Debra C. Freeman
2020
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What was filed
61
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Federal Direct Loan Program (unsubsidized)
- self-employed attorney
As filed
Chase Bank Account — Interest
Chase Bank ( business operating account) — Interest
Citibank Account — Interest
Citibank Savings Account — Interest
Fidelity New York Tax Free Money Market — Dividend
Fidelity Spartan US Treasury — Dividend
Fidelity US Government Reserves, IRA — Dividend
Fidelity Spartan Market Index — Dividend
Fidelity Cash Reserves (rollover IRA) — Dividend
Vanguard New York Tax Free Money Market — Dividend
Treasury Direct Account 1 (various Treasury bills) — Interest
Treasury Direct Account 2 (Treasury bill) — Interest
Morely Stable Value Fund (IRA) — None
Schwab Institutional Large Cap Value Trust — None
Schwab Small Cap Index — Dividend
Dodge and Cox International Stock (IRA) — Dividend
Brokerage Account #1 Charles Schwab Money Market — Interest
Treasury bill — Interest — Redeemed
Treasury bill — Interest — Buy
Treasury bill — Redeemed
Treasury bill — Interest — Buy
Treasury bill — Redeemed
Brokerage Account #2 Charles Schwab Money Market (IRA) — Interest
Hellenic Telecommunications (Common) (IRA) — Dividend
IShares EAFE Index (IRA) — Dividend
IShares MSCI Switzerland (IRA) — Dividend
Brokerage Account #3 Charles Schwab Money Market (IRA) — Interest
Treasury bill (IRA) — Interest — Redeemed
Treasury bill (IRA) — Interest — Buy
Treasury bill (IRA) — Redeemed
Treasury bill (IRA) — Interest — Redeemed
Liberty Media Braves Class A (Common) (IRA) — None — Buy (add'l)
Liberty Sirius Class A (Common) (IRA) — None — Buy (add'l)
Liberty Sirius Class K (Common) (IRA) — None
Liberty Broadband (Common) (IRA) — None
Liberty Global (IRA) — None
Liberty Trip Advisor — None — Buy
General Electric (Common) (IRA) — Dividend — Buy (add'l)
Spider Gold Trust (IRA) — None
IShares MSCI Switzerland (IRA) — Dividend — Buy
Brokerage Account #4 Charles Schwab Money Market Account — Interest
General Electric (Common) — Dividend
Pfizer (Common) — Dividend
Viatris (Common) — None — Spinoff (from line 43)
Treasury bill (IRA) — Interest — Redeemed
Brokerage Account #5 Charles Schwab Money Market (IRA) — Interest
Comcast Class A (Common) (IRA) — Dividend
Merck (Common) (IRA) — Dividend
Viatris (Common) (IRA) — None
Liberty Latin America (IRA) — None
Oakmark Fund — Dividend
Mutual Beacon Fund — Dividend
Mutual Discovery Fund — Dividend
New York Times Class A (Common) — Dividend
Walt Disney Company (Common) — Distribution
Con Edison (Common) — Dividend
NY Coll. Sav. Prog. Acc't #1 (Conservative Age-Based Income Portfol) — None — Buy (add'l)
NY Coll. Sav. Prog. Acc't #2 (Mod. Age- Based Income) — None — Buy (add'l)
US Savings Bonds, Series EE — None
Fidelity New York Municipal Income — Dividend
Vaguard Wellington Inv (Inherited IRA) — Dividend — Sold (part)
Liability — Federal Direct Loan Program (unsubsidized) — Student Loan
Spouse's income — 2020 — self-employed attorney
Re line 37: Purchased small lots of Liberty Trip Advisor (under $1000 at a time), on 3/11/20, 3/12/20, 3/16/20, and 3/18/20. I have only included the last purchase
date in this report, as only the aggregate was over $1000 and thus reportable.
Re lines 44 and 49: Mylan (shown at line 72 on my 2019 report) merged into a division spun off by Pfizer, and then changed its name to Viatris.
Re line 57: NY Coll. Sav. Prog. Acc't #1 moved assets from Moderate Age-Based Income Portfolio (as reported at line 82 of my 2019 report) to Conservative
Age-Based Income Portfolio.
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.