Stacey L. Meisel
2020
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Pull out the substance of this filing.
What was filed
122
investments
8
positions
0
gifts
2
agreements
0
debts
0
reimbursements
2
income
2
spouse income
Named parties
- ASSOCIATION OF THE FEDERAL BAR
- NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE
- ABI MID-ATLANTIC CONFERENCE
- NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
- West Services Inc. - book royalties
- Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"
As filed
TD Bank Cash Accounts — Int./Div.
Hooper Holmes (a) — Dividend
Targa Resources Pfd 9% (a) — Interest — Sold
Calamos Strategic Total Return (a) — Dividend
Intel Corp (a) — Dividend
Franklin Income Fund (a) — Dividend
Citigroup Note 10% 8/19/35 (a) — Int./Div.
United States Oil Fund (a) — Dividend
US Bank N.A. (a) Cash Account — Interest
1. Becker LLC 401(k) Plan (a) H
2. Blackrock Lifepath Inde 2035 — Int./Div.
1. Becker LLC 401 (k) Plan (c) H
2. Blackrock Lifepath Index 2035 — Int./Div.
3. Blackrock Lifepath Index 2060 — Int./Div.
4. John Hancock Bond Fund — Interest
5. Blue Chip Growth Fund — Int./Div.
6. 500 Index Fund — Int./Div.
7. Invesco International Growth — Int./Div.
8. DFA U.S. Small Cap Fund — Int./Div.
Franklin Income Fund 529 Plan (d) — Dividend
Alibaba (b) — Dividend
American Int'l Group (b) — Dividend
Exxon Mobil (b) — Dividend
Targa Resources Pfd (b) — Interest — Sold
Citibank CD (b) — Interest
EPR PPTYS 5.75 PFD (b) — Dividend
Morgan Stanley 10% due 08/19/33 (b) — Int./Div.
Vornado Rlty PFD (b) — Dividend
Insured (c) Cash Account — Interest
Alibaba (c) — Dividend
Citibank CD 209% 11/15/33 (c) — Int./Div.
Citigroup Note 10% 11/26/34 (c) — Int./Div.
JP Morgan Chase CD 10% 7/21/34 (c) — Int./Div.
Franklin Income Fund (c) — Dividend
Exxon Mobil (d) — Dividend
Targa Resources PFD 9% (a) — Interest — Sold
TransAmerica Universal Life Insurance (a) — Dividend
1. Mass Mutual Variable Universal Life Insurance (c) policy 710 (H)
2. -MML Equity Index (c) — Dividend
3. -Oppenheimer Main Street/Invesco Opp Total Return Bond (merged) — Dividend
4. -MML Money Market — Dividend
5. -Invesco Oppenheimer Total Return Bond — Dividend
6. -Janus Henderson Glbl Research — Dividend
1. Mass Mutual Variable Universal Life Insurance (c) policy 712 (H)
2. -MML Equity Index (c) — Dividend
3. -Invesco Opp V.I. Main St/Oppenheimer Main Street (merged) — Dividend
4. -MML Money Market — Dividend
5. -Invesco Oppenheimer Total Return Bond — Dividend
6. -Janus Henderson Glbl Research — Dividend
Seelaus Money Market (c) cash account — Interest
Seelaus Money Market (a) cash account — Interest
Seelaus Money Market (b) cash account — Interest
Seelaus Money Market (d) cash account — Interest
Citigroup Inc Med Term 2/27/35 (b) — Interest
United Sts Stl New 6.65% 6/1/37 (b) — Interest
iShares TR Russell 2000 ETF (b) — Dividend — Buy
SPDR S&P 500 ETF (b) — None — Buy
SPDR S&P 500 ETF (b) — None — Buy (add'l)
SPDR S&P 500 ETF (b) — None — Sold (part)
SPDR S&P 500 ETF (b) — None — Sold (part)
Disney Walt Co Disney Com (b) — None — Buy
TD Bank Cash Accounts — Int./Div.
Hooper Holmes (a) — Dividend
Targa Resources Pfd 9% (a) — Interest — Sold
Calamos Strategic Total Return (a) — Dividend
Intel Corp (a) — Dividend
Franklin Income Fund (a) — Dividend
Citigroup Note 10% 8/19/35 (a) — Int./Div.
United States Oil Fund (a) — Dividend
US Bank N.A. (a) Cash Account — Interest
1. Becker LLC 401(k) Plan (a) H
2. Blackrock Lifepath Inde 2035 — Int./Div.
1. Becker LLC 401 (k) Plan (c) H
2. Blackrock Lifepath Index 2035 — Int./Div.
3. Blackrock Lifepath Index 2060 — Int./Div.
4. John Hancock Bond Fund — Interest
5. Blue Chip Growth Fund — Int./Div.
6. 500 Index Fund — Int./Div.
7. Invesco International Growth — Int./Div.
8. DFA U.S. Small Cap Fund — Int./Div.
Franklin Income Fund 529 Plan (d) — Dividend
Alibaba (b) — Dividend
American Int'l Group (b) — Dividend
Exxon Mobil (b) — Dividend
Targa Resources Pfd (b) — Interest — Sold
Citibank CD (b) — Interest
EPR PPTYS 5.75 PFD (b) — Dividend
Morgan Stanley 10% due 08/19/33 (b) — Int./Div.
Vornado Rlty PFD (b) — Dividend
Insured (c) Cash Account — Interest
Alibaba (c) — Dividend
Citibank CD 209% 11/15/33 (c) — Int./Div.
Citigroup Note 10% 11/26/34 (c) — Int./Div.
JP Morgan Chase CD 10% 7/21/34 (c) — Int./Div.
Franklin Income Fund (c) — Dividend
Exxon Mobil (d) — Dividend
Targa Resources PFD 9% (a) — Interest — Sold
TransAmerica Universal Life Insurance (a) — Dividend
1. Mass Mutual Variable Universal Life Insurance (c) policy 710 (H)
2. -MML Equity Index (c) — Dividend
3. -Oppenheimer Main Street/Invesco Opp Total Return Bond (merged) — Dividend
4. -MML Money Market — Dividend
5. -Invesco Oppenheimer Total Return Bond — Dividend
6. -Janus Henderson Glbl Research — Dividend
1. Mass Mutual Variable Universal Life Insurance (c) policy 712 (H)
2. -MML Equity Index (c) — Dividend
3. -Invesco Opp V.I. Main St/Oppenheimer Main Street (merged) — Dividend
4. -MML Money Market — Dividend
5. -Invesco Oppenheimer Total Return Bond — Dividend
6. -Janus Henderson Glbl Research — Dividend
Seelaus Money Market (c) cash account — Interest
Seelaus Money Market (a) cash account — Interest
Seelaus Money Market (b) cash account — Interest
Seelaus Money Market (d) cash account — Interest
Citigroup Inc Med Term 2/27/35 (b) — Interest
United Sts Stl New 6.65% 6/1/37 (b) — Interest
iShares TR Russell 2000 ETF (b) — Dividend — Buy
SPDR S&P 500 ETF (b) — None — Buy
SPDR S&P 500 ETF (b) — None — Buy (add'l)
SPDR S&P 500 ETF (b) — None — Sold (part)
SPDR S&P 500 ETF (b) — None — Sold (part)
Disney Walt Co Disney Com (b) — None — Buy
JUDICIAL ADVISOR, ASSOCIATION OF THE FEDERAL BAR
MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE
JUDICIAL CO-CHAIR, ABI MID-ATLANTIC CONFERENCE
GOVERNOR-AT LARGE, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
JUDICIAL ADVISOR, ASSOCIATION OF THE FEDERAL BAR
MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE
JUDICIAL CO-CHAIR, ABI MID-ATLANTIC CONFERENCE
GOVERNOR-AT LARGE, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
Agreement — 03/26/08 — Becker Meisel LLC 401(k) Plan
Agreement — 03/26/08 — Becker Meisel LLC 401(k) Plan
Income — 2020 — West Services Inc. - book royalties — $2,492.00
Income — 2020 — West Services Inc. - book royalties — $2,492.00
Spouse's income — 2020 — Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"
Spouse's income — 2020 — Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"
The John Hancock 401(k) information has been valued as of 12/31/20. I estimated the income and gains on the sale of the 401(k) assets because I could not obtain
that information from John Hancock.
As per my broker, the cash value of the TransAmerica life insurance policies are held by TransAmerica and not a third party intermediary like a bank. I have
Universal Life Insurance policies. To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are
left in the company's general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future
claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general account with interest. The company
guarantees a minimum interest rate but may set the rate higher than the minimum. The interest crediting rates are set annually by management and approved by
the Board.
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.