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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Memll Lynch
  • Realty USA - Independent Contractor - Commissions
  • Real Estate Professional - Rental Property

As filed

Merl Lynch (IRA #1) — Int/Div — Closed

Memmi Lynch (IRA #2) — Int/Div — Closed

New York College Tuition Savings # (529) — Int/Div — Buy

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

New York College Tuition Savings # (529) — Buy (add'l)

Oppenheimer Gold & Special Minerals Class A ("OPGSX™ — Buy

Oppenheimer Gold & Special Minerals Class A ("OPGSX™ — Sold

Columbia Technology Fund Class Z ("CMTFEX™) — Buv

Direxion Commodity Bull 2X Fund ("DXCLX" — Buy

Petroleo Brasileiro Petrobas ADR Common ("PBR") — Buy

Petroleo Brasileiro Petrobas ADR Common ("PBR") — Sold

Research in Motion LTD Common ("RIMM") — Buy

Southwestem Energy Co Common ("SWN") — Buy

United STS STL Corp New Common ("X") — Buy

United STS STL Corp New Common ("X") — pan)

United STS STL Corp New Common ("X") — Sold

Peabody Energy Corp Common — Buy

Humana Inc. ("Hum")

Abcrdeen Small Cap Fund Class A ("GSXAX™) — Buy

Abcrdeen Small Cap Fund Class A ("GSXAX™) — pant)

Abcrdeen Small Cap Fund Class A ("GSXAX™) — pan)

Abcrdeen Small Cap Fund Class A ("GSXAX™) — Sold

Baron Partners Fund ("BPTRX™) — Buy

Baron Partners Fund ("BPTRX™) — Sold (part)

Baron Partners Fund ("BPTRX™) — Sold (part)

Columbia Technology Fund ("CMTFX") — Buy

Columbia Technology Fund ("CMTFX") — Sold (part)

Delaware Investments Diversified Income ("DPDEX") — Buy

Delaware Investments Diversified Income ("DPDEX") — Sold (part)

Delaware Investments Diversified Income ("DPDEX") — Sold

Eaion Vance Tax Managed Small-Cap {"ETMCNX™Y — Buy

Eaion Vance Tax Managed Small-Cap {"ETMCNX™Y — Sold (part)

Gabelli Enterprise Mergers & Acquisitions FA CLA (PEMAAX™ — Buy

Gabelli Enterprise Mergers & Acquisitions FA CLA (PEMAAX™ — pan)

John Hancock US. Global Leaders Growth Fund Class A — Buy

John Hancock Large Cap Equity Fund Class A ("ITHAX") — Buy

John Hancock Large Cap Equity Fund Class A ("ITHAX") — pant)

John Hancock Large Cap Equity Fund Class A ("ITHAX") — Sold (part)

Openheimer INTL Bond Class A ("OIBAX™) — Buy

Openheimer INTL Bond Class A ("OIBAX™) — Sold

Oppenheimer Developing Markets Class A ("ODMAX") — Buy

Oppenheimer Developing Markets Class A ("ODMAX") — Sold (part)

Oppenheimer Developing Markets Class A ("ODMAX") — pant)

102. -RS Value Fund Class A ("RSVAX") — Buy

Liability — Memll Lynch — Mortgage on income property

Spouse's income — 2009 — Realty USA - Independent Contractor - Commissions

Spouse's income — 2009 — Real Estate Professional - Rental Property

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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Gary L. Sharpe | Frix