Richard Joseph Sullivan

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • Fordham University School of Law
  • Columbia Law School
  • Matthew Bender & Co, Ing. (Book Rovalties)
  • Weight Watchers North America, Inc

As filed

JPMorganChase Bank Accounts — Interest

New York Community Bancorp Common Stock — Int/Div

Marsh & McLennan Common Stock — Int/Div — Sold

Memill Lynch 529 CollegeSavings Account (not self-directed) — Interest

Memill Lynch Cash Management Account — Interest

Memill Lynch Nuveen Tradewinds International Fund — Int/Div

Memill Lynch Matthews Asin Funds Pacific Tigers — Int/Div

Memill Lynch Allianz NFJ Dividend Value Fund — Int/Div

Memill Lynch American Funds Growth Fund of Amenca — Int/Div

Merrill Lynch Third Avenue Value Fund — Int/Div

Memill Lynch Cohen & Steers Realty Shares — Int/Div

Memill Lyach Loomis Sayles Bond Fund — Int/Div

Memill Lynch BlackRock Global Allocation Fund — Int/Div

Pimco Total Return Fund — Int/Div

Adpmunct Professor of Law, Fordham University School of Law

Adpunct Professor of Law, Columbia Law School

Agreement — 2005 — Federal Employees Pension Plan: pension upon age 65

Income — 2013 — Fordham University School of Law — $12,000.00

Income — 2013 — Columbia Law School — S12.500.00

Income — 2013 — Matthew Bender & Co, Ing. (Book Rovalties) — $3,275.44

Spouse's income — 2013 — Weight Watchers North America, Inc

With respect to Section VII, Line 4, the Committee asked for additional mformation about the non-self-directed 529 College Savings Account | opened for my

children some years ago. Having conferred with my financial advisor at Merrill Lynch, Tam advised that there is, in fact, a separate account for each child, as

follows:

JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 10-12 Years) (NOT SELF-DIRECTED)

JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 10-12 Years) (NOT SELF-DIRECTED)

JPMorgan Moderate Age-Based Portfolio-C (Beneficiary Age 6-9 Years) (NOT SELF-DIRECTED)

The accounts, individaully and collectively, earned less than $1000 during 2013, and had mdividual values of $15,001-50,000, and a collective value of

$50,001-100,000.

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.