Mark Allan Goldsmith
2013Annual
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What was filed
25
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Wayne State University Center for the Study of Citizenship
- Historical Society of US. Distinct Court, E.D. Michigan
- self-emploved social worker
As filed
Invesco Charter fka AIM Charter (IRA. Brok Acct #1) — Int/Div
Calamos Growth (IRA-Brok Acct £1) — Int/Div
Fidelity Contra (IRA-Brok Acct #2) — Int/Div
Fidelity Int'l Discovery (1RA-Brok Acct #2) — Int/Div
Fidelity Int'l Small Cap (IRA-Brok Acct #2) — Int/Div
Fidelity Cash Reserves (IRA-Brok Acct 42) — None
TRowePrice Growth ( IRA Brok Acct #3) — Int/Div
Invesco Van Kampen Growth Income (IRA Brok Acct #3) — Int/Div
IP Morgan Small Cap Value Select (IRA Brok Acct #3) — Int/Div
Vanguard Mid-Cap Index (IRA Brok Acct 43) — Int/Div
SsgA Russell 2000 Index (St of Mich 401K) — None
Pacific One Variable Annuity — None
Barron Asset (Brok Acct 24) — None — Sold
Janus 20 (Brok Acct #4) — None — Sold (part)
Janus 20 (Brok Acct #4) — Sold
Managers Fremont Microcap (Brok Acct #4) — Int/Div
Vanguard 500 Index — Int/Div — Sold (part)
Vanguard 500 Index — Sold (part)
Fidelity Muni Money (UGMA-Brok Acct ws) — None
Ishares TR S&P 500 Index (UGMA -Brok Acct #5) — Int/Div
TIAACREF 100% Equity (UGMA 529) — None
Fidelity Cash Reserves (IRA-Brok Acct #6) — None
ING Life insurance (surrender value) — Interest
Bank of America account — Interest — Closed
NY Life annuity — None
Member of executive board of directors, Wayne State University Center for the Study of Citizenship
Member of board, Historical Society of US. Distinct Court, E.D. Michigan
Spouse's income — 2013 — self-emploved social worker
The two agreements previously reported in Part 11 are no longer operative. The last payment under the agreement with Honigman Miller Schwartz and Cohn
(former firm) re separation was made in 2012. The assets held under the Honigman Miller Schwartz and Cohn Income Deferral and profit Sharing Plan (401 K
Plan) were transferred to an IRA Rollover in 2012 with the same positions; those assets appear in Part VII lines 8-11.
The Fidelity Government Money Market Account (IRA-Brok Acct #2) is not reportable because its income und value are below reporting thresholds and should
not have been listed on this report. Therefore, | have deleted that entry.
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.