Alan David Lourie

2018Annual

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Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • VII
  • Circunt Bar Association
  • Circuit Bar Association
  • GlaxoSmithKline pension

As filed

Vanguard Tx Exempt Money Mkt Fund — Int/Div

Vanguard Tax Exempt Money Mkt Fund 2 — Int/Div

Vanguard ST Inv Gr Bond Fund (IRA) — Int/Div — Sold (part) — VII

Vanguard 500 Index Fund — Int/Div

Vanguard Extended Mkt Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

Vanguard ST Tax Exempt Fund 1 — Int/Div

Vanguard ST Tax Exempt Fund 2 — Int/Div — Buy (add'l)

Vanguard Dividend Growth Fund — Int/Div

Vanguard Prime Cap Core Fund — Int/Div

Vanguard Limited Term Tax Exempt Fund — Int/Div

Vanguard Limited Term Tux Exempt Fund 2 — Int/Div

Vanguard IM Tax Exempt Fund — Int/Div

Vanguard High Yield Corp Fund — Int/Div

PNC Bank checking account — Interest

T Rowe Price Short Term Bond Fund (IRA) — Int/Div

T Rowe Price High Yield Fund (IRA) — Int/Div — Sold (part) — VII

T Rowe Price High Yield Fund (IRA) — Buy (add'l)

T Rowe Price Tax Free Short-IM Fund — Int/Div — Buy

T Rowe Price GNMA Fund (IRA) — None — Sold — VII

T.Rowe Price Tax Free High Yield Fund — Int/Div

T. Rowe Price Tax Free Money Market Fund — Int/Div

T. Rowe Price Corporate Income Fund (IRA) — Int/Div — Buy (add'l)

Agreement — 4/6/90 — GlaxoSmithKlme Corp., successor to former emplover, provides pension and retiree group health and hie msurance

Reimbursement — ll miata) imate — with Boston Patent Law Assoc.

Reimbursement — Circunt Bar Association — November 9. 2018 — Washmgton, D.C — Annual dinner of association — Dmner tor wife and me

Reimbursement — Circuit Bar Association — October 9-11, 2018 — Ottawa, Canada — Participation in Global 1P Conference — Hotel, awrtare, and meals for wife and me

Income — GlaxoSmithKline pension — S88.273.00

Items 3. 19, and 22 in Part VII, as before, do not provide gains in D4 because they were withdrawals from IRAs so there was no recognized or calculable gain.

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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