Alan David Lourie

2011Annual

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Pull out the substance of this filing.

What was filed

  • 27

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • VII
  • Boston Patent Law Assoc
  • Intell Property Law Assoc
  • Sedona Group
  • Law School
  • Boston IP Inn of Court
  • Federal Circuit Bar Association
  • GlaxoSmithKline pension

As filed

Vanguard Tax Exempt MM Fund — Int/Div

Vanguard Tax Exempt MM Fund 2 — Int/Div

Franklin Templeton Mutual Shares Fund — Int/Div — Sold

Vanguard Health Care Fund — Int/Div

T Rowe Price Cap Appreciation Fund (IRA) — None — Sold — VII

Vanguard ST Inv Gr Bd Fund (IRA) — Int/Div — Buy

Vanguard ST Inv Gr Bd Fund (IRA) — Sold (part) — VII

TIAA-CREF — Interest — Sold (part) — VII

PNC Bank checkmg account — Interest

US Treasury Notes — Interest

Vanguard 500 Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Global Equity Fund — Int/Div

Vanguard Internat Explorer Fund — Int/Div

Vanguard European Fund — Int/Div

T Rowe Price Short Term Bond Fund (IRA) — Int/Div — Sold (part) — VII

Vanguard ST Tax Exempt Fund 1 — Int/Div — Sold (part)

Vanguard ST Tax Exempt Fund 2 — Int/Div — Buy (add'l)

Vanguard Limited Term TE Fund — Int/Div — Sold (part)

TR Price High Yield Fd (IRA) — Int/Div — Buy (add'l)

TR Price New Horizon Fd (IRA) — Int/Div

Vanguard Dividend Growth Fd — Int/Div — Buy (add'l)

Vanguard Prime Cap Core Fd — Int/Div

Vanguard Limited Term TE Fund 2 — Int/Div

TR Price GNMA Fund — Int/Div — Buy (add'l)

Sequoia Fund — Int/Div

Vanguard IM Term Tax Ex Fund — Int/Div — Buy

Agreement — 14/6/90 — GlaxoSmithKlme, successor to former employer, provides pension and retiree group health and hfe imsurance

Reimbursement — Boston Patent Law Assoc — June 10 — Boston, MA — Attend judges’ dinner and recerve award — Aartare, hotel, and dinner

Reimbursement — Intell Property Law Assoc — March 25 — New York, NY — Attend dinner in honor of judges — Trainfare, hotel, and dinner for wife and ne

Reimbursement — Sedona Group — Oct 12-14 — San Diego, California — Participate in symposium and receive award — Aartare, hotel, and meals tor wile and me

Reimbursement — Law School — October 19 — Washington, DC — Deliver lecture — Dinner for wife and me

Reimbursement — Boston IP Inn of Court — November — Boston, MA — Deliver speech — Hotel and dinner

Reimbursement — Federal Circuit Bar Association — November 18 — Washington, DC — Attend annual dinner — Dinner for wife and me

Income — GlaxoSmithKline pension — S88.273.00

Items 5, 7, 8, and 16 m Part VII do not provide gains in D4, because they were within an IRA or a rollover so that there was no recognized or calculable gan.

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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Alan David Lourie | Frix