Beth P. Gesner
2019
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What was filed
85
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- PNC Bank
As filed
Fireeye Common — None
M & T Bank Common — Dividend
Brookfield Common — Dividend
Eldarado Resort Common — None — Sold
Berkshire Hathaway Common — None
Altria Common — Dividend
Fidility Muni Money Fund — Interest
TBT (ETF) — Dividend — Sold (part)
Telefonica Common — Dividend
DOJ Credit Union — Interest
Virtus Total Return Fund common — Dividend — Sold
Jefferies common — Dividend — Sold
Fidility Cash Reserves — Interest
Markel Common — None
Fidility Cap. App. Fund — Distribution
Fidility Aggressive Growth Fund — Distribution
Fidility Latin Am. Fund — Distribution
Eagle Bank Common — Dividend
Oppen. Flex. Strat. — Distribution
Putnam Sustainable Multi-Cap Growth Fund — Distribution
AT&T Common — Dividend
Occ. Pet. Common — Dividend
IBM Common — Dividend
Comcast Common — Dividend
Fidility Div. Int. Fund — Dividend
US Govt. FICO Strips — Interest — Matured
PNC Bank (IRA) — Interest
Dollar Bank (IRA) — Interest
Touchstone Small Cap Fund — None — Sold
New Perspectives Fund — Distribution — Sold
Capital World Growth & Income Fund — Distribution — Sold
Capital Income Builder Fund — Distribution — Sold
Fundamental Investors Fund — Distribution — Sold
AMCAP Fund — Distribution — Sold
T. Rowe Large Cap Fund — Distribution
CRM Small Cap. Value — Distribution
Oakmark Select — Distribution
Am. Funds Eur. — Distribution
Wells Emerging Growth — Distribution
Morgan Stanley — Distribution
Vanguard Mid Cap — Distribution
Vanguard Emerging Markets Fund — Distribution
Vanguard Global Fund — Distribution
Natixis AEW Real Estate Fund — Distribution
Wells Fargo Money Market — Interest
Broadstone Barrington Apts. f/k/a Broadstone Investors II, L.P. — Distribution
Principal Blue Chip Portfilio A (migrated from Port 100 A) — None
Scholar’s Edge Agg. Port. A (migraded from Dreyfuss Research Growth) — None
Vangaurd Mid Cap Index (migrated from Main St. Mid) Mid-Cap — None
Principal Sys. Inter. Port. (migrated from NM Intl.) Eqty. Fund — None
Severn Savings Money Market — Interest
PNC Money Market — Interest
BAT Common — Dividend
Alibaba Common — None
California Resourses Common — None
Highlands Bluffs, LLC — Distribution
MLG Private FundII, LLC — Distribution
Westmount at Summer Cove LLC — Distribution
Westomount at ColonnadeLLC — Distribution — Sold
Shelbourne Falcon Hotel RL DC LLC — None
Windsor Village SA Investors LLC — None
Westmount Cape Cod Investors LLC — Distribution
MLG Private Fund III — Distribution
MLG/PF Mercer Co-Investor — Distribution
Westmount at Copper Mill Investors — Distribution
RS Greensboro Portfolio — Distribution
RS-The Mill — Distribution
Broadstone Brambleton Town Center f/k/a Broadstone Investors V — Distribution
SHS ETF — Dividend
Wells Fargo Managed Dividend Portfolio — Dividend
Melco Resorts Common — Dividend
FSCT Pref Series D — Dividend
MLG Private Fund IV — Distribution
MLG SW Indutrial Co-Investor — Distribution
Westmount Houston Street LLC — Distribution
Trials at Creekside LLC — Distribution
Del Taco Common — None — Sold
Huntington Bank Common — Dividend — Buy
Oxy Common — None — Buy
Oxy Common — None — Sold
Howard Bank CD — Interest
Sandy Spring Bank CD — Interest — Open
Severn Bank Common — Dividend — Buy
Broadstone Marque Investors, LLC — None — Buy
Forefront Managed Port. — None — Buy
Board of Trustees
Liability — PNC Bank — Promissory Note - Law Firm capital
Spouse's income — 2019
Part VII, Lines 28 - 33 - each of these investments were sold as part of a change in IRA accounts. Proceeds deposited in Forefront Managed Portfolio (shown on
Line 85.
Part VII, Line 45 - Investment acquired in 2004 for $100,000.
Part VII, Lines 46 - 49 - In reponse to the Committee's inquiry with respect to the 2017 report, these funds, which are 529 funds, do not make distributions; gains
are added to the principal amount. In 2019, the 529 sponsor switched funds and migrated the accounts as indicated.
Part VII, Line 56 - Investment acquired in 2014 for $100,000.
Part VII, Line 57 - Investment acquired in 2014 for $200,000.
Part VII, Line 58 - Investment acquired in 2015 for $100,000.
Part VII, Line 59 - Investment acquired in 2015 for $100,000.
Part VII, Line 60 - Investment acquired in 2015 for $100,000.
Part VII, Line 61 - Investment acquired in 2015 for $100,000.
Part VII, Line 62 - Investment acquired in 2015 for $100,000.
Part VII, Line 63 - Investment acquired in 2016 for $200,000.
Part VII, Line 64 - Investment acquired in 2016 for $100,000.
Part VII, Line 65 - Investment acquired in 2016 for $100,000.
Part VII, Line 66 - Investment acquired in 2016 for $100,000.
Part VII, Line 67 - Investment acquired in 2017 for $100,000.
Part VII, Line 68 - Investment acquired in 2017 for $250,000.
Part VII, Line 73 - Investment acquired in 2018 for $250,000.
Part VII, Line 74 - Investment acquired in 2017 for $100,000.
Part VII, Line 75 - Investment acquired in 2019 for $100,000.
Part VII, Line 76 - Investment acquired in 2018 for $250,000.
Part VII, Line 81 - CDs were opened in 2018 and were inadvertantly omitted from 2018 report.
Part VII, Line 84 - Investment acquired in 2019 for $250,000.
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.