Gabriel W. Gorenstein

2020

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What was filed

96
investments
12
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Estate #1
Trust #1
Estate # 2

As filed

Fidelity -- 500 Index — Dividend

Fidelity -- NY (Tax-Free) Money Market — Dividend

Fidelity NY Muni Money Market — Dividend

Fidelity -- IRA -- 500 Index — Dividend — Buy (add'l)

Fidelity -- Cash Reserves — Dividend

Vanguard -- Cash Reserve Fed. MM Fund(changed name from Prime MM Fund) — Dividend

Vanguard -- New York Muni Money Market Fund — Dividend

Vanguard -- Total Stock Mkt. Index — Dividend — Sold (part)

Vanguard IRA -- Mid Cap Index — Dividend — Open

Vanguard IRA -- Int'l Explorer — Dividend — Open

Vanguard IRA -- Cash Reserves Fedl MM — Dividend — Open

Vanguard IRA -- Strategic Equity — Dividend — Open

Vangaurd IRA -- Small Cap Growth Index — Dividend — Open

Vanguard IRA -- Value Index — Dividend — Open

Chase Account — Interest

American Express Bank — Interest

Ally Bank — Interest

Barclays Bank — Interest — Open

CIT Bank — Interest — Open

Schwab Bank — Interest

NYS Deferred Comp. Plan NYSDCB Equity Index — Dividend

TIAA-CREF Guaranteed Income — Interest — Open

Estate #1 (H)

Chase account — None

Trust #1 (H)

Chase Bank account — Interest — Distributed

Vanguard NY Municipal Money Market Fund — Interest — Distributed

Vanguard Prime Money Market Fund — Interest — Distributed

Vanugard Federal Money Market Fund — Interest — Distributed

Citibank Account — Interest — Distributed

Extate # 2 (H)

Chase Account — None — Open

Fidelity -- 500 Index — Dividend

Fidelity -- NY (Tax-Free) Money Market — Dividend

Fidelity NY Muni Money Market — Dividend

Fidelity -- IRA -- 500 Index — Dividend — Buy (add'l)

Fidelity -- Cash Reserves — Dividend

Vanguard -- Cash Reserve Fed. MM Fund(changed name from Prime MM Fund) — Dividend

Vanguard -- New York Muni Money Market Fund — Dividend

Vanguard -- Total Stock Mkt. Index — Dividend — Sold (part)

Vanguard IRA -- Mid Cap Index — Dividend — Open

Vanguard IRA -- Int'l Explorer — Dividend — Open

Vanguard IRA -- Cash Reserves Fedl MM — Dividend — Open

Vanguard IRA -- Strategic Equity — Dividend — Open

Vangaurd IRA -- Small Cap Growth Index — Dividend — Open

Vanguard IRA -- Value Index — Dividend — Open

Chase Account — Interest

American Express Bank — Interest

Ally Bank — Interest

Barclays Bank — Interest — Open

CIT Bank — Interest — Open

Schwab Bank — Interest

NYS Deferred Comp. Plan NYSDCB Equity Index — Dividend

TIAA-CREF Guaranteed Income — Interest — Open

Estate #1 (H)

Chase account — None

Trust #1 (H)

Chase Bank account — Interest — Distributed

Vanguard NY Municipal Money Market Fund — Interest — Distributed

Vanguard Prime Money Market Fund — Interest — Distributed

Vanugard Federal Money Market Fund — Interest — Distributed

Citibank Account — Interest — Distributed

Extate # 2 (H)

Chase Account — None — Open

Fidelity -- 500 Index — Dividend

Fidelity -- NY (Tax-Free) Money Market — Dividend

Fidelity NY Muni Money Market — Dividend

Fidelity -- IRA -- 500 Index — Dividend — Buy (add'l)

Fidelity -- Cash Reserves — Dividend

Vanguard -- Cash Reserve Fed. MM Fund(changed name from Prime MM Fund) — Dividend

Vanguard -- New York Muni Money Market Fund — Dividend

Vanguard -- Total Stock Mkt. Index — Dividend — Sold (part)

Vanguard IRA -- Mid Cap Index — Dividend — Open

Vanguard IRA -- Int'l Explorer — Dividend — Open

Vanguard IRA -- Cash Reserves Fedl MM — Dividend — Open

Vanguard IRA -- Strategic Equity — Dividend — Open

Vangaurd IRA -- Small Cap Growth Index — Dividend — Open

Vanguard IRA -- Value Index — Dividend — Open

Chase Account — Interest

American Express Bank — Interest

Ally Bank — Interest

Barclays Bank — Interest — Open

CIT Bank — Interest — Open

Schwab Bank — Interest

NYS Deferred Comp. Plan NYSDCB Equity Index — Dividend

TIAA-CREF Guaranteed Income — Interest — Open

Estate #1 (H)

Chase account — None

Trust #1 (H)

Chase Bank account — Interest — Distributed

Vanguard NY Municipal Money Market Fund — Interest — Distributed

Vanguard Prime Money Market Fund — Interest — Distributed

Vanugard Federal Money Market Fund — Interest — Distributed

Citibank Account — Interest — Distributed

Extate # 2 (H)

Chase Account — None — Open

Treasurer

Co-Executor, Estate #1

Co-Trustee, Trust #1

Co-Executor, Estate # 2

Co-Executor, Estate #1

Co-Trustee, Trust #1

Co-Executor, Estate # 2

Co-Executor, Estate #1

Co-Trustee, Trust #1

Co-Executor, Estate # 2

Agreement — 1994 — New York State Employees Retirement Plan (pension upon retirement at age 65)

Trust # 1 ceased to have any legal existence as of September 14, 2020.

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.