Jon David Levy

What was filed

432
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
2
income
1
spouse income

Named parties

XXX Street Condominium Association
Jury Innovations Workshop
Matthew Bender & Co., book royalties
Maine Public Employees Retirement
, LLC, Self-employed Psychologist (self-employment income)

As filed

Investment Account #1:

Strategic ADV Tax Sensitive Short Duration — Dividend — Buy (add'l)

Strategic ADV Tax Sensitive Short Duration — Buy (add'l)

Fidelity SAI Tax Free Bond — Dividend — Sold (part)

Fidelity SAI Tax Free Bond — Buy (add'l)

Black Rack Nat. Municipal Fund — Dividend — Buy (add'l)

Black Rack Nat. Municipal Fund — Buy (add'l)

Western Asset Managed Muni — Dividend — Buy (add'l)

Western Asset Managed Muni — Buy (add'l)

Western Asset Managed Muni — Sold (part)

Western Asset Managed Muni — Buy (add'l)

Rowe Price Tax Free High Yield — Dividend — Buy (add'l)

Templeton Global Bond — Dividend — Buy (add'l)

Templeton Global Bond — Sold (part)

Wells Fargo Muni Bond Fund — Dividend — Sold (part)

Fidelity Govt Cash Reserves — Interest

Fidelity Value Discvery — Dividend — Sold (part)

Fidelity Blue Chip Growth — Dividend

LSV Small Cap Value Fund Inst. — Dividend — Sold (part)

American Capital Income Builder — Dividend — Sold (part)

American Capital World Growth & Incone — Dividend

Dodge & Cox Int. Stock — Dividend — Buy (add'l)

Dodge & Cox Int. Stock — Sold (part)

Dodge & Cox Int. Stock — Buy (add'l)

American Europaci Fic Growth Fund F3 — Dividend — Sold (part)

American Europaci Fic Growth Fund F3 — Sold (part)

The Growth Fund of America F3 — Dividend — Sold (part)

JP Morgan US Lg Cap Core Plus Class 1 — Dividend — Buy (add'l)

JP Morgan US Lg Cap Core Plus Class 1 — Sold (part)

Loomis Sales Growth C 1 4 — Dividend

American New World Fund — Dividend — Sold (part)

American New World Fund — Sold (part)

T-Rowe Price New Era — Dividend — Buy (add'l)

Victory Munder Vrcty Small Cap Value R6 — Dividend

Ishares Core S&P 500 ETF — Dividend — Sold (part)

Ishares Russell Midcap Grwoth — Dividend

Ishares S&P Mid Cap 400 Growth — Dividend — Sold (part)

Ishares S&P Mid Cap 400 Growth — Sold (part)

Ishares Russell 1000 Growth ETF — Dividend — Sold (part)

Ishares S&P Midcap 400 Value ETF — Dividend

Ishares TR S&P Small Cap 600 ETF Value — Dividend — Sold (part)

Ishares TR S&P Small Cap 600 ETF Value — Sold (part)

Ishares TR S&P Small Cap 600 ETF Value — Buy (add'l)

Ishares TR S&P Small Cap 600 ETF Value — Sold (part)

Ishares Edge MSCI USA Quality — Dividend

Ishares Edge MSCI USA Value Factor ETF — Dividend — Sold (part)

Ishares Edge MSCI USA Value Factor ETF — Sold (part)

SPDR Index SHS FDP S&P Global Nat. Res. — Dividend — Sold (part)

Transamerica Int. Equity Cl. 1 — Dividend — Buy (add'l)

Transamerica Int. Equity Cl. 1 — Buy (add'l)

Fidelity Govt Cash Reserve — Interest — Buy (add'l)

Fidelity Govt Cash Reserve — Buy (add'l)

Fidelity Govt Cash Reserve — Sold (part)

IRA #1:

Fidelity Int'l Enhanced Index — Dividend — Sold (part)

Fidelity Int'l Enhanced Index — Buy (add'l)

Fidelity Int'l Enhanced Index — Sold (part)

Fidelity SAI Inflation Focused — Dividend — Buy (add'l)

Fidelity SAI Inflation Focused — Sold (part)

Fidelity SAI Inflation Focused — Buy (add'l)

Fidelity SAI VS Value Index — Dividend — Sold (part)

Fidelity SAI VS Value Index — Sold (part)

Fidelity SAI VS Value Index — Buy (add'l)

Fidelity SAI VS Value Index — Sold (part)

Fidelity SAI US Momentum Index — Dividend — Buy (add'l)

Fidelity SAI US Momentum Index — Sold (part)

Fidelity SAI US Large Cap Index — Dividend — Sold (part)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI Int Index — Dividend — Sold (part)

Fidelity SAI Int Index — Sold (part)

Fidelity SAI Int Index — Buy (add'l)

Fidelity SAI Int Index — Sold (part)

Fidelity SAI Emerge Markets Index — Dividend — Buy (add'l)

Fidelity SAI Emerge Markets Index — Sold (part)

Fidelity SAI Emerge Markets Index — Buy (add'l)

Fidelity SAI Emerge Markets Index — Sold (part)

Fidelity SAI US Quality Index — Dividend — Sold (part)

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI US Quality Index — Buy (add'l)

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI Small Mid Cap 500 Index — Dividend — Sold (part)

Fidelity SAI Small Mid Cap 500 Index — Sold (part)

Fidelity SAI Small Mid Cap 500 Index — Buy (add'l)

Fidelity SAI Small Mid Cap 500 Index — Sold (part)

Fidelity Strategic Income Fund — Dividend — Buy (add'l)

Fidelity Strategic Income Fund — Buy (add'l)

Fidelity Strategic Income Fund — Sold (part)

Fidelity U.S. Bond Index Fund — Dividend — Buy (add'l)

Fidelity U.S. Bond Index Fund — Buy (add'l)

Fidelity U.S. Bond Index Fund — Sold (part)

Fidelity U.S. Bond Index Fund — Buy (add'l)

Fidelity Conserv. Income Bond Fund — Dividend — Buy (add'l)

Fidelity Conserv. Income Bond Fund — Sold (part)

Fidelity Conserv. Income Bond Fund — Buy (add'l)

Fidelity Conserv. Income Bond Fund — Sold (part)

Fidelity Conserv. Income Bond Fund — Buy (add'l)

Strategic Adv. Income Oppt. — Dividend — Buy (add'l)

Strategic Adv. Income Oppt. — Buy (add'l)

Strategic Adv. Income Oppt. — Sold (part)

Strategic Adv. Income Oppt. — Buy (add'l)

Fidelity Inflat-Prot Bd Index — Dividend — Buy (add'l)

Fidelity Inflat-Prot Bd Index — Buy (add'l)

Fidelity Inflat-Prot Bd Index — Sold (part)

IShares Core S&P Small-Cap — Dividend — Buy (add'l)

IShares Core S&P Small-Cap — Sold (part)

IShares Core S&P Small-Cap — Buy (add'l)

Ishares TR Ease Sml Cap — Dividend — Sold (part)

Ishares TR Ease Sml Cap — Sold (part)

Ishares Tr Ease Growth — Dividend — Sold (part)

Ishars Inc Core MSCI Emerging Mkts — Dividend — Sold (part)

Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)

Ishars Inc Core MSCI Emerging Mkts — Sold (part)

Ishars Inc Core MSCI Emerging Mkts — Buy (add'l)

Ishars Inc Core MSCI Emerging Mkts — Sold (part)

Select Sector SPDR TR Energy — Dividend — Buy (add'l)

Select Sector SPDR TR Energy — Sold (part)

FDIC Insured Deposit At Union Bank — Dividend

US Treasury NTS Note — Dividend

Fidelity Advisor Corporate Bond — Dividend — Buy (add'l)

Fidelity Advisor Govt Income — Dividend — Buy (add'l)

IRA #2:

Fidelity Int'l Enhanced Index Fund — Dividend — Sold (part)

Fidelity Int'l Enhanced Index Fund — Buy (add'l)

Fidelity Int'l Enhanced Index Fund — Sold (part)

Fidelity SAI Inflation Focused Fund — Dividend — Sold (part)

Fidelity SAI Inflation Focused Fund — Buy (add'l)

Fidelity SAI Inflation Focused Fund — Sold (part)

Fidelity SAI US Value Index Fund — Dividend — Sold (part)

Fidelity SAI US Value Index Fund — Buy (add'l)

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Momentum Index — Dividend — Sold (part)

Fidelity SAI US Momentum Index — Sold (part)

Fidelity SAI US Large Cap Index — Dividend — Sold (part)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity Emerg Market Index — Dividend — Buy (add'l)

Fidelity Emerg Market Index — Buy (add'l)

Fidelity Emerg Market Index — Sold (part)

Fidelity Emerg Market Index — Buy (add'l)

Fidelity Sat Int. Index — Dividend — Sold (part)

Fidelity Sat Int. Index — Sold (part)

Fidelity Sat Int. Index — Buy (add'l)

Fidelity Sat Int. Index — Sold (part)

Fidelity SAI U.S. Quality Index Fund — Dividend — Sold (part)

Fidelity SAI U.S. Quality Index Fund — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Dividend — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Buy (add'l)

Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)

Fidelity Strategic Income Fund — Dividend — Buy (add'l)

Fidelity Strategic Income Fund — Buy (add'l)

Fidelity Strategic Income Fund — Sold (part)

Fidelity US Bond Index Fund — Dividend — Buy (add'l)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Dividend — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Advisor Govt Income Fund — Dividend — Buy (add'l)

Strategic Advisory Inc Oppt — Dividend — Sold (part)

Strategic Advisory Inc Oppt — Sold (part)

Fidelity Inflat Prot Bond Index — Dividend — Buy (add'l)

Fidelity Inflat Prot Bond Index — Buy (add'l)

Fidelity Inflat Prot Bond Index — Sold (part)

Fidelity Advisor Corp. Bond — Dividend — Buy (add'l)

Fidelity Govt Cash Reserve — Interest

Ishare Core S&P Small Cap — Dividend — Buy (add'l)

Ishare Core S&P Small Cap — Sold (part)

Ishares TR EAFE SML CP — Dividend

Ishares TR EAFE Growth — Dividend — Sold (part)

Ishares Inc Core MSCI Emerging Markets — Dividend — Sold (part)

Ishares Inc Core MSCI Emerging Markets — Buy (add'l)

Ishares Inc Core MSCI Emerging Markets — Sold (part)

Select Spector Spdr TR Energy — Dividend — Buy (add'l)

Select Spector Spdr TR Energy — Sold (part)

Fidelity Govt Cash Reserve — Interest

IRA #3:

Fidelity Int Enhanced Index Fund — Dividend — Sold (part)

Fidelity Int Enhanced Index Fund — Sold (part)

Fidelity Int Enhanced Index Fund — Buy (add'l)

Fidelity Int Enhanced Index Fund — Sold (part)

Fidelity SAI Inflation Focused Fund — Dividend — Buy (add'l)

Fidelity SAI Inflation Focused Fund — Sold (part)

Fidelity SAI US Value Index Fund — Dividend — Sold (part)

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Value Index Fund — Buy (add'l)

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Momentum Index Fund — Dividend — Buy (add'l)

Fidelity SAI US Momentum Index Fund — Sold (part)

Fidelity SAI US Large Cap Index Fund — Dividend — Sold (part)

Fidelity SAI US Large Cap Index Fund — Sold (part)

Fidelity SAI US Large Cap Index Fund — Buy (add'l)

Fidelity SAI US Large Cap Index Fund — Sold (part)

Fidelity SAI US Large Cap Index Fund — Buy (add'l)

Fidelity SAI US Large Cap Index Fund — Sold (part)

Fidelity SAI Int. Index Fund — Dividend — Sold (part)

Fidelity SAI Int. Index Fund — Sold (part)

Fidelity SAI Int. Index Fund — Buy (add'l)

Fidelity SAI Int. Index Fund — Sold (part)

Fidelity SAI Emerging Index FA — Distribution — Sold (part)

Fidelity SAI Emerging Index FA — Buy (add'l)

Fidelity SAI Emerging Index FA — Sold (part)

Fidelity SAI Emerging Index FA — Buy (add'l)

Fidelity SAI Emerging Index FA — Sold (part)

Fidelity SAI US Quality Index — Dividend — Sold (part)

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI US Quality Index — Buy (add'l)

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Dividend — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund — Buy

Fidelity SAI Small Mid Cap 500 Index Fund — Sold (part)

Fidelity Strategic Index Fund — Dividend — Buy (add'l)

Fidelity Strategic Index Fund — Buy (add'l)

Fidelity Strategic Index Fund — Sold (part)

Fidelity US Bond Index Fund — Dividend — Buy (add'l)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Dividend — Buy (add'l)

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Buy (add'l)

Strategic Advisors Income Oppt — Dividend — Buy (add'l)

Strategic Advisors Income Oppt — Buy (add'l)

Strategic Advisors Income Oppt — Sold (part)

Fed Govt Cash Reserves — Interest

Ishares Core S&P Small Cap — Dividend — Buy (add'l)

Ishares Core S&P Small Cap — Sold (part)

Ishares Core S&P Small Cap — Buy (add'l)

Ishares Core S&P Small Cap — Sold (part)

Ishares TR EAFE SML EP ETF — Dividend — Sold (part)

Ishares TR EAFE SML EP ETF — Sold (part)

IShares TR EAFE Growth ETF — Dividend — Sold (part)

IShares TR EAFE Growth ETF — Sold (part)

IShares TR EAFE Growth ETF — Buy (add'l)

Ishares Inc Core MSCI Emerging Markets — Dividend — Sold (part)

Ishares Inc Core MSCI Emerging Markets — Buy (add'l)

Ishares Inc Core MSCI Emerging Markets — Sold (part)

Ishares Inc Core MSCI Emerging Markets — Buy (add'l)

Ishares Inc Core MSCI Emerging Markets — Sold (part)

Select Sector SPDR TR Energy — Dividend — Buy (add'l)

Select Sector SPDR TR Energy — Sold (part)

Fidelity Inflation Prot. Bd Index Fund — Dividend — Buy (add'l)

Fidelity Inflation Prot. Bd Index Fund — Buy (add'l)

Fidelity Inflation Prot. Bd Index Fund — Sold (part)

Fidelity Adv Corp Bond — Dividend — Buy (add'l)

Investment Account #2:

Fidelity Value Discovery — Dividend — Sold (part)

Fidelity Blue Chip Growth — Distribution

American Cap Income Builder — Dividend — Sold (part)

LSV Small Cap Value Fund Inst — None — Sold

American Cap World Growth & Income — Dividend

Dodge & Cox Int. Stock Fund — Dividend — Buy (add'l)

Dodge & Cox Int. Stock Fund — Sold (part)

Dodge & Cox Int. Stock Fund — Sold

Dodge & Cox Int. Stock Fund — Buy (add'l)

American Euro Pacific Growth Fund — Dividend — Sold (part)

American Euro Pacific Growth Fund — Sold (part)

Growth Fund of America — Dividend — Sold (part)

JP Morgan US Lg Cap Core Plus — Dividend — Sold (part)

Loomis Sayles Growth — Dividend

American New World Fund — Dividend — Sold (part)

American New World Fund — Sold (part)

T. Rowe Price New ERA — Dividend — Buy (add'l)

SPDR Index SHS FDS S&P Global Nas. Res. — Dividend — Sold (part)

Transamerica Int. Equity — Dividend — Buy (add'l)

Transamerica Int. Equity — Buy (add'l)

Templeton Global Bond — Dividend — Buy (add'l)

Templeton Global Bond — Sold (part)

Templeton Global Bond — Sold

Victory Munder Vrcty Small Cap Value — Dividend

Strategic Adv Tax Sensitive Short Dura — Dividend — Buy (add'l)

Strategic Adv Tax Sensitive Short Dura — Buy (add'l)

Fidelity SAI Tax Free Bond Fund — Dividend — Sold (part)

Fidelity SAI Tax Free Bond Fund — Buy (add'l)

Blackrack National Mun Fund — Dividend — Buy (add'l)

Blackrack National Mun Fund — Buy (add'l)

Blackrack National Mun Fund — Sold (part)

Blackrack National Mun Fund — Buy (add'l)

Western Asset Managed Muni — Dividend — Buy (add'l)

Western Asset Managed Muni — Buy (add'l)

Western Asset Managed Muni — Sold (part)

Western Asset Managed Muni — Buy (add'l)

T. Rowe Price Tax Free High Yield — Dividend — Buy (add'l)

Wells Fargo Municipal Bond Fund — Dividend — Sold (part)

Fidelity Govt Cash Reserves — Interest

IShares Core S&P 50 ETF — Dividend — Sold (part)

IShares Russell Midcap Grwoth — Dividend

IShares S&P Mid Cap 400 Growth — Dividend

IShares Russell 1000 Growth ETF — Dividend — Sold (part)

IShares S&P Midcap 400 Value ETF — Dividend — Sold (part)

IShares S&P Midcap 400 Value ETF — Sold (part)

IShares S&P Small Cap 600 Value — Dividend — Sold (part)

IShares S&P Small Cap 600 Value — Sold (part)

IShares Edge MSCI USA Quality — Dividend — Sold (part)

IShares Edge MSCI USA Quality — Sold (part)

IShares Edge Misc USA Value Factor — Dividend

Bed Bath & Beyond — Dividend

IRA #4:

Fidelity Money Market — Interest

Other Accounts:

U.S. Court Series E Bonds — None

U.S. Court Series EE Bonds — None

Pruce Life Insurance Co. of N.S. Fixed Rate Annuity — Dividend

Bank of America Checking — None

Gorham Savings Bank Checking — Interest

TD Bank Checking — None

Wells Fargo Clearing Services — None

Board Member, XXX Street Condominium Association

Reimbursement — Jury Innovations Workshop — May 9 and 10 — New York — Attend Civil Jury Workshop — 764.00 - Transportation and Hotel

Income — 2019 — Matthew Bender & Co., book royalties — $488.72

Income — 2019 — Maine Public Employees Retirement — $60,843.20

Spouse's income — 2019 — , LLC, Self-employed Psychologist (self-employment income)