Sean H. Lane
2013Annual
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Pull out the substance of this filing.
What was filed
21
investments
1
positions
0
gifts
1
agreements
1
debts
4
reimbursements
0
income
0
spouse income
Named parties
- Trust £1
- University of Notre Dame
- RSG Tred Institute
- National Assocution of Federal Equity Receivers
- Federal Bar Council
As filed
Fidelity 401k (Baker Hostetler), including: — Int/Div
Fidelity Growth Co. K
Spartan 500 Index Inst (previously Spartan S00 Index Indy
Hartford Cap App — Closed
TRP Div. Growth — Open
Trust # I(title to house in Hartsdale, New York) — None
Fidelity Rollover IRA (Fid. Gov't Money Market) — None — Closed
I 201k including:
Fid. Dividend Gr. K — Int/Div — Open
Artisan Mid Cap Inv — Int/Div — Open
Fidelity Freedom K — Int/Div
US. Savings Bonds (combined value of all) — None
Northwestern Mutual Life Insurance, including:
Policy #1 (nomterm with cash value) — Int/Div
Policy #2 (nomterm with cash value) — Int
NY State 529 Plans (total value for all), including: — Int/Div
Mid Cap Stock Index Portfolio
Growth Stock Index Portfolio
Small Cap Stock Index Port
Aggressive Growth Port
Chase Bank Account (mcluding savings and checking accounts) — Interest
Co-Trustee, Trust £1
Agreement — Participation mn Baker Hostetler 401K plan
Liability — University of Notre Dame — Tuition for oldest child
Reimbursement — RSG Tred Institute — Bankruptcy Moot Court Competition — St. John's for judging moot court,
Reimbursement — hort hth, ae tr a a ea ad aetna ng he Jf — of wine and nominal continuing legal education fee
Reimbursement — National Assocution of Federal Equity Receivers — 926/13 -9/28/13% — Chicago, Hhnois — Panchist at conference — Hotel, travel expenses including meals
Reimbursement — Federal Bar Council — 1122713 — New York, NY — Annual Thanksgiving Lunceon — Ticket for event (including lunch)
Three notes for Part VII, Investments and Trusts:
The Crowell & Moring 401k account listed as closed in last year's report was rolled over to the Fidelity Rollover IRA (Fid, Gov't Money Market) that was listed as
opened in last year's report. This year's report reflects that the money from that Fidelity Rollver IRA (Fid. Gov't Money Market) was rolled over into the JN
I 401k, thus mereasing the amounts held in that 401k. Bottom line, the money from the Crowell & Moring 401k ended up in the JI
PI 401k. When the money finally ended up in the JEN 401k in January 2013, the investment options were chunged at the same time.
Ina change from my last report, | have choosen to use aggregate reporting for certain assets, including the Fidelity 401k (lines 1-5) and the NY State 529 Plans
(lines 16-20).
There are no reportable assets in Trust #1 (line 6).
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.