William G. Bassler
2005
Ask Donna
Pull out the substance of this filing.
What was filed
28
investments
0
positions
1
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- MEMBERSHIP FEE (SEE SECT. VI)
- UNIVERSITY OF VIRGINIA LAW SCHOOL MOOT COURT CHARLOTTESVILLE, VA
- PRACTICING LAW INSTITUTE
- NEW YORK INTELLECIUAL PROPERTY BAR
- SUBSCRIPTION TO N.J. PAC (RETIREMENT GIFT)
As filed
CMA ACCOUNT MEKRILL LYNCH — Interest
UBS FINANCIAL SERVICES (IRA) — Interest
UBS BANK USA DEPOSIT ACCT
LEGG MASON PARTNERS AGRESSIVE GROWTH FUND CLASS A
LEGG MASON PARTNERS FUNDEMENTAL VALUE FUND CLASS C
LEGG MASON PARTNERS MID CAP CORE FUND CLASS C
VALLEY NATIONAL BANK" FORMERLY SOVREIGN BANK — Interest
MERRILL LYNCH (IRA) — Int/Div
MERRILL LYNCH BANK USA RASP
AMERICAN BALANCED FUND
CALAMOS CONVERTIBLE GROWTH & INCOME FUND
MERRILL LYNCH IRA(s) — Int/Div
ML BANK USA RASP
AMERICAN BALANCED FUND
CALAMOS CONVERTIBLE GROWTH & INCOME FUND
UBS FINANCIAL SERVICES INC — Interest
MANAGEMENT ACCOUNT.
RMA N.J. MUNI MNY FUND.
ELN — None
PFE — Int/Div
WMB — None
AMGN — None
23.-C — Int/Div
SHREWSBURY BANK CORP — Interest
COMMERCE BANK — Interest
WESTERN RESERVE LIFE INS — None
SMITH BARNEY FINANCIAL MANAGEMENT — Int/Div
29. UBS — Int/Div
Gift — MEMBERSHIP FEE (SEE SECT. VI) — AM. COLL.TRUST/ESTATE COUNSEL
Reimbursement — UNIVERSITY OF VIRGINIA LAW SCHOOL MOOT COURT CHARLOTTESVILLE, VA — MAY 28, - 29, 2005 (MEALS, HOTEL AND TRANSPORTATION)
Reimbursement — PRACTICING LAW INSTITUTE — NEW YORK CITY, JULY 26, 2006 MARKMAN HEARINGS SEMINAR (MEALS. HOTEL., TRANSPORTATION)
Reimbursement — NEW YORK INTELLECIUAL PROPERTY BAR — WALDORF ASTORIA, NYC MARCH 24, 2006 (MEALS AND LODGING)
Spouse's income — N.J. DISTRICT COURT HISTORICAL SOCIETY — SUBSCRIPTION TO N.J. PAC (RETIREMENT GIFT)
SECTION V: MEMBERSHIP FEE WAIVED UNDER DESIGNATION: JUDICIAL CATEGORY
SECTION VII: INVESTMENTS AND TRUSTS
The assets in the Smith Barney IRA rrflected in items 2, 3, 4, 5, 6 and 7 of the 5/6/2005 Report were withdrawn from the Smith Barney IRA and rolled over and
transferred to UBS Financial Services Inc. accounts as reflected in this report on or about November 1, 2005.
The Salomon Smith Barney Financial Management Account Money Funds reflected in items 16, 17, 19, 20, 21, 22, 26 along with any other funds were transferred
to UBS Fionancial Services Inc. Resource Management Account reflected in items 17-24 of this 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.