Alan David Lourie

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • VII
  • Harvard Law School
  • GlaxoSmithKline pension

As filed

Vanguard Tax Exempt MM Fund — Int/Div

Vanguard Tax Exempt MM Fund 2 — Int/Div

Vanguard ST Inv Gr Bd Fund (IRA) — Int/Div — Buy

Vanguard ST Inv Gr Bd Fund (IRA) — Sold (part) — VII

TIAALCREF — Interest — Sold — VII

PNC Bank checking account — Interest

Vanguard S00 Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

T Rowe Price Short Term Bond Fund (IRA) — Int/Div — Sold (part) — VII

Vanguard ST Tax Exempt Fund 1 — Int/Div

Vanguard ST Tax Exempt Fund 2 — Int/Div — Buy (add'l)

Vanguard Limited Term TE Fund — Int/Div

TR Price High Yield Fd (IRA) — Int/Div

TR Price New Horizon Fd (IRA) — Int/Div

Vanguard Dividend Growth Fd — Int/Div

Vanguard Prime Cap Core Fd — Int/Div

Vanguard Limited Term TE Fund 2 — Int/Div

Sequoia Fund — Int/Div

Vanguard IM Term Tax Ex Fund — Int/Div

TR Price Tax-Free Short-IM Fd — Int/Div — Buy

TR Price GNMA Fd(IRA) — Int/Div

Vanguard Hi Yield Fund — Int/Div

Agreement — 14/6/90 — GlaxoSmithKlme, successor to former employer, provides pension and retiree group health and hfe imsurance

Reimbursement — Harvard Law School — April 8-9 — Cambridge, MA — Participate in class — Hotel and airfare

Reimbursement — Harvard Law School — April 11-12 — Cambridge, MA — Participate in intellect! property panel — Hotel and airfare

Income — GlaxoSmithKline pension — S88.273.00

Items 4. 5, and 12 in Part VII do not provide gains in D4, because they were within an IRA or a rollover so that there was no recognized or calculable gain,

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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Alan David Lourie | Frix