Dan A. Polster
2014Annual
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Pull out the substance of this filing.
What was filed
138
investments
8
positions
0
gifts
1
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- Agnon School
- Siegal Lifelong Learning Center/CWRL
- Jewish Education Center of Cleveland
- Jewish Federation of Cleveland
- Bellefare Jewish Children's Bureau
- Federal Bar Assn (Cleveland chapter)
- Mt. Sma Health Care Foundation
- Park Synagogue (Stipend tor teaching 10th grade Confirmation class)
- Cleveland State University (adjunct faculty payment for teaching law school class)
- Coleman Law LLC (sole practice)
As filed
Money Market Funds (MLynch) — Interest
Oakmark Intl Fund — Int/Div
Baron Growth Fd — Int/Div
GNM P41107 bonds — Int/Div
Templeton Global Bd Fd — Int/Div
Cohen & Steers Reit Fd — Int/Div — Buy (add'l)
Cohen & Steers Reit Fd — Int/Div — Sold (part)
Mamnstay Large Cap Fd — Int/Div — Sold (part)
NFJ Div Int Prem Strat Fd — Int/Div
Amer.Funds Wash Fd — Int/Div — Sold (part)
Eaton Vance Tax-Ad Gl Div Fd — Int/Div
Cohen & Steers Pref — Int/Div — Buy (add'l)
Mainstay Floating Rate Fd — Int/Div — Buy (add'l)
Mainstay Floating Rate Fd — Int/Div — Sold
Mainstay Unconstrained Bond Fd — Int/Div — Buy
Oppenheimer Senior Fit Rate Fd — Int/Div — Buy
Oppenheimer Senior Flt Rate Fd — Int/Div — Sold
Liberty Acom Tr Fd — Int/Div
Chevron/Texaco — Int/Div
DWS High Inc. Trust (formerly Kemper High Inc. Trust — Int/Div — Sold
Intel — Int/Div
Goldman Sachs Money Mkt — Int/Div
Costco Wholesale Corp — Int/Div
Vanguard Mid-Cap Fd — Int/Div
Microsoft Corp. — Int/Div
Mylan, Inc — Int/Div
Deere & Co — Int/Div — Sold
FedEx Comp — Int/Div
Kinder Morgan Energy Partners — Int/Div — Sold
Du Pont De Nemours — Int/Div
Facebook Inc — Int/Div
Baxter International — Int/Div — Buy
Timkensteel Corp — Int/Div — Buy
Timkensteel Corp — Int/Div — Sold (part)
Tenneco common — Int/Div
Embary (spinoff) — Int/Div
Windstream (spinoff) — Int/Div
Transistor Devices common — Int/Div — Sold
Transistor Devices common — Int/Div — Sold
Nomura Partners Japan Fund Class S — Int/Div
Unicom {formerly Comm. Ed. Preferred) — Int/Div
Roulston Growth Fd — Int/Div
PNC Bank (formerly National City)--check — Interest
PNC Bank-check — Interest
PNC Bank--CD — Interest
PNC Bank--<CD — Interest
Ohio Savings - savings — Interest
IRA-Ohio Savings Bank (Amcap Class A Fd) — Int/Div
IRA-Ohio Savings Bank (CD) — Interest
IRA-Prudential Equity Fund — Int/Div
IRA-Prudential Equity Fd — Int/Div
mmm SEP IRA (Securities America) lines £5.66 — Int/Div
American Gr. Fd of America — Buy
Fidelity Advisor Mid Cap Value Fd — Buy
Fidelity Select Energy — Buy
Franklin Mutual European Fund — Buy
Oppenheimer Dev. Markets Fd — Buy
T Rowe Price Small Cap Value Fd — Buy
Vanguard Health Care Investor — Buy
Vanguard Total Stock Market Index — Buy
Vanguard 500 Index Admiral — Buy
Pimco Income Fd — Buy
Templeton Global Bond — Buy
Vanguard Short Term Inv. Gr. Investor — Buy
Mentor Property, LLCS40,000--12/19/12 — Distribution
Norton Property, LLC $27,000 — Distribution — Buy
Trust** (Jines 81-147) — Int/Div
State of Israel Bond
Tenneco common
JPMorgan Chase
M.Lynch Money Market
Israel Preferred
Dev. Bank of Israel Pref
Amer. Fds New Persp Fd
American Washington Mut Fd — Sold (part)
Oakmark Intl Fund
Baron Growth Fd
US GNM Bonds
Templeton Global Bond Fd
Eaton Vance Tax-Ad Fd
Mainstay Large Cap Gr Fd — Sold (part)
Mainstay Floating Rate Fd — Buy (add'l)
Mainstay Floating Rate Fd — Sold
Cohen & Steers Pref
Cohen & Steers Reit
Voya GNMA Inc Fd — Buy
Mainstay Unconstrained Bd Fd — Buy
Oppenhemner Senior Fit Rate Fd — Buy
Oppenheimer Senior Fit Rate Rd — Sold
Cohen & Steers Real Asset Fd — Buy
Cohen & Steers Real Asset Fd — Sold
Money Market (Janney Adv)
Enbridge Energy Mgt. LLC
Bolt Technologies — Sold (part)
Bolt Technologies — Sold
Durect Corp. — Sold (part)
Stratus Properties Inc — Sold (part)
GT Advanced Techs Inc — Sold (part)
GT Advanced Techs Inc — Sold (part)
GT Advanced Techs Inc — Sold (part)
GT Advanced Techs Inc — Buy (add'l)
GT Advanced Techs Inc — Sold
Metalico, Inc — Buy (add'l)
Metalico, Inc — Sold
Perma-Fix Environmental
Hudson Technologies — Buy
Hudson Technologies — Buy (add'l)
Hudson Technologies — Buy (add'l)
Vanguard Balanced Inc Fd — Buy
Taylor Devices — Buy
Taylor Devices — Buy (add'l)
Taylor Devices — Buy (add'l)
Money Market (Wells Fargo)
Laclede Gas common
Mylan, Inc
Nuveen Ohio Munic. Fd
Royce Value Trust Inc
Eaton Vance Tax Managed Gr. Fd (formerly EV. Marath)
Cedar Fair — Sold (part)
American Express Co
Chevron/Texaco
XTO Energy (now Exxon Mobil after 2010 merger)
Enterprise Products
Caterpillar Inc
Baxter International — Buy
Williams Partners LP — Buy
IBM Corp,
Emerson Electric Co.
Costco Wholesale Corp
Continental Resources Inc — Sold
Hospitality Properties Reit Trust
Kinder Morgan Energy Partners LP — Sold
United Rentals Inc
Vanguard Mid-Cap Fd
Cuyahoga Cty Cap Impt Bond — Redeemed
Cincinnati Ohio Urban Redevelopment Bd
Embarg. (spinoff)
Windstream (spinoff)
Lifetime Trustee, Agnon School
Trustee, Siegal Lifelong Learning Center/CWRL
Trustee, Jewish Education Center of Cleveland
Vice Chairman and Trustee, Jewish Federation of Cleveland
Trustee, Bellefare Jewish Children's Bureau
Trustee
Board of Directors, Federal Bar Assn (Cleveland chapter)
Board of Directors, Mt. Sma Health Care Foundation
Agreement — 1998 — LS. Civil Service Retirement System (CSRS) vested pension for Dept. of Justice service (1976-1998); to be paid upon retirement from judicial service
Income — 2014 — Park Synagogue (Stipend tor teaching 10th grade Confirmation class) — $2,756.00)
Income — 2014 — Cleveland State University (adjunct faculty payment for teaching law school class) — $2,500.00
Spouse's income — 2014 — Coleman Law LLC (sole practice)
Part VII {Investments and Trusts), line 54: On my prior year's form (lines 50 and 51), | had listed S000 401(K) and HR 10 accounts, maintained through 17
law firm. They were both professionally managed by ABA Retirement Funds. When [0000 retired from 0 law firm, [0 combined the two accounts in to
a SEP IRA, professionally managed by Securities America. [1001 determines an overall investment strategy, and the professional manager selects individual
mutual funds.
Part VII {Investments and Trusts): On this year's form, | have not listed the assets described in lines 54-79 on my prior year's form. These assets were owned by
[0 who rned 21 in December, 2013,
Part 1
9. Board of Directors
Global Cleveland
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.