Jonathan D. Greenberg

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 1

    gifts

  • 2

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Family Irrevocable Trust
  • Case Western Reserve Umiversity
  • Leonard DeFmo
  • Chase Bank
  • PNC Bank
  • Naviant
  • Ad unct Professor, Case Western Reserve University, teaching
  • Salary as Teacher's Aide, Beachwood (Oho) Board of Education

As filed

General Electric — None — Sold

Synchrony Financial — None — Sold

BOA - Fixed — None — Sold

Amencan Funds Capital World Gr & Inc R6 — None — Buy (add'l)

Amencan Funds Capital World Gr & Inc R6 — Buy (add'l)

Fidelity Advisor New Insights Fund — None — Buy (add'l)

Fidelity Advisor New Insights Fund — Buy (add'l)

Invesco Growth & Income A — None — Buy (add'l)

Invesco Growth & Income A — Buy (add'l)

Vanguard Strategic Equity Fund Investor — None — Buy (add'l)

Vanguard Strategic Equity Fund Investor — Buy (add'l)

Janus Capital Group — None — Buy (add'l)

Janus Capital Group — Buy (add'l)

ECM Biofilms, Inc — None

Micro Tech, Inc — None

PNC Bank-Cash Account — Interest

Key Bank-Cash Account — Interest

Nationwide Money Market Fund Institutional — Interest — Sold

Nationwide Fixed Select — Interest — Buy (add'l)

Nationwide Fixed Select — Buy (add'l)

Nationwide Fixed Select — Buy (add'l)

Nationwide Fixed Select — Buy (add'l)

Family Irrevocable Trust-Fixed Whole Life Policy-Phoenix Ins. Co, — None

Co-trustce, Family Irrevocable Trust

Adpunct Professor, Case Western Reserve Umiversity

Gift — Leonard DeFmo — Tickets to three (3) Cleveland Browns Games — $1,200.00

Agreement — 1996 — Ohio Public Employee Retirement System (OPERS) - Pension

Agreement — 2002 — School Employees Retirement System of Ohio (SERS) - Pension

Liability — Chase Bank — Credit Card

Liability — PNC Bank — Credit Card

Liability — Naviant — School Loan

Income — 1/2018 — Ad unct Professor, Case Western Reserve University, teaching — S2.000.00

Spouse's income — 2018 — Salary as Teacher's Aide, Beachwood (Oho) Board of Education

In preparing this year's report, | came to learn that in my 2017 Disclosure Report, | was unaware of, and failed to list, a transfer of my Nationwide Money Market

Fund-Institutional to my Nationwide Fixed Select Fund. The transfer is noted correctly in Section VII of this year's (2018) Disclosure Report,

Also, in preparing this year's report and reviewing lust year's report, the entry on Line 10 of Section VIT of my 2017 Disclosure Report wis a repeat entry of Line 3

of that report.

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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Jonathan D. Greenberg | Frix