Mark Allan Goldsmith
2020
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Pull out the substance of this filing.
What was filed
141
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
3
spouse income
Named parties
- Wayne State University Center for the Study of Citizenship
- Historical Society of U.S. District Court, E.D. Michigan
- self-employed social worker
As filed
VYM (IRA-Brok Acct #1) — Dividend
Fidelity Contra (IRA-Brok Acct #2) — Dividend
Fidelity Cash Reserves (IRA-Brok Acct #2) — Interest
VBIAX (IRA-Brok Acct#2) — Dividend
TRowePrice Growth ( IRA Brok Acct #3) — Dividend
Invesco Van Kampen Growth Income (IRA Brok Acct #3) — Dividend
Vanguard Mid-Cap Index (IRA Brok Acct #3) — Dividend
SCHB (IRA Brok Acct #3) — Dividend
SCHD (IRA Brok Acct#3) — Dividend
SsgA Russell 2000 Index (St of Mich 401K) — Dividend
Pacific One Variable Annuity (Janus Focussed Growth) — Dividend
FXAIX (Brok Acct #4) — Dividend
PFF (Brok Acct #4) — Dividend
Fidelity Govt Money Fund (Brok Acct #4) — Dividend
Vanguard 500 Index — Dividend
TIAACREF 100% Equity (529) — None — Distributed
Voya Financial Variable Life Insurance Policy — Interest
NY Life Guaranteed Lifetime Income Annuity (fixed annuity) — None
Vibe Credit Union cash account — Interest
Comerica Bank cash account — Interest
Chase Bank account — Interest — Open
FXIAX (IRA-Brok Acct#5)(X) — Dividend — Buy
RaymondJames Cash (Tr Acct#1)(X) — Dividend — Closed
FNSXX (Tr Acct#2) — Dividend
FCNTX (Tr Acct#2) — Dividend — Sold (part)
PFF (Tr Acct#2) — Dividend
PTLC (Tr Acct#2) — Dividend — Sold (part)
PTLC (Tr Acct#2) — Sold (part)
NOBL (Tr Acct#2) — Dividend — Sold (part)
NOBL (Tr Acct#2) — Sold (part)
VCIT (Tr Acct#2) — Dividend
VFIAX (Tr Acct#2) — Dividend
RaymondJames Cash (Tr Acct#2) — Dividend
LGH (Tr Acct#2) — Dividend — Buy
SCHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Sold (part)
FNSXX (Tr Acct#3) — Dividend
FCNTX (Tr Acct#3) — Dividend
PFF (Tr Acct#3) — Dividend
NOBL (Tr Acct#3) — Dividend
VCIT (Tr Acct#3) — Dividend
VFIAX (Tr Acct#3) — Dividend
RaymondJames Cash (Tr Acct#3) — Dividend
PTLC (Tr Acct#3) — Dividend — Sold (part)
SCHD (Tr Acct#3) — Dividend — Buy
LGH (Tr Acct#3) — Dividend — Buy
VYM (IRA-Brok Acct #1) — Dividend
Fidelity Contra (IRA-Brok Acct #2) — Dividend
Fidelity Cash Reserves (IRA-Brok Acct #2) — Interest
VBIAX (IRA-Brok Acct#2) — Dividend
TRowePrice Growth ( IRA Brok Acct #3) — Dividend
Invesco Van Kampen Growth Income (IRA Brok Acct #3) — Dividend
Vanguard Mid-Cap Index (IRA Brok Acct #3) — Dividend
SCHB (IRA Brok Acct #3) — Dividend
SCHD (IRA Brok Acct#3) — Dividend
SsgA Russell 2000 Index (St of Mich 401K) — Dividend
Pacific One Variable Annuity (Janus Focussed Growth) — Dividend
FXAIX (Brok Acct #4) — Dividend
PFF (Brok Acct #4) — Dividend
Fidelity Govt Money Fund (Brok Acct #4) — Dividend
Vanguard 500 Index — Dividend
TIAACREF 100% Equity (529) — None — Distributed
Voya Financial Variable Life Insurance Policy — Interest
NY Life Guaranteed Lifetime Income Annuity (fixed annuity) — None
Vibe Credit Union cash account — Interest
Comerica Bank cash account — Interest
Chase Bank account — Interest — Open
FXIAX (IRA-Brok Acct#5)(X) — Dividend — Buy
RaymondJames Cash (Tr Acct#1)(X) — Dividend — Closed
FNSXX (Tr Acct#2) — Dividend
FCNTX (Tr Acct#2) — Dividend — Sold (part)
PFF (Tr Acct#2) — Dividend
PTLC (Tr Acct#2) — Dividend — Sold (part)
PTLC (Tr Acct#2) — Sold (part)
NOBL (Tr Acct#2) — Dividend — Sold (part)
NOBL (Tr Acct#2) — Sold (part)
VCIT (Tr Acct#2) — Dividend
VFIAX (Tr Acct#2) — Dividend
RaymondJames Cash (Tr Acct#2) — Dividend
LGH (Tr Acct#2) — Dividend — Buy
SCHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Sold (part)
FNSXX (Tr Acct#3) — Dividend
FCNTX (Tr Acct#3) — Dividend
PFF (Tr Acct#3) — Dividend
NOBL (Tr Acct#3) — Dividend
VCIT (Tr Acct#3) — Dividend
VFIAX (Tr Acct#3) — Dividend
RaymondJames Cash (Tr Acct#3) — Dividend
PTLC (Tr Acct#3) — Dividend — Sold (part)
SCHD (Tr Acct#3) — Dividend — Buy
LGH (Tr Acct#3) — Dividend — Buy
VYM (IRA-Brok Acct #1) — Dividend
Fidelity Contra (IRA-Brok Acct #2) — Dividend
Fidelity Cash Reserves (IRA-Brok Acct #2) — Interest
VBIAX (IRA-Brok Acct#2) — Dividend
TRowePrice Growth ( IRA Brok Acct #3) — Dividend
Invesco Van Kampen Growth Income (IRA Brok Acct #3) — Dividend
Vanguard Mid-Cap Index (IRA Brok Acct #3) — Dividend
SCHB (IRA Brok Acct #3) — Dividend
SCHD (IRA Brok Acct#3) — Dividend
SsgA Russell 2000 Index (St of Mich 401K) — Dividend
Pacific One Variable Annuity (Janus Focussed Growth) — Dividend
FXAIX (Brok Acct #4) — Dividend
PFF (Brok Acct #4) — Dividend
Fidelity Govt Money Fund (Brok Acct #4) — Dividend
Vanguard 500 Index — Dividend
TIAACREF 100% Equity (529) — None — Distributed
Voya Financial Variable Life Insurance Policy — Interest
NY Life Guaranteed Lifetime Income Annuity (fixed annuity) — None
Vibe Credit Union cash account — Interest
Comerica Bank cash account — Interest
Chase Bank account — Interest — Open
FXIAX (IRA-Brok Acct#5)(X) — Dividend — Buy
RaymondJames Cash (Tr Acct#1)(X) — Dividend — Closed
FNSXX (Tr Acct#2) — Dividend
FCNTX (Tr Acct#2) — Dividend — Sold (part)
PFF (Tr Acct#2) — Dividend
PTLC (Tr Acct#2) — Dividend — Sold (part)
PTLC (Tr Acct#2) — Sold (part)
NOBL (Tr Acct#2) — Dividend — Sold (part)
NOBL (Tr Acct#2) — Sold (part)
VCIT (Tr Acct#2) — Dividend
VFIAX (Tr Acct#2) — Dividend
RaymondJames Cash (Tr Acct#2) — Dividend
LGH (Tr Acct#2) — Dividend — Buy
SCHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Dividend — Buy
SPHD (Tr Acct#2) — Sold (part)
FNSXX (Tr Acct#3) — Dividend
FCNTX (Tr Acct#3) — Dividend
PFF (Tr Acct#3) — Dividend
NOBL (Tr Acct#3) — Dividend
VCIT (Tr Acct#3) — Dividend
VFIAX (Tr Acct#3) — Dividend
RaymondJames Cash (Tr Acct#3) — Dividend
PTLC (Tr Acct#3) — Dividend — Sold (part)
SCHD (Tr Acct#3) — Dividend — Buy
LGH (Tr Acct#3) — Dividend — Buy
Member of executive board of directors, Wayne State University Center for the Study of Citizenship
Member of board, Historical Society of U.S. District Court, E.D. Michigan
Member of executive board of directors, Wayne State University Center for the Study of Citizenship
Member of board, Historical Society of U.S. District Court, E.D. Michigan
Member of executive board of directors, Wayne State University Center for the Study of Citizenship
Member of board, Historical Society of U.S. District Court, E.D. Michigan
Spouse's income — 2020 — self-employed social worker
Spouse's income — 2020 — self-employed social worker
Spouse's income — 2020 — self-employed social worker
Regarding Part VII, line 45: I inadvertently failed to include the aquisition of this position in my 2019 report. It was an "A" income category; it was a "K" category
for value, using the "T" method.
Regarding Part VII, line 17: Although called a variable insurance policy, the policy consists of a death benefit and a Guaranteed Interest Division, which produces
interest that increases the cash value of the policy; I have no ownership interest in the assets generating the interest.
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.