Milton Irving Shadur

2016Annual

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Ravina Restival Association (not-for-profit)
  • Last Bank Club LLC {mvestment only--no services)
  • Met Life (annuity from matured hfe surance policy)

As filed

New York St. Dorm Auth. -Bond — Interest

AT&T — Int/Div

BPPLC — Int/Div

Consolidated Edison — Int/Div

East Bank Club LLC — Distribution

Exxon Mobil — Int/Div

JP Morgan Chase IRAs-CDs — Distribution

JP Morgan--Chase Checking — Interest

IBM — Int/Div

Morgan Stanley Bank — Int/Div

Lockheed-Martin — Int/Div

Northrop-Grumman — Int/Div

Pinnacle West — Int/Div

Marathon Oil — Int/Div

Walgreens — Int/Div

EnCana — Int/Div

Canadian Pacific Ry — Int/Div

Northwestern Mutual Life (Whole Life) — None

Plizer — Int/Div

Cenovus — Int/Div

Marathon Petroleum — Int/Div

Huntington Ingalls — Int/Div

Hartford Conn. General Obligation-Bond — Interest

District of Columbia Hospital-Bond — Interest — Sold (part)

New Jersey Economic Dev .-Bond — Interest

New Jersey Economic Dev. Constr.-Bond — Interest

NewYork, NY General Obligation-Bond — Interest

Utah Bd. Regents-Bond — Interest

Fla St. Mid-Bay Bridge-Bond — Interest

Montgomery Cnty. Pa. Development-Bond — Interest

New Jersey Economic Dev. -Bond — Interest — Buy

Life Trustee, Ravina Restival Association (not-for-profit)

Member of LLC, Last Bank Club LLC {mvestment only--no services)

Income — Met Life (annuity from matured hfe surance policy) — S449 Ox

Section 1. Line 2: Because the earlier reorganization of East Bank Club involved a change from a limited partnership to a limited liability company, my status

technically changed from Partner to being a Member of the LLC. No change was involved in the percentage of ownership or any other aspect of ownership. My

involvement in East Bank continues to be that of a passive investor,

Section VIL.

Last year's report reflected that my financial consultant had left the UBS organization to join Morgan Stanley, so that the UBC Money Market Fund had been

transferred to Morgan Stanley Bank. Accordingly, Line 9 of that report reflected that transfer. This report has, therefore, omitted any reference to UBS, and Line 9

of the current report covers the Morgan Stanley information, replacing what had been at Line 31 of the last year's report.

As 10 all bonds (Lines 22-31), no purchases were involved in 2016 other than the bond reported on Line 31, and no sales were made other than the partial sale

reported on Line 23. (that mvolved a loss of less than $1000, but the form does not appear to allow reporting of a loss).

As to Line 29, that bond produced no income, but the form does not appear to allow entry of anything other than Category A.

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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Milton Irving Shadur | Frix