Analisa Nadine Torres

2020

Ask Donna

Pull out the substance of this filing.

What was filed

302
investments
0
positions
0
gifts
2
agreements
4
debts
0
reimbursements
2
income
2
spouse income

Named parties

Wells Fargo Visa
Citibank MC
New York State Local & Retirement System/Defined Benefit Pension Plan
Wells Fargo Advisors-salary, commissions and bonus

As filed

EV — Dividend

EMR — Dividend

FDS — Dividend

GD — Dividend

HRS — Dividend

IBM — Dividend

JNJ — Dividend

JPM — Dividend

MCD — Dividend

MDT — Dividend

MSFT — Dividend

NEE — Dividend

NSC — Dividend

NVS — Dividend

PAYX — Dividend

PEP — Dividend

PSX — Dividend

CLX — Dividend

CL — Dividend

Brokerage Account-TOD #1 (H)

Wells Fargo Bank Deposit Sweep — Dividend

iShares Dividend Index-DVY — Dividend — Sold

Wisdom Tree Equity Income-DHS — Dividend — Sold

Center Coast MLP Fund-CCCNX — Dividend — Sold

Calamos Strategic Fund-CSQ — Dividend — Sold

Nuveen Pref Inc Fund-JPC — Dividend — Sold

Spider S&P 500-SPY — Dividend — Sold

Rochester Fund NY-RMUYX — Interest — Buy

American Funds Tax Exempt NY-TEAFX — Interest — Buy

Nuveen Flagship NY-NTNYX — Interest — Buy

PIMCO Income-PIMIX — Interest — Buy

Brokerage Account #2 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Brokerage Account #3 (H)

Wells Fargo Bank Deposit Sweep — Dividend

SW-IRA#1 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Apple-AAPL — Dividend — Buy (add'l)

AT&T-T — Dividend

CSCO — Dividend

IShares Core Mid Cap-IJH — Dividend — Buy

IShares Core Small Cap-IJR — Dividend — Buy

Moderna-MRNA — Buy

Nuveen ST Muni-FSHYX — Interest — Buy

Facebook-FB — Dividend

JPM Chase-JPM — Dividend — Sold (part)

Microsoft-MSFT — Dividend

SCW Roth IRA #2 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Bank of America-BAC — Dividend — Buy

Fidelity-FNSXX — Sold

iShares S&P 500 ETF-IVV — Dividend — Buy

iShares QQQ-QQQ — Dividend — Buy

AT- Roth IRA #3 (H)

Wells Fargo Bank Deposit Sweep — Dividend

iShares Core S&P 500-IVV — Dividend — Buy

NHHEF — Sold

AT-Eq Inc-IRA#5 (H)

AEP — Dividend

T — Dividend

CSCO — Dividend

DEO — Dividend

D — Dividend — Sold

DOV — Dividend

DD — Dividend

GD — Dividend

GPC — Dividend

HCN — Dividend

HD — Dividend

ITW — Dividend

INTC — Dividend

JNJ — Dividend

JPM — Dividend

KMB — Dividend

LMT — Dividend

MTB — Dividend

MAT — Dividend

MXIM — Dividend — Sold

MCD — Dividend

MRK — Dividend

MSFT — Dividend

NEE — Dividend

PBCT — Dividend

PEP — Dividend

PSX — Dividend

PG — Dividend

UPS — Dividend

VZ — Dividend

VOD — Dividend

WAG — Dividend

WM — Dividend

QCOM — Dividend

PFE — Dividend

NUE — Dividend

XOM — Dividend — Sold

IBM — Dividend

USB — Dividend

WELL — Dividend — Sold

TGT — Dividend

AMGN — Dividend

ADP — Dividend

CSCSA — Dividend

SBUX — Dividend

BK — Dividend — Buy

GILD — Dividend — Buy

INTU — Dividend — Buy

XEL — Distribution — Buy

SCW-IRA#6 DSIP (H)

AFL — Dividend

ACN — Dividend

APD — Dividend

ADI — Dividend

ADP — Dividend

AMGN — Dividend

AAPL — Dividend

BDX — Dividend

CVX — Dividend

CB — Dividend

PII — Dividend — Sold

PG — Dividend

SIAL — Dividend

SYY — Dividend — Sold

TGT — Dividend

USB — Dividend

VFC — Dividend

WMT — Dividend

WEC — Dividend

MMM — Dividend

ES — Dividend

NKE — Dividend

GMCSA — Dividend

AMT — Dividend — Buy

UNH — Dividend — Buy

TD Bank Savings Account — Dividend

Chase Checking Plus Account — Dividend

401K #1 (H)

Wells Fargo 401k Large Cap Growth Multi-Manager Fund — Dividend

Wells Fargo 401k LargeCap Value Multi- Manage Fund — Dividend

Wells Fargo 401k Russell SC Index — Dividend

Wells Fargo 401k Small Cap Multi Manager Fund — Dividend

State Street Emerging Mkts Fund — Dividend

Wells Fargo 401k Intl Equity Multi Manager Fund — Dividend

Wells Fargo 401k State Street International Index — Dividend

WF/State Street Target 2020 — Dividend

WF/State Street Target 2025 — Dividend

WF/State Street Target 2030 — Dividend

WF/State Street Target 2035 — Dividend

WF/State Street Target 2040 — Dividend

WF/State Street Target 2045 — Dividend

WF/State Street Target 2050 — Dividend

Brokerage Account-TOD #1 (H)

Wells Fargo Bank Deposit Sweep — Dividend

iShares Dividend Index-DVY — Dividend — Sold

Wisdom Tree Equity Income-DHS — Dividend — Sold

Center Coast MLP Fund-CCCNX — Dividend — Sold

Calamos Strategic Fund-CSQ — Dividend — Sold

Nuveen Pref Inc Fund-JPC — Dividend — Sold

Spider S&P 500-SPY — Dividend — Sold

Rochester Fund NY-RMUYX — Interest — Buy

American Funds Tax Exempt NY-TEAFX — Interest — Buy

Nuveen Flagship NY-NTNYX — Interest — Buy

PIMCO Income-PIMIX — Interest — Buy

Brokerage Account #2 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Brokerage Account #3 (H)

Wells Fargo Bank Deposit Sweep — Dividend

SW-IRA#1 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Apple-AAPL — Dividend — Buy (add'l)

AT&T-T — Dividend

IShares Core Mid Cap-IJH — Dividend — Buy

IShares Core Small Cap-IJR — Dividend — Buy

Moderna-MRNA — Buy

Nuveen ST Muni-FSHYX — Interest — Buy

Facebook-FB — Dividend

JPM Chase-JPM — Dividend — Sold (part)

Microsoft-MSFT — Dividend

SCW Roth IRA #2 (H)

Wells Fargo Bank Deposit Sweep — Dividend

Bank of America-BAC — Dividend — Buy

Fidelity-FNSXX — Sold

iShares S&P 500 ETF-IVV — Dividend — Buy

iShares QQQ-QQQ — Dividend — Buy

AT- Roth IRA #3 (H)

Wells Fargo Bank Deposit Sweep — Dividend

iShares Core S&P 500-IVV — Dividend — Buy

NHHEF — Sold

AT-Eq Inc-IRA#5 (H)

AEP — Dividend

T — Dividend

CSCO — Dividend

DEO — Dividend

D — Dividend — Sold

DOV — Dividend

DD — Dividend

GD — Dividend

GPC — Dividend

HCN — Dividend

HD — Dividend

ITW — Dividend

INTC — Dividend

JNJ — Dividend

JPM — Dividend

KMB — Dividend

LMT — Dividend

MTB — Dividend

MAT — Dividend

MXIM — Dividend — Sold

MCD — Dividend

MRK — Dividend

MSFT — Dividend

NEE — Dividend

PBCT — Dividend

PEP — Dividend

PSX — Dividend

PG — Dividend

UPS — Dividend

VZ — Dividend

VOD — Dividend

WAG — Dividend

WM — Dividend

QCOM — Dividend

PFE — Dividend

NUE — Dividend

XOM — Dividend — Sold

IBM — Dividend

USB — Dividend

WELL — Dividend — Sold

TGT — Dividend

AMGN — Dividend

ADP — Dividend

CSCSA — Dividend

SBUX — Dividend

BK — Dividend — Buy

GILD — Dividend — Buy

INTU — Dividend — Buy

XEL — Distribution — Buy

SCW-IRA#6 DSIP (H)

AFL — Dividend

ACN — Dividend

APD — Dividend

ADI — Dividend

ADP — Dividend

AMGN — Dividend

AAPL — Dividend

BDX — Dividend

CVX — Dividend

CB — Dividend

CLX — Dividend

CL — Dividend

CSCO — Dividend

EV — Dividend

EMR — Dividend

FDS — Dividend

GD — Dividend

HRS — Dividend

IBM — Dividend

JNJ — Dividend

JPM — Dividend

MCD — Dividend

MDT — Dividend

MSFT — Dividend

NEE — Dividend

NSC — Dividend

NVS — Dividend

PAYX — Dividend

PEP — Dividend

PSX — Dividend

PII — Dividend — Sold

PG — Dividend

SIAL — Dividend

SYY — Dividend — Sold

TGT — Dividend

USB — Dividend

VFC — Dividend

WMT — Dividend

WEC — Dividend

MMM — Dividend

ES — Dividend

NKE — Dividend

GMCSA — Dividend

AMT — Dividend — Buy

UNH — Dividend — Buy

TD Bank Savings Account — Dividend

Chase Checking Plus Account — Dividend

401K #1 (H)

Wells Fargo 401k Large Cap Growth Multi-Manager Fund — Dividend

Wells Fargo 401k LargeCap Value Multi- Manage Fund — Dividend

Wells Fargo 401k Russell SC Index — Dividend

Wells Fargo 401k Small Cap Multi Manager Fund — Dividend

State Street Emerging Mkts Fund — Dividend

Wells Fargo 401k Intl Equity Multi Manager Fund — Dividend

Wells Fargo 401k State Street International Index — Dividend

WF/State Street Target 2020 — Dividend

WF/State Street Target 2025 — Dividend

WF/State Street Target 2030 — Dividend

WF/State Street Target 2035 — Dividend

WF/State Street Target 2040 — Dividend

WF/State Street Target 2045 — Dividend

WF/State Street Target 2050 — Dividend

Agreement — 2019 — New York State Local & Retirement System/Defined Benefit Pension Plan

Liability — Wells Fargo Visa — Credit Card

Liability — Citibank MC — Credit Card

Liability — Wells Fargo Visa — Credit Card

Liability — Citibank MC — Credit Card

Income — 2020 — New York State Local & Retirement System/Defined Benefit Pension Plan — $48,000.00

Spouse's income — 2020 — Wells Fargo Advisors-salary, commissions and bonus

The Wells Fargo 401(k) plan is a custom, multi-manager investment fund created exclusively for the employees of Wells Fargo & Company. A commingled fund

is not a registered product but a collective trust fund. A collective fund is not a mutual fund and is exempt from SEC registration. Designed for and exclusively

sold to qualified retirement plans and their participants, the funds are not available to individual retail investors.

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.