Katherine Polk Failla

2019

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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Proskauer Rose LLP (partnership draw)

As filed

Northwestern Mutual Whole Life Policy — Int./Div.

Northwestern Mutual Whole Life Policy — Int./Div.

Wells Fargo Cash Equivalent Account — Interest

Merrill Lynch Bank Deposit Program — Interest

Intel Corp Common Stock — Dividend

Pfizer Inc. Common Stock — Dividend

P&G Common Stock — Dividend

Microsoft Corp. Common Stock — Dividend

Hennessy Select Large Value Fund — Dividend

T. Rowe Price Equity Income Fund — Dividend

Invesco Asia Pacific Growth Fund — Dividend

Gabelli Gamco Growth Fund — Dividend

Vanguard Equity Income Fund — Dividend

Vanguard European Stock Index Fund — Dividend

Vanguard NY Long Term Tax-Exempt Investor Fund — Dividend

IRA #1

Invesco Van Kampen Comstock Fund — Dividend

Invesco Van Kampen Small Cap Value Y Fund — Dividend

Morgan Stanley U.S. Government Securities Fund — Dividend

MS Short Duration Inc. I Fund (fka MS Inst. Ltd. Dur. I) — Dividend

IRA #2

T. Rowe Price Retirement 2025 Fund — Dividend

Touchstone Small Cap Fund (fka Buffalo Small Cap Fund) — Dividend

JP Morgan Emerging Markets Equity Inst. Fund — Dividend

Schwab Retirement Advantage Money Fund — Dividend

IRA #3

T. Rowe Price Retirement 2025 Fund — Dividend

T. Rowe Price Retirement 2030 Fund — Dividend

Touchstone Small Cap Fund (fka Buffalo Small Cap Fund) — Dividend

JP Morgan Emerging Markets Equity Inst. Fund — Dividend

Schwab Retirement Advantage Money Fund — Dividend

IRA #4

Vanguard Federal Money Market Fund — Dividend

Vanguard Windsor II Fund — Dividend

Vanguard 500 Index Fund (Admiral Shares) — Dividend

Vanguard Morgan Growth Fund — Dividend

IRA #5

Vanguard Federal Money Market Fund — Dividend

Vanguard Growth Equity Fund — Dividend

Vanguard PRIMECAP Fund (Admiral Shares) — Dividend

Vanguard Target Retirement 2015 Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Windsor II Fund — Dividend

Vanguard 500 Index Fund — Dividend

IRA #6

Putnam Income (fka RCM Mid Cap Fund) — Dividend

Alliance Bernstein Sustainable Global (fka AB Glob. Them. Growth) — Dividend

Blackrock Long Horizon Fund — Dividend

Davis NY Venture Fund — Dividend

Putnam Int'l Equity Fund — Dividend

Putnam Investors Fund — Dividend

Putnam Growth Fund — Dividend

Citibank Accounts — Interest

Proskauer Rose Capital Account — Interest

Spouse's income — 2019 — Proskauer Rose LLP (partnership draw)

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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