Mary Pat Thynge
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
61
investments
0
positions
0
gifts
0
agreements
2
debts
1
reimbursements
0
income
0
spouse income
Named parties
- None
- SEI Managed Account
- First Financial Equity Corp.
- NYIPLA
As filed
Sul — Int/Div
Wells Fargo Checking Account Wilmington DE (formerly Wachovia) — Interest
Wells Fargo Money Market Account Wilmington, DE (formerly Wachovia) — Interest
Blackrock National Municipal Institutional Class — Int/Div — Redeemed — None
Jackson National Life Insurance Co (Annuity) — Int/Div — Sold (part) — None
Jackson National Life Insurance Co (Annuity) — Int/Div — Sold (part) — None
First Financial Equity Corp. MM Account — Interest
Wells Fargo Portfolio Checking — Interest — Open — None
PNC Bank Checking — None
PSER. Harrisburg, PA — Int/Div
BRT — Int/Div
ERF — Int/Div
T — Int/Div
PFE — Int/Div
FNB — Int/Div
MSFT — Int/Div
SFL — Int/Div
SEI(H)
iShares S&P S00 Ey — Int/Div
Schwab US Small Cap ETF — Int/Div
SPDR S&P S00 ETF — Int/Div — Redeemed — None
Shares Currenty Hedge MSCI ETr — None — Redeemed — None
Vanguard FISE Developed Mkts ETF — None
Vanguard FTSE Emerging Mkts ETF — None
Wisdom Yhe Japan Hedge Equity Fund — None — Sold — None
Vanguard Consumer EFT — Int/Div
MSFI — Int/Div
Sun America Focused Dividend — Int/Div
SEL: TMLCX — Int/Div
GNMA REMIC — Interest
Freddie Mac REMIC 12741 — Interest
ETrade BK (includes IRA Account) — Int/Div
FDSBX — Int/Div — Buy — None
NzICY — Int/Div — Sold — None
CIL — Int/Div
SPKKY — Int/Div — Buy — None
Extended Ins. SEP Dep. Acct — Interest
CS First Boston — Interest
Bank Amer Series 2005-5 — Interest
SEL: STMSX — Int/Div
SEI: TMMAX — Int/Div
SEL: SEITX — Int/Div
SEL: SIEMX — Int/Div
SEL: SEIMX — Int/Div
SEL: SRAAX — Int/Div
SEL: SEATX — Int/Div
SEL: SITEX — Int/Div
SEL: SEFIX — Int/Div
SEI: TPRXX — Interest
SEI CASH ACCESS — Interest
LVIP AmMGIGrAMR — Int/Div
Shares SCVS (IY) — Int/Div
Dow Jones US Financial Index Fund (1YF) — Int/Div
I Shares US Regional Banks EFT (IAT) — Int/Div
JP Morgan (JPM) — Int/Div
Shares Midcap 400 (1J)) — Int/Div
Schlumberger Ltd. (SLB) — Int/Div
I Shares Aerospace (ITA) — Int/Div
Blackrock Equity Division (MADVX) — Int/Div
Vanguard Small Cap (VBR) — Int/Div
Government Fund (SEOXX) — Int/Div
Liability — SEI Managed Account — Management Fees
Liability — First Financial Equity Corp. — Management Fees
Reimbursement — NYIPLA — 0323/18 — New York, NY — Honoring Retired Judge — Hotel, Food, Transportation Expense
VII - Items | & 2: Wells Fargo purchased Wachovia. Complete name change (that is, when reported on my monthly statements) either occurred 2017 or early
2018.
VII - Items 4 & 5: Jackson National Life Insurance Co, are two annuities | inherited. At the time of my inheritance, annual payments were made which |
continued. There are no sub-account choices, no investment options, or any specific mvestment options provided.
VII - Item 7: Opened a joint checking account with my spouse.
VII Item 9: My spouse receives monthly pension benefits as a result of his retirement with his former employer. These monthly pension benefits will continue
until his death.
VII Item 52: 1 erred ou this line in my prior report. Indentification should have been | Shares SVCS.
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.