Milton Irving Shadur
2016Annual
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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.