd — Int/Div — Buy

Northern Fds Small Cap Fd — Buy (add'l)

Pimco Real Retum FA CID — Int/Div — Buy

Pimco Real Retum FA CID — Sold (part)

Price T Rowe High Yield Fd Com — Int/Div — Buy

Price T Rowe High Yield Fd Com — Buy (add'l)

Price T Rowe High Yield Fd Com — Sold (part)

Rowe T Price Equity Inc F Sh Ben — Int/Div — Buy

Rowe T Price Equity Inc F Sh Ben — Buy (add'l)

Rowe T Price New Am Growth F Sh — Int/Div — Buy

Rowe T Price New Am Growth F Sh — Sold (part)

Rowe T Price Short Term Bd F Com — Int/Div — Buy

Rowe T Price Short Term Bd F Com — Sold (part)

SSGA Fds Emerging Mkt — Int/Div — Buy

SSGA Fds Emerging Mkt — Buy (add'l)

T Rowe Price Intl Emerging Mkts — Int/Div — Buy

T Rowe Price Intl Emerging Mkts — Sold

T Rowe Price Intl Int] Bd Fd — Int/Div — Buy

T Rowe Price Intl Int] Bd Fd — Sold (part)

T Rowe Price Real Estate Fd — Int/Div — Buy

T Rowe Price Real Estate Fd — Buy (add'l)

T Rowe Price Real Estate Fd — Sold (part)

Templeton Income Tr Global Bond — Int/Div — Buy

Templeton Income Tr Global Bond — Buy (add'l)

Thomburg Internt]l Value Inst — Int/Div — Buy

Thomburg Internt]l Value Inst — Buy (add'l)

Tumer Fds Midcap Fd Inst] C1 — None — Buy

Tumer Fds Midcap Fd Inst] C1 — Sold (part)

Tumer Fds Midcap Fd Inst] C1 — Sold

Artio Fds — None — Buy

Artio Fds — Buy (add'l)

Artio Fds — Sold

Artisan Fds Inc Mid Cap Value Fd — Int/Div — Buy

ALPS Fund Services Brown Sm SEE — None — Buy

ALPS Fund Services Brown Sm SEE — Buy (add'l)

ALPS Fund Services Brown Sm SEE — Sold (part)

Berwin Fd Inc. Com — Distribution — Buy

Buffalo Fds Mid Cap Fd — None — Buy

Buffalo Fds Mid Cap Fd — Buy (add'l)

Buffalo Fds Mid Cap Fd — Buy

Buffalo Fds Mid Cap Fd — Sold (part)

Credit Suisse Funds Commodity — Iistnbution — Buy

Credit Suisse Funds Commodity — Buy (add'l)

Dodge & Cox Funds International Stock Fund — Int/Div — Buy

Dodge & Cox Funds International Stock Fund — Buy (add'l)

Dodge & Cox Funds International Stock Fund — Sold (part)

Dodge & Cox Funds Stock Fund — Int/Div — Buy

Dodge & Cox Funds Stock Fund — Buy (add'l)

Harbor Fd Bd Fd Inst! — Int/Div — Buy

Harbor Fd Bd Fd Inst! — Buy (add'l)

Harbor Fd Bd Fd Inst! — Sold (part)

Janus Perkins Mid Cp Viiny T — Int/Div — Buy

Janus Short Term Bd T — Int/Div — Buy

Janus Short Term Bd T — Sold (part)

Jensen Quality Growth J — Int/Div — Buy

Jensen Quality Growth J — Buy (add'l)

Metropolitan West Total Return — Int/Div — Buy

Metropolitan West Total Return — Buy (add'l)

Metropolitan West Total Return — Sold (part)

Northern FDS Small Cap Fd — Int/Div — Buy

Northern FDS Small Cap Fd — Sold (part)

Pimco Real Return FA C1 D — Int/Div — Buy

Pimco Real Return FA C1 D — Sold (part)

Price T Rowe High Yield Fd Com — Int/Div — Buy

Price T Rowe High Yield Fd Com — Buy (add'l)

Price T Rowe High Yield Fd Com — Sold (part)

Rowe T Price Equity Income F Sh Ben — Int/Div — Buy

Rowe T Price Equity Income F Sh Ben — Buy (add'l)

Rowe T Price New Am Growth F Sh — Int/Div — Buy

Rowe T Price New Am Growth F Sh — Buy (add'l)

Rowe T Price New Am Growth F Sh — Sold (part)

Rowe T Price Short Term Bd F Com — Int/Div — Buy

Rowe T Price Short Term Bd F Com — Sold (part)

Royce Midcap Investments Cl — None — Buy

Royce Midcap Investments Cl — Buy (add'l)

Royce Midcap Investments Cl — Sold

SSGA Fds Emerging Mkt — Int/Div — Buy

T Rowe Price Intl Emerg Mkts Stk — Int/Div — Buy

T Rowe Price Intl Emerg Mkts Stk — Buy (add'l)

T Rowe Price Intl Int] Bd Fd — Int/Div — Buy

T Rowe Price Intl Int] Bd Fd — Sold (part)

T Rowe Real Estate Fd — Int/Div — Buy

T Rowe Real Estate Fd — Sold (part)

Templeton Income Tr Global Bond — Int/Div — Buy

Thomburg Intent] Value Inst — Int/Div — Buy

Thomburg Intent] Value Inst — Sold (part)

Tumer FDS Midcap Fd Inst] C1 — None — Buy

Tumer FDS Midcap Fd Inst] C1 — Buy (add'l)

Tumer FDS Midcap Fd Inst] C1 — Sold (part)

Director, Tannenwal Foundation

Spouse's income — « US. Treasury Department - Retirement Annuity

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.