Gladys Kessler
2005
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Pull out the substance of this filing.
What was filed
51
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- 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
Wells Fargo Advantage Corporate Bond Fund - mutual fund — Int/Div
Wells Fargo Advantage Short Term Bond Fund - mutual fund — Int/Div
Vanguard High Yield Tax Exempt mutual fund — Int/Div
Vanguard Tax Exempt Money Market Fund — Int/Div
American Century Ultra - mutual fund — Int/Div
Banc of America - IRA - Nations Fund Trust - Marisco — Int/Div
Wells Fargo Advantage Short Term Bond Fund - IRA — Int/Div
D.C. Deferred Comp Plan — Interest
Sun Trust - Checking Account — Interest
Wells Fargo Advan Corp Bond Fund (charitable) - mutual fund — Int/Div
American Century Ultra IRA - mutual fund — Interest
Wells Fargo Advantage Fund IRA mutual fund — Int/Div
First Trust Insured Municipal Bonds Unit Trust — Interest — Redemption
Vanguard Municipal Money Market Fund — None — Closed
Garages - Note Receivable - Eskandar Senehi — Interest — Pymnt
Banc of America - Archstone Smith common stock — Int/Div
Vanguard 500 Index Fund — Int/Div
Vanguard Dividend Growth Fund — Int/Div
Model Leasing Assoc II LC - A real estate partnership — Interest
Janus Twenty Fund — Int/Div
Escalade - common stock — Int/Div
Warehouse Leasing Assoc., L.C — Interest
Banc of America -Metropolitan Water District So Ca Rev Board — Interest — Redemption
Banc of America - Nuveen Dividend Advantage Muni Bond Fund — Int/Div
Washington Mutual - common stock — Int/Div
Apache Corp - common stock — Int/Div
Duke Realty - common stock — Int/Div
Ford Motor - common stock — Int/Div — Sell
General Electric - common stock — Int/Div
Smith Midland - common stock — None
Quality Systems - common stock — Int/Div — Sale
Hancock Fabrics - common stock — Int/Div — Sale
ConAgra - common stock — Int/Div
General Dynamics - common stock — Int/Div
Banc of America - Eaton Vance Municipal Bonds — Interest
Vanguard Health Care Fund — Int/Div
Banc of America - D.C. G.O. Bond — Interest — Redempt
Banc of America - D.C. Revenue Bond — Interest
Shaw Group - common stock — None — Sell
Vanguard IRA - Prime Money Market Fund — Int/Div — out
Vanguard IRA - 500 Index Fund — Int/Div — In
Allstate - common stock — Int/Div
RPM Intemational - common stock — Int/Div
Banc of America - 3M Company — Int/Div
Banc of America - General Electric — Int/Div
Banc of America - Eaton Vance Worldwide Health — None
Agreement — 2005 — D.C. Government - Pension
Spouse's income — 2005 — Prudential Insurance Company - Pension
VII. 6. Reported as "Strong Corporate Bond Fund" on 2004 report
VII. 7. Reported as "Strong Short Term Bond Fund" on 2004 report
VIL 12. Reported as "Strong Short Term Bond Fund - IRA" on 2004 report
VIL. 13. This is the valuation given by the DC Deferred Compensation Plan
VII. 15. Reported as "Strong Corporate Bond Fund (charitable)" on 2004 report
VIL 17. Reported as "Strong Opportunity Fund IRA - mutual fund" on 2004 report
VIL. 17. Prior year report included a duplicate listing - prior year lines 19 and 21 are same account. Removed second listing for 2005 report.
VIL. 21. This receivable represents an installment sale in 2002, from which my husband receives monthly payments of interest and principal
VII. 22. This stock was reported:as an individual holding on the 2004 report. It is now held in my husband's National Financial Brokerage account
VIL. 52. This account was inadvertently omitted from prior year report - was previously Strong Opportunity Fund.
Additional notes on Part VII - lines 29, 30, 41, 43, 44, 50, 51, and 52 are all holdings in the same brokerage account.
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.