Joel Harvey Slomsky
2009
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What was filed
46
investments
0
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- New York Intellectual Property Lawyers Assn.
As filed
IRA #1 — Int/Div
Vanguard Wellington Fund — Sold
IRA#2 — Interest
Fidelity Money Market Account
Vanguard Star Fund — Sold
U.S. Treasury Strip — Matured
Banco Popular (CD) — Matured
Banco Popular (CD)
Cleveland State Bank (CD) — Matured
Farmers and Merchants Bank (CD) 5 — Matured
Foundations Bank (CD) — Matured
Paragon Nationaf Bank (CD) — Matured
Mercantile Bank (CD) — with line 30)
Morgan Stanley Bank NA (CD)
Concord Bank (CD) — Matured
Discover Bank (CD)
First National Bank (CD) — Matured
Fidelity Money Market Account — Closed
Legacy Bank of Texas (CD) — Buy
Bank Union (CD) — Buy
Cit Bank (CD) — Buy
Cit Bank (CD) — Buy
Mid Carolina Bank (CD) — Buy
Charter Bank (CD) — Buy
Charter Bank (CD) — Buv
DMB Community Bank (CD) — Buy
First Jackson Bank (CD) — Buy
American Bank CD) — Buy
Commerce Bank (CD) — Buy
Crescent Bank (CD) — Buy
Sallie Mae Bank (CD) — Buy
General Electric Capital (Bond) — Buy
Goldman Sachs Group Inc. (Bond) — Buy
Genworth Financial Inc. (Bond) — Buy
Citigroup Inc. (Bond) — Buy
Prudential Financial Inc. (Bond) — Buy
Fidelity Moncy Market Account
Vanguard Target Retirement 2045 Fund
Mutual of America Conservative ‘Allocation Fund
Mutual of America Mid-Term Bond Fund — Buy
Mutual of America Moderate Allocation Fund — Sold
Mutual of America Conservative Allocation Fund
Mutual of America Mid-Tenn Bond Fund — Buy
Mutual of America Moderate Allocation Fund — Sold
Mutual of America Interest Accumulation Account
Citizens Bank Checking Account — Nong
Agreement — 2009 — B le) o Joel Harvey Slomsky Individual Retirement Account (IRA), control m [ee]
Reimbursement — New York Intellectual Property Lawyers Assn. — 3/27-282009 — New York, New York — Annual Event to Honor Federal Judges — Hotel, Food, Transportation, Seminar
Part VIL. Investments and Trusts: The Joel Harvey Slomsky, Esquire, 401(k) Profit-Sharing Plan and the Joel Harvey Slomsky. Esquire, Defined Benefit Pension
Plan. reported on the Financial Disclosure Form for 2008, were terminated as of December 31, 2008 and the assets of the Plans were rolled over in 2009 into a new
Joet H. Slomsky Individual Retirement Account (IRA), which is listed in this Form as IRA #3 (lines 10 to 81). IRA #1, referred to on lines 1 to 5, held at
Vanguard Mutual Funds was terminated in 2009 and the assets were also rolled over into the Joel H. Slomsky Individual Retirement Account (IRA), which is listed
in this Form at IRA #3 (lines 10to 81). The assets in the Vanguard Wellington Account (line 79) were purchased in both the IRA #1 and [RA #3 on various dates
in 2009, beginning on 6/8/09, and are consolidated in linc 79. The asscts in the Vanguard Total Bond Market Index Fund {linc R0) were purchased and sold on
various dates in 2009, beginning on 3/10/09. and are consolidated in line 80. The assets in the Vanguard Bond Index Fund-Intermediate Term (line 14) were also
purchased and sold on various dates in 2009. beginning on 3/2/09, and finally sold on 6/8/09.
11. Non-Investment Income: In 2009. I received a fee in a case in which 1 had been appointed hy the Third Circuit Court of Appeals to represent an Appellant in
an appeal of a criminal conviction and sentence. | was compensated for my services on the appeal only for the time 1 worked on the case when | was still in private
practice in 2008. I bacame a federal judge on October 8, 2008. The income listed as Non-Investment Income (line 1) is the income reported on a Schedule C (net
profits) reported on my 2009 federal tax return.
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.