Sara Elizabeth Lioi

2020

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Pull out the substance of this filing.

What was filed

  • 45

    investments

  • 30

    positions

  • 0

    gifts

  • 5

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Plain Local Schools Foundation & Alumni Association Board of Directors
  • Walsh University Advisory Board
  • The Ohio State University Moritz College of Law Alumni Association National Advisory Council
  • Sisters of Charity Foundation of Canton Board of Directors
  • Walsh Univeristy Board of Directors
  • The Ohio State University Moritz College of Law Alumni Society

As filed

KeyBank Accounts — Interest

Morgan Stanley Non-Qualified Brokerage Account (H)

J.P. Morgan US Equity I — Sold

Victory Sycamore Est Value I — Dividend

American New Perspective F2 — Dividend — Sold (part)

MSIF Growth I — Dividend — Sold (part)

J.P. Morgan Large Cap Growth I — Dividend — Buy

MSIF Global Opportunity PTF 1 — Dividend — Buy

MSIF Global Opportunity PTF 1 — Buy (add'l)

KeyBank Accounts — Interest

Morgan Stanley Non-Qualified Brokerage Account (H)

J.P. Morgan US Equity I — Sold

Victory Sycamore Est Value I — Dividend

American New Perspective F2 — Dividend — Sold (part)

MSIF Growth I — Dividend — Sold (part)

J.P. Morgan Large Cap Growth I — Dividend — Buy

MSIF Global Opportunity PTF 1 — Dividend — Buy

MSIF Global Opportunity PTF 1 — Buy (add'l)

KeyBank Accounts — Interest

Morgan Stanley Non-Qualified Brokerage Account (H)

J.P. Morgan US Equity I — Sold

Victory Sycamore Est Value I — Dividend

American New Perspective F2 — Dividend — Sold (part)

MSIF Growth I — Dividend — Sold (part)

J.P. Morgan Large Cap Growth I — Dividend — Buy

MSIF Global Opportunity PTF 1 — Dividend — Buy

MSIF Global Opportunity PTF 1 — Buy (add'l)

KeyBank Accounts — Interest

Morgan Stanley Non-Qualified Brokerage Account (H)

J.P. Morgan US Equity I — Sold

Victory Sycamore Est Value I — Dividend

American New Perspective F2 — Dividend — Sold (part)

MSIF Growth I — Dividend — Sold (part)

J.P. Morgan Large Cap Growth I — Dividend — Buy

MSIF Global Opportunity PTF 1 — Dividend — Buy

MSIF Global Opportunity PTF 1 — Buy (add'l)

KeyBank Accounts — Interest

Morgan Stanley Non-Qualified Brokerage Account (H)

J.P. Morgan US Equity I — Sold

Victory Sycamore Est Value I — Dividend

American New Perspective F2 — Dividend — Sold (part)

MSIF Growth I — Dividend — Sold (part)

J.P. Morgan Large Cap Growth I — Dividend — Buy

MSIF Global Opportunity PTF 1 — Dividend — Buy

MSIF Global Opportunity PTF 1 — Buy (add'l)

Member (Emeritus Status), Plain Local Schools Foundation & Alumni Association Board of Directors

Member (Term ended 6/30/2020), Walsh University Advisory Board

Member (Emeritus Status), The Ohio State University Moritz College of Law Alumni Association National Advisory Council

Member, Sisters of Charity Foundation of Canton Board of Directors

Member (Board Term ended 6/30/2020), Walsh Univeristy Board of Directors

Chair (Term ended 5/2020), The Ohio State University Moritz College of Law Alumni Society

Member (Emeritus Status), Plain Local Schools Foundation & Alumni Association Board of Directors

Member (Term ended 6/30/2020), Walsh University Advisory Board

Member (Emeritus Status), The Ohio State University Moritz College of Law Alumni Association National Advisory Council

Member, Sisters of Charity Foundation of Canton Board of Directors

Member (Board Term ended 6/30/2020), Walsh Univeristy Board of Directors

Chair (Term ended 5/2020), The Ohio State University Moritz College of Law Alumni Society

Member (Emeritus Status), Plain Local Schools Foundation & Alumni Association Board of Directors

Member (Term ended 6/30/2020), Walsh University Advisory Board

Member (Emeritus Status), The Ohio State University Moritz College of Law Alumni Association National Advisory Council

Member, Sisters of Charity Foundation of Canton Board of Directors

Member (Board Term ended 6/30/2020), Walsh Univeristy Board of Directors

Chair (Term ended 5/2020), The Ohio State University Moritz College of Law Alumni Society

Member (Emeritus Status), Plain Local Schools Foundation & Alumni Association Board of Directors

Member (Term ended 6/30/2020), Walsh University Advisory Board

Member (Emeritus Status), The Ohio State University Moritz College of Law Alumni Association National Advisory Council

Member, Sisters of Charity Foundation of Canton Board of Directors

Member (Board Term ended 6/30/2020), Walsh Univeristy Board of Directors

Chair (Term ended 5/2020), The Ohio State University Moritz College of Law Alumni Society

Member (Emeritus Status), Plain Local Schools Foundation & Alumni Association Board of Directors

Member (Term ended 6/30/2020), Walsh University Advisory Board

Member (Emeritus Status), The Ohio State University Moritz College of Law Alumni Association National Advisory Council

Member, Sisters of Charity Foundation of Canton Board of Directors

Member (Board Term ended 6/30/2020), Walsh Univeristy Board of Directors

Chair (Term ended 5/2020), The Ohio State University Moritz College of Law Alumni Society

Agreement — 12/01/1997 — Ohio Public Employees Retirement System Defined Benefit Pension Plan

Agreement — 12/01/1997 — Ohio Public Employees Retirement System Defined Benefit Pension Plan

Agreement — 12/01/1997 — Ohio Public Employees Retirement System Defined Benefit Pension Plan

Agreement — 12/01/1997 — Ohio Public Employees Retirement System Defined Benefit Pension Plan

Agreement — 12/01/1997 — Ohio Public Employees Retirement System Defined Benefit Pension Plan

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.

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Sara Elizabeth Lioi | Frix