Alan Neil Bloch

What was filed

359
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Make-A-Wish Foundation of Western Pennsylvania (non-profit corporation)
Academy of Trial Lawyers of Allegheny County

As filed

Philadelphia PA Gas Works Bond (12th Series) — Interest

Philadelphia PA School District Bond — Interest — Redeemed

Coatesville PA Area School District Bond — Interest

Interest-PNC Bank- Checking; Virginia Manor Shops, Pgh. — Interest

Vanguard PA Insured Tax Free Fund — Dividend — Sold

Gabelli Equity Trust — Dividend — Buy

AMG Funds (Yacktman Focused Funds) — Dividend — Sold (part)

AMG Funds (Yacktman Focused Funds) — Sold (part)

Columbia Dividend Inc. Fund — Dividend — Buy

Federated Funds (Federated MDT Mid Cap Growth Fund - Instit. Class) — Dividend — Buy

Fenimore Asset Mgmt. (Fm. Equity Income Fund) — Dividend — Buy

First Eagle FDS, Inc. — Dividend — Buy (add'l)

Wastach Funds (Small Cap Value Fund - Institutional Class I) — Dividend — Buy

Harris Assoc. (Oakmark Equity and Income Fund) — Dividend — Sold

Hotchkis & Wiley FDS (Mid Cap Value Fund - Class I) — Dividend — Sold

Oppenheimer Dev. Markets — Dividend — Sold

Parnassus Income (Core Equity Fund) — Dividend — Sold (part)

Parnassus Income (Core Equity Fund) — Sold (part)

Pimco Invt. Grade Corp. Class I — Dividend — Sold (part)

Legg Mason Funds (Clearbridge Large Cap Growth Fund - Class I) — Dividend — Buy

Royce Premier Fund (Investment Class) — Dividend — Sold

Sunamerica Ser. Inc. (Focused Dividend Strategy Portfolio) — Dividend — Sold (part)

Value Line Asset Allocation Fund (Institutional Class) — Dividend — Buy

Value Line Asset Allocation Fund (Institutional Class) — Buy (add'l)

Value Line Asset Allocation Fund (Institutional Class) — Sold (part)

First Pacific Advisors FDS (FPA Crescent Portfolio - Institutional Cl) — Dividend — Sold (part)

First Pacific Advisors FDS (FPA Crescent Portfolio - Institutional Cl) — Sold

Van Eck FDS (International Invs. Gold) — Dividend — Sold

Vanguard Wellesley Income Fd. — Dividend — Sold

Abbvie Inc. (common stock) — Dividend — Buy

Altria Inc. (common stock) — Dividend — Buy

Altria Inc. (common stock) — Sold

Aqua America Inc. PFD — Dividend — Buy

AT&T Inc. (common stock) — Dividend — Buy (add'l)

AT&T Inc. (common stock) — Sold (part)

AT&T Inc. PFD (unsecured) — Dividend — Buy

AT&T Inc. PFD (unsecured) — Buy (add'l)

AT&T Inc. PFD (unsecured) — Sold (part)

Bank of America Corp. PFD — Dividend — Sold

Becton Dickinson PFD — Dividend

Crown Castle PFD — Dividend — Buy

Dominion Energy Inc. PFD — Dividend — Buy

Ebay Inc. PFD — Dividend

Energizer Holdings Inc. PFD — Dividend — Buy

Exxon Mobil Corp. (common stock) — Dividend — Buy

Goldman Sachs PFD — Dividend — Sold

Goldman Sachs FLT RT (PFD) — Dividend — Buy

Goldman Sachs FLT RT (PFD) — Sold

Int'l Flavors & Fragrances PFD — Dividend

JP Morgan PFD — Dividend — Sold

PNC Fin. Svs. PFD — Dividend

Qwest Corp. PFD — Dividend — Buy

Stanley Black & Decker PFD — Dividend — Buy (add'l)

US Bancorp PFD — Dividend

Abbvie Inc. — Dividend — Sold (part)

Abbvie Inc. — Sold (part)

Abbvie Inc. — Buy (add'l)

Altria Group, Inc. — Dividend — Sold (part)

Altria Group, Inc. — Sold (part)

Altria Group, Inc. — Buy (add'l)

AIG — Dividend — Buy (add'l)

AIG — Buy (add'l)

AmCorp — Dividend — Sold

American Electric Power — Dividend — Sold (part)

American Electric Power — Sold (part)

American Electric Power — Sold

American Tower Corp. — Dividend — Sold (part)

AmGen Inc. — Dividend — Buy (add'l)

AmGen Inc. — Buy (add'l)

Analog Devices Inc. — Dividend

Anheuser-Busch Imbev. — Dividend — Sold (part)

Anheuser-Busch Imbev. — Buy (add'l)

Apollo Global Mgmt. — Dividend — Buy (add'l)

Apollo Global Mgmt. — Buy (add'l)

Apple Inc. — Dividend

Ares Capital Corp. — Dividend

Astrazenicia — Dividend — Sold (part)

Astrazenicia — Sold

AT&T Inc. — Dividend — Sold (part)

AT&T Inc. — Buy (add'l)

Bank of America Corp. — Dividend

BCE Inc. — Dividend — Buy (add'l)

Black Knight Inc. — Dividend — Sold

Blackrock — Dividend — Sold (part)

Blackrock — Sold (part)

Blackrock — Sold

Blackstone Group Inc. — Dividend — Buy (add'l)

Blackstone Group Inc. — Buy (add'l)

BNY Mellon — Dividend — Sold (part)

BNY Mellon — Sold (part)

BNY Mellon — Sold

BP PLC — Dividend — Sold (part)

British American. Tob. — Dividend — Sold (part)

British American. Tob. — Sold (part)

British American. Tob. — Buy (add'l)

Broadridge Fin. Solutions — Dividend

CDN Imperial Bank — Dividend — Buy (add'l)

CDN Imperial Bank — Buy (add'l)

Chevron Corp. — Dividend — Buy (add'l)

Chubb Ltd. — Dividend

Cisco Systems — Dividend — Sold

Coca-Cola Co. — Dividend — Sold (part)

Coca-Cola Co. — Sold (part)

Coca-Cola Co. — Buy (add'l)

Colgate-Palmolive Co. — Dividend

Comcast Corp. — Dividend — Buy (add'l)

Comcast Corp. — Buy (add'l)

Corteva Inc. — Dividend — Spinoff (from line 147)

Corteva Inc. — Sold

Crown Castle — Dividend — Sold (part)

Crown Castle — Sold (part)

Crown Castle — Sold

DIAGEO PLC — Dividend

Digital Realty Trust Inc. — Dividend — Buy (add'l)

Walt Disney Co. — Dividend

Dominion Res.. Inc. — Dividend — Sold (part)

Dominion Res.. Inc. — Buy (add'l)

Dow Inc. — Dividend — Sold (part)

Dow Inc. — Sold (part)

Dow Dupont — Dividend — Sold (part)

Dow Dupont — Distributed

Dupont De Nemours — Dividend — Spinoff (from line 147)

Dupont De Nemours — Sold (part)

Dupont De Nemours — Sold

Duke Energy Corp. — Dividend — Buy (add'l)

Ecolab Inc. — Dividend — Sold (part)

Edison Int'l — Dividend — Buy (add'l)

Edison Int'l — Buy (add'l)

Enbridge Inc. — Dividend — Sold (part)

Enbridge Inc. — Sold (part)

Enbridge Inc. — Buy (add'l)

Entergy Corp. — Dividend — Buy (add'l)

Entergy Corp. — Buy (add'l)

Exxon Mobil Corp. — Dividend — Sold

Fastenal Co. — Dividend — Sold (part)

FNF Group — Dividend

General Mills — Dividend — Sold (part)

General Mills — Sold (part)

General Mills — Sold

General Motors — Dividend — Sold (part)

General Motors — Sold (part)

General Motors — Sold

Gilead Sciences Inc. — Dividend — Buy (add'l)

Gilead Sciences Inc. — Buy (add'l)

GlaxoSmithKline PLC — Dividend — Buy (add'l)

Graco Inc. — Dividend — Sold (part)

Healthcare TR Amer. — Dividend — Sold (part)

Healthcare TR Amer. — Sold (part)

Healthcare TR Amer. — Sold

Home Depot Inc. — Dividend — Sold (part)

Huntington Bancshares — Dividend — Buy (add'l)

Huntington Bancshares — Buy (add'l)

Kraft Heinz Co. — Dividend — Sold (part)

Kraft Heinz Co. — Sold

Intel Corp. — Dividend

International Paper Co. — Dividend

Investco — Dividend — Sold

Iron Mountain Inc. — Dividend — Sold

I Shares ETF (Core S&P) — Dividend — Buy (add'l)

I Shares Select ETF (Dividend Fund) — Dividend — Sold (part)

I Shares Select ETF (Dividend Fund) — Buy (add'l)

Johnson & Johnson — Dividend — Sold (part)

Kimberly-Clark Corp. — Dividend — Sold (part)

Kimberly-Clark Corp. — Sold (part)

Kimberly-Clark Corp. — Buy (add'l)

Kinder Morgan Inc. — Dividend — Buy (add'l)

Kinder Morgan Inc. — Buy (add'l)

Linde PLC — Dividend — Buy (add'l)

Lockheed Martin Corp. — Dividend — Buy (add'l)

Lockheed Martin Corp. — Buy (add'l)

Lyondellbasell — Dividend — Buy (add'l)

Lyondellbasell — Buy (add'l)

Martin Marietta — Dividend — Sold (part)

Martin Marietta — Sold (part)

Martin Marietta — Sold

Mastercard Inc. — Dividend — Sold (part)

McDonald's — Dividend

Merck & Co. Inc. — Dividend

MetLife Inc. — Dividend

Microsoft Corp. — Dividend — Sold (part)

Microsoft Corp. — Sold (part)

Mondelez Int'l — Dividend

National Grid PLC — Dividend — Buy (add'l)

Nestle — Dividend — Sold (part)

Nextera Energy Inc. — Dividend — Sold (part)

Northern Trust Corp. — Dividend

NXP Semiconductors — Dividend

Occidental Pete — Dividend — Sold

PPG Indus. Inc. — Dividend

Paychex Inc. — Dividend

Pepsico Inc. — Dividend — Sold (part)

Pepsico Inc. — Sold (part)

Pepsico Inc. — Buy (add'l)

Pfizer Inc. — Dividend — Buy (add'l)

Pfizer Inc. — Buy (add'l)

Philip Morris — Dividend — Sold (part)

Philip Morris — Sold (part)

Philip Morris — Buy (add'l)

Phillips 66 — Dividend — Sold (part)

Phillips 66 — Sold (part)

Phillips 66 — Sold

PNC Fin. Srvs. — Dividend — Buy (add'l)

PNC Fin. Srvs. — Buy (add'l)

Polaris Inc. — Dividend

PPL Corp. — Dividend — Buy (add'l)

PPL Corp. — Buy (add'l)

Procter & Gamble Co. — Dividend — Sold (part)

Procter & Gamble Co. — Sold (part)

Procter & Gamble Co. — Buy (add'l)

Progressive Corp. — Dividend

Qualcom — Dividend — Sold (part)

Qualcom — Sold (part)

Qualcom — Sold

Rayonier Inc. — Dividend

Raytheon Co. — Dividend

Realty Income Corp. — Dividend — Buy (add'l)

Regions Fin. Corp. — Dividend — Buy (add'l)

Regions Fin. Corp. — Buy (add'l)

Royal Dutch Shell — Dividend — Buy (add'l)

Schlumberger — Dividend — Sold (part)

Schlumberger — Sold

SL Green Realty Corp. — Dividend — Buy (add'l)

SL Green Realty Corp. — Buy (add'l)

The Southern Co. — Dividend — Sold (part)

The Southern Co. — Sold (part)

The Southern Co. — Buy (add'l)

SPDR S&P 500 — Dividend — Sold (part)

SPDR S&P 500 — Buy (add'l)

Sysco Corp. — Dividend — Sold (part)

TC Energy Corp. — Dividend — Buy (add'l)

TC Energy Corp. — Buy (add'l)

Texas Instruments Inc. — Dividend — Sold (part)

Texas Instruments Inc. — Sold (part)

Tiffany & Co. — Dividend — Buy (add'l)

Total SA Spons. ADR — Dividend — Sold (part)

Total SA Spons. ADR — Sold

Travelers Cos. — Dividend

Union Pacific Corp. — Dividend — Sold (part)

UPS — Dividend — Sold (part)

UPS — Sold (part)

UPS — Buy (add'l)

United Technologies Corp. — Dividend — Buy (add'l)

United Technologies Corp. — Buy (add'l)

United Health Group Inc. — Dividend — Buy (add'l)

US Bancorp — Dividend — Buy (add'l)

US Bancorp — Buy (add'l)

Ventas Inc. — Dividend — Sold (part)

Ventas Inc. — Sold (part)

Verizon Communications — Dividend — Sold (part)

Verizon Communications — Sold (part)

Verizon Communications — Buy (add'l)

Visa Inc. — Dividend — Sold (part)

Vodafone Group — Dividend — Sold (part)

Vodafone Group — Sold (part)

Vodafone Group — Sold

Vulcan Materials — Dividend

Waste Management Inc. — Dividend — Sold (part)

Waste Management Inc. — Sold (part)

Waste Management Inc. — Buy (add'l)

WEC Energy Group Inc. — Dividend — Sold (part)

WEC Energy Group Inc. — Sold (part)

Wells Fargo — Dividend — Buy (add'l)

Wells Fargo — Buy (add'l)

Welltower Inc. — Dividend

Weyerhaeuser Co. — Dividend

Williams Cos. — Dividend — Buy (add'l)

Zoetis Inc. — Dividend

3M Co. — Dividend — Sold (part)

(Lines 56-358 are common stock unless otherwise noted)

Member, Emeritus Board of Directors, Make-A-Wish Foundation of Western Pennsylvania (non-profit corporation)

Reimbursement — Academy of Trial Lawyers of Allegheny County — 9-25-2019 to 9-27-2019 — Farmington, PA — Attend the Annual Retreat — Room and meals