Gladys Kessler
2009
Ask Donna
Pull out the substance of this filing.
What was filed
63
investments
3
positions
0
gifts
2
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- note in part VIII
- note in past VIII
- note in pant VIII
- Our Place, D.C. -- a 501(c)3) organization
- 3 hl eon gh = isi
- RIE TZ 0 Nandan a Er] =~ Th
- D.C. Government - Pension
- Judicial Retirees & Survivors Admin Office of the US Courts - Pension
- Prudential Insurance Company - Pension
As filed
ADP - common stock — Int/Div
Tyco - common stock — Int/Div
MMM - common stock — Int/Div
GE - common stock — Int/Div
Black & Decker - common stock — Int/Div
Vanguard Tax Exempt Money Market Fund — Interest
Sun Trust - Checking Account — Interest
Wells Fargo Advantage Fund IRA - mutual fund (S) — None
Vanguard 500 Index Fund — Int/Div
Janus Twenty Fund ] — ‘None
General Electric - common stock (S) — Int/Div
Smith Midland - common stock (S) — None — Sold
General Dynamics - common stock (S) — Int/Div
Banc of America - Eaton Vance Municipal Bonds — Int/Div — note in part VIII
Banc of America - D.C. G.O. Bond — Interest — Sold — note in part VIII
Banc of Amenca - D.C. Revenue Bond — Interest — Sold — note in part VIII
Allstate - coromon stock (S) — Int/Div
Banc of America - Eaton Vance Worldwide Health — Int/Div — note in past VIII
Bank of America - common stock (S) — Int/Div
PNC Bank - Checking Account (S) (X) — Interest
Pentair, Inc - common stock (S) — Int/Div
Broadridge Financial Solutions, Inc — Int/Div
Vanguard Growth and Income Fund - (S) — Int/Div
Matthews China Fund - (S) — Int/Div
Vanguard IRA Mid-Cap Index Fund Admiral Shares — Int/Div
Sandy Spring Bancorp - (S) — Int/Div
Vanguard Long-Term Tax-Exempt Adm S) — Interest
Bank of America — Interest
ADP - common stock — Int/Div
MMM - common stock — Int/Div
Black & Decker - common stock — Int/Div
Vanguard Tax Exempt Money Market Fund — Interest
Wells Fargo Advantage Fund IRA - mutual fund (5) — None
Vanguard 500 Index Fund — Int/Div
Vanguard Dividend Growth Fund (S) — Int/Div
Janus Twenty Fund — None
Banc of America - Nuveen Dividend Advantage Muni Bond Fund — Interest — note in pant VIII
Apache Corp - common stock (S) — Int/Div
General Electric - common stock (S) — Int/Div
Smith Midland - common stock (S) — None — Soild
Quality Systems - common stock (S) — Int/Div
General Dynamics - common stock (S) . — Int/Div
Vanguard Health Care Fund — Int/Div
Banc of Amenca- D.C. G.O. Bond — Interest — Sold — note in part VIII
Banc of America ~ D.C. Revenue Bond — Interest — Sold — note in part VIII
Allstate - common stock (S) — Int/Div
RPM Intemational - common stock (S) — Int/Div — Buy (add'l)
Banc of America - 3M Company — Int/Div — note in part VIII
Banc of America - Eaton Vance Worldwide Health — Int/Div — note in part VIII
Wells Fargo Advantage Opportunity Fund (S) — None
Bank of Amenca - common stock (S) — Int/Div
Vanguard Mid-Cap Index Fund Admiral Shares — Int/Div
Pentair, Inc - common stock (S) — Int/Div
Vanguard Growth and Income Fund - (S) — Int/Div
Matthews China Fund - (S) — Int/Div
Covidiend Ltd - common stock — Int/Div
Vanguard IRA 500 Index Fund Admiral Shares — Int/Div
Vanguard IRA Mid-Cap Index Fund Admiral Shares — Int/Div
Sandy Spring Bancorp -(S) — Int/Div
Vanguard Long-Term Tax-Exempt Adm (S) — Interest
Dow Chemical Company - common stock {S) — Int/Div
Bank of America — Interest
Femis Baker Watts - Reserve Primary Fund {S) — None — Closed
Director and Board Chairperson, Our Place, D.C. -- a 501(c)3) organization
3, 3 hl eon gh = isi
RIE TZ 0 Nandan a Er] =~ Th
Agreement — 2009 — I am a member of the D.C. Judges' Retirement Fund and eligible for all benefits
Agreement — 2009 — As a Senior Judge, I now receive a pension rather than a salary
Income — 2009 — D.C. Government - Pension — $125,775.48
Income — 2009 — Judicial Retirees & Survivors Admin Office of the US Courts - Pension — $169,801.01
Spouse's income — 2009 — Prudential Insurance Company - Pension
Additional notes on Part VII: lines 13, 20, 22, 23, 26, 27, 28 are all holdings in the same brokerage account.
Line 14: The Washington Mutual stock has become worthless and has no value.
Line 43 relates to interest earned on a
ortgage account held at Bank of America. T is was listed in error, not required information, because it relates to
th
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.