Paul Gregory Byron
2015Annual
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What was filed
189
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Overchuck & Associates, PLA. (fees camed pursuant to partnership buy: out agreement)
As filed
ABA Intemational All Cap Equity Fund — Interest — Sold
ABA Large Cap Equity Fund — Interest — Sold
ABA Stable Asset Return Fund — Interest — Sold
Florida College Prepaid — None
USAA Savings and Loan cash accounts — Interest
New Traditions Bank cash accounts — Interest — Closed
IberiaBank cash accounts — Interest — Open
Penta Mezzanine SBIC Fund I, L.P venture capital — Distribution
AIG Single Premium Immediate Annuity — Int/Div
Al Life Smgle Premium Immediate Annuity — Int/Div
Allstate Single Premium Immediate Annuity — Int
Liberty Life Single Premium Immediate Annuity — Int/Div
American General Single Premium Immediate Annuity — Int/Div
Genworth Single Premium Immediate Annuity — Int./y
MetLife Single Premium Immediate Annuity — Ine
Hartford Single Premium Immediate Annuity — Int/Div
Allstate Single Premium Immediate Annuity — Int/Div
Aviva Life Single Premium Immediate Annuity — Int/Div
Mass Mutual Single Premium Immediate Annuity — Int/Div
American General Single Premium Immediate Annuity — Int/Div
American General Single Premium Immediate Annuity — Int/Div
Transamenican Single Premium Immediate Annuity — Int/Div
American General Single Premium Immediate Annuity — Int/Div
Pacific Life Single Premium Immediate Annuity — Int/Div
Genworth Single Premium Immediate Annuity — Int/Div
Rydex-Emerging Markets 2x Strategy H — Int/Div — Buy
Rydex-Inverse Dow 2x Strategy H — Int/Div — Buy
Rydex-Inverse NASDAQ 100 2x Strategy H — Int/Div — Buy
Ryvdex-lnverse NASDAQ 100 Strat H — Int/Div — Buy
Rydex-Inverse S&P 500 2x Strategy H — Int/Div — Buy
Rydex-Precious Metals Adv — Int/Div — Buy
Rydex-US Govt Money Market — Int — Buy
TCA-Money Market — Int/Div — Buy
Direxson-Monthly 7 10 Yr Treasury Bull 2x — Int/Div — Buy
Rydex-US Govt Money Market — Int/Div — Buy
TCA-Money Market — Int/Div — Buy
Rydex-Govt Long Bond 1.2x Strategy H — Int/Div — Buy
Rydex-Nasdag 100 H — Int/Div — Buy
Rvdex-US Govt Money Market — Int/Div — Buy
TCA-Money Market — hy — Buy
PIMCO-High Yield Inst — Int/Div — Buy
PIMCO-Money Market Inst — Int — Buy
ProFunds-US Government Plus Inv — Int/Div — Buy
Rydex-High Yield Strategy H — Int/Div — Buy
TCA-Money Market — Int/Div — Buy
BRK .B — Int/Div — Buy
ITC — Int/Div
ITC — Int/Div — Buy
PM — Int/Div
PM — Int./hv — Buy
WFC — Int/Div
FDRXX — Int/Div — Buy
FDRXX — Int/Div — Buy
FDRXX — Int/Div — Buy
FDRXX — Int/Div — Buy
FDRXX — Int/Div — Buy
SE — hy
UNP — Int/Div
IN) — Int/Div
GD — Int
GD — Int/Div — Buy
GD — Int/Div — Buy
PEP — Int/Div
AAPL — Int/Div — Sold
AAPL — hy — Sold
AAPL — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
ACSAX — Int/Div — Sold
APAM — Int/Div — Sold
AQMNX — Int/Div — Sold
ARLSX — Int/Div — Sold
ARLSX — Int/Div — Sold
ARLSX — Int/Div — Sold
ARLSX — Int/Div — Sold
ARLSX — Int/Div — Sold
ARLSX — Int/Div — Sold
BGCAX — Int/Div — Sold
BGCAX — Int/Div — Sold
BGCAX — Int/Div — Sold
CBOE — Int/Div — Sold
CHDEX — Int/Div — Sold
CHDEX — Int/Div — Sold
CMBS — Int/Div — Sold
CMCSA — Int — Sold
CMCSA — Int/Div — Sold
CMCSA — Int/Div — Sold
CMCSA — Int/Div — Sold
CMCSA — Int/Div — Sold
DFRAX — Int/Div — Sold
DFRAX — Int/Div — Sold
DFRAX — Int/Div — Sold
DFRAX — Int/Div — Sold
DRSLX — Int/Div — Sold
DRSLX — Int/Div — Sold
EAGMX — Int/Div — Sold
EAGMX — Int/Div — Sold
EAGMX — Int/Div — Sold
EAGMX — Int/Div — Sold
EAGMX — Int/Div — Sold
GPFAX — Int/Div — Sold
GPFAX — Int./y — Sold
GPFAX — Int/Div — Sold
GPFAX — Int/Div — Sold
GPFAX — Int/Div — Sold
IGLAX — Int/Div — Sold
INTC — Inv — Sold
INTC — Int/Div — Sold
INTC — Int/Div — Sold
JIGFX — Int/Div — Sold
JIGFX — Int/Div — Sold
JIGFX — Int/Div — Sold
JIGFX — hy — Sold
JIGFX — hy — Sold
JIGFX — Int/Div — Sold
JIGFX — Int/Div — Sold
LIDAX — Int/Div — Sold
LIDAX — Int/Div — Sold
LPEFX — Int/Div — Sold
LPEFX — Int/Div — Sold
LPEFX — Int/Div — Sold
LPEFX — Int/Div — Sold
MCGIX — Int/Div — Sold
MCHP — Int — Sold
MERFX — Int/Div — Sold
MERFX — Int/Div — Sold
MERFX — Int/Div — Sold
MERFX — Int — Sold
MERFX — Int/Div — Sold
MSFT — Int/Div — Sold
MWTRX — Int/Div — Sold
MWTRX — Int/Div — Sold
MWTRX — Int/Div — Sold
MWTRX — Int/Div — Sold
MWTRX — Int/Div — Sold
NRBAX — Int/Div — Sold
NRBAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int/Div — Sold
PALAX — Int. — Sold
PIOXX — Int/Div — Sold
PIOXX — Int/Div — Sold
PIOXX — Int/Div — Sold
PIOXX — Int/Div — Sold
QCOM — Int/Div — Sold
QCOM — Int/Div — Sold
QCOM — Int/Div — Sold
SDRL — Int/Div — Sold
SDRL — Int/Div — Sold
SDRL — Int/Div — Sold
SDRL — Int/Div — Sold
SPLS — Int/Div — Sold
SSMVX — Int/Div — Sold
SSMVX — Int/Div — Sold
SSMVX — Int/Div — Sold
TPINX — Int/Div — Sold
TRGP — Int/Div — Sold
TROW — Int/Div — Sold
TROW — Int/Div — Sold
TROW — Int/Div — Sold
TROW — Int/Div — Sold
TROW — Int/Div — Sold
TROW — Int — Sold
TROW — Int/Div — Sold
TROW — hy — Sold
TROW — Int/Div — Sold
TROW — Int/Div — Sold
VCIT — Int/Div — Sold
VCIT — Int/Div — Sold
VCIT — Int/Div — Sold
WBMRX — Int/Div — Sold
WBMRX — Int/Div — Sold
WBMRX — Int/Div — Sold
WBMRX — Int/Div — Sold
WBMRX — Int/Div — Sold
WYNN — Int/Div — Sold
WYNN — Int/Div — Sold
Income — 16/12/2015 — Overchuck & Associates, PLA. (fees camed pursuant to partnership buy: out agreement) — $1.068.495 82
Part 111 reflects Non-Investment Income. The funds identified m this section of the report reflect fees eamed while | was m private practice and which were
not disbursed until 2015. My firm specialized in plaintiff's product liability litigation. Accordingly, ull fee agreements provided for contingency fees. My firm
consisted of two partmers, myself being one, and my former partner and 1 had operated under a verbal agreement regarding the distribution fees earned during the
course of our partnership. Fees paid to me by the firm represent my quantum meruit contribution to cases in litigation before 1 departed the firm but which settled
after my departure.
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.