Patricia A. Sullivan
2014Annual
Ask Donna
Pull out the substance of this filing.
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.