Shirley P. Mensah

2019

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Pull out the substance of this filing.

What was filed

668
investments
4
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
4
spouse income

Named parties

New City School Board of Trustees
New City School
Pfizer - salary

As filed

PFE — None

Pfizer 401(k) (/H)

BLUE — None

Bank of America - Checking — Interest

First Community - Checking — Int./Div.

ING Direct/Capital One - Savings — Interest

IRA #1(H)

FVD (X) — Dividend — Buy

FVD (X) — Buy (add'l)

FGD(X) — Dividend — Buy

FGD(X) — Buy (add'l)

FTCS(X) — Dividend — Buy

IJR — Dividend — Buy (add'l)

IJR — Buy (add'l)

EFAV(X) — None — Buy

USMV(X) — None — Buy

ATEYX (X) — Dividend — Buy

MADCX(X) — Dividend — Buy

MADCX(X) — Buy (add'l)

DSEEX(X) — Dividend — Buy

FTSL — Dividend — Sold

TOTL(Y)

KLCIX — None — Buy

KLCIX — Buy (add'l)

ACGYX(X) — None — Buy

BSIIX(X) — None — Buy

MAHQX(X) — None — Buy

FDSWX — None — Sold

Invesco Floating Rate Fund (AFRYX) — None — Sold

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Dividend — Buy (add'l)

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Buy (add'l)

LDLFX(X) — Dividend — Buy

LDLFX(X) — Buy (add'l)

WATFX(X) — None — Buy

–IJH — Dividend — Buy (add'l)

–IJH — Buy (add'l)

—IAU — None — Sold

HGHIX — None — Sold

MIOIX — None — Sold

GLIFX /MFLZAB — None — Sold

EMKIX — None — Sold

FIHBX — None — Sold

LFRX — None — Sold

IEMG — None — Sold

KRE — None — Sold

CIBR — None — Sold

IRA #2 (H)

EFA — Dividend

VUG — Int./Div.

VTV — None

VTI — Int./Div.

IEMG — Int./Div. — Buy (add'l)

IEMG — Buy (add'l)

IEFA — Dividend

SCHB — Dividend — Buy (add'l)

SCHB — Buy (add'l)

GOVT — Dividend — Buy (add'l)

GOVT — Buy (add'l)

IEFA — Int./Div. — Buy (add'l)

IEFA — Buy (add'l)

PCY (X) — Dividend — Buy

USIG (X) — Dividend — Buy

UBS EQUITY FOCUS FUND — Int./Div.

UBS DIVIDEND STRATEGY FUND — Int./Div.

UBS Q GARP LIST FUND — Int./Div.

529 Plan #1 (H)

Columbia Growth 529 Portfolio Fund Class C (MFZNMV) — None

Columbia Moderate Growth 529 Portfolio Fund Class C (MFZMNW) — None

529 Plan #2 (H)

MFZNMJ (Columbia Growth A) — None

Janus Enterprise Fund D Shares — Int./Div.

Brokerage Account #1 (Fidelity) (H)

Fidelity Large Cap Growth — None

T Rowe Small Cap Stock — None

Dodge & Cox Intl. — None — Sold

Fidelity Mid Cap Stock Fund — None

Pfizer Stock Match — None

Russell 2000 Sm Cap Index — None

NT S&P 500 index — None

BP Large Cap Value — None

Brokerage Account #2 (UBS) (H)

ADBE (X) — None — Buy

AKAM (X) — None — Buy

FTNT(X) — None — Buy

JMIA(X) — None — Buy

KLAC(X) — Dividend — Buy

PYPL (X) — None — Buy

CRM (X) — None — Buy

V(X) — Dividend — Buy

WDAY (X) — None — Buy

ADAP — None — Sold

AAPL — Dividend

AAL/USAIR — Dividend

AMZN — None

BAC — Dividend

BLUE — None

BMY — Dividend

BIIB — None

BLCM — None — Sold

CMCSK/CMCSA — Dividend

DAL — Dividend

DFS — Dividend

RE — Int./Div.

FB — None

GS — Dividend

GT — Dividend — Sold

GOOG — None

INCY — None

INTC — Dividend

LEA — Dividend

MGA — Dividend

MSFT — Dividend

MS — Dividend

NP — Dividend

NFLX — None

ORBK — None — Sold

REGN — None

SANM — None

SGEN — None

LUV — Dividend

TSLA — None — Sold

URI — None

UTHR — None

UEIC — None

—AL — Dividend

—AAOI — None — Sold

—CCBG — Dividend — Sold

—COBZ — None — Sold

—EBF — Dividend

—GE — Dividend

—GNBC — None — Sold

—GCBC — Dividend — Sold

—GBNK — None — Sold

—INTT — None — Sold

—KE — None — Sold

—MBUU — None

—MPB — Dividend — Sold

—MLR — Dividend

—SORL — None — Sold

—TSEM — None — Sold

CQP — Dividend

CRSP — None

EDIT — None

FSFG — None — Sold

HMN — None — Sold

JCTCF — None

L — Dividend

SBUX — None

TMHC — None

VHI — None — Sold

Brokerage Acct #3 (Interactive Brokers) (H)

BIIB — None

CELG/BMY/BMY RT — None

GILD — Dividend

INCY — None

REGN — None

–ADAP — Dividend

—BLCM — None

—BOLD — None

—RGNX — None

—SGEN — None

—VYGR — None

ADVM — None

CRSP — None

EDIT — None

SLDB — None

Bank of America - Checking — Interest

First Community - Checking — Int./Div.

ING Direct/Capital One - Savings — Interest

IRA #1(H)

FVD (X) — Dividend — Buy

FVD (X) — Buy (add'l)

FGD(X) — Dividend — Buy

FGD(X) — Buy (add'l)

FTCS(X) — Dividend — Buy

IJR — Dividend — Buy (add'l)

IJR — Buy (add'l)

EFAV(X) — None — Buy

USMV(X) — None — Buy

ATEYX (X) — Dividend — Buy

MADCX(X) — Dividend — Buy

MADCX(X) — Buy (add'l)

DSEEX(X) — Dividend — Buy

FTSL — Dividend — Sold

TOTL(Y)

KLCIX — None — Buy

KLCIX — Buy (add'l)

ACGYX(X) — None — Buy

BSIIX(X) — None — Buy

MAHQX(X) — None — Buy

FDSWX — None — Sold

Invesco Floating Rate Fund (AFRYX) — None — Sold

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Dividend — Buy (add'l)

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Buy (add'l)

LDLFX(X) — Dividend — Buy

LDLFX(X) — Buy (add'l)

WATFX(X) — None — Buy

–IJH — Dividend — Buy (add'l)

–IJH — Buy (add'l)

—IAU — None — Sold

HGHIX — None — Sold

MIOIX — None — Sold

GLIFX /MFLZAB — None — Sold

EMKIX — None — Sold

FIHBX — None — Sold

LFRX — None — Sold

IEMG — None — Sold

KRE — None — Sold

CIBR — None — Sold

IRA #2 (H)

EFA — Dividend

VUG — Int./Div.

VTV — None

VTI — Int./Div.

IEMG — Int./Div. — Buy (add'l)

IEMG — Buy (add'l)

IEFA — Dividend

SCHB — Dividend — Buy (add'l)

SCHB — Buy (add'l)

GOVT — Dividend — Buy (add'l)

GOVT — Buy (add'l)

IEFA — Int./Div. — Buy (add'l)

IEFA — Buy (add'l)

PCY (X) — Dividend — Buy

USIG (X) — Dividend — Buy

UBS EQUITY FOCUS FUND — Int./Div.

UBS DIVIDEND STRATEGY FUND — Int./Div.

UBS Q GARP LIST FUND — Int./Div.

529 Plan #1 (H)

Columbia Growth 529 Portfolio Fund Class C (MFZNMV) — None

Columbia Moderate Growth 529 Portfolio Fund Class C (MFZMNW) — None

529 Plan #2 (H)

MFZNMJ (Columbia Growth A) — None

Janus Enterprise Fund D Shares — Int./Div.

Brokerage Account #1 (Fidelity) (H)

PFE — None

Pfizer 401(k) (/H)

Fidelity Large Cap Growth — None

T Rowe Small Cap Stock — None

Dodge & Cox Intl. — None — Sold

Fidelity Mid Cap Stock Fund — None

Pfizer Stock Match — None

Russell 2000 Sm Cap Index — None

NT S&P 500 index — None

BP Large Cap Value — None

Brokerage Account #2 (UBS) (H)

ADBE (X) — None — Buy

AKAM (X) — None — Buy

FTNT(X) — None — Buy

JMIA(X) — None — Buy

KLAC(X) — Dividend — Buy

PYPL (X) — None — Buy

CRM (X) — None — Buy

V(X) — Dividend — Buy

WDAY (X) — None — Buy

ADAP — None — Sold

AAPL — Dividend

AAL/USAIR — Dividend

AMZN — None

BAC — Dividend

BLUE — None

BMY — Dividend

BIIB — None

BLCM — None — Sold

CMCSK/CMCSA — Dividend

DAL — Dividend

DFS — Dividend

RE — Int./Div.

FB — None

GS — Dividend

GT — Dividend — Sold

GOOG — None

INCY — None

INTC — Dividend

LEA — Dividend

MGA — Dividend

MSFT — Dividend

MS — Dividend

NP — Dividend

NFLX — None

ORBK — None — Sold

REGN — None

SANM — None

SGEN — None

LUV — Dividend

TSLA — None — Sold

URI — None

UTHR — None

UEIC — None

—AL — Dividend

—AAOI — None — Sold

—CCBG — Dividend — Sold

—COBZ — None — Sold

—EBF — Dividend

—GE — Dividend

—GNBC — None — Sold

—GCBC — Dividend — Sold

—GBNK — None — Sold

—INTT — None — Sold

—KE — None — Sold

—MBUU — None

—MPB — Dividend — Sold

—MLR — Dividend

—SORL — None — Sold

—TSEM — None — Sold

CQP — Dividend

CRSP — None

EDIT — None

FSFG — None — Sold

HMN — None — Sold

JCTCF — None

L — Dividend

SBUX — None

TMHC — None

VHI — None — Sold

Brokerage Acct #3 (Interactive Brokers) (H)

BIIB — None

BLUE — None

CELG/BMY/BMY RT — None

GILD — Dividend

INCY — None

REGN — None

–ADAP — Dividend

—BLCM — None

—BOLD — None

—RGNX — None

—SGEN — None

—VYGR — None

ADVM — None

CRSP — None

EDIT — None

SLDB — None

BMY — Dividend

BIIB — None

BLCM — None — Sold

Bank of America - Checking — Interest

First Community - Checking — Int./Div.

ING Direct/Capital One - Savings — Interest

IRA #1(H)

FVD (X) — Dividend — Buy

FVD (X) — Buy (add'l)

FGD(X) — Dividend — Buy

FGD(X) — Buy (add'l)

FTCS(X) — Dividend — Buy

IJR — Dividend — Buy (add'l)

IJR — Buy (add'l)

EFAV(X) — None — Buy

USMV(X) — None — Buy

ATEYX (X) — Dividend — Buy

MADCX(X) — Dividend — Buy

MADCX(X) — Buy (add'l)

DSEEX(X) — Dividend — Buy

FTSL — Dividend — Sold

TOTL(Y)

KLCIX — None — Buy

KLCIX — Buy (add'l)

ACGYX(X) — None — Buy

BSIIX(X) — None — Buy

MAHQX(X) — None — Buy

FDSWX — None — Sold

Invesco Floating Rate Fund (AFRYX) — None — Sold

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Dividend — Buy (add'l)

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Buy (add'l)

LDLFX(X) — Dividend — Buy

LDLFX(X) — Buy (add'l)

WATFX(X) — None — Buy

–IJH — Dividend — Buy (add'l)

–IJH — Buy (add'l)

—IAU — None — Sold

HGHIX — None — Sold

MIOIX — None — Sold

GLIFX /MFLZAB — None — Sold

EMKIX — None — Sold

FIHBX — None — Sold

LFRX — None — Sold

IEMG — None — Sold

KRE — None — Sold

CIBR — None — Sold

IRA #2 (H)

EFA — Dividend

VUG — Int./Div.

VTV — None

VTI — Int./Div.

IEMG — Int./Div. — Buy (add'l)

IEMG — Buy (add'l)

IEFA — Dividend

SCHB — Dividend — Buy (add'l)

SCHB — Buy (add'l)

GOVT — Dividend — Buy (add'l)

GOVT — Buy (add'l)

IEFA — Int./Div. — Buy (add'l)

IEFA — Buy (add'l)

PCY (X) — Dividend — Buy

USIG (X) — Dividend — Buy

UBS EQUITY FOCUS FUND — Int./Div.

UBS DIVIDEND STRATEGY FUND — Int./Div.

UBS Q GARP LIST FUND — Int./Div.

529 Plan #1 (H)

Columbia Growth 529 Portfolio Fund Class C (MFZNMV) — None

Columbia Moderate Growth 529 Portfolio Fund Class C (MFZMNW) — None

529 Plan #2 (H)

MFZNMJ (Columbia Growth A) — None

Janus Enterprise Fund D Shares — Int./Div.

Brokerage Account #1 (Fidelity) (H)

PFE — None

Pfizer 401(k) (/H)

Fidelity Large Cap Growth — None

T Rowe Small Cap Stock — None

Dodge & Cox Intl. — None — Sold

Fidelity Mid Cap Stock Fund — None

Pfizer Stock Match — None

Russell 2000 Sm Cap Index — None

NT S&P 500 index — None

BP Large Cap Value — None

Brokerage Account #2 (UBS) (H)

ADBE (X) — None — Buy

AKAM (X) — None — Buy

FTNT(X) — None — Buy

JMIA(X) — None — Buy

KLAC(X) — Dividend — Buy

PYPL (X) — None — Buy

CRM (X) — None — Buy

V(X) — Dividend — Buy

WDAY (X) — None — Buy

ADAP — None — Sold

AAPL — Dividend

AAL/USAIR — Dividend

AMZN — None

BAC — Dividend

BLUE — None

CMCSK/CMCSA — Dividend

DAL — Dividend

DFS — Dividend

RE — Int./Div.

FB — None

GS — Dividend

GT — Dividend — Sold

GOOG — None

INCY — None

INTC — Dividend

LEA — Dividend

MGA — Dividend

MSFT — Dividend

MS — Dividend

NP — Dividend

NFLX — None

ORBK — None — Sold

REGN — None

SANM — None

SGEN — None

LUV — Dividend

TSLA — None — Sold

URI — None

UTHR — None

UEIC — None

—AL — Dividend

—AAOI — None — Sold

—CCBG — Dividend — Sold

—COBZ — None — Sold

—EBF — Dividend

—GE — Dividend

—GNBC — None — Sold

—GCBC — Dividend — Sold

—GBNK — None — Sold

—INTT — None — Sold

—KE — None — Sold

—MBUU — None

—MPB — Dividend — Sold

—MLR — Dividend

—SORL — None — Sold

—TSEM — None — Sold

CQP — Dividend

CRSP — None

EDIT — None

FSFG — None — Sold

HMN — None — Sold

JCTCF — None

L — Dividend

SBUX — None

TMHC — None

VHI — None — Sold

Brokerage Acct #3 (Interactive Brokers) (H)

BIIB — None

BLUE — None

CELG/BMY/BMY RT — None

GILD — Dividend

INCY — None

REGN — None

–ADAP — Dividend

—BLCM — None

—BOLD — None

—RGNX — None

—SGEN — None

—VYGR — None

ADVM — None

CRSP — None

EDIT — None

SLDB — None

Bank of America - Checking — Interest

First Community - Checking — Int./Div.

ING Direct/Capital One - Savings — Interest

IRA #1(H)

FVD (X) — Dividend — Buy

FVD (X) — Buy (add'l)

FGD(X) — Dividend — Buy

FGD(X) — Buy (add'l)

FTCS(X) — Dividend — Buy

IJR — Dividend — Buy (add'l)

IJR — Buy (add'l)

EFAV(X) — None — Buy

USMV(X) — None — Buy

ATEYX (X) — Dividend — Buy

MADCX(X) — Dividend — Buy

MADCX(X) — Buy (add'l)

DSEEX(X) — Dividend — Buy

FTSL — Dividend — Sold

TOTL(Y)

KLCIX — None — Buy

KLCIX — Buy (add'l)

ACGYX(X) — None — Buy

BSIIX(X) — None — Buy

MAHQX(X) — None — Buy

FDSWX — None — Sold

Invesco Floating Rate Fund (AFRYX) — None — Sold

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Dividend — Buy (add'l)

Loomis Sayles Investment Grade Bond Fund Class A (LSIIX) — Buy (add'l)

LDLFX(X) — Dividend — Buy

LDLFX(X) — Buy (add'l)

WATFX(X) — None — Buy

–IJH — Dividend — Buy (add'l)

–IJH — Buy (add'l)

—IAU — None — Sold

HGHIX — None — Sold

MIOIX — None — Sold

GLIFX /MFLZAB — None — Sold

EMKIX — None — Sold

FIHBX — None — Sold

LFRX — None — Sold

IEMG — None — Sold

KRE — None — Sold

CIBR — None — Sold

IRA #2 (H)

EFA — Dividend

VUG — Int./Div.

VTV — None

VTI — Int./Div.

IEMG — Int./Div. — Buy (add'l)

IEMG — Buy (add'l)

IEFA — Dividend

SCHB — Dividend — Buy (add'l)

SCHB — Buy (add'l)

GOVT — Dividend — Buy (add'l)

GOVT — Buy (add'l)

IEFA — Int./Div. — Buy (add'l)

IEFA — Buy (add'l)

PCY (X) — Dividend — Buy

USIG (X) — Dividend — Buy

UBS EQUITY FOCUS FUND — Int./Div.

UBS DIVIDEND STRATEGY FUND — Int./Div.

UBS Q GARP LIST FUND — Int./Div.

529 Plan #1 (H)

Columbia Growth 529 Portfolio Fund Class C (MFZNMV) — None

Columbia Moderate Growth 529 Portfolio Fund Class C (MFZMNW) — None

529 Plan #2 (H)

MFZNMJ (Columbia Growth A) — None

Janus Enterprise Fund D Shares — Int./Div.

Brokerage Account #1 (Fidelity) (H)

PFE — None

Pfizer 401(k) (/H)

Fidelity Large Cap Growth — None

T Rowe Small Cap Stock — None

Dodge & Cox Intl. — None — Sold

Fidelity Mid Cap Stock Fund — None

Pfizer Stock Match — None

Russell 2000 Sm Cap Index — None

NT S&P 500 index — None

BP Large Cap Value — None

Brokerage Account #2 (UBS) (H)

ADBE (X) — None — Buy

AKAM (X) — None — Buy

FTNT(X) — None — Buy

JMIA(X) — None — Buy

KLAC(X) — Dividend — Buy

PYPL (X) — None — Buy

CRM (X) — None — Buy

V(X) — Dividend — Buy

WDAY (X) — None — Buy

ADAP — None — Sold

AAPL — Dividend

AAL/USAIR — Dividend

AMZN — None

BAC — Dividend

BLUE — None

BMY — Dividend

BIIB — None

BLCM — None — Sold

CMCSK/CMCSA — Dividend

DAL — Dividend

DFS — Dividend

RE — Int./Div.

FB — None

GS — Dividend

GT — Dividend — Sold

GOOG — None

INCY — None

INTC — Dividend

LEA — Dividend

MGA — Dividend

MSFT — Dividend

MS — Dividend

NP — Dividend

NFLX — None

ORBK — None — Sold

REGN — None

SANM — None

SGEN — None

LUV — Dividend

TSLA — None — Sold

URI — None

UTHR — None

UEIC — None

—AL — Dividend

—AAOI — None — Sold

—CCBG — Dividend — Sold

—COBZ — None — Sold

—EBF — Dividend

—GE — Dividend

—GNBC — None — Sold

—GCBC — Dividend — Sold

—GBNK — None — Sold

—INTT — None — Sold

—KE — None — Sold

—MBUU — None

—MPB — Dividend — Sold

—MLR — Dividend

—SORL — None — Sold

—TSEM — None — Sold

CQP — Dividend

CRSP — None

EDIT — None

FSFG — None — Sold

HMN — None — Sold

JCTCF — None

L — Dividend

SBUX — None

TMHC — None

VHI — None — Sold

Brokerage Acct #3 (Interactive Brokers) (H)

BIIB — None

BLUE — None

CELG/BMY/BMY RT — None

GILD — Dividend

INCY — None

REGN — None

–ADAP — Dividend

—BLCM — None

—BOLD — None

—RGNX — None

—SGEN — None

—VYGR — None

ADVM — None

CRSP — None

EDIT — None

SLDB — None

Trustee, New City School Board of Trustees

Liability — New City School — Tuition

Spouse's income — 2019 — Pfizer - salary

Part VII -Additional Notes:

Assets previously identified as not reportable and designated with a (Y) have either been removed from this report or, if reportable during this period, the Y was

removed and information regarding the asset was reported.

Part VII, Line 19 TOTL - this asset was reported as being partially sold Jan. 31, 2018, but it was actually sold in total and was not owned at all during the reporting

period.

Line 154 -this asset changed in name only becaue Bristol Myers bought Celegene during the reporting period.

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.