Eric L. Frank
2020
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Pull out the substance of this filing.
What was filed
372
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Collier on Bankruptcy (bankruptcy treatise) (published by Matthew Bender & Co./Lexis Nexis)
- Attorney for law firm, Greenblatt, Pierce, Funt & Flores, LLC
As filed
Ameriprise Acct 1 (H)
Ameriprise Insured Money Market — Dividend
Gateway CL A — Dividend
Renaissancere Hldings Ltd Dep Shs RepSTG 1/1000th Ser F PFD 5.75% — Dividend
Ameriprise Acct 2 (H)
Ameriprise Insured Money Market — Dividend
Nationwide Investor Dest Consrv CL A — Distribution
Advisors C&S New Econ RL Est 202 — Distribution
Brunswick Corp SR Note 6.5% 10/15/2048 — Dividend
AXA Financial, Inc — Dividend
Commonwealth Annuity (H)
GA BlackRock Disciplined Core — Int./Div.
GA BlackRock Disciplined Value — Int./Div.
GA BlackRock Disciplined Intl Core — Int./Div.
GA Goldman Sachs Core Fixed Income — Int./Div.
GA Goldman Sachs Large Cap Gr Insights — Int./Div.
GS VIT Equity Index — Int./Div.
GS VIT Govt Money Market Fund Serv Shs — Int./Div.
Fairview, PA Area Municipal Bond — Interest
Learning Quest 529 #1 — Dividend
Learning Quest 529 #2 — Dividend
PNC Bank - Checking & Savings — Interest
Schwab Acct #1 (H)
3M Co. — Dividend — Sold
A T & T INC — Dividend — Sold
AFLAC, Inc. — Dividend — Sold
Agnico Eagle Mines Ltd — Dividend — Sold
Alphabet, Inc. - Class A — Dividend — Sold
America Movil SAB — Dividend — Sold
American Intl Group — Dividend — Sold
Apple Inc. — Dividend — Sold
Auto Data Processing — Dividend — Sold
Bank of America Corp — Dividend — Sold
Blackrock Income CF — Dividend — Sold
Blackrock Muni Yield Penn — Dividend — Sold
Blackrock Res and Cmmdit — Dividend — Sold
Boeing Co. — Dividend — Sold (part)
Boeing Co. — Sold (part)
C M S Energy Corp — Distribution — Sold
CellCyte Genetics Corp. — Dividend
Chemours Co. — Dividend
CIGNA Corp — Dividend — Sold
Colgate-Palmolive Co. — Dividend — Sold
Comcast Corp — Dividend — Sold
Conoco Phillips — Dividend — Sold (part)
Corning Inc — Dividend — Sold
Corteva Inc — Dividend
CSX Corp — Dividend — Sold
Diageo PLC — Dividend — Sold
Discover Finl S — Dividend — Sold
Dow Inc — Dividend
Duke Energy Corp — Dividend — Sold
DuPont De Nemours Inc — Dividend
Essential Utils Inc — Dividend — Sold
FedEx Corp. — Dividend
First Eagle Global A — Dividend — Buy (add'l)
First Eagle Global A — Distribution — Sold
FirstEnergy Corp — Distribution — Sold
Home Depot, Inc. - common stock — Dividend
Honeywell International — Dividend — Sold
Invesco PA Value Muni Income — Dividend — Sold
Invesco Senior Incm TR — Dividend — Sold
iShares Core S&P Small-Cap — Dividend — Buy
iShares National AMT-Free Muni Bond — Dividend — Buy
iShares Russell 1000 Growth — Dividend — Buy
iShares Russell 1000 Value — Dividend — Buy
iShares Russell Mid Cap Growth — Dividend — Buy
iShares Russell Mid-Cap Value — Dividend — Buy
iShares S&P 500 — Dividend — Buy
iShares S&P Small-Cap 600 Growth — Dividend — Buy
iShares S&P Small-Cap 600 Value — Dividend — Buy
Johnson & Johnson - common stock — Dividend — Sold
JP Morgan Chase & Co. - common stock — Dividend — Sold
McCormick & Co Inc. - common stock CHECK THIS — Dividend — Sold
McDonalds Corp. - common stock — Dividend — Sold
Medtronic Inc. - common stock — Dividend — Sold
Merck & Co Inc — Dividend — Sold
Microsoft Corp. - common stock — Dividend
Mortgage Asset Securitization Trust — Interest — Sold (part)
Mortgage Asset Securitization Trust — Sold (part)
NextEra Energy Inc — Dividend
Nordson Corporation - common stock — Dividend — Sold
Nuveen PA Quality Municipal — Dividend — Sold
Pepsico, Inc. - common stock — Dividend — Sold
Pfizer Inc. — Dividend — Sold
Phillips 66 — Dividend — Sold (part)
PPL Corp — Dividend — Sold
Public Storage — Dividend
RPM International Inc — Dividend — Sold
Sempra Energy — Dividend — Sold
South Jersey Inds Inc - common stock — Dividend — Sold
Stryker Corp. - common stock — Dividend — Sold
Sweep Money Market — Dividend
Texas Instruments Inc. - common stock — Dividend
Upper Trinity TX Regional Water District 3.5% — Dividend — Buy
VanEck International Investors Gold A — Dividend — Sold
Verizon Communications - common stock — Dividend — Sold
VF Corp - common stock — Dividend — Sold
Viatris Inc — Dividend — Sold (part)
Viatris Inc — Sold
Wal-Mart De Mex Sab Adrf — Dividend — Sold
Walt Disney Co — Dividend — Sold
Schwab Acct #2 (H)
iShares Russell Mid Cap Growth — Dividend
iShares Russell Mid-Cap Value — Dividend
Schawb Acct #3 (H)
Advantage Bank Deposit — Dividend — Sold
Blackrock Res & Comm Strat Tr - mutual fund — Dividend — Sold
CBRE Clarion Global R.E. - mutual fund — Dividend — Sold
ClearBridge International Growth I — Dividend — Buy
Cohen & Steers Infrastructure - mutual fund — Dividend — Sold
DFA Emerging Markets Portfolio — Dividend — Buy
DFA Emerging Markets Portfolio — Buy (add'l)
Eaton Vance Senior Income Trust Fund - mutual fund — Dividend — Sold
Eaton Vance Ltd Dur, Inc. - common stock — Dividend — Sold
First Tr Sr Floating Rate — Dividend — Sold
General Electric - common stock — Dividend — Sold
Global Self Storage Group, Inc. — Dividend — Sold
Hershey - common stock — Dividend — Sold
Invesco Sr Income Tr - mutual fund — Dividend — Sold
Lumonall Inc. — Dividend — Sold
Mastr Asset 2003-12 6A1 - gov't bond — Dividend
Pfizer - common stock — Dividend — Sold
Rite Aid — Dividend — Sold
T. Rowe Price International Discovery I — Dividend — Buy
Vanguard Inflation-Protected Securities — Dividend — Buy
Vanguard Inflation-Protected Securities — Buy (add'l)
Vanguard Real Estate — Dividend — Buy
Vanguard Real Estate — Buy (add'l)
Vanguard Total Bond Market — Dividend — Buy
Vanguard Total Bond Market — Buy (add'l)
Verizon Communications, Inc. — Dividend — Sold
Viatris Inc. — Dividend — Sold (part)
Viatris Inc. — Sold
Western Aset Clym Infl Opp In - mutual fund — Dividend — Sold
Schwab Acct #4 (H)
Advantage Primary Liquid Fund — Dividend — Sold
Eaton Vance Ltd — Dividend — Sold
Master Asset Tr — Int./Div.
Vanguard Inflation-Protected Securities — Dividend
DFA International Small Cap Value Portfolio — Dividend
DFA International Value — Dividend
Schwab Acct #5 (H)
NextEra Energy Inc. — Dividend
T. Rowe Price European Stock — Dividend
T. Rowe Price Small Cap — Dividend
Seneca Valley, PA Municipal Bond — Interest
TIAA-CREF Acct #1 (H)
TIAA Traditional Annuity — Int./Div.
CREF Bond Market R1 — Int./Div.
TIAA-CREF Acct #2 (H)
TIAA-CREF Lifestyle Growth Fund — Dividend
TIAA-CREF Managed Allocation Fund — Dividend
US Treasury securities — Interest
Vanguard Voyager Acct (H)
Vanguard Federal Money Market Fund (VMFXX) — Int./Div.
Vanguard Cash Reserves Federal Money Market Fund Inv Shares (VMMXX) — Int./Div.
Vanguard 401(k) (H)
Vanguard Value Index Adm — Dividend
Vanguard 500 Index Adm — Dividend
Fidelity Advisor New Insights I — Dividend
Vanguard Small-Cap Value Index Adm — Dividend
Vanguard Small-Cap Growth Index Adm — Dividend
Vanguard Real Estate Index Adm — Dividend
BlackRock Global Allocation lnstl — Dividend
Vanguard FTSE All-World ex-US ldx Adm — Dividend
Vanguard Developed Mkts Index Adm — Dividend
Vanguard Emerging Mkts Stock ldx Adm — Dividend
DFA Global Real Estate Securities — Dividend
Vanguard Short Term Corp 8d Index Adm — Dividend
Loomis Sayles Sr Floating Rate and F/I Y — Dividend
Fidelity Advisor Strategic Income I — Dividend
Loomis Sayles Strategic Income Y — Dividend
PIMCO Total Return lnstl — Dividend
Vanguard High Yield Corp Adm — Dividend
Vanguard Cash Reserves Federal MM Inv — Dividend
Vanguard Small-Cap Index Adm — Dividend
Venerable Annuity (H)
Voya Balanced Income Portfolio - Class S — Int./Div.
Voya Large Cap Value Portfolio - Class S — Int./Div.
Voya Global High Dividend Low Volatility Class S — Int./Div.
Wells Fargo - savings; checking; CD — Interest
WSFS Bank — Interest
Zurich Advantage III - 403(b) TSA (Stable Value Fund) — Int./Div.
Ameriprise Acct 1 (H)
Ameriprise Insured Money Market — Dividend
Gateway CL A — Dividend
Renaissancere Hldings Ltd Dep Shs RepSTG 1/1000th Ser F PFD 5.75% — Dividend
Ameriprise Acct 2 (H)
Ameriprise Insured Money Market — Dividend
Nationwide Investor Dest Consrv CL A — Distribution
Advisors C&S New Econ RL Est 202 — Distribution
Brunswick Corp SR Note 6.5% 10/15/2048 — Dividend
AXA Financial, Inc — Dividend
Commonwealth Annuity (H)
GA BlackRock Disciplined Core — Int./Div.
GA BlackRock Disciplined Value — Int./Div.
GA BlackRock Disciplined Intl Core — Int./Div.
GA Goldman Sachs Core Fixed Income — Int./Div.
GA Goldman Sachs Large Cap Gr Insights — Int./Div.
GS VIT Equity Index — Int./Div.
GS VIT Govt Money Market Fund Serv Shs — Int./Div.
Fairview, PA Area Municipal Bond — Interest
Learning Quest 529 #1 — Dividend
Learning Quest 529 #2 — Dividend
PNC Bank - Checking & Savings — Interest
Schwab Acct #1 (H)
3M Co. — Dividend — Sold
A T & T INC — Dividend — Sold
AFLAC, Inc. — Dividend — Sold
Agnico Eagle Mines Ltd — Dividend — Sold
Alphabet, Inc. - Class A — Dividend — Sold
America Movil SAB — Dividend — Sold
American Intl Group — Dividend — Sold
Apple Inc. — Dividend — Sold
Auto Data Processing — Dividend — Sold
Bank of America Corp — Dividend — Sold
Blackrock Income CF — Dividend — Sold
Blackrock Muni Yield Penn — Dividend — Sold
Blackrock Res and Cmmdit — Dividend — Sold
Boeing Co. — Dividend — Sold (part)
Boeing Co. — Sold (part)
C M S Energy Corp — Distribution — Sold
CellCyte Genetics Corp. — Dividend
Chemours Co. — Dividend
CIGNA Corp — Dividend — Sold
Colgate-Palmolive Co. — Dividend — Sold
Comcast Corp — Dividend — Sold
Conoco Phillips — Dividend — Sold (part)
Corning Inc — Dividend — Sold
Corteva Inc — Dividend
CSX Corp — Dividend — Sold
Diageo PLC — Dividend — Sold
Discover Finl S — Dividend — Sold
Dow Inc — Dividend
Duke Energy Corp — Dividend — Sold
DuPont De Nemours Inc — Dividend
Essential Utils Inc — Dividend — Sold
FedEx Corp. — Dividend
First Eagle Global A — Dividend — Buy (add'l)
First Eagle Global A — Distribution — Sold
FirstEnergy Corp — Distribution — Sold
Home Depot, Inc. - common stock — Dividend
Honeywell International — Dividend — Sold
Invesco PA Value Muni Income — Dividend — Sold
Invesco Senior Incm TR — Dividend — Sold
iShares Core S&P Small-Cap — Dividend — Buy
iShares National AMT-Free Muni Bond — Dividend — Buy
iShares Russell 1000 Growth — Dividend — Buy
iShares Russell 1000 Value — Dividend — Buy
iShares Russell Mid Cap Growth — Dividend — Buy
iShares Russell Mid-Cap Value — Dividend — Buy
iShares S&P 500 — Dividend — Buy
iShares S&P Small-Cap 600 Growth — Dividend — Buy
iShares S&P Small-Cap 600 Value — Dividend — Buy
Johnson & Johnson - common stock — Dividend — Sold
JP Morgan Chase & Co. - common stock — Dividend — Sold
McCormick & Co Inc. - common stock CHECK THIS — Dividend — Sold
McDonalds Corp. - common stock — Dividend — Sold
Medtronic Inc. - common stock — Dividend — Sold
Merck & Co Inc — Dividend — Sold
Microsoft Corp. - common stock — Dividend
Mortgage Asset Securitization Trust — Interest — Sold (part)
Mortgage Asset Securitization Trust — Sold (part)
NextEra Energy Inc — Dividend
Nordson Corporation - common stock — Dividend — Sold
Nuveen PA Quality Municipal — Dividend — Sold
Pepsico, Inc. - common stock — Dividend — Sold
Pfizer Inc. — Dividend — Sold
Phillips 66 — Dividend — Sold (part)
PPL Corp — Dividend — Sold
Public Storage — Dividend
RPM International Inc — Dividend — Sold
Sempra Energy — Dividend — Sold
South Jersey Inds Inc - common stock — Dividend — Sold
Stryker Corp. - common stock — Dividend — Sold
Sweep Money Market — Dividend
Texas Instruments Inc. - common stock — Dividend
Upper Trinity TX Regional Water District 3.5% — Dividend — Buy
VanEck International Investors Gold A — Dividend — Sold
Verizon Communications - common stock — Dividend — Sold
VF Corp - common stock — Dividend — Sold
Viatris Inc — Dividend — Sold (part)
Viatris Inc — Sold
Wal-Mart De Mex Sab Adrf — Dividend — Sold
Walt Disney Co — Dividend — Sold
Schwab Acct #2 (H)
iShares Russell Mid Cap Growth — Dividend
iShares Russell Mid-Cap Value — Dividend
Schawb Acct #3 (H)
Advantage Bank Deposit — Dividend — Sold
Blackrock Res & Comm Strat Tr - mutual fund — Dividend — Sold
CBRE Clarion Global R.E. - mutual fund — Dividend — Sold
ClearBridge International Growth I — Dividend — Buy
Cohen & Steers Infrastructure - mutual fund — Dividend — Sold
DFA Emerging Markets Portfolio — Dividend — Buy
DFA Emerging Markets Portfolio — Buy (add'l)
Eaton Vance Senior Income Trust Fund - mutual fund — Dividend — Sold
Eaton Vance Ltd Dur, Inc. - common stock — Dividend — Sold
First Tr Sr Floating Rate — Dividend — Sold
General Electric - common stock — Dividend — Sold
Global Self Storage Group, Inc. — Dividend — Sold
Hershey - common stock — Dividend — Sold
Invesco Sr Income Tr - mutual fund — Dividend — Sold
Lumonall Inc. — Dividend — Sold
Mastr Asset 2003-12 6A1 - gov't bond — Dividend
Pfizer - common stock — Dividend — Sold
Rite Aid — Dividend — Sold
T. Rowe Price International Discovery I — Dividend — Buy
Vanguard Inflation-Protected Securities — Dividend — Buy
Vanguard Inflation-Protected Securities — Buy (add'l)
Vanguard Real Estate — Dividend — Buy
Vanguard Real Estate — Buy (add'l)
Vanguard Total Bond Market — Dividend — Buy
Vanguard Total Bond Market — Buy (add'l)
Verizon Communications, Inc. — Dividend — Sold
Viatris Inc. — Dividend — Sold (part)
Viatris Inc. — Sold
Western Aset Clym Infl Opp In - mutual fund — Dividend — Sold
Schwab Acct #4 (H)
Advantage Primary Liquid Fund — Dividend — Sold
Eaton Vance Ltd — Dividend — Sold
Master Asset Tr — Int./Div.
Vanguard Inflation-Protected Securities — Dividend
DFA International Small Cap Value Portfolio — Dividend
DFA International Value — Dividend
Schwab Acct #5 (H)
NextEra Energy Inc. — Dividend
T. Rowe Price European Stock — Dividend
T. Rowe Price Small Cap — Dividend
Seneca Valley, PA Municipal Bond — Interest
TIAA-CREF Acct #1 (H)
TIAA Traditional Annuity — Int./Div.
CREF Bond Market R1 — Int./Div.
TIAA-CREF Acct #2 (H)
TIAA-CREF Lifestyle Growth Fund — Dividend
TIAA-CREF Managed Allocation Fund — Dividend
US Treasury securities — Interest
Vanguard Voyager Acct (H)
Vanguard Federal Money Market Fund (VMFXX) — Int./Div.
Vanguard Cash Reserves Federal Money Market Fund Inv Shares (VMMXX) — Int./Div.
Vanguard 401(k) (H)
Vanguard Value Index Adm — Dividend
Vanguard 500 Index Adm — Dividend
Fidelity Advisor New Insights I — Dividend
Vanguard Small-Cap Value Index Adm — Dividend
Vanguard Small-Cap Growth Index Adm — Dividend
Vanguard Real Estate Index Adm — Dividend
BlackRock Global Allocation lnstl — Dividend
Vanguard FTSE All-World ex-US ldx Adm — Dividend
Vanguard Developed Mkts Index Adm — Dividend
Vanguard Emerging Mkts Stock ldx Adm — Dividend
DFA Global Real Estate Securities — Dividend
Vanguard Short Term Corp 8d Index Adm — Dividend
Loomis Sayles Sr Floating Rate and F/I Y — Dividend
Fidelity Advisor Strategic Income I — Dividend
Loomis Sayles Strategic Income Y — Dividend
PIMCO Total Return lnstl — Dividend
Vanguard High Yield Corp Adm — Dividend
Vanguard Cash Reserves Federal MM Inv — Dividend
Vanguard Small-Cap Index Adm — Dividend
Venerable Annuity (H)
Voya Balanced Income Portfolio - Class S — Int./Div.
Voya Large Cap Value Portfolio - Class S — Int./Div.
Voya Global High Dividend Low Volatility Class S — Int./Div.
Wells Fargo - savings; checking; CD — Interest
WSFS Bank — Interest
Zurich Advantage III - 403(b) TSA (Stable Value Fund) — Int./Div.
Author, Collier on Bankruptcy (bankruptcy treatise) (published by Matthew Bender & Co./Lexis Nexis)
Author, Collier on Bankruptcy (bankruptcy treatise) (published by Matthew Bender & Co./Lexis Nexis)
Spouse's income — 2020 — Attorney for law firm, Greenblatt, Pierce, Funt & Flores, LLC
Spouse's income — 2020 — Attorney for law firm, Greenblatt, Pierce, Funt & Flores, LLC
CenturyLink (Oppenheimer Acct #3 in 2019) merged into Lumonall, which is now reported in Schwab Acct #3.
Equity Income Fund Units First S&P 500 Index Ser Tech was reported in the 2019 disclosure but there is no record of this fund, so it has been removed for 2020.
Fidelity 403(b) from 2019 was rolled over into Schwab Acct #4 in 2020.
Shares of NextEra Energy from 2019 were transferred into Schwab Acct #5 in 2020.
Merrill Acct #1 from 2019 was transferred into Schawb Acct #1 in 2020.
Merrill Acct #2 from 2019 was transferred into Schwab Acct #2 in 2020.
Oppenheimer Acct #1 from 2019 was transferred into Schwab Acct #1 in 2020.
Oppenheimer Acct #2 from 2019 was transferred into Schwab Acct #4 in 2020.
Oppenheimer Acct #3 from 2019 was transferred into Schwab Acct #3 in 2020.
An Oppenheimer account that was reported in previous disclosures was rolled into Schwab Acct #3 in 2020.
PAL Capital Income IA was reported in the 2019 disclosure but there is no record of this fund, so it has been removed for 2020.
T. Rowe Price Brokerage account and T. Rowe Price International Mutual Fund from 2019 were transferred into Schwab Acct #5 in 2020.
Van Eck Global Fund from 2019 was transferred into Schwab Acct #1 in 2020.
Vanguard Money Market Funds from 2019 were transferred into Schwab Acct #2 in 2020.
Zurich Advantage III - 403(b) TSA (Stable Value Fund) on line 206 has no discernable underlying stocks or bonds. 100% invested in stable value fund.
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.