Jane A. Restani

2020

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Pull out the substance of this filing.

What was filed

186
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Adirondack Mountain Club
City University of New York (salary)

As filed

Account #4 (H)

HSBC ACCOUNTS (cash) — Interest

Individual Assets (H)

M&T BANK ACCOUNTS (cash) — Interest

PEOPLE'S BANK (cash) (Y)

RELIANCE STANDARD LIFE INSURANCE COMPANY ELEOS MVA FIXED ANNUITY — None — Buy

AIG POWER INDEX 5 PLUS (fixed annuity) — None — Buy

CAPITAL ONE BANK ACCOUNTS (cash) — Interest

SANTANDER BANK ACCOUNTS (cash) — Interest

FIRST COUNTY BANK ACCOUNTS (cash) — Interest

NUVEEN QUALITY MUNICIPAL INCOME FUND (NAD) — Dividend

NATIONAL MUNICIPAL CLASS A (MDNLX) — Dividend

BLACKROCK MUNICIPLE FUND (MDNLX) — Dividend

RELIANCE STANDARD ANNUITY (FIXED) — None — Buy

AIG ANNUITIES (FIXED) — None — Buy

Account #1 (H)

INVESCO DIVERSIFIED DIVIDEND A (LCEAX) — Dividend

WELLS FARGO LARGE CAP CORE C (EGOCX) — Dividend

Account #2 (H)

FIRST TRUST HIGH YL LG/SHT (HYLS) — Dividend

FIRST TRUST TCW OPPS FIXD INC (FIXD) — Dividend

FIRST TRUST VALU LN DIV IDX (FVD) — Dividend

FIRST TRUST DYN DEVEL INT (RFDI) — Dividend

FIRST TRUST AMEX BIOTECH (FBT) — None

FIRST TRUST CAP GROWTH (FNY) (X) — Dividend

FIRST TRUST CAPITAL STRGTH (FTCS) — Dividend

FIRST TRUST CONSUMER DISCRET (FXD) — Dividend

FIRST TRUST EMERGING MARKETS (FEM) — Dividend

FIRST TRUST EUROPE (FEP) — Dividend

FIRST TRUST GBL TACTICAL STG F (FTGC) — None

FIRST TRUST LARGE CAP GROWTH A (FTC) — Dividend

FIRST TRUST LONG/SHORT EQTY (FTLS) — Dividend

FIRST TRUST TECH ALPHA ETF (FXL) — Dividend

Account #3 (H)

MORGAN STANLEY BANK NA (cash) (X) — Interest

BLACKROCK MUNIHOLDINGS INVESTMENTS (MFL) — Dividend — Sold

FIRST TR MLD CP COR APLHDX ETF (FNX) — Dividend

FIRST TRUST NASDAQ BANK ETF (FTXO) — Dividend

FIRST TR VALUE LN DIVIDEND IDX (FVD) — Dividend

FIRST TRUST AMEX BIOTECH (FBT) — None

FIRST TRUST CAP GROWTH (FNY) — Dividend

FIRST TRUST CAPITAL STRENGTH ETF (FTCS) — Dividend

FIRST TRUST CONSUMER DISCRET (FXD) — Dividend

FIRST TRUST EMERGING MARKETS (FEM) — Dividend

FIRST TRUST EUROPE (FEP) — Dividend

FIRST TRUST LG CAP GRW A (FTC) — Dividend

FIRST TRUST LG CAP VALUE AL (FTA) — Dividend

FIRST TRUST MANAGED MUNI (FMB) — Dividend — Buy (add'l)

FIRST TRUST RISING DIV ACHIEV (RDVY) — Dividend — Buy (add'l)

FIRST TRUST SR LOAN FD (FTSL) — Dividend

FIRST TRUST SM CAP CORE ETF (FYX) — Dividend

FIRST TRUST TECH ALPHA ETF (FXL) — Dividend — Buy (add'l)

FIRST TRUST EQ OPP ETF (FPX) — Dividend

ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Dividend

ISHARES RUSSELL 2000 ETF (IWM) — Dividend

ISHARES RUSSELL MID CAP ETF (IWR) — Dividend

NUVEEN MUNICIPAL VALUE FD 2 (NUW) — Dividend

NUVEEN MUNICIPAL VALUE FD INC (NUV) — Dividend

CONNECTICUT ST HEALTH & EDL FACS AUTH REV N (20774YEF0) — Interest

CONNECTICUT ST GRNL OBLIG SER D (20772IVK5) — Interest

AB LARGE CAP GROWTH A (APGAX) — Dividend

AB REALTIVE VALUE A (CABDX) — Dividend

FRANKLIN CT TX FR A (FXCTX) — Dividend

GEORGE PUTNAM BALANCED A (PGEOX) — Dividend

INVESCO MUNI INCOME A (VKMMX) — Dividend

JP MORGAN US VALUE (VGRIX) (was JPM GROWTH & INCOME A) — Dividend

MAINSTAY TAX FREE BOND B (MKTBX) — Dividend

MAINSTAY TAX FREE BOND C (MTFCX) — Dividend

MFS CORE EQUITY A (MRGAX) — Dividend

MFS MUNI LTD MATURITY A (MTLFX) — Dividend

MILLER OPP TRUST A (LGOAX) — None

PUTNAM TAX FREE HI YEILD A (PTHAX) — Dividend

THORNBURG INTL GROWTH A (TIGAX) — Dividend — Sold

MORGAN STANLEY BANK NA (cash) — Interest

FIRST TRUST MANAGED MUNICIPA (FMB) — Dividend

NUVEEN ENHANCED AMT FREE MUN CRED (NVG) — Dividend

CONNECTICUT ST HEALTH & EDL FACS AUTH REV-J (20774YKN6) — Interest

METROPOLITAN TRANSANT AUTH NY REV REF-F (59259YUX5) — Interest

METROPOLITAN TRANS AUTH-H (59259YWD7) — Interest

NEW YORK CITY GENL OBLIG SUBSERIES A-1 (64966I2L9) — Dividend

COLUMBIA SELECT LG CP GROWTH A (ELGAX) — Dividend

DELAWARE VALUE A (DDVAX) — Dividend

LORD ABBETT NATIONAL TX FR INC A (LANSX) — Dividend

NUVEEN CT MUNI BOND A (FCTTX) — Dividend

WELLS FARGO LARGE CAP CORE C (EGOCX) — Dividend

Account #5 (H)

NY'S 529 COLLEGE SAVINGS PROGRAM DEVELOPED MARKETS INDEX PORTFOLIO — None

NY'S 529 COLLEGE SAVINGS PROGRAM GROWTH STOCK INDEX PORTFOLIO — None

NY'S 529 COLLEGE SAVINGS PROGRAM VALUE STOCK INDEX PORTFOLIO — None

Account #6 (H)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — None — Sold (part)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — Buy (add'l)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — Sold

Individual Assets (H)

M&T BANK ACCOUNTS (cash) — Interest

PEOPLE'S BANK (cash) (Y)

RELIANCE STANDARD LIFE INSURANCE COMPANY ELEOS MVA FIXED ANNUITY — None — Buy

AIG POWER INDEX 5 PLUS (fixed annuity) — None — Buy

CAPITAL ONE BANK ACCOUNTS (cash) — Interest

SANTANDER BANK ACCOUNTS (cash) — Interest

HSBC ACCOUNTS (cash) — Interest

FIRST COUNTY BANK ACCOUNTS (cash) — Interest

NUVEEN QUALITY MUNICIPAL INCOME FUND (NAD) — Dividend

NATIONAL MUNICIPAL CLASS A (MDNLX) — Dividend

BLACKROCK MUNICIPLE FUND (MDNLX) — Dividend

RELIANCE STANDARD ANNUITY (FIXED) — None — Buy

AIG ANNUITIES (FIXED) — None — Buy

Account #1 (H)

INVESCO DIVERSIFIED DIVIDEND A (LCEAX) — Dividend

WELLS FARGO LARGE CAP CORE C (EGOCX) — Dividend

Account #2 (H)

FIRST TRUST HIGH YL LG/SHT (HYLS) — Dividend

FIRST TRUST TCW OPPS FIXD INC (FIXD) — Dividend

FIRST TRUST VALU LN DIV IDX (FVD) — Dividend

FIRST TRUST DYN DEVEL INT (RFDI) — Dividend

FIRST TRUST AMEX BIOTECH (FBT) — None

FIRST TRUST CAP GROWTH (FNY) (X) — Dividend

FIRST TRUST CAPITAL STRGTH (FTCS) — Dividend

FIRST TRUST CONSUMER DISCRET (FXD) — Dividend

FIRST TRUST EMERGING MARKETS (FEM) — Dividend

FIRST TRUST EUROPE (FEP) — Dividend

FIRST TRUST GBL TACTICAL STG F (FTGC) — None

FIRST TRUST LARGE CAP GROWTH A (FTC) — Dividend

FIRST TRUST LONG/SHORT EQTY (FTLS) — Dividend

FIRST TRUST TECH ALPHA ETF (FXL) — Dividend

Account #3 (H)

MORGAN STANLEY BANK NA (cash) (X) — Interest

BLACKROCK MUNIHOLDINGS INVESTMENTS (MFL) — Dividend — Sold

FIRST TR MLD CP COR APLHDX ETF (FNX) — Dividend

FIRST TRUST NASDAQ BANK ETF (FTXO) — Dividend

FIRST TR VALUE LN DIVIDEND IDX (FVD) — Dividend

FIRST TRUST AMEX BIOTECH (FBT) — None

FIRST TRUST CAP GROWTH (FNY) — Dividend

FIRST TRUST CAPITAL STRENGTH ETF (FTCS) — Dividend

FIRST TRUST CONSUMER DISCRET (FXD) — Dividend

FIRST TRUST EMERGING MARKETS (FEM) — Dividend

FIRST TRUST EUROPE (FEP) — Dividend

FIRST TRUST LG CAP GRW A (FTC) — Dividend

FIRST TRUST LG CAP VALUE AL (FTA) — Dividend

FIRST TRUST MANAGED MUNI (FMB) — Dividend — Buy (add'l)

FIRST TRUST RISING DIV ACHIEV (RDVY) — Dividend — Buy (add'l)

FIRST TRUST SR LOAN FD (FTSL) — Dividend

FIRST TRUST SM CAP CORE ETF (FYX) — Dividend

FIRST TRUST TECH ALPHA ETF (FXL) — Dividend — Buy (add'l)

FIRST TRUST EQ OPP ETF (FPX) — Dividend

ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Dividend

ISHARES RUSSELL 2000 ETF (IWM) — Dividend

ISHARES RUSSELL MID CAP ETF (IWR) — Dividend

NUVEEN MUNICIPAL VALUE FD 2 (NUW) — Dividend

NUVEEN MUNICIPAL VALUE FD INC (NUV) — Dividend

CONNECTICUT ST HEALTH & EDL FACS AUTH REV N (20774YEF0) — Interest

CONNECTICUT ST GRNL OBLIG SER D (20772IVK5) — Interest

AB LARGE CAP GROWTH A (APGAX) — Dividend

AB REALTIVE VALUE A (CABDX) — Dividend

FRANKLIN CT TX FR A (FXCTX) — Dividend

GEORGE PUTNAM BALANCED A (PGEOX) — Dividend

INVESCO MUNI INCOME A (VKMMX) — Dividend

JP MORGAN US VALUE (VGRIX) (was JPM GROWTH & INCOME A) — Dividend

MAINSTAY TAX FREE BOND B (MKTBX) — Dividend

MAINSTAY TAX FREE BOND C (MTFCX) — Dividend

MFS CORE EQUITY A (MRGAX) — Dividend

MFS MUNI LTD MATURITY A (MTLFX) — Dividend

MILLER OPP TRUST A (LGOAX) — None

PUTNAM TAX FREE HI YEILD A (PTHAX) — Dividend

THORNBURG INTL GROWTH A (TIGAX) — Dividend — Sold

Account #4 (H)

MORGAN STANLEY BANK NA (cash) — Interest

FIRST TRUST MANAGED MUNICIPA (FMB) — Dividend

NUVEEN ENHANCED AMT FREE MUN CRED (NVG) — Dividend

CONNECTICUT ST HEALTH & EDL FACS AUTH REV-J (20774YKN6) — Interest

METROPOLITAN TRANSANT AUTH NY REV REF-F (59259YUX5) — Interest

METROPOLITAN TRANS AUTH-H (59259YWD7) — Interest

NEW YORK CITY GENL OBLIG SUBSERIES A-1 (64966I2L9) — Dividend

COLUMBIA SELECT LG CP GROWTH A (ELGAX) — Dividend

DELAWARE VALUE A (DDVAX) — Dividend

LORD ABBETT NATIONAL TX FR INC A (LANSX) — Dividend

NUVEEN CT MUNI BOND A (FCTTX) — Dividend

WELLS FARGO LARGE CAP CORE C (EGOCX) — Dividend

Account #5 (H)

NY'S 529 COLLEGE SAVINGS PROGRAM DEVELOPED MARKETS INDEX PORTFOLIO — None

NY'S 529 COLLEGE SAVINGS PROGRAM GROWTH STOCK INDEX PORTFOLIO — None

NY'S 529 COLLEGE SAVINGS PROGRAM VALUE STOCK INDEX PORTFOLIO — None

Account #6 (H)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — None — Sold (part)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — Buy (add'l)

NY'S 529 COLLEGE SAVINGS PROGRAM MODERATE GROWTH PORTFOLIO — Sold

Delegate at Large of Mohican Chapter, Adirondack Mountain Club

Spouse's income — 2020 — City University of New York (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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.