Stacey L. Meisel

2018Annual

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What was filed

  • 51

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE
  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES FEDERAL RULES ADVISORY COMMITTEE
  • ABI Mud-Atlantic Workshop
  • ABI Views From the Bench
  • West Services Inc. - book rovalties
  • Becker LLC - buyout payments
  • Becker Meisel LLC « draw and membership distribution "Self Emploved Attorney”

As filed

TD Bank Cash Accounts — Int/Div

Frunklin Income Fund (b) class ¢ — Int/Div

Hooper Holmes (a) — Int/Div

Targa Resources Pfd 9% (a) — Int/Div

Calamos Strategic Total Return (a) — Int/Div

Intel Corp (a) — Int/Div

Franklin Income Fund (a) — Int/Div

Citigroup Note 10% 8/19/35 (a) — Int/Div

United States Oil Fund (a) — Int/Div

Regal Bank Money Market (a) Cash Account — Interest

1. Becker LLC 201k) Plan (a) H

2. Blackrock Lifepath Inde 2035 — Int/Div

1. Becker LLC 201 (Kk) Plan (c) H

2. Blackrock Lifepath Index 2035 — Int./y

Franklin Income Fund 529 Plan (d) — Int/Div

Alibaba (b) — Int/Div

American Int'l Group (b) — Int/Div

Exxon Mobil (b) — Int/Div — Sold (part)

Franklin Income Fund (b) class A — Int/Div

Targa Resources Pid (b) — Int/Div

Citibank CD (b) — Int/Div

Citigroup Steepener Note 10% (b) 8/19/35 — Int/Div

EPR PPTYS 5.75 PFD (b) — Int/Div

Morgan Stanley 10% due 08/19/33 (b) — Int/Div

Vomado Rlity PFD (b) — Int/Div

Regal Bank Money Market (c) Cash Account — Interest

Alibaba (¢) — Int/Div

Citibank CD 209% 11/15/33 (¢) — Int/Div

Citiroup Note 10% 11/26/34 (¢) — Int/Div

JP Morgan Chase CD 10% 7/21/34 (c) — Int/Div

Franklin Income Fund (¢) — Int/Div

Exxon Mobil (d) — Int/Div

Targa Resources PFD 9% (a) — Int/Div

TransAmerica Universal Life Insurance (a) — Int/Div

1. Mass Murual Vanable Universal Life Insurance (¢) policy 710 (H)

2. -MML Equity Index (c) — Int/Div

3. -Oppenheimer Main Street — Int/Div

4. -MML Money Market — Int/Div

5 Oppenheimer Core Bond — Int/Div

6. <Junus Aspen Global Research — Int/Div

LL Mass Mutual Vanable Umversal Lite Insurance (¢) policy 712 (H)

2. -MML Equity INdex (c) — Int/Div

3 Oppenheimer Main Street — Int/Div

4. -MML Money Market — Int/Div

S. -Oppenheimer Core Bond — Int/Div

6. <Junus Aspen Global Research — Int/Div

Seelaus Money Market (¢) cash account — Interest

Seelaus Money Market (a) cash account — Interest

Century Bank 9/15/39 (b) — Interest

Seelaus Money Market (b) cash account — Interest

Seelaus Money Market (d) cash account — Interest

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES FEDERAL RULES ADVISORY COMMITTEE

Agreement — 092315 — Becker LLC - Partnership Buy-Out Agrement To Be Pad by 2019

Reimbursement — ABI Mud-Atlantic Workshop — S218 -84/18 — Hershey, PA — Professional Assoc — Travel & per diem

Reimbursement — ABI Views From the Bench — 92118 — Washington, D.C — Professional Assoc — Travel & per diem

Income — 2018 — West Services Inc. - book rovalties — S2418.00

Income — 2018 — Becker LLC - buyout payments — S75.000.00

Spouse's income — 2018 — Becker Meisel LLC « draw and membership distribution "Self Emploved Attorney”

The John Hancock 401(k) information has been valued as of 12/31/18. | estimated the income and gains on the sale of the 401(k) assets because | could not obtain

that information from John Hancock,

As per my broker, the cash value of the Trans America life insurance policies are held by TransAmerica and not a third party intermediary like a bank. Thave

Universal Life Insurance policies. To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are

left in the company’s general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future

claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general account with interest. The company

guarantees a minimum interest rate but may set the rate higher than the minimum. The interest crediting rates are set annually by management and approved by

the Board.

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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