Deborah K. Chasanow
2016Annual
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What was filed
147
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Trust created by family member's will (created 11/2011)
- State of Marviand Retirement
- Retirement Income, State of Marviand Judiciary
As filed
AT&T Inc — Int/Div
rollover IRA. Delaware Charter Trustee (H)
Morgan Stanley Bank NA, formerly Daily Income Fund — Interest
Conoco Phillips — Int/Div
Phillips 66 — Int/Div
Washington REIT SBI — Int/Div
Vanguard Dividend Appreciation — Int/Div
Vanguard Short-Term Corporate — Int/Div
UNIMPROVED AGRICULTURAL LAND INST. MARY'S COUNTY. MD. — None
Ameriprise Financial AQEAX — Int/Div
Bank of America SAVINGS — Interest
Bank of America CHECKING — Interest
Bank of America checking — Interest
Bank of America SAVINGS — Interest
Morgan Stanley Bank NA. — Int/Div
America Movil SA — Int/Div
Equitable Life Insurance Policy--whole life — Int/Div
Hartford Life Insurance Policy--whole life on parents’ lives — Interest
SEP IRA (H)
Morgan Stanley Bank NA, formerly Daily Income fund — Int/Div
Plum Creek Timber Co — None — with line 21)
Weyerhaeuser Company — Int/Div
Chevron Corp — Int/Div
Washington REIT SBI — Int/Div
Regions Financial Corp — Int/Div
Spectra Energy Corp. — Int/Div
Johnson and Johnson — Int/Div — Sold (part)
Caterpillar Inc — Int/Div — Sold (part)
Loca Cola Company — Int/Div — Sold (part)
General Mills Inc — Int/Div — Sold (part)
Vanguard Intermediate Bond Fund — Int/Div
iShares Barclays 1-3 year credit bond — Int/Div
Conoco Phillips — Int/Div — Sold
Phillips 66 — Int/Div
Rayomier Inc — Int/Div
Matthews Asian Japan Inv — Int/Div
Bank of America Corp — Int/Div
iShares S&P US PFD Stk Idx — Int/Div
Pfizer Inc — Int/Div
Vanguard FTSE Europe ETF — Int/Div
Wisdomtree Trust Jupn Hedge EQ — Int/Div
Calamos Market Neutral Inc — Int/Div — Buy
Doubleline Income Solutions FD — Int/Div — Buy
Clearbridge Energy MLP FD Inc — Int/Div — Buy
Spectra Enegy Corp. — Int/Div
Anadarko Petroleum Corp — Int/Div
HP Inc Com, formerly Hewlett Packard Co — Int/Div
Apache Corp. — Int/Div
Bank of America Time Deposits — Interest
Conoco Phillips — Int/Div
Phillips 66 — Int/Div
iShares MSC Germany Index — Int/Div
John Deere & Co — Int/Div
Northern Trust Co. checking account — Interest
Bof A. Fund Strat Mngd Acct (Merrill Lynch Xoo control )(H)
Allianz NF) — Int/Div
BIF Tax-Exempt Fund — Int/Div
T Rowe Price Dividend — Int/Div
Blackrock Eqty Dividend — Int/Div
Legg Mason Western Asset — Int/Div — Sold
Mainstay Large Cap — Distribution
MFS Value FDCL — Int/Div
Blackrock Short Term Mumi — Int/Div — Sold
Columbia Select Large Cap — Int/Div
The Oakmark Int'l Fund — Int/Div — Sold
Clearbridge Small Cap — None — Sold
Oppenheimer Intemational — Int/Div
Harbor International — Distribution — Sold
Lord Abbett Intermediate — Int/Div — Buy
PNC Small Cap FD — Int/Div — Buy
TT Rowe Price Summit Muni — None — Buy
Victory Sycamore Small — Int/Div — Buy
SPDRSPDIVID ETF — Int/Div — Buy
SPDRSPDIVID ETF — Sold
iShares Tr Russell 2000 — Int/Div — Buy
iShares Tr Russell 2000 — Sold
Hancock Horizon diversified Intl FD Inst — Buy
Hancock Horizon diversified Intl FD Inst — Sold
NextEra Energy, Inc. formerly FPL Group — Int/Div
iShares Barclays TIPS bond — Int/Div
Vanguard Intermediate Bond Fund — Int/Div
iShares Barclays 1-3 Credit Bond — Int/Div
iShares MSC1 Emerging Market Index Fund9 — Int/Div
Capital One Bank, Bank accounts — Interest
Apple, Inc — Int/Div
Amencan Woodmark Corp. — None
CF Industries Holdings, Inc — Int/Div
Schlumberger Ltd — Int/Div
General Mills Inc — Int/Div
iShares MSC Japan ETF — Int/Div
Genl Dynamics Corp — Int/Div
The India Fund Inc — Int/Div
Vanguard FTSE Europe ETF — Int/Div
Vanguard FTSE Pacific ETF — Int/Div
Vanguard Mid-Cap ETF — Int/Div
Vanguard Small Cap ETF — Int/Div
Wisdomtree Europe Hedged Equit — Int/Div
Wisdomtree Trust India — Int/Div
Wisdomtree Trust Japn Hedge EQ — Int/Div
Wells Fargo & Co New — Int/Div — Buy
Blackstone REIT — Interest — Buy
Trust Under Family Member's Will (H)
Property in Sussex Co. Delaware — None
Bank of America checking — Interest
Plains All American Pipeline LP — Distribution
Energy Transfer Partners LP — Distribution
Enterprise Prods Partners LP — Distribution
Clearbridge Energy MLP Tot Ret — Distribution
MPLX LP — Distribution
Merck & Co Inc — Int/Div — Sold (part)
Nestle Spon ADR Rep — Int/Div
Targa Res Pturs LP — Distribution — Sold
Vodafone GP Plc ADS NEW — Int/Div — Sold
BCE Inc — Int/Div
Unit First Trust Deep Value Sub 10 Div 10(X) — Sold
Umit Van Kampen Morgan Stanley Stocks for 2016 — Int/Div — Sold
First TR Morningstar Div — Int/Div — Sold (part)
First Trust DJ GL Sel DVD — Int/Div
Clearbridge Amem Engy MLP FND — Distribution
First Trust New Opp MLP&ENE FD — Distribution
Unit Guggenheim SMID Dividend Strength — Int/Div — Sold
Unit Guggenheim European High Dividend 2 — Int/Div — Sold (part)
Unit Guggenheim European High Dividend 2 — Sold
Verizon Communications — Int/Div — Sold (part)
Unit First Trust Capital Strength Buy: Write 25 — istmbution — Sold (part)
Unit First Trust Dividend Strength 27 — Int/Div
Unit First Trust Dividend Strength 28 — Iistnbution — Sold (part)
Unit Invesco S&P Dividend Sustainability 2018.3 — Distribution
Unit First Trust Deep Value Dividend 8 — Int/Div
Johnson & Johnson — Int/Div
NRG Yield Inc — Iistnbution
Unit Guggenheim SMID Dividend Strength 4 — Int/Div — Buy
Unit Guggenheim Dividend Strength 20 — Int/Div — Buy
iShares Nat Mun BN ETF (MUB) — Int/Div — Buy
Nuveen Intermediate Duration (NI1Q) — Int/Div — Buy
Unit Invesco Stocks for 2019 — Int/Div — Buy
CISCO sys Inc — Int/Div — Buy
GlaxoSmithKlein PLC ADS — Int/Div — Buy
Targa Resources CP — Int/Div — Buy
Morgan Stanley Bank — Interest — Open
Wash Real Est Inv Tr Maryland — Int/Div — Buy
Cummins Inc — None — Buy
Caterpillar Inc — None — Buy
Berkshire Hathaway CL-B New — None — Buy
JP Morgan Alerian MLP Index ETN — None — Buy
8S & P S00 Index fund — Int/Div — Buy
JAMS, Inc/Endispute — Int/Div
Trustee, Trust created by family member's will (created 11/2011)
Income — State of Marviand Retirement — $12,052.62
Spouse's income — Retirement Income, State of Marviand Judiciary
Part VIL, line 114. Asset sold in 2015 and madvertently failed to report in 2015.
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.