Beth P. Gesner

2016Annual

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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

  • 91

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • PNC Bank

As filed

Fireeye Common — None

M&T Bank Common — Int/Div

Brookfield Common — Int/Div

ISLE Common — None

Berkshire Hathaway Common — None

Altria Common — Int/Div

Fidility Muni Money Fund — Interest

TBT(ETF) — None

Telefonica Common — Int/Div

DOJ Credit Union — Interest

Zweig Fund Common — Int/Div — Sold (part)

Leucadia Nat. Common — Int/Div

Fidility Cash Reserves — Interest

Markel Common — None

Fidility Cap. App. Fund — Distribution

Fidility Aggressive Growth Fund — Int/Div

Fidility Latin Am, Fund — Int/Div

Eagle Bank Common — None

Oppen. Flex. Strat. (formerly Oppen. Quest for Value Fund) — Int/Div

Putnam Multi-Cap Grow. (formerlyPutnam New Opp. Fund) — Int/Div

AT&T Common — Int/Div

Occ. Pet. Common — Int/Div — Sold (part)

IBM Common — Int/Div

Comcast Common — Int/Div

INVESCO Dev. Markets (formerly AIM Fur. Common) — None — Donated

Fidility Div. Int. Fund — Int/Div

US Govt. FICO Strips — Interest

PNC Bank — Interest

Dollar Bank — Interest

Actua Common — None — Sold

Sentinel Small Co — Distribution

New Perspectives Fund — Distribution

Capital World Growth & Income Fund — Int/Div

Capital Income Builder Fund — Int/Div

Fundamental Investors Fund — Int/Div

AMCAP Fund — Int/Div

T. Rowe Large Cap Fund — Int/Div

CRM Small Cap. Value — None

Oakmark Select — None

Am. Funds Eur — None

Wells Emerging Growth — None

Morgan Staniey — None

Vanguard Mid Cap — None

Vanguard Emerging Markets Fund — None

Vanguard Global Fund — None

Natixis AEW Real Estate Fund — None

Wells Fargo Money Market — Interest

Broadstone Investors I, L.P — Distribution

Port 100 A — None

Dreyfuss Research Growth — None

Main St. Mid-Cap — None

NM Intl. Eqty. Fund — None

Severn Savings Money Market — Interest

Arundel Federal Savings — Interest

PNC Money Market — Interest

RAI Common — Int/Div

Curis Common — None — Sold

Century Link Common — Int/Div — Sold (part)

GTAT Common — None — Sold

Alibaba Common — None

Califormia Resourses Common — None

EBIX Common — None — Sold

Fireeye Common — None

Westmount at Vista Ridge, LLC — Distribution

Highlands Bluffs, LLC — Distribution

MLG/PF Northwoods Co-Investor, LLCSale DATE — Distribution — Sold

MLG Private Fundll, LLC — Distribution

Racquet Club Holding LLC — Distribution

MLG/ Crossroads co-Investor LLC — Distribution

Westmount at Summer Cove LLC — Distribution

MLG/Presido Co-lnvestor LLC — Iistnbution

Westomount at Colonnade LC — Distribution

Shelbourne Falcon Hotel RL DC LLC — None — Buy

Windsor Village SA Investors LLC — Distribution — Buy

MLG/PF Oasis Co-Investor LLC — Distribution — Buy

Westmount Cape Cod Investors LLC — None — Buy

Altria Common — None — Buy

Altria Common — None — Sold

Facebook Common — None — Sold

JA Solar Common — None

Symantec Common — None — Sold

Verastem Commom — None — Sold

Under Armour Common — None — Buy

SHSETF — None — Buy

Wells Fargo Managed Dividend Portfolio — Int/Div

Honzon Common — None — Buy

Horizon Common — None — Sold

Carve Common — None — Buy

Carvle Common — None — Sold

Carve Common — None — Buy

Carvle Common — None — Sold

Board of Trustees

Liability — PNC Bank — Promissory Note - Law Firm capital

Part VII, Lime § - Combines lines 6 and 29 from 2015 report.

Part VII, Line 12 - Combines lines 12 and 19 from 2015 report.

Part VII, Line 24 - This asset was donated on January 8, 2014 and mistakenly left on report in subsequent years.

Part VII, Line 47 - Investment sequired in 2004 for $100,000.

Part VII, Line 56 - Investment was sold on Febuary 19, 2015 and mistakenly left on 2015 report.

Part VII, Lime 58 - 2015 report mistakenly noted mvestment was sold in part in 2015; investment was sold in full m 2015.

Part VII, Line 61 « Investment was sold on March 19, 2015 and mistakenly left on 2015 report.

Part VII, Line 63 - Investment acquired in 2014 for $75,000.

Part VII, Line 64 - Investment sequired in 2014 for $100,000.

Part VII, Line 65 - Investment acquired in 2014 for $50,000.

Part VII, Lime 66 - Investment acquired in 2014 for $100,000.

Part VII, Line 67 - Investment acquired in 2014 for $100,000,

Part VII, Line 68 - Investment acquired in 2015 for $100,000,

Part VII, Line 69 - Investment sequired in 2015 for $100,000.

Part VII, Line 70 - Investment acquired in 2015 for $100,000.

Part VII, Lime 71 - Investment acquired in 2015 for $100,000.

Part VII, Line 72 - Investment acquired in 2016 for $100,000.

Part VII, Line 73 - Investment acquired in 2016 for $100,000.

Part VII, Line 74 - Investment acquired in 2016 for $100,000.

Part VII, Line 75 - Investment acquired in 2016 for $100,000.

Part VII, Line 85 - Investment sequired in 2015, but inudvertly omitted from 2015 report.

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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