James Halpern
2020
Ask Donna
Pull out the substance of this filing.
What was filed
65
investments
3
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- 2005 B.1 Trust
- 2005 B.2 Trust *See Section VIII
- Watergate South, Inc. (Residential Co-operative Corporation)
- U.S.A.A. Savings Bank
- Chase Bank
- Self-employed attorney
As filed
2005 B.1 Trust
45th St. LLC **See Section VIII — Rent
57th St. LLC **See Section VIII — Rent
Madison No. 1 LLC **See Section VIII — Rent
S.L. Green Operating Partnership — Dividend
57 Sofia LLC **See Section VIII — Rent
45 Anna LLC **See Section VIII — Rent
Morg. Stan. BK N.A.--Cash/Money Acct. — Interest
BRK'B — Dividend
RKJ — Dividend — Buy
DWAS — Dividend — Buy
IAU — Dividend — Buy
ASRAX — Dividend — Sold
DDVCX — Dividend
QCSCX — Dividend — Buy
SGENX — Dividend
FESOX — Dividend
HGICX — Dividend — Buy
HGICX — Dividend — Buy (add'l)
LALDX — Dividend
LUBAX — Dividend — Buy
LUBAX — Dividend — Sold (part)
SAGWX — Dividend — Buy
THIFX — Dividend — Sold
THICX — Dividend — Sold
NOICX — Dividend
PCKCX — Dividend — Buy
TSIAX — Dividend — Buy
TSICX — Dividend — Buy
IRA
Morg. Stan. BK N.A.--Cash Money Acct. — Interest
FKIQX — Dividend
NEFZX — Dividend
BDLAX — Dividend
NOICX — Dividend
PONAX — Dividend
LUBAX — Dividend
TIAA-CREF Retirement Fund (Traditional) — Dividend
TIAA-CREF Retirement Fund (Real Estate) — Dividend
TIAA-CREF Retirement Fund (T-C Bond Plus - Inst) — Dividend
TIAA-CREF Retirement Fund (T-C Gr, Inc. - Inst) — Dividend
TIAA-CREF Retirement Fund (T-C Lg Cap Val - Inst) — Dividend
TIAA-CREF Retirement Fund (T-C Lg Cap GR - Inst) — Dividend
TIAA-CREF Retirement Fund (T-C Intl. Eq - Inst) — Dividend
Sentinel Small Company Fund — Dividend
SEP
Morg. Stan. BK N.A.--Cash/Money Acct. — Interest
PIZ — Dividend — Buy
PDP — Dividend — Buy
DWAS — Dividend — Buy
CWGIX — Dividend
MCDVX — Dividend — Buy
NEFZX — Dividend
GWGFX — Dividend — Merged (with line 51)
PONCX — Dividend
LUBAX — Dividend — Sold
QASCX — Dividend
DDVCX — Dividend
FESOX — Dividend
LALDX — Dividend
PONAX — Dividend
QCSCX — Dividend
FKIQX — Dividend
HGICX — Dividend — Buy
LIDAX — Dividend — Buy
Trustee, 2005 B.1 Trust
Trustee, 2005 B.2 Trust *See Section VIII
Director, Vice-President, Watergate South, Inc. (Residential Co-operative Corporation)
Liability — U.S.A.A. Savings Bank — Credit card
Liability — Chase Bank — Credit card
Spouse's income — 2020 — Self-employed attorney
*2005 B.2 Trust (unfunded trust).
**New York City real estate investment.
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.