Sidney H. Stein

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 88

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Practicing Law Institute, a not for profit organization for continuing legal education
  • National Committee on US: } China Relations
  • West Services, Inc. - royalty
  • Yale Umversaty - teaching

As filed

MONEY MARKETS

JPMORGAN LS. GOVT — Interest

Dreyfus Tax Free NY Muni Money Market Fund — Interest — Sold (part)

COMMON STOCKS

BERKSHIRE HATHAWAY CORP — None

GRANT AVE CORP — None

TAX EXEMPT BONDS

NEW YORK ST HSG FIN AGY GEN HSG SERB — Interest

NEW YORK ST MTG AGY REY HOMETOWN MTG -29-4-RMKT — Interest

NY STATE POWER ALTH GEN REV ETM SER A — Interest

NY State Power Auth Rev & Gen Purp Ser Detm — Interest

NYSSTATE POWER AUTH SER G 1/1110 — Interest

NEW YORK ST HSG FIN AGY GEN SER A — Interest

NEW YORK STATE POWER AUTH. — Interest

NYS. THRWY AUTH 5.3%. 4/1/15 — Interest

LONG ISLAND PWR S% 8/1/17 — Interest

ARDSLEY NY 4.25% 6/1/18 — Interest — Sold

ERIECTY NY 5.75% 5/1/25 — Interest

NASSAUCTY NY 5% 7/1/22 — Interest

NYS DORM 5%. 7/1/21 — Interest

TRIBOROUGH BRDG & TUNL, 5%, 11/1823 — Interest

MINNEAPOLIS MINN 6.375%, DTD 11/1208 — Interest

NYS DORM AUTH, 5%. did 3/1524 — Interest

NYS DORM 5/25%. 5/15/18 — Interest — Sold

NASSAUCTY N.Y. 5%, 11/15/18 — Interest — Sold

CALIFORNIA STATE 5.5%. 4/1/19 — Interest

CITIZENS PPTY INS. CORP. 5.5%, 6/1/16 — Interest

MTA 5.5%. 11/15/17 — Interest

NYS DORM 5%, 2/15/18 — Interest

ALLEGHENY CITY, PA. 5%. 8/15/19 — Interest

NORTH PENN, PA 5%. 9/1/16 — Interest

NYC. NY 5.25%. 9/1/21 — Interest

NYS DORM 5%. 7/1/18 — Interest

CALIFORNIA ST. 5%. 11/117 — Interest

MICHIGAN FIN. 3%, 12/1/14 — Interest

NYC 2.1%. 4/1/36 — Interest — Sold

NYC, NY 5%, 6/15/25 — Interest — Sold

TEX.ST. 5%. 4/1/23 — Interest

NYS 3%, 71/16 — Interest

PAST. 5%. 7/1/20 — Interest

NYS S.5%, 4/1/19 — Interest

MTA 5%. 11/15/22 — Interest

ATLANTA. GA. 4%. 1/1/17 — Interest

NYC. NY 5%. 7/1/23 — Interest

NYC. NY 5%. 11/1/24 — Interest

NYC. NY 5%. 10/117 — Interest

NYS THWY 5%. 4/1/26 — Interest

ERIE CTY NY 5%. 81/17 — Interest

NYS $%, 6/15/26 — Interest

SWARTHMORE 5%. 9/15/18 — Interest

NYC 5%. 7117 — Interest

NYC $%. 71523 — Interest

SOULTHEASTERN PA 5%. 6/1/24 — Interest — Buy

INDIANA ST. 5%. 2/1/24 — Interest — Buy

HARRIS CTY. TX 5%. 11/27 — Interest — Buy

HEMPSTEAD, NY 2%. 8/15/19 — None — Buy

MCKINNEY, TX 5%, 2/15/20 — Buy

MCKINNEY. TX 5%. 2/15/20 — None — Buy

ARIZONA ST 5%. 10/1/19 — None — Buy

NYS DORM AUTH 4%. 5/15/19 — None — Buy

ARIZONA 5%. 6/1/28 — None — Buy

MUTUAL FUNDS

BRANDYWINE FUND INC — Sold (part)

BRANDYWINE FUND INC — None — Sold

VANGUARD SOO INDEX FUND — Buy

VANGUARD SOO INDEX FUND — Buy

VANGUARD 500 INDEX FUND — Buy

VANGUARD S00 INDEX FUND — Buy

VANGUARD S00 INDEX FUND — Buy

VANGUARD S00 INDEX FUND — Buy

VANGUARD 500 INDEX FUND — Buy

VANGUARD S00 INDEX FUND — Sold (part)

VANGUARD S00 INDEX FUND — Int/Div — Buy

DAVIS NY VENTURE FUND INC. CL. A — Int/Div — Buy

IRONBRIDGE FRONTENEGRA FUND — Int/Div — Buy

VANGUARD VALUE INDEX SIGNAL FUND — Buy

VANGUARD VALUE INDEX SIGNAL FUND — Buy

VANGUARD VALUE INDEX SIGNAL FUND — Buy

VANGUARD VALUE INDEX SIGNAL FUND — Int/Div — Buy

DODGE & COX INTL STOCK FUND — Int/Div — Buy

JANUS CORP EQUITY FUND (IRA) — Int/Div

MISCELLANEOUS

CASH. JPMORGAN CHASE — Interest

FINE ARTS HELD AS TENANT-IN. COMMON — None

ARBOR PPTY TRUST — None

SERVICEMASTER LP — None

NOTE: JUDGE STEIN HAS ELECTED NOT TO

LIST INFORMA TION [os [1

Member, Board of Directors, Practicing Law Institute, a not for profit organization for continuing legal education

Reimbursement — National Committee on US: } China Relations — 11/29/12-1277/12 — Haikou, China — Rule of Law Conference — transportation, lodging and food

Income — 2012 — West Services, Inc. - royalty — SK 305.73

Income — 2012 — Yale Umversaty - teaching — S12.000.00

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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Sidney H. Stein | Frix