Gerard E. Lynch
2005
Ask Donna
Pull out the substance of this filing.
What was filed
8
investments
0
positions
0
gifts
2
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Nuveen Vuniciia Va ue — enc
O»>»enieimer Vain St A — Int/Div
27V.CO 7 oating Rate Strategy 7D 21 O»9enieimer Conv Sec C 3 — Int/Div — Se”
Seigman .gCa» Va C 3
Co uma Growt1Stocc<C 3
AV Tax “ree nt Shares — Int/Div
aton Vance 7 oating Rate nc. rt — Int/Div
Rocaester Vuni 7c C A 29 Tem eton Dev. V <t. Trust A — Int/Div — Se
Agreement — Nstitute or .aw anc .:conomic .?0 ICY — Aor. 8-70, ake as Vegas, \'V: taugt in C3 rogram (trans» mea’s’
Agreement — E "University — Ari 28-29, New [-aven, C7: taugat c ass (transoortation, room, mea
VII. Page 3 INVESTMENTS and TRUSTS -- income, value, transactions (includes those of
spouse and dependent children. See pp. 34-60 of Instructions.)
-
B.
Description of Assets
Income
Gross value
(including trust assets)
durin;
at end of
Transactions during reporting period
reporting period
reporting period
Mm
2)
mn
(2)
m
If not exempt from disclosure
Type
c
Amt
(cg.
Value
Method
Value
2 £2,
Date:
(2)
NE)
Value
d
Place "(X)" after each asset
Codel
rent or
div.,
Code2
Code
buy, sell,
Month-
Code2 |Codel
buyer/seller
se of
exempt from prior disclosure.
(A-H)
int.)
(-P)
QW)
redemption)
merger,
J-P)
(A-H)
aif Wa transaction)
—
Day
(No reportable income,
assets, or transactions)
BB NONE
-
—
sion
so
T
35
a
mms
mr—
36
A.
A
37
Nuveen Tx Free Unit TRINSD
B
Interest
K
T
—_
NY, (Ee
rE
—
RR
38
Sun America Strat. Inv. Fd. A
None
—_—
RNS —
39
TIAA-CREF
tr 2 ep
40
—
EEE
Pioneer Fd. C1 B
A |Dividend
—_
_—
——
em rm 2mm
42
Citibank IRA
A
Interest
ees
PH
I
43
——— em.
es —
—
am
Alliance Tech Fd C1 B
A [Dividend
Sell
4/18
J
Loss
r——
ES
fre
R—
45
Federated Intl Small Co Fd
None
omens i
si
i.
snp tps sme Ls
46
a.
TE
47
John Hancock Small Cap Fd
None
pa
o!
me
foo
wv
iim
48
A
49
W——
”
_—
em
eminem
50
i
a
51
NYS Dorm Auth Bonds
A
Interest
K
T
Partial Buy
11/3
K
o
-
—
1
Income/Gain Codes:
A=$1,000 or less
B=$1,001-$2,500
C=5$2,501-$5,000
D=$5,001-$15,000
E=$15,001-$50,000
(See Col. Bl, D4)
F=$50,001- $100,000
G=$100,001-$1,000,000
H1=$1,000,001-85,000,000
H2=More than $5,000,000
2
Value Codes:
J=8§15,000 or less
K=5$15,001-$50,000
L=$50,001- $100,000
M=5100,001-$250,000
(See Col. C1, D3)
N=$250,001-8500,000
0=$500,001-$1,000,000
P1=§1,000,001-$5,000,000
P2=$5,000,001-$25,000,000
P3=$25,000,001-$50,000,000
P4=More than $50,000,000
3 Value Method Codes:
S=Assessment
T=Cash/Market
(See Col. C2)
=
—
Appraisal
Book value
V=
R=Cost 3 (reat estate only)
=]
mene
J
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.