Lisa Pupo Lenihan

What was filed

107
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

UPMC HEALTH PLAN
UPMC ALTOONA
PITTSBURGH NATIONAL YOUTH BOXING

As filed

INDIVIDUAL ASSETS (H)

PNC BANK (cash) — Interest

S&T BANK (cash) — Interest

RIVERSOURCE UNIVERSAL LIFE INSURANCE POLICY — Interest

ACCOUNT #1 (H)

BLACKSTONE ALT MULTI STRATEGY CL D (BXMDX) — Dividend

MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Dividend

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z (CTRZX) — Dividend

MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z (CZMSX) — Dividend — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z (CZMGX) — Dividend — Buy (add'l)

MULTI MANAGER DIRECTIONAL ALTERNATIVE STRAT Z (CDAZX) — None

MULTI MANAGER ALTERNATIVE STRATEGIES CL Z (CZAMX) — Dividend

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL (CMIEX) — Dividend

DELAWARE U S GROWTH INSTL CL (DEUIX) — Dividend

MFS INTL VALUE CL I (MINIX) — Dividend

MFS MID CAP GROWTH CL I (OTCIX) — Dividend

MFS VALUE CL I (MEIIX) — Dividend

WELLS FARGO EMERGING MARKETS EQUITY INSTL CL (EMGNX) — Dividend

WELLS FARGO SPECIAL MID CAP VALUE INSTL CL (WFMIX) — Dividend

ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) — Dividend

ACCOUNT #2 (H)

AMERIPRISE INSURED SWEEP ACCOUNT (ABISA) (cash) — Interest

AMERICAN CENTURY MID CAP VALUE INVESTOR CL (ACMVX) (Y)

AMERICAN CENTURY MID CAP VALUE CL I (AVUAX) (X) — Dividend — Sold (part)

AMERICAN CENTURY MID CAP VALUE CL I (AVUAX) (X) — Buy (add'l)

BLACKSTONE ALT MULTI STRATEGY CL D (BXMDX) (Y)

BLACKSTONE ALT MULTI STRATEGY CL I (BXMIX) (X) — Dividend

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL (BSIIX) — Dividend — Sold (part)

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL (BSIIX) — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Dividend — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Buy (add'l)

MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z (CTRZX) — Dividend — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z (CTRZX) — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z (CTRZX) — Buy (add'l)

MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z (CZMSX) — None — Buy (add'l)

MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z (CZMSX) — Buy (add'l)

MULTI MANAGER SMALL CAP EQUITY STRATEGIES CL Z (CZMSX) — Sold (part)

MULTI MANAGER GROWTH STRATEGIES CL Z (CZMGX) — Dividend — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z (CZMGX) — Buy (add'l)

MULTI MANAGER GROWTH STRATEGIES CL Z (CZMGX) — Sold (part)

MULTI MANAGER DIRECTIONAL ALTERNATIVE STRAT Z (CDAZX) — None

MULTI MANAGER ALTERNATIVE STRATEGIES CL Z (CZAMX) — None — Buy (add'l)

MULTI MANAGER ALTERNATIVE STRATEGIES CL Z (CZAMX) — Sold (part)

MULTI MANAGER ALTERNATIVE STRATEGIES CL Z (CZAMX) — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL (CMIEX) — None — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL (CMIEX) — Buy (add'l)

MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL (CMIEX) — Sold (part)

DELAWARE U S GROWTH INSTL CL (DEUIX) — None — Sold

MFS INTL VALUE CL I (MINIX) — None — Sold (part)

MFS VALUE CL I (MEIIX) — Dividend — Buy (add'l)

MFS VALUE CL I (MEIIX) — Buy (add'l)

MFS MID CAP GROWTH CL I (OTCIX) — None — Sold (part)

WELLS FARGO EMERGING MARKETS EQUITY INSTL CL (EMGNX) — None — Sold (part)

WELLS FARGO EMERGING MARKETS EQUITY INSTL CL (EMGNX) — Sold (part)

ACCOUNT #3 (H)

AMERIPRISE INSURED MONEY MKT (AIMMA) (cash) (X) — Interest

CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX) — Dividend — Sold (part)

CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX) — Sold (part)

FIDELITY ADVISOR GOVT INCOME CL I (FVIIX) — Dividend — Buy

FIRST EAGLE FUNDS GLOBAL FUND CL I (SGIIX) — Dividend — Sold (part)

FIRST EAGLE FUNDS GLOBAL FUND CL I (SGIIX) — Sold (part)

JP MORGAN VAL ADV SEL CL I (JVASX) — Dividend — Buy (add'l)

JP MORGAN VAL ADV SEL CL I (JVASX) — Sold (part)

LORD ABBETT ULTRA SHORT BOND CL F (LUBFX) — Dividend — Sold (part)

MFS INTL VALUE CL I (MINIX) — Dividend — Sold (part)

MFS INTL VALUE CL I (MINIX) — Sold (part)

NUVEEN PA MUN BD CL I (NBPAX) — Dividend — Sold (part)

NUVEEN PA MUN BD CL I (NBPAX) — Buy (add'l)

NUVEEN PA MUN BD CL I (NBPAX) — Sold (part)

NUVEEN ALL AMER MUN BD CL I (FAARX) — Dividend — Sold (part)

NUVEEN ALL AMER MUN BD CL I (FAARX) — Sold (part)

THORNBURG LTD TERM MUN CL I (LTMIX) — Dividend — Sold (part)

THORNBURG LTD TERM MUN CL I (LTMIX) — Sold (part)

ISHARES CORE US AGGREGATE BOND ETF (AGG) — Dividend — Sold (part)

ISHARES CORE US AGGREGATE BOND ETF (AGG) — Buy (add'l)

ISHARES S&P 500 GROWTH ETF (IVW) — Dividend — Sold (part)

ISHARES S&P 500 GROWTH ETF (IVW) — Sold (part)

ISHARES CORE S&P MID CAP ETF (IJH) — Dividend — Sold (part)

ISHARES CORE S&P MID CAP ETF (IJH) — Sold (part)

ISHARES CORE S&P SMALL CAP ETF (IJR) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOLATILITY ETF (USMV) — Dividend — Sold (part)

ISHARES EDGE MSCI MIN VOLATILITY ETF (USMV) — Sold (part)

SPDR SERIES TRUST S&P DIVIDEND ETF (SDY) — Dividend — Sold (part)

SPDR SERIES TRUST S&P DIVIDEND ETF (SDY) — Sold (part)

SPDR BARCLAYS CAPITAL SHORT TERM MUNI BOND FUND (SHM) — Dividend — Sold (part)

SPDR BARCLAYS CAPITAL SHORT TERM MUNI BOND FUND (SHM) — Buy (add'l)

BOARD MEMBER, UPMC HEALTH PLAN

BOARD MEMBER, UPMC ALTOONA

SECRETARY/TREASURER OF THE BOARD, PITTSBURGH NATIONAL YOUTH BOXING

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.