Richard Joseph Sullivan
2015Annual
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What was filed
16
investments
1
positions
0
gifts
1
agreements
0
debts
2
reimbursements
2
income
1
spouse income
Named parties
- Columba Law School
- Stadium Generale Marcianum
- Umiversity of Notre Dame Law School
- Columbia Law School
- Matthew Bender & Co, Inc. (Book Rovalues)
- Weight Watchers North America, Inc. -- Wife's Salary
As filed
JPMorganChase Bank Accounts — Interest
New York Community Bancorp Common Stock — Int/Div
529 College Savings Accounts (not self. directed) — Interest
Memill Lynch Cash Management Account — Interest
Memill Lynch IRA - Nuveen Tradewinds Tt] Fund (closed 1230/15) — Int/Div — Closed
Memill Lynch IRA - Matthews Asian Funds Pacific Tigers — Int/Div — Sold (part)
Memill Lynch IRA - Allianz NFJ Dividend Value Fund (closed 12/3015) — Int/Div — Closed
Memill Lynch IRA -Amer Funds Growth Fund of America (closed 12/30/15) — Int/Div — Closed
Memill Lynch IRA - Third Avenue Value Fund (closed 12/3015) — Int/Div — Closed
Merrill Lynch IRA - Cohen & Steers Realty Shares — Int/Div — Sold (part)
Memill Lynch IRA - Loomis Sayles Bond Fund — Int/Div — Sold (part)
Memill Lynch IRA - BlackRock Global Allocation Fund — Int/Div — Buy (add'l)
Mermill Lynch IRA - Western Asset Management Core Bond Fund — Int/Div — Buy (add'l)
Memill Lynch IRA - AllianzGl International Value Fund — Int/Div — Buy
Memill Lynch IRA - Oakmark International Fund — Int/Div — Buy
Memill Lvach IRA (Cash) — Interest
Adpmunct Professor of Law, Columba Law School
Agreement — 2005 — Federal Employees Pension Plan: pension upon age 65
Reimbursement — Stadium Generale Marcianum — 039-122015 — Venice, Italy — Moot Court Competition — Transportation, Meals, Lodging
Reimbursement — Umiversity of Notre Dame Law School — 11/5-72015 — South Bend, IN — Law School Symposium — Transportation, Meals, Lodging
Income — 2015 — Columbia Law School — $12,500.00
Income — 20158 — Matthew Bender & Co, Inc. (Book Rovalues) — S2.038.00
Spouse's income — 2015 — Weight Watchers North America, Inc. -- Wife's Salary
With respect to Section VII, Line 3, | have three separate non-self-directed 529 College Savings Accounts that were opened for my children some years ago, as
follows:
JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 13-14 Years) (NOT SELF-DIRECTED)
JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 13-14 Years) (NOT SELF-DIRECTED)
JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 6-9 Years) (NOT SELF-DIRECTED)
The accounts, individually and collectively, earned less than $1,000 during 2015, and had individual values of (1) $15,001-50,000, (2) $15.001-50,000, and (3) less
than $15,000, respectively, with a collective value of $50,001-100,000.
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.