John J Thomas
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
30
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Chantable Foundation (no beneficial imterest)
- Pennsylvania Bar Institute
- Luzerne County Child Development Council = Salary
As filed
Prefer Stock-TCT Co. mmm closed com.) — Int/Div
Common Stock-TCT Co. pm closed comp.) — None
IRA Z1{NVESCO (CHTRX) — Int/Div
IRA #1-Oppenheimer Main Street Growth & Income Fund (MSIGX) — Int/Div
Roth IRA #1 Investment Co — Int/Div
Am Growth Fund-A (AGTHX)
Capital World (CWGIX)
Am Growth Fund-B (AGRBX) (X)
Munder Funds-A (MNNAX)
Roth IRA #2 Investment Co — Int/Div
Am Growth Fund-B (AGRBX) (X)
wncome FDA (AMECX)
Munder Growth-A (MNNAX)
Am Growth Fund A (AGTHX)
Personal Accounts-PNC Bank — Interest
Charitable Foundation A (no beneficial interest) — Int/Div
Perkins Midcap (JMVAX) — Sold
Royce Opportunity Fund Investment Class FD Em (RYPNX)
ISHARES Barclays TR US Tip (TIP)
ISHARES Barclays AGG Bond Fund (AGG) — Sold (part)
Prudential Jennison 20/20 Focus Fund Class Z(PTWZX) — Sold (part)
T Rowe Price Growth FD gm (PRGFX) — Sold (part)
Blackrock Funds Fund gm (BFMCX)
Harbor Int] Fund Class Ins. (HAINX)
ISHARES IBOXXS INVESTOP (LQD) Inv, Grade Corp. BD FD ETF — Buy (add'l)
Eaton Vance Fund pum (EIBLX) — Buy (add'l)
ISHARES TR DJ SELECT (DVY)
Calamos Growth Fund CL-1 (CGRIX) (X) — Sold (part)
Templeton Global mmm — Buy
Principal Midcap — Buy
Trustee, Chantable Foundation (no beneficial imterest)
Reimbursement — Pennsylvania Bar Institute — 09/17:2013 to 00/18.2013 — Mechanicsburg, PA — 18th Annual Bankruptcy Institute — Transportation; meals; lodging: registration fees
Spouse's income — 2013 — Luzerne County Child Development Council = Salary
PART VIL INVESTMENTS AND TRUSTS.
>>Lines 8 and 11 - Am Growth Fund-B (AGRBX) converted 10 Am Growth Fund-A (AGTHX) on 4/10:2013,
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.