Sandra Lea Lynch

2016Annual

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Pull out the substance of this filing.

What was filed

  • 239

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • New York Univeresity School of Law
  • New York University School of Law teaching stipend

As filed

Fidelity Mass Muni MM — Int/Div

Bank of America — Interest

ROLLOVER IRA (H)

Fidelity Disciplined Equity — Int/Div

Fidelity Cash Reserves (Y)

Fidelity Government Cash Reserves — Interest

Fidelity Investments Core Cash — Interest

TRADITIONAL IRA (H)

Fidelity Low Priced Stock — Int/Div — Sold (part)

Fidelity Low Priced Stock — Sold (part)

Fidelity Capital and Income — Int/Div

Fidelity Invest Grade — Int/Div — Sold (part)

Fidelity Invest Grade — Sold (part)

Fidelity Invest Grade — Buy (add'l)

Fidelity Invest Grade — Buy (add'l)

Fidelity Invest Grade — Buy (add'l)

Fidelity Blue Chip Growth — Int/Div — Sold (part)

Fidelity Blue Chip Growth — Sold (part)

Fidelity Advisor Strategic Inc CL — Int/Div — Sold (part)

Fidelity Advisor Strategic Inc CL — Sold (part)

Fidelity Total Bond — Int/Div — Sold (part)

Fidelity Total Bond — Sold (part)

Fidelity Total Bond — Buy (add'l)

Fidelity Total Bond — Buy (add'l)

Fidelity Total Bond — Buy (add'l)

Fidelity Total Bond — Buy (add'l)

Fidelity Growth Company — Int/Div — Sold (part)

Fidelity Advisor High Income CL — Int/Div — Sold (part)

Fidelity Short Term Bond — Int/Div — Sold (part)

Fidelity Short Term Bond — Buy (add'l)

Fidelity Short Term Bond — Sold (part)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Int/Div — Buy (add'l)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part)

Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part)

Fidelity Equity Income — Int/Div — Sold (part)

Fidelity Value — None — Sold

Fidely Emerging Markets — Int/Div — Buy (add'l)

Fidely Emerging Markets — Sold (part)

Fidelity Stock Selector All Cap Fd — Int/Div — Sold (part)

Fidelity Stock Selector All Cap Fd — Sold (part)

Fidelity Stock Selector All Cap Fd — Sold (part)

Fidelity Stock Selector All Cap Fd — Sold (part)

Fidelity Stock Selector All Cap Fd — Sold (part)

Fidelity Focused High Income Fund — Int/Div

FIMM MMKT Port Inst C1 — None — Sold

Fidelity Stock Selector Small Cap — Int/Div — Sold (part)

Fidelity Mega Cap Stock Fd — Int/Div — Sold (part)

Fidelity Mega Cap Stock Fd — Sold (part)

Fudelity Real Estate Income — Int/Div

Fudelity Municipal Income — Int/Div — Sold

Fidelity Floating Rate High Income — Int/Div

Fid Advisor Stock Selectr Mid Cap CL — Int/Div — Sold (part)

Fidelity Conservativ Income Bond FD CL — Int/Div — Sold (part)

Fid Large Cap Value Enhanced Index — Int/Div — Sold (part)

Fudelity Contrafund — Int/Div — Sold (part)

Fidelity Value Discovery — Int/Div — Buy (add'l)

Fidelity SAI U.S. Large CAP Index — Int/Div — Buy

Fidelity SAI U.S. Large CAP Index — Buy (add'l)

Fidelity SAI U.S. Large CAP Index — Buy (add'l)

Fidelity SAI U.S. Large CAP Index — Buy (add'l)

Fidelity SAI Intemational Index — Int/Div — Buy

Fidelity SAI Emerg Markets Index — Int/Div — Buy

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Int/Div — Buy

Fidelity SAI U.S. Quality Index Fund — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Buy (add'l)

Fidelity Small Cap Value — Int/Div — Buy

Fudehity Select Natural Resources — Int/Div — Buy

Fudehity Select Natural Resources — Buy (add'l)

Fudehity Select Natural Resources — Buy (add'l)

Fudelity Inflation Protected Bond — Int/Div — Buy

Fudelity Inflation Protected Bond — Buy (add'l)

Fudelity Inflation Protected Bond — Buy (add'l)

Fudelity Inflation Protected Bond — Sold

Fidelity Inflat-port BD Index Inst] Perm — Int/Div — Buy

Fidelity Inflat-port BD Index Inst] Perm — Buy (add'l)

FIMM Government Portfoho: Instl CL — Int/Div — Buy

FIMM Government Portfoho: Instl CL — Sold (part)

FIMM Government Portfoho: Instl CL — Sold (part)

FIMM Government Portfoho: Instl CL — Buy (add'l)

FIMM Government Portfoho: Instl CL — Sold (part)

FIMM Government Portfoho: Instl CL — Sold (part)

Esplanade Capital Ptnrs LLC (See note section VII — None

PAS BROKERAGE ACCOUNT(H)

Fidelity Municipal Income — Int/Div

Fidelity Limited Term Muni Income — Int/Div

Fidelity Municpal Money Market (Y)

Deutsch Strategic High Yid Tax S — Int/Div

Deutsche Managed Muni Bond FD S — Int/Div

Fidelity Advisor Int'l Discovery CL — Int/Div — Sold (part)

Fidelity Real Estate Investment — Int/Div — Sold (part)

Fidelity Capital & Income — Int/Div

Champlain Small Co. Fund Adv CL Conf — Int/Div

Allanz NFJ Small Cap Val Admin Class — Int/Div

Artisan Int] Value Fund Inv CL — Int/Div — Buy (add'l)

Baron Growth — Int/Div

William Blair Int'l Growth Class N — Int/Div — Buy (add'l)

William Blair Int'l Growth Class N — Sold (part)

William Blair Int'l Growth Class N — Sold (part)

William Blair Int'l Growth Class N — Buy (add'l)

JPMorgan Mid-Cap Value Fn Select CL — Int/Div

Hartford Growth Opportunity Class A — Int/Div

Hotchkins & Wiley Mid Cap Value CL A — Int/Div

Mainstay Lg Cap Grwth Fund Class A — Int/Div

T Rowe Price Equity Income Advisor CL — Int/Div

Templeton Global Bond Class A — Int/Div — Sold (part)

Templeton Global Bond Class A — Sold (part)

Templeton Global Bond Class A — Buy (add'l)

Templeton Global Bond Class A — Buy (add'l)

Fiudelity Mass Muni Income — Int/Div — Sold (part)

Fiudelity Mass Muni Income — Buy (add'l)

Fiudelity Mass Muni Income — Buy (add'l)

Fiudelity Mass Muni Income — Buy (add'l)

Fiudelity Mass Muni Income — Sold (part)

Allianceber Muni Inc 11 Mass Cl A (Also called AB Muni Income) — Int/Div

JPMorgan US Equity FD Sel C1 — Int/Div — Sold (part)

MFS Int'l Diversification Fd A — Int/Div

Causeway Int'l Value Investor — Int/Div

MFS Int'l Val Fd C1 A — Int/Div

MFS Muni Mass C1 A — Int/Div — Buy (add'l)

MFS Research Int'l C1 A — Int/Div — Sold (part)

Primecap Odyssey Growth — Int/Div

T. Rowe Price Tax Free Inc Ady — Int/Div — Sold (part)

T. Rowe Price Tax Free Short Inter — Int/Div — Sold (part)

SPDR S&P S00 ETF — Int/Div

IShares Russell 1000 Value ETF (name change) — Int/Div — Sold (part)

IShares Russell 1000 Value ETF (name change) — Sold (part)

IShares Russell 1000 Growth ETF (name change) — Int/Div — Buy (add'l)

IShares Russell 1000 Growth ETF (name change) — Sold (part)

Franklin Intemat] Sm Cap Grwth Advisor — None — Sold (part)

Franklin Intemat] Sm Cap Grwth Advisor — Sold

Sector Spdr Tr Shs Ben Int Fimancial — Int/Div — Sold (part)

Sector Spdr Tr Shs Ben Int Fimancial — Sold (part)

SPDR Ser Tr Barclays Conv Secs ETF — Int/Div — Sold

T Rowe Intl Stock Advisor — Int/Div — Buy (add'l)

T Rowe Intl Stock Advisor — Buy (add'l)

T Rowe Intl Stock Advisor — Closed

Transamerica Intl Equity CL — Int/Div — Sold (part)

Transamerica Intl Equity CL — Buy (add'l)

Transamerica Intl Equity CL — Sold (part)

Ishares Core S&P Small-cap ETF — Int/Div — Sold (part)

Fidelity Emerging Markets — Int/Div — Buy (add'l)

Acadian emerging Markets Port Inst] — Int/Div — Buy (add'l)

Invesco Convertible Securities FD CL Y — None — Sold

Janus Enterprise Fund Class — Int/Div — Buy (add'l)

Janus Enterprise Fund Class — Buy (add'l)

Janus Enterprise Fund Class — Sold (part)

T Rowe Price Emerging Mkts Stock — Int/Div — Buy (add'l)

T Rowe Price Emerging Mkts Stock — Closed

Templeton Frontier Mrtks FD ADV CL — Int/Div — Sold (part)

Templeton Frontier Mrtks FD ADV CL — Sold (part)

Templeton Frontier Mrtks FD ADV CL — Sold

Transmerica Interntl Small Cap Value — Int/Div — Sold

Eaton Vance Income Fund Of Boston CL — Int/Div — Closed

Oppenheimer Internt] Bond — Int/Div — Buy (add'l)

Oppenheimer Internt] Bond — Sold

Ishares Russell Midcap Growth — None — Sold

Ishares Russell 1000 ETF — Int/Div — Sold (part)

Ishares S&P Small Cap Growth ETF Cross Trade — Int/Div

Vanguard Index Fds Vanguard Value — Int/Div — Sold (part)

Vanguard Index Fds Vanguard Value — Sold (part)

Causeway Emerging MRKTS FD Inv CL — Int/Div — Buy

Franklin Convertible Securities Advisor — Int/Div — Buy

Franklin Convertible Securities Advisor — Buy (add'l)

Franklin Convertible Securities Advisor — Buy (add'l)

T Rowe Price Overseas Stock 1 CL — Int/Div — from line 194)

T Rowe Price Emerg Markets Stock Fund — Int/Div — from line 154)

T Rowe Price International STK — Int/Div — from line 141)

T Rowe Price International STK — Buy (add'l)

T Rowe Price International STK — Sold (part)

Wasatch Frontier Emerging Small Co's — None — Buy

Wasatch Frontier Emerging Small Co's — Buy (add'l)

Wasatch Frontier Emerging Small Co's — Buy (add'l)

Blackrock High Y1d BD Port CL K — Int/Div — Buy

Ishares S&P Small CAP 600 Value — Int/Div — Buy

Mainstay Tax Free Bond Class A — Int/Div — Buy

Wells Fargo Ultra SHT Muni Inc ADM — Int/Div — from line 192)

Wells Fargo Ultra SHT Muni Inc ADM — Buy (add'l)

Fidelity Government Cash Reserves (X) — Interest

Flexshares Trust Momingstar Global Upstream Nat Res IDX — Int/Div — Buy

Ishares TR EAFE Smal CP ETF — Int/Div — Buy

Ishares TR EAFE Smal CP ETF — Buy (add'l)

Ishares Inc Core MSCI Emerging Mkts — Int/Div — Buy

Select Sector SPDR TR RL EST SEL SEC — None — from line 138)

Select Sector SPDR TR RL EST SEL SEC — Sold

Wells Fargo Ultra SH Term Muni Inc Ins — None — Buy

Wells Fargo Ultra SH Term Muni Inc Ins — Closed

T Rowe Price Overseas Stock Fund — Int/Div — Buy

T Rowe Price Overseas Stock Fund — Closed

Eaton Vance Income Fund Of Boston CL A — Int/Div — from line 160)

IRA ROLLOVER ACCT NO Z(H)

Fidelity Cash Reserves — None — Closed

Fidelity Government Cash Reserves (X) — Interest

IRA- JH) — Interest

Schwab US Treas Money Fund — Interest

SHINVEST ACCOUNT (IRA) (H)

Schwab US Treas Money Fund — Interest

American Express — Int/Div

Apple Inc Com — Int/Div

Avago Technologies Ltd Shs — with line 237)

Capital One Finl Corp Com — Int/Div

Caterpillar Inc Del — Int/Div

Chevron Corp New Com — Int/Div — Sold

Cognizant Tech Solutns Cl A — None

Emerson Electric — Int/Div

Exxon Mobil Corp — Int/Div

Goldman Sachs Group Com — Int/Div

Iberiabank Corp Com — Int/Div

Invesco Lid Shs — Int/Div

J P Morgan Chase & Co — Int/Div

Mondelez Intl Inc C1 A — Int/Div

Oracle Corp — Int/Div

Qualcomm Inc Com — Int/Div

Roche Hidg Lid Sponsored Adr — Int/Div

Salesforce Com Inc Com — Int/Div

Schlumberger — None

Siemens A G Sponsored Adr — Int/Div

Target Corp — None — Sold

Thermo Fisher Scientific Inc — Int/Div

Verizon Commumcations Com — Int/Div

Alphabet Inc. CL A — None

Alphabet Inc. CL ( — None

Coca-Cola Company — Int/Div

Diageo PL C Spon ADR new — Int/Div

Flowers Foods Inc — Int/Div — Sold

Cnlead Sciences Inc Com — Int/Div

Johnson & Johnson Com — Int/Div

Lululemon Athletica In Com — None — Sold

Pfizer Inc — Int/Div — Buy

Occidental Pete Corp — None — Buy

Broadcom Ltd Shs — Int/Div

First Republic Bank (name correction) — Interest

Adams Moutain LLC see note Part VII — None

Reimbursement — New York Univeresity School of Law — 10/02/16 - 114/16 — New York City — Teaching — Travel, lodging, and meals

Income — 11012116 — New York University School of Law teaching stipend — S2.000.00

Part VII - Investment Limited partnership income whether passive or nonpassive is disclosed as "dividend" income.

Part VII - All investments are publicly traded common stocks or mutual funds unless otherwise noted.

Part VII - Esplanade Capital ptors | LLC is a non-publically trade LLC. The net income from the investment is reported as dividend,

Part VII - Line 5 portfolio no longer use "Fidelity Cash Reserves" us cash reserve, portfolio use Line 6 "Fidelity Government Cash Reserves” as cash reserve in

2016

Part VII - Line 185 is a cash reserve account

Part VII - Line 198 portfolio no longer use "Fidelity Cash Reserves” as cash reserve, portfolio use Line 199 "Fidelity Government Cash Reserves” as cash reserve

in 2016

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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Sandra Lea Lynch | Frix