Patricia A. Sullivan

2014Annual

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What was filed

  • 37

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Pioneer Relief Nursery, Inc., non-profit
  • spouse self-employed attorney

As filed

Lasalle Brokerage: OR college savings 529 Conservative Portfolio - — Interest

Banker's Life Insurance - Whole life, non self-directed — Int/Div

Davidson IRA 1 Investment Co. of America FAICFX — Int/Div — Sold

LMCBA Equity Income BLDR A Sopax — Int/Div — Sold

Lord Abbett Smal Cap Val A LRSCX — Int/Div — Sold

Energy Sector SPDR XLE — Int/Div — Sold

Bank Insured Deposit Program — Int/Div — Sold

US Savings Bonds Series Nos MOORAS208 1-901 — Interest

Davidson IRA 2 Investment Co. of America FAICFX — Int/Div — Sold

LM CBA Equity Income BLDR A Sopax — Int/Div — Sold

Lord Abbett Small Cap Val A LRSCX — Int — Sold

Energy Sector SPDR XLE — Int/Div — Sold

Bank Insured Deposit Program — Int/Div — Sold

Lasalle Templeton Growth Class A Mutual fund — Int./y — Sold

ABA Retirement Corey Byler Rew Profit Sharing — Ine

Bank of America various accounts — Interest

Bank of the West Checking — Interest

Bammer Bank vanous accounts — Interest

Merrill Retirement Account Lord Abbett Small Cap Value CIA LRSCX — Int/Div — Buy

Pimco Investment Grade Corporate bond CL A PBDAX — Int/Div — Buy

Pimco Income Fund CL A PONAX — Int/Div — Buy

Pimco Real Retum FD CL A PRTNX — Int/Div — Buy

Pimco Total Retum FD — Int/Div — Buy

American Investment Co of America FIAICFX — Int/Div — Buy

Clearbridge Equity Income Fund CL A SOPAX — Int/Div — Buy

Lord Abbett Calibrated Dividend Growth FD A LAMAX — Int/Div — Buy

Pimco Low Duration FD CL A PTLAX — Int/Div — Buy

Spector SPDR Energy XLE — Int/Div — Buy

Templeton Grwih FD, Inc Class A TEPLX — Int/Div — Buy

Bank of America NA RASP — Interest — Buy

Merrill Retirement Account 2 Lord Abbett Short LD LAX — Int/Div — Buy

Clearbridge Equity SOPAX — Int — Buy

Sector SPDR Energy XLE — Int/Div — Buy

Pimco Total Retum FD PTTAX — Int/Div — Buy

Pimco Income fund CL A PONAX — Int/Div — Buy

Lord Abbett LRSCX — Int/Div — Buy

Amencan Investment AICFX — Int/Div — Buy

Board of Directors, Pioneer Relief Nursery, Inc., non-profit

Spouse's income — 2014 — spouse self-employed attorney

Part 111 B. My spouse is a self-employed attorney. On previous reports | madvertently omitted this information.

Part VIL In April and May, 2014, we closed two Davidson IRA accounts and opened two Merril Edge Retirement accounts.

Part VII. The Scholar's Edge 529 education fund is managed by Oppenheimer Funds, Tne. and is not self-directed.

Part VIL. The Column A for the 529 Fund and the Whole life insurance policies cam less than $1,000 and were incorrectly stated in original 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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