Joseph G. Rosania jr
2019
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Pull out the substance of this filing.
What was filed
110
investments
5
positions
0
gifts
5
agreements
15
debts
0
reimbursements
0
income
5
spouse income
Named parties
- Rocky Mountain Section of the American Bankruptcy Institute
- DiTech Financial
- Select Portfolio Servicing
- Quicken Loans-mortgage on house in Denver, Colorado
- income, Tomato Travel
As filed
Condominium in Tucson, Arizona — Rent
N.W. Mutual Cash Life Insurance (whole life) — Int/Div
Allianz Inst (AOTIX) — Int/Div
Amer Fds Europacific F2(A EPFX ) — Int/Div
American Cap Wrid BD F2(BFWEX) — Int/Div
Edgewood Growth (EGFIX) — Int/Div
anus Flexible Bond I (FLEX) — Int/Div
ISHS Russl (IWF) — Int/Div — Sold
Morgan Stanley 0% ELN (VSEIX) — Int/Div
Prud Invt 15 High Yld Z (PHY ZX) — Int/Div
Spdr S&P 500 Trust ETF (SPY) — Int/Div
SunAmerica Focused Div W (FDSWX) — Int/Div
Voya USA Annuity (VOY A)/ING USA Annty & Life Ins. (Variable)(H)
Voya large cap growth — Int/Div
Templeton Foreign equity portfolio — Int/Div
Russell Large Cap Index — Int/Div
Russell mid cap growth — Int/Div
Ri Invesco Today CL CX — Int/Div
Scholars ch 529 Cash reserve option — Int/Div
401k Cash Altemative (H)
Fidelity Money Market funds (FSNX X ) — Int/Div — Buy
WP Carey (WPC) — Int/Div — Buy
Condominium in Tucson, Arizona — Rent
N.W. Mutual Cash Life Insurance (whole life) — Int/Div
Allianz Inst (AOTIX) — Int/Div
Amer Fds Europacific F2(A EPFX ) — Int/Div
American Cap Wrid BD F2(BFWEX) — Int/Div
Edgewood Growth (EGFIX) — Int/Div
anus Flexible Bond I (FLEX) — Int/Div
ISHS Russl (IWF) — Int/Div — Sold
Morgan Stanley 0% ELN (VSEIX) — Int/Div
Prud Invt 15 High Yld Z (PHY ZX) — Int/Div
Spdr S&P 500 Trust ETF (SPY) — Int/Div
SunAmerica Focused Div W (FDSWX) — Int/Div
Voya USA Annuity (VOY A)/ING USA Annty & Life Ins. (Variable)(H)
Voya large cap growth — Int/Div
Templeton Foreign equity portfolio — Int/Div
Russell Large Cap Index — Int/Div
Russell mid cap growth — Int/Div
Ri Invesco Today CL CX — Int/Div
Scholars ch 529 Cash reserve option — Int/Div
401k Cash Altemative (H)
Fidelity Money Market funds (FSNX X ) — Int/Div — Buy
WP Carey (WPC) — Int/Div — Buy
Condominium in Tucson, Arizona — Rent
N.W. Mutual Cash Life Insurance (whole life) — Int/Div
Allianz Inst (AOTIX) — Int/Div
Amer Fds Europacific F2(A EPFX ) — Int/Div
American Cap Wrid BD F2(BFWEX) — Int/Div
Edgewood Growth (EGFIX) — Int/Div
anus Flexible Bond I (FLEX) — Int/Div
ISHS Russl (IWF) — Int/Div — Sold
Morgan Stanley 0% ELN (VSEIX) — Int/Div
Prud Invt 15 High Yld Z (PHY ZX) — Int/Div
Spdr S&P 500 Trust ETF (SPY) — Int/Div
SunAmerica Focused Div W (FDSWX) — Int/Div
Voya USA Annuity (VOY A)/ING USA Annty & Life Ins. (Variable)(H)
Voya large cap growth — Int/Div
Templeton Foreign equity portfolio — Int/Div
Russell Large Cap Index — Int/Div
Russell mid cap growth — Int/Div
Ri Invesco Today CL CX — Int/Div
Scholars ch 529 Cash reserve option — Int/Div
401k Cash Altemative (H)
Fidelity Money Market funds (FSNX X ) — Int/Div — Buy
WP Carey (WPC) — Int/Div — Buy
Condominium in Tucson, Arizona — Rent
N.W. Mutual Cash Life Insurance (whole life) — Int/Div
Allianz Inst (AOTIX) — Int/Div
Amer Fds Europacific F2(A EPFX ) — Int/Div
American Cap Wrid BD F2(BFWEX) — Int/Div
Edgewood Growth (EGFIX) — Int/Div
anus Flexible Bond I (FLEX) — Int/Div
ISHS Russl (IWF) — Int/Div — Sold
Morgan Stanley 0% ELN (VSEIX) — Int/Div
Prud Invt 15 High Yld Z (PHY ZX) — Int/Div
Spdr S&P 500 Trust ETF (SPY) — Int/Div
SunAmerica Focused Div W (FDSWX) — Int/Div
Voya USA Annuity (VOY A)/ING USA Annty & Life Ins. (Variable)(H)
Voya large cap growth — Int/Div
Templeton Foreign equity portfolio — Int/Div
Russell Large Cap Index — Int/Div
Russell mid cap growth — Int/Div
Ri Invesco Today CL CX — Int/Div
Scholars ch 529 Cash reserve option — Int/Div
401k Cash Altemative (H)
Fidelity Money Market funds (FSNX X ) — Int/Div — Buy
WP Carey (WPC) — Int/Div — Buy
Condominium in Tucson, Arizona — Rent
N.W. Mutual Cash Life Insurance (whole life) — Int/Div
Allianz Inst (AOTIX) — Int/Div
Amer Fds Europacific F2(A EPFX ) — Int/Div
American Cap Wrid BD F2(BFWEX) — Int/Div
Edgewood Growth (EGFIX) — Int/Div
anus Flexible Bond I (FLEX) — Int/Div
ISHS Russl (IWF) — Int/Div — Sold
Morgan Stanley 0% ELN (VSEIX) — Int/Div
Prud Invt 15 High Yld Z (PHY ZX) — Int/Div
Spdr S&P 500 Trust ETF (SPY) — Int/Div
SunAmerica Focused Div W (FDSWX) — Int/Div
Voya USA Annuity (VOY A)/ING USA Annty & Life Ins. (Variable)(H)
Voya large cap growth — Int/Div
Templeton Foreign equity portfolio — Int/Div
Russell Large Cap Index — Int/Div
Russell mid cap growth — Int/Div
Ri Invesco Today CL CX — Int/Div
Scholars ch 529 Cash reserve option — Int/Div
401k Cash Altemative (H)
Fidelity Money Market funds (FSNX X ) — Int/Div — Buy
WP Carey (WPC) — Int/Div — Buy
Udicial Co-Chair, Rocky Mountain Section of the American Bankruptcy Institute
Udicial Co-Chair, Rocky Mountain Section of the American Bankruptcy Institute
Udicial Co-Chair, Rocky Mountain Section of the American Bankruptcy Institute
Udicial Co-Chair, Rocky Mountain Section of the American Bankruptcy Institute
Udicial Co-Chair, Rocky Mountain Section of the American Bankruptcy Institute
Agreement — 2018 — Received fees for legal services from Connolly, Rosania & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015
Agreement — 2018 — Received fees for legal services from Connolly, Rosania & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015
Agreement — 2018 — Received fees for legal services from Connolly, Rosania & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015
Agreement — 2018 — Received fees for legal services from Connolly, Rosania & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015
Agreement — 2018 — Received fees for legal services from Connolly, Rosania & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015
Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo
Liability — Select Portfolio Servicing — Mortgage on Tucson, Arizona Condo
Liability — Quicken Loans-mortgage on house in Denver, Colorado — Co-signed mortgage on Denver, Colorado house
Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo
Liability — Select Portfolio Servicing — Mortgage on Tucson, Arizona Condo
Liability — Quicken Loans-mortgage on house in Denver, Colorado — Co-signed mortgage on Denver, Colorado house
Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo
Liability — Select Portfolio Servicing — Mortgage on Tucson, Arizona Condo
Liability — Quicken Loans-mortgage on house in Denver, Colorado — Co-signed mortgage on Denver, Colorado house
Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo
Liability — Select Portfolio Servicing — Mortgage on Tucson, Arizona Condo
Liability — Quicken Loans-mortgage on house in Denver, Colorado — Co-signed mortgage on Denver, Colorado house
Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo
Liability — Select Portfolio Servicing — Mortgage on Tucson, Arizona Condo
Liability — Quicken Loans-mortgage on house in Denver, Colorado — Co-signed mortgage on Denver, Colorado house
Spouse's income — 2019 — income, Tomato Travel
Spouse's income — 2019 — income, Tomato Travel
Spouse's income — 2019 — income, Tomato Travel
Spouse's income — 2019 — income, Tomato Travel
Spouse's income — 2019 — income, Tomato Travel
Part VIL, item 13
The Voya Annuity is the same as VOYA USA Annuity and ING USA Annty & Life Ins.
It is a variable annuity owned jointly by me and my spouse and was purchased on May 10, 2000.
The underlying holdings are:
Voya MidCap Opportunities Portfolio (S) Variable Annuity Products 1,418.13 $32,555.25
Voya Large Cap Growth Portfolio (S) Variable A nnuity Products 830.16 $26,364.06
VY Templeton Foreign Equity Portfolio (S) Variable Annuity Products 1,508.58 $17,912.74
Voya Russell Large Cap Index Portfolio Varaible Annuity Products 1,645.14 $31,680.98
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.