Mary Pat Thynge

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • None
  • SEI Managed Account
  • John Hancock
  • Furst Financial Equity Corp.
  • Pension « Pennsylvania State Employee Retirement System

As filed

Wachovia Checking Account Wilmington, Delaware — Interest

Wachovia Money Market Account Wilmington, Delaware — Interest

Blackrock National Municipal Institutional Class — Int

Jackson National Life Insurance Co (Annuity) — Int/Div — Sold (part) — None

Jackson National Life Insurance Co (Annuity) — Int/Div — Sold (part) — None

First Financial Equity Corp. MM Account — Interest

John Hancock Life Insurance Co., Venture Annuity — Int/Div

PNC Bank Checking — None

PSER. Harrisburg, PA — None

BRT — None

ERF — Int/Div

OT — Int/Div

PFE — Int/Div

FNB — Int/Div

MSFT — Int/Div

Radio Shack — Int/Div

CIENA — None — Sold — None

Rydex S&P — None — Sold — None

Eventide Gilead CLA — None — Sold — None

Alliance Fiber Optic Products — None — Redeemed — None

Vanguard Consumer EFT — Int/Div — Buy — None

MSFKFI — Int/Div

Sun America Focused Dividend — Int/Div

Viavi Solutions Inc. — None — Sold — None

SEI: TMLCX — Int/Div

GNMA REMK — Interest

First Eagle Gold — None — Sold — None

Freddie Mac REMIC 1274L — Interest — Sold (part) — None

ETrade BK — Interest

SILEA — Int/Div

Sul — Int/Div

NZTICY — Int/Div

CIL — Int/Div

FEMOW — None

Extended Ins. SEP Dep. Acct — Interest

CS First Boston — Interest

Bank Amer Series 2005-5 — Interest

SEL: STMSX — Int/Div

SEI TMMAX — Int/Div

SEL: SEITX — Int/Div

SEL: SIEMX — Int/Div

SEL: SEIMX — Int/Div

SEL: SRAAX — Int/Div

SEL: SEATX — Int/Div

SEL: SITEX — Int/Div

SEL: SEFIX — Int/Div

SEI: TPRXX — Interest

SEI CASH ACCESS — Interest

Baidu Inc — None — Sold — None

Ulta Salon — None — Sold — None

LVIP AmMGIGrAMR — Int/Div

Shares SVC — None — Buy — None

Dow Jones US Financial Index Fund — None — Buy — None

I Shares US Regional Banks EFT — None — Buy — None

JP Morgan — None — Buy — None

Shares Midcap 400 — None — Buy — None

Schlumberger Ltd — None — Buy — None

I Shares Aerospace — None — Buy — None

Blackrock Equity Division — Int/Div — Buy — None

Vanguard Small Cap — Int/Div — Buy — None

Liability — SEI Managed Account — Management Fees

Liability — John Hancock — Management Fees

Liability — Furst Financial Equity Corp. — Management Fees

Spouse's income — 2016 — Pension « Pennsylvania State Employee Retirement System

VII - Items 4 & 5 - Jackson National Life Insurance Co. are two anuities | inherited. At the time of my inheritance, annual payments were made which |

continued. There are no sub-account choices, no investment options, or any specific investment options provided.

VII - Item 7 - Regarding my John Hancock Annuity, I have no right to chose investments or sub-account choices.

VII - Item 51 - Lincoln Lifetime Income Advantage 2.0 Management as directed in the letter from the Committee dated 11/9/17 was changed to LVIP

AmGIGrAMR the name of the instrument or specific fund, in which 100% of the assets are invested.

VII - Item 53 - I Shares Index Fund was changed to Dow Jones US Financial Index Fund consistent with the Committee's instructions in its letter of 11/9/17.

VII - Item 54 - | Shares EFT was changed to | Shares US Regional Banks EFT consistent with the Committee's imstructions in its letter of 11/9/17.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Mary Pat Thynge | Frix