Joy Flowers Conti

2017Annual

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Pull out the substance of this filing.

What was filed

  • 82

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • W. Edward Sell Amencan Inns of Court
  • Allegheny County Bar Association Board of Governors
  • Catholic Charities
  • Kushkushkee Trail Chapter of the Daughters of the American Revolution
  • Pennsylvania Bar Association
  • Amencan Bar Assocation
  • Rescarch Inc (World Congress)
  • American Intellectual Property Law Association
  • Ross, Sinclaire & Associates, LLC - Salary (through 6/15/17)
  • Boenning & Scattergood - Salary (from 6/16/17)

As filed

BROKERAGE ACCOUNT #1 (H)

Federated PA Muni Service (Money Market) — Int/Div — Closed

Red Mountain Resource Inc Stock — None

Standard Bank Deposit Account — Interest — Open

Pa Economic Dev Fing Auth Bond (2.55% due 11/01/41) — Interest — Buy

ROTH IRA ROLLOVER ACCOUNT #1 (Hy

Pershing Government Money Market Fund — Int/Div — Closed

Lee Street Investors LLC Class B Units (Part VID — None — Closed

New Residential Invt Corp Stock (REIT) — Int/Div

Amencan Intl Group Inc Stock — Int/Div

Bank of New York Mellon Corp Stock — Int/Div

SPDR S&P S00 ETF Trust Units — Int/Div

SPDR SER TR S&P BK ETF — Int/Div

Fidelity Advisor Ser VII Technology Fund ClA — Int/Div — Buy

JP Morgan Chase & Co Stock — Int/Div

Standard Bank Deposit Account — Interest — Open

RETIREMENT PLAN 22 (H)

TIAA Traditional Annuities — Interest

Vanguard Extended Mkt Index Fund — Int/Div — Sold

Vanguard REIT Index Fund (Name Change) — Int/Div

CREF Stock R2 Fund — Int/Div

CREF Money Market R2 — Int/Div

TC Mid-Cap Gr Fund — None — Sold

Vanguard Inf] Protect Sec Adm Fund — Int/Div

American Fund Amer Mut R4 Fund — Int/Div — Sold

Vanguard Small Cap Index Fund — Int/Div — Buy

Vanguard Mid Cap Index Fund — Int/Div — Buy

American Mutual Fund R6 — Int/Div — Buy

ROTH IRA ROLLOVER ACCOUNT #3 (Hy

Pershing Government Money Market Fund — Int/Div — Closed

Navidea Biopharmaceuticals Stock — None

Lee Street Investors LLC Class B Units (Part VIII) — None — Closed

American Intl Group Stock — Int/Div — Sold (part)

Boeing Co Stock — Int/Div

Federated International Leaders Fund — Int/Div

JP Morgan Value Advantage Fund — Int/Div

JP Morgan Chase & Co Stock — Int/Div

SPDR S&P S00 ETF Trust Units — Int/Div

Standard Bank Deposit Account — Interest — Open

Assured Guaranty Ltd — Int/Div — Buy

IRA ROLLOVER ACCOUNT 26 (H)

S&T Bancorp Stock — Int/Div

Janney Advantage Insured Sweep (Money Market) — Int/Div — Closed

Standard Bank Deposit Account — Interest — Open

CITIZENS BANK: ACCOUNTS — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

NORTHWESTERN: WHOLE LIFE INS POLICY — None

METROPOLITAN LIFE: WHOLE LIFE POLICY — None

GENERAL AMERICAN: WHOLE LIFE POLICY — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

METROPOLITAN LIFE: WHOLE LIFE POLICY — None

NORTHWESTERN: WHOLE LIFE INS POLICY — None

HUNTINGTON BANK ACCOUNT — None

SIMPLE IRA ACCOUNT #1 (H)

Pershing Government Money Market Fund — Int/Div

Boemg Inc Stock — Int/Div

Navidea Biopharmaceuticals Inc Stock — None

JP Morgan Value Advantage Fund — Int/Div

SPDR SER TR S&P REGL BKG ETF — Int/Div

SPDR SER TR S&P BK ETF — Int/Div

SPDR S&P S00 ETF Trust Units — Int/Div

Facebook Inc Stock — None

JP Morgan Chase & Co Stock — Int/Div

New Residential Invt Corp Stock — Int/Div

Standard Bank Deposit Account — Interest — Open

Black Box Comp — Int/Div — Buy

BROKERAGE ACCOUNT #2 (H)

Federated PA Mum Cash (Money Market) — Int/Div — Closed

Pa St Fin Auth Rev Rfdg Penn Hills Bond (0% due 12/1723) — None

New Senior Invt Group Stock — Int/Div — Buy

New Senior Invt Group Stock — Sold

New Residential Investment Corp Stock — Int/Div — Buy

Standard Bank Deposit Account — Interest — Open

ROTH IRA ROLLOVER ACCOUNT #7 (Hy

Safe-T-Shade LLC — None

Averatek Inc Stock — None

Averatek 8" Convertible Note due 4/3022 — Interest

SEVENTH STREET INVESTMENT LP — None

TAASERA INC STOCK — None

40HK)PLAN ZI (H)

Standard Bank Deposit Account — Interest — Open

Counselor, W. Edward Sell Amencan Inns of Court

Ex-Officio Member, Allegheny County Bar Association Board of Governors

Honorary Board Director, Catholic Charities

Vice Regent, Kushkushkee Trail Chapter of the Daughters of the American Revolution

Reimbursement — Pennsylvania Bar Association — January 25-29, 2017 — St Kitts, British West Indies — Mid-year Meeting — Lodging, Transportation, Meals

Reimbursement — Pennsylvania Bar Association — March 24.26, 2017 — Farmington, PA — PBA Civil Ligation Section Retreat — Lodging, Transportation, Meals

Reimbursement — Amencan Bar Assocation — May 10-11,2017 — Chicago, IL — 11th Annual National Institute on E-Discovery — Lodgmg, Transportation, Meals

Reimbursement — Rescarch Inc (World Congress) — July 19-20, 2017 — New York, NY — 14th Annual Patents for Fmancial Services Summit — Lodging, Transportation, Meals

Reimbursement — Review (TAR) in E Discovery

Reimbursement — American Intellectual Property Law Association — October 19-20, 2017 — Washmgton, DC — Annual Meeting 2017 — Lodgmg, Transportation, Meals

Spouse's income — 2017 — Ross, Sinclaire & Associates, LLC - Salary (through 6/15/17)

Spouse's income — 2007 — Boenning & Scattergood - Salary (from 6/16/17)

Additional Information for Part VII {Investments and Trusts):

From prior years:

There is no Retirement Plan # |

There is no IRA Rollover/Roth IRA Rollover Account #2, 4 or §

CurrentYear:

Line 8/Line 32 Lee Street Investors LLC has been inactive for a number of years and was terminated in 2017.

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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