Robert Porter Patterson jr

2010

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Pull out the substance of this filing.

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • mandatory redemption
  • Redemption
  • Loss
  • value
  • John Hancock
  • National Life Insurance
  • New England Life (now Met Life)

As filed

Vanguard Group (Keogh) Windsor II Fund — Int/Div — mandatory redemption

Vanguard Group (Keogh) Int. Term Corp. Fund — Interest — mandatory redemption

Metropolitan Life Ins — Int/Div

Clarkstown School Dist. 4.5% 4/15/10 — Interest — Redeemed — Redemption

New Rochelle City 4% 9/1/03 — Interest

N.Y. State Env. Fac. 5.6% 9/15/13 — Interest

Otsego Cnty NY Indl. Dev. Agy 5.125% 11/1/12 — Interest

Orleans County, NY 4.9% 12/15/14 — Interest

Chase Bank IRA Cash Equivalent — Interest

Chase Bank IRA Cash Equivalent — Interest

Capital One Bank — Interest

Nucor — Int/Div — Sold — Loss

Nucor — Int/Div — Sold — Loss

ICX Technology Inc — None — Sold

ICX Technology Inc — None — Sold

Copart, Inc — None

Dril-Quip Corp. CL-B — None — Sold (part)

Google, Inc — None

Ericsson L M Tel Co. — Int/Div

Exxon Mobil Corp. — Int/Div

IBM — Int/Div

Monster Worldwide, Inc — None

Questar Corp — Int/Div

Proctor & Gamble — Int/Div

Teleflex Inc — Int/Div

TESCO Corp. — None — Sold — Loss

Igene Biotechnology Inc. (WTS) — None — value

Ultra Life Batteries — None — Sold — Loss

Ultra Life Batteries — None — Sold — Loss

Bank of America — Int/Div — Sold

JP Morgan Chase PFD Equity Depository Shares — None — Sold

New York NY for Prior Issues Due 8/1/13 — Interest

New York ST DORM AUTH REVS Due 71/21 — Interest

New York ST DORM AUTH REVS Due 2/1527 — Interest — Buy

Triborough Bridge & Tunnel Auth Due 11/16/17 — Interest

New York City Transitional Due 8/1/18 — Interest — Sold (part) — Loss

New York City Transitional Due 11/1/28 — Interest — Buy

Metropolitan Transit Authority — Interest — Buy

New York STTWY AUTH GEN BDS Due 1/1/30 — Interest — Buy

Kimco Realty Corp — None — Buy

Molex Inc — None — Buy

Occidental Pete Corp — Int/Div — Buy

Liability — John Hancock — Insurance Policy Loan

Liability — National Life Insurance — Insurance Policy Loan

Liability — New England Life (now Met Life) — Insurance Policy Loan

New York ST DORM AUTH REVS due 7/1/21 was erroneously listed twice on the 2009 Report. The second entry has been deleted on the 2010 Report and #40 is

the single entry for this Asset.

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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Robert Porter Patterson jr | Frix