Richard Joseph Sullivan
2013Annual
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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.
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