Jonathan D. Gerber

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

176
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Tannenwal Foundation
U.S. Treasury Department - Retirement Annuity

As filed

Gold Coms — None

Deam Witter (Morgan Stanley) Common Stock — Int/Div — Sold

Lucent Common (Alcatel) — None — Sold

Microsoft Common — Int/Div — Sold

General Electric Common — Int/Div — Sold

Time Wamer Common ( Formerly AOL) — Int/Div — Sold

Nasdaq 100 Trust QQ — Int/Div — Sold

Cisco Systems Common — Int/Div — Sold

Ing Annuity (X) — None

Janis Mid Cap Fund — None — Sold

Citibank Checking — Interest

Citibank Money Market Checking — Interest

Discover Financial Services — Int/Div — Sold

Janis Mid Cap Fund — None — Sold

T.D. Ameritrade Mney Mkt — Ine

TDAX FDS, Inc — None — Sold

Cadence Pharmaceuticals — None — Sold

Alps Services Brown Cam Small Co Fd 1 — None — Sold (part)

Alps Services Brown Cam Small Co Fd 1 — Sold (part)

Artio Fds International Equity 11 A — None — Sold

Artisan Fds Inc Mid Cap Value Fd — None — Sold (part)

Berwyn Fd Inc Comm — Int/Div — Sold (part)

Berwyn Fd Inc Comm — Sold (part)

Buffalo Fds Mid Cap — None — Sold (part)

Credit Suisse Fds Commodity Return Strategy Com — None — Sold (part)

Credit Suisse Fds Commodity Return Strategy Com — Sold (part)

Dodge & Cox Fds Intl Stk Fd — Int/Div — Sold (part)

Dodge & Cox Fds Intl Stk Fd — Sold (part)

Dodge & Cox Funds Stk Fd — Int/Div — Sold (part)

Dodge & Cox Funds Stk Fd — Sold (part)

Harbor Fd Bd Fd Inst! — None — Sold

Janus Perkins Midep Vln T — Int/Div — Sold (part)

Jensen Portfolio Inc Com — Int/Div — Sold (part)

Jensen Portfolio Inc Com — Sold (part)

Metro West Fds Total Return Bd Fd — Int/Div — Sold (part)

Metro West Fds Total Return Bd Fd — Sold (part)

Northern Fds Small Cap Fd — Int/Div — Sold (part)

Northern Fds Small Cap Fd — Sold (part)

Northern Lights Altegnis — None — Buy

Pimco Real Retum FACL D — Int/Div — Sold (part)

Pimco Total Retum — Int/Div — Buy

Pimco Total Retum — Sold (part)

Price T. Rowe High Yield Fd 1 Com — Int/Div — Sold (part)

Price T. Rowe High Yield Fd 1 Com — Sold (part)

Rowe T. Price Equity Income F Sh Ben Int — Int/Div — Sold (part)

Rowe T. Price Equity Income F Sh Ben Int — Sold (part)

Rowe T. Price New Am Growth F Sh Ben Int — Int/Div — Sold (part)

Rowe T. Price New Am Growth F Sh Ben Int — Sold (part)

Royce Microcap Investment Cl — None — Sold (part)

Royce Microcap Investment Cl — Sold (part)

SSGA Fds Emergimg Mkt — None — Sold (part)

T Rowe Real Estate Fd — Int/Div — Sold (part)

T Rowe Real Estate Fd — Sold (part)

T Rowe Price Intl Bd Fd — Int/Div — Sold (part)

T Rowe Price Intl Bd Fd — Sold (part)

T Rowe Price Intl Emerg Mkts Stk — Int/Div — Sold (part)

Templeton Income Tr Global Bond Advisor — Int/Div

Thomburg Internt] Value Inst — Int/Div

Tumer Fds Midcap Fd Instl C1 — None — Sold (part)

Tumer Fds Midcap Fd Instl C1 — Sold (part)

Tumer Fds Midcap Fd Instl C1 — Sold

Aips Fund Services Brown Sm See — None — Sold (part)

Aips Fund Services Brown Sm See — with line 127)

Buffalo Fds Mid Cap Fd — None — Sold (part)

Buffalo Fds Mid Cap Fd — Sold (part)

Buffalo Fds Mid Cap Fd — with line 130)

Credit Suisse Funs Commodity — None — Sold (part)

Credit Suisse Funs Commodity — with line 132)

Dodge & Cox Funds Intl Stk Fd — Int/Div — Sold (part)

Dodge & Cox Funds Intl Stk Fd — with line 134)

Dod & Cox Funds Stock Fd — Int/Div — Sold (part)

Dod & Cox Funds Stock Fd — Sold (part)

Dod & Cox Funds Stock Fd — with line 135)

Harbor Fd Bd Fd Inst! — None — Sold

Janus Perkins Mid Cap VL Inv T — Int/Div — Sold (part)

Janus Perkins Mid Cap VL Inv T — Sold (part)

Janus Perkins Mid Cap VL Inv T — with line 139)

Janus Short Term Bd 1 — Int/Div — Sold (part)

Janus Short Term Bd 1 — with line 141)

Jensen Quality Growth J — Int/Div — Sold (part)

Jensen Quality Growth J — Sold (part)

Jensen Quality Growth J — with line 142)

Metropolitan West Total Return — Int/Div — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — with line 145)

Northern Fds Small Cap Fd — Int/Div — Sold (part)

Northern Fds Small Cap Fd — with line 147)

Pimco Real Return FA CID — Int/Div — with line 150)

Pimco Real Return FA CID — Sold (part)

Price T Rowe High Yield Fd Com — Int/Div — Sold (part)

Price T Rowe High Yield Fd Com — Sold (part)

Price T Rowe High Yield Fd Com — with line 154)

Rowe T Price Equity Inc F Sh Ben — Int/Div — Sold (part)

Rowe T Price Equity Inc F Sh Ben — with line 157)

Rowe T Price New Am Growth F Sh — Int/Div — Sold (part)

Rowe T Price New Am Growth F Sh — with line 160)

Rowe T Price Short Term Bd F Com — Int/Div — Sold (part)

Rowe T Price Short Term Bd F Com — with line 163)

SSGA Fds Emerging Mkt — Int/Div — Sold (part)

SSGA Fds Emerging Mkt — with line 164)

T Rowe Price Intl Intl Bd Fd — Int/Div — Sold (part)

T Rowe Price Intl Intl Bd Fd — with line 167)

T Rowe Price Real Estate Fd — Int/Div — Sold (part)

T Rowe Price Real Estate Fd — Sold (part)

T Rowe Price Real Estate Fd — with line 170)

Templeton Income Tr Global Bond — Int/Div — Sold (part)

Templeton Income Tr Global Bond — with line 173)

Thomburg Internt] Value Inst — Int/Div — Sold (part)

Thomburg Internt] Value Inst — with line 175)

American Century Government Bond — Int/Div — Buy

American Century Government Bond — Sold (part)

Artisan Fds Inc Mid Cap Value Fd — Int/Div — Sold

ALPS Fund Services Brown Sm SEE — None — Sold (part)

ALPS Fund Services Brown Sm SEE — Sold

Berwin Fd Inc. Com — None — Sold

Buffalo Fds Mid Cap Fd — None — Sold (part)

Buffalo Fds Mid Cap Fd — Sold (part)

Credit Suisse Funds Commodity — Int/Div — Sold (part)

Credit Suisse Funds Commodity — Sold (part)

Dodge & Cox Funds Intemational Stock Fund — Int/Div — Sold (part)

Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)

Dodge & Cox Funds Stock Fund — Sold (part)

Harbor Fd Bd Fd Inst] — Int/Div — Sold

Janus Perkins Mid Cp Vi Inv T — Int/Div — Sold (part)

Janus Perkins Mid Cp Vi Inv T — Sold (part)

Janus Short Term Bd T — Int/Div — Sold (part)

Jensen Quality Growth J — Int/Div — Sold (part)

Jensen Quality Growth J — Sold (part)

Metropolitan West Total Return — Int/Div — Sold (part)

Metropolitan West Total Return — Sold (part)

Northern FDS Small Cap Fd — Int/Div — Sold (part)

Northern FDS Small Cap Fd — Sold (part)

Northern Lights — None — Buy

Pimco Real Retumn FA C1 D — Int/Div — Sold (part)

Pimco Real Retumn FA C1 D — Sold (part)

Pimco Total Return Fund Institutional — Int/Div — Buy

Pimco Total Return Fund Institutional — Sold (part)

Price T Rowe High Yield Fd Com — Int/Div — Sold (part)

Price T Rowe High Yield Fd Com — Sold (part)

T Rowe Price Com — Int/Div — Buy

Rowe T Price Equity Income F Sh Ben — Int/Div — Sold (part)

Rowe T Price Equity Income F Sh Ben — Sold (part)

Rowe T Price New Am Growth F Sh — Int/Div — Sold (part)

Rowe T Price New Am Growth F Sh — Sold (part)

Rowe T Price Short Term Bd F Com — Int/Div — Sold

SSGA Fds Emerging Mkt — Int/Div — Sold (part)

SSGA Fds Emerging Mkt — Sold

T Rowe Price Intl Emerg Mkts Stk — Int/Div — Sold

T Rowe Price Intl Intl Bd Fd — Int/Div — Sold (part)

T Rowe Price Intl Intl Bd Fd — Sold (part)

T Rowe Real Estate Fd — Int/Div — Sold (part)

T Rowe Real Estate Fd — Sold (part)

T Rowe Real Estate Fd — Sold

Templeton Income Tr Global Bond — Int/Div — Sold (part)

Templeton Income Tr Global Bond — Sold (part)

Thomburg Internt] Value Inst — Int/Div — Sold (part)

Tumer FDS Midcap Fd Instl C1 — None — Sold

Director, Tannenwal Foundation

Spouse's income — U.S. Treasury Department - Retirement Annuity

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.