Janet Bond Arterton
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
29
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
5
spouse income
Named parties
- Committee of the Proprietors of the Common and Undivided Lands in the Town of New Haven
- Salary-George Washington University
- Rovalties-Rowman and Littlefield Publishers
- Honoruna: University of Navarra, Spain ($2,373 and $2,399)
- Honorana: American University, Cairo Egypt ($2,000)
- Honorana: Technology and Development d/b/a US-China Business Economy (S375)
As filed
Janus Overseas Fund (formerly Janus Global and Int) — Int/Div
Wells Fargo Adv. Opp. Fund (Formerly Strong Opp. Fund) — Int/Div — Buy (add'l)
Third Avenue Value Fund — Int/Div — Buy (add'l)
Vanguard Muni Bond Fund (Money Market Account) — Int/Div
Garrison, et al Profit Sharing Plan/401k American Funds — Int/Div
Vanguard Windsor Fund — Int/Div — Buy (add'l)
TIAA/CREF Growth Fund — Int/Div — Buy
Excelsior (formerly Columbia Value & Restructuring) — Int/Div — Buy (add'l)
Vanguard Morgan Growth Fund — Int/Div — Buy (add'l)
Vanguard Capital Growth — Int/Div — Buy (add'l)
People's Bank (CD) — Interest
People’s Bank (CD) — Interest
Vanguard Mid Cap Index — Int/Div — Buy (add'l)
Vanguard Small Company Growth — Int/Div — Buy (add'l)
Vanguard International Value Fund — Int/Div — Buy (add'l)
CT Higher Ed Trust — Int/Div — Buy (add'l)
Interterm Tax Exempt Fund (formerly Vanguard Muni Bond Fund) — Interest
Vanguard Small Cap Growth 1DX Admiral — Int/Div — Buy
Vanguard International — Int/Div — Buy (add'l)
Vanguard Institutional Index — Int/Div — Buy (add'l)
Vanguard Prime Money Market Fund — Int/Div — Sold (part)
CREF Money Market — Int/Div — Sold (part)
Columbia Value and Restructuring — Int/Div — Buy
Fidelity Retirement Money Market — Int/Div — Sold (part)
CREF Stock Portfolio — Int/Div — Buy
CREF Equity Index — Int/Div — Buy
CREF Bond Market — Int/Div — Buy
TIAA/CREF Social Choice — Int/Div — Buy
Vanguard Annuity Money Market — Interest — Buy
Member, Committee of the Proprietors of the Common and Undivided Lands in the Town of New Haven
Agreement — 05/13/95 — Garrison, Levin-Epstein, Richardson, Fitzgerald & Pirrotti, P.C.: Profit Sharing Plan/401k Plan. (No control.)
Spouse's income — 2012 — Salary-George Washington University
Spouse's income — 2012 — Rovalties-Rowman and Littlefield Publishers
Spouse's income — 2012 — Honoruna: University of Navarra, Spain ($2,373 and $2,399)
Spouse's income — 2012 — Honorana: American University, Cairo Egypt ($2,000)
Spouse's income — 2012 — Honorana: Technology and Development d/b/a US-China Business Economy (S375)
VIL Paragraph 5: Garrison, Levin-Epstem, Richardson, Fitzgerald & Pirrotti, P.C. and 401k Morgan Stanley Smith Barney: The filer has no authority or control
to select the funds within this plan, therefore the funds listed in the 2008 report are being deleted from this and future reports.
VII Line 16: Bought monthly, less than $1,000 each month.
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.