Ona T. Wang

2017Initial

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What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 3

    income

  • 3

    spouse income

Named parties

  • Cinmortgage
  • Self-employed (attomey)
  • Self-emploved (attomey)
  • Hospatal for Special Surgery (salary)
  • Hospital for Special Surgery (salary)
  • Self-employed (medical/surgical expert/consultant)

As filed

IRA#2 (H)

Citibank (cash) — Interest — Exempt

Vanguard Money Market {cash account) — Interest

Pacific Life Ins Universal Life Policy #1 — Int/Div

Pacific Life Ins Universal Life Policy #2 — Int/Div

Minnesota Life Insurance Co. Variable Universal Life Insurance (H)

MSTAR BALANCED ETFI — None

FID VIP CONTRAFUND (R) — None

MSTAR GROWTH ETF! — None

IVY VIP SMALL CAP CORE — None

BROKERAGE ACCOUNT #1 (H)

E-Trade Bank {Cash Sweep) — Int

Amazon (AMZN) — None

Apple (AAPL) — Int/Div

Caterpillar (CAT) — Int/Div

Choe Global Markets (CBOE) — None

Chevron (CVX) — Int/Div

Cisco Systems (CSCO) — Int/Div

Intel (INTC) — Int/Div

Walt Disney Co. (DIS) — None

401K #1 (H)

Vanguard Inst Index Fund Inst] (VINIX) — None

401K#22 (H)

Baker and Hostetler, LLC Retirement Benefits Account (cash) — None

Baker and Hostetler, LLC Basic Pension Account (cash) — None

403B £1 (H)

Vanguard Inst Tg Rtm 45 Inst (VITLX) — Int/Div

457B £1 (H)

TIAA Traditional (TIAA) — None

CREF Stock R3 (QCSTPX) — None

11AA Real Estate — None

CREF Bond Market R3 (QCBMIX) — None

CREF Money Market R3 — None

Vanguard Inst Tg Rtm 45 Inst (VITLX) — Int/Div

NYU SCHOOL OF MEDICINE TAX DEF ANN PLAN (HY

TIAA Traditional (TIAA) — None

CREF Stock R3 (QCSTPX) — None

TIAA Real Estate (TIREX) — None

CREF Bond Market R3 (QCBMIX) — None

457B 22 (H)

HSS 4578 (deferred compensation, no control) — None

403B #22 (MH)

Vanguard Inst Tgt Ret 2030 (VITWX) — None

403B 23 (H)

Vanguard Inst Tet Ret 2030 (VITWX) — None

IRA #1 (H)

Vanguard European Stock Index Inv (VEURX) — Int/Div

Vanguard US Growth Fund Inv (VWUSX) — Int/Div

Vanguard 500 Index Fund Inv (VFINX) — Int/Div

S29 ACCT #21 (H)

NYs 529 Aggressive Age-Based Option Aggressive Portfolio — None

NYs 529 Conservative Growth Portfolio — None

S29 ACCT 22 (H)

NYs 529 Aggressive Age-Based Option Aggressive Growth — None

OTHER HOLDINGS (H)

Disney Timeshare, Lake Buena Vista, FL — Rent

Investment Property #1, Stratton, VT — Rent

Investment Property #2, Lake Las Vegas, NV — None

HS2, LLC — None

HSS ASC of Manhattan, LLC (Y)

Liability — Cinmortgage — Mortgage on rental property

Income — 2018 — Self-employed (attomey) — SS55.000.00

Income — 2017 — Self-emploved (attomey) — S$330.000.00

Income — 2016 — Self-employed (attomey) — $247,500.00

Spouse's income — 2018 — Hospatal for Special Surgery (salary)

Spouse's income — 2007 — Hospital for Special Surgery (salary)

Spouse's income — 2007 — Self-employed (medical/surgical expert/consultant)

Part 11, line 1: This agreement involves only the right to future retirement payments.

Part VII, line 40: No underlying investments; value is exclusively deferred compensation held by the former employer.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particulur holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to mdividual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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