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Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Trust I and II
  • New York State Employees Retirement System
  • Cornell University Teaching Stipend

As filed

Key Bank — Int./Div.

Trust I - Chevy Chase Bank Account — Int./Div.

Trust II - Chevy Chase Bank Account — Int./Div.

Northwestern Mutual Life (Whole Life) — Dividend

Northwestern Mutual (Whole Life) — Dividend

Northwestern Mutual Life (Whole Life) — Dividend

Northwestern Mutual Life (Whole Life) — Dividend

DFA International Small Company Fund IRA — Dividend

DFA Emerging Markets Fund IRA — Dividend

DFA Large Cap Value Fund IRA — Dividend

DFA Real Estate Securities Fund IRA — Dividend

Fidelity IRA Cash Account — Interest

DFA Five Year Global Fixed Income Fund IRA — Dividend

DFA International Value Fund IRA — Dividend

DFA Two Year Global Fixed Income IRA — Dividend

DFA US Vector Equity PRTF INSTL CL (DF VEX) IRA — Dividend

DFA Core Equity DFQTX IRA — Dividend

DFA Short Term Gov't PORT (DFFGX) IRA — Dividend

DFA One Year Fixed Income PRTF INSTL IRA — Dividend

Dimensional Emerging Markets Small Cap IRA — Dividend

DFA Emerging Markets Small Cap IRA — Dividend

DFA Int'l Small Cap Value IRA — Dividend

Trustee, Trust I and II

Agreement — 2003 — New York State Employees Retirement System: Pension upon Retirement at age 55

Income — 2019 — New York State Employees Retirement System — $57,000.00

Income — 2019 — Cornell University Teaching Stipend — $75,000.00

Trustee of Trust I and II is a life insurance trust -- only value upon death. Currently no monetary value.

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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