Cheryl Pollak

What was filed

628
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Morgan Lewis & Bockius - partmership

As filed

Vanguard 500 Index Fund {no control) — Interest

Rental Property (Kiawah Island, SC 2010 $1.8 million) — Rent

Rental Property (Syosset, NY 11791 2014 £2 million} (X) — Rent — Sold

AB Discovery Growth Fund — Int/Div — Sold (part)

AB Discovery Growth Fund — Sold (part)

AB Discovery Growth Fund — Buy (add'l)

AB Discovery Value Fund — Int/Div — Sold (part)

AB Discovery Value Fund — Buy (add'l)

AB Discovery Value Fund — Sold (part)

AB Discovery Value Fund — Buy (add'l)

AB Intemational Small Cap — Int/Div — Buy (add'l)

AB Intemational Stratetic Equities Portfolio — Int/Div — Buy (add'l)

AB Intemational Stratetic Equities Portfolio — Buy (add'l)

AB Multi-manager Alt Fd — Int/Div

AB Wealth Appreciation Strategy — Int/Div — Sold (part)

AB Wealth Appreciation Strategy — Sold (part)

AB Wealth Appreciation Strategy — Buy (add'l)

Adobe Systems Inc — Int/Div — Buy (add'l)

Adobe Systems Inc — Buy (add'l)

AETNA — Int/Div — Sold (part)

AETNA — Sold (part)

Alexion Pharmaceuticals Inc — Int/Div — Sold (part)

Alexion Pharmaceuticals Inc — Sold

Alphabet Inc. Class A — Int/Div — Sold (part)

Alphabet Inc. Class A — Sold (part)

Alphabet Inc. Class C — Int/Div — Buy (add'l)

Alphabet Inc. Class C — Sold (part)

Alphabet Inc. Class C — Buy (add'l)

AMDOCS Lud. — Int/Div — Sold

American Beacon (X) — Int/Div — Buy (add'l)

American Electric Power — Int/Div — Sold (part)

American Electric Power — Sold (part)

American International Group — Int/Div — Sold (part)

American International Group — Sold (part)

AMG GW&K Small Cap — Int/Div

Amphenol Corp — Int/Div — Sold (part)

Amphenol Corp — Sold

Ansys Inc — Int/Div — Sold

Apple Inc — Int/Div — Sold (part)

Apple Inc — Sold (part)

Applied Materials Inc — Int/Div — Sold

Artisan Int'l Fund — Int/Div — Sold

Bank of America — Int/Div — Sold (part)

Bank of America — Sold (part)

Bank of America — Buy (add'l)

Bank of America — Sold (part)

Bank of America — Buy (add'l)

Berkshire Hathaway Inc — Int/Div

Bemstein Emerging Markets Portfolio — Int/Div — Sold (part)

Bemstein Emerging Markets Portfolio — Buy (add'l)

Bemstein New York Municipal Portfolio — Int/Div — Buy (add'l)

Bemstein New York Municipal Portfolio — Sold (part)

Bemstein New York Municipal Portfolio — Buy (add'l)

Bemstein New York Municipal Portfolio — Sold (part)

Bemstein New York Municipal Portfolio — Buy (add'l)

Bemstein New York Municipal Portfolio — Sold (part)

Bemstein New York Municipal Portfolio — Buy (add'l)

Bemstein New York Municipal Portfolio — Sold (part)

Bemstein New York Municipal Portfolio — Buy (add'l)

Bemstein Tax Managed International Portfolio — Int/Div — Sold (part)

Bemstein Tax Managed International Portfolio — Sold (part)

Bemstein Tax Managed International Portfolio — Buy (add'l)

Bemstein Tax-Aware Overlay A Portfolio Class A « (no control) — Int/Div — Buy (add'l)

Bemstein Tax-Aware Overlay N Portfolio Class ((no control) — Int/Div — Sold (part)

Bemstein Tax-Aware Overlay N Portfolio Class ((no control) — Buy (add'l)

Biogen Inc. (formerly Biogen Idec Inc.) — Int/Div — Buy (add'l)

Biogen Inc. (formerly Biogen Idec Inc.) — Buy (add'l)

Bioverativ Inc — Int/Div — Sold (part)

Bioverativ Inc — Sold

Black Knight Inc — Int/Div — Sold (part)

Blackrock Global Allocations Fd lnc. (Y)

Blackrock High Yield — Int/Div — Buy (add'l)

Boemg Co — Int/Div — Buy

Boemg Co — Buy (add'l)

Capital One Financial Corp. — Int/Div — Sold (part)

Capital One Financial Corp. — Sold (part)

Cardinal Health Inc — Int/Div — Sold

CBS Corp. — Int/Div — Buy

CBS Corp. — Buy (add'l)

CDW Comp. — Int/Div — Buy

CDW Comp. — Buy (add'l)

Cemer Corp. — Int/Div — Buy

Cemer Corp. — Buy (add'l)

Cigna Corp. — Int/Div — Sold (part)

Cintas Corp. — Int/Div

Cimarex Energy Co. — Int/Div — Buy

Cimarex Energy Co. — Sold (part)

Cisco Systems Inc — Int/Div — Buy (add'l)

Cisco Systems Inc — Sold (part)

Citibank-Checking — Interest

Citibank Insured Money Mkt Acct. (IRA (a))} — Interest

Citibank Insured Money Mkt. Acct. (IRA Solomon) — Interest

Citibank Insured Money Mkt Acct. (IRA) — Interest

Citibank-Insured Money Market — Interest

Citizens Financial Group — Int/Div — Sold

Clearbridge Ager Gwith (Lege Mason) (Y)

Conagra Brands, Inc — Int/Div — Buy

Conagra Brands, Inc — Buy (add'l)

Conagra Brands, Inc — Sold (part)

Conagra Brands, Inc — Sold

Comcast Corp. — Int/Div — Buy (add'l)

Comcast Corp. — Sold (part)

Comcast Corp. — Buy (add'l)

Conduent Inc — Int/Div — Sold

Continental Resources Inc — Int/Div — Buy

Costco Wholesale Corp. — Int/Div — Sold (part)

Costco Wholesale Corp. — Buy (add'l)

Costco Wholesale Corp. — Sold (part)

Crown Castle Int'l Corp. — Int/Div — Buy

Crown Castle Int'l Corp. — Buy (add'l)

CVS Health Corp. — Int/Div — Buy (add'l)

CVS Health Corp. — Buy (add'l)

CVS Health Corp. — Sold (part)

CVS Health Corp. — Sold

Davis NY Venture Fund - Mutual Fund (Y)

Delta Air Lines, Inc — Int/Div — Sold (part)

Delta Air Lines, Inc — Sold (part)

Devon Energy Corp. — Int/Div — Buy (add'l)

Devon Energy Corp. — Sold (part)

Devon Energy Corp. — Buy (add'l)

DFA US Small Cap Port Inst — Int/Div

Discover Financial Services — Int/Div — Sold (part)

Discover Financial Services — Sold (part)

Discover Financial Services — Sold

Dollar General Comp. — Int/Div — Sold (part)

Dollar General Comp. — Sold

Dow DuPont Inc. (formerly Dow Chemical) — Int/Div — Buy (add'l)

Dow DuPont Inc. (formerly Dow Chemical) — Sold (part)

Dr. Pepper Snapple Group Inc — Int/Div — Buy (add'l)

Dr. Pepper Snapple Group Inc — Buy (add'l)

Dr. Pepper Snapple Group Inc — Sold (part)

Dr. Pepper Snapple Group Inc — Sold

DXC Technology Co. — Int/Div — Sold

Eaton Corp. — Int/Div

Ebay Inc — Int/Div

Edison International — Int/Div — Buy (add'l)

Edison International — Sold (part)

Edwards Lifesciences — Int/Div — Buy (add'l)

Edwards Lifesciences — Buy (add'l)

Edwards Lifesciences — Sold (part)

Empire State Municipal Exempt Fund — Interest

EOG RES Inc — Int/Div — Sold (part)

EOG RES Inc — Sold (part)

EOG RES Inc — Buy (add'l)

EOG RES Inc — Sold (part)

Everest Re Group Ltd. — Int/Div — Buy

Exelon — Int/Div

Exxon Mobil Corp — Int/Div — Sold (part)

Exxon Mobil Corp — Sold (part)

Exxon Mobil Corp — Buy (add'l)

Facebook Inc — Int/Div — Buy (add'l)

Facebook Inc — Buy (add'l)

Facebook Inc — Sold (part)

Fiserv Inc — Int/Div — Sold (part)

Fiserv Inc — Sold (part)

FNF Group — Int/Div — Buy

FNF Group — Buy (add'l)

General Electric — Int/Div — Buy (add'l)

General Electric — Buy (add'l)

General Electric — Sold (part)

General Electric — Sold

Gilead Sciences Inc — Int/Div — Sold (part)

Gilead Sciences Inc — Sold (part)

MATS — Sold (part)

Goldman Sachs Group Inc — Int/Div — Buy

Goldman Sachs Group Inc — Buy (add'l)

Goldman Sachs Group Inc — Sold (part)

GP Strategies Corp — None

Halliburton Co — Int/Div — Buy (add'l)

Halliburton Co — Buy (add'l)

Halliburton Co — Sold

Harding Loevner Int'l Eqty. Eqty Port Inst Inst. — Int/Div — Buy

Helmerich & Payne — Int/Div — Sold (part)

bad) — Sold (part)

bad) — Sold

Hess Corp. — Int/Div — Sold (part)

Hess Corp. — Sold (part)

Hewlett Packard Enterprise Co — Int/Div — Sold (part)

Hewlett Packard Enterprise Co — Buy (add'l)

Hewlett Packard Enterprise Co — Sold (part)

Hewlett Packard Enterprise Co — Sold

Honeywell International Inc — Int/Div — Sold (part)

Honeywell International Inc — Buy (add'l)

HP Inc — Int/Div — Sold (part)

HP Inc — Sold (part)

Intel Corp. — Int/Div — Buy (add'l)

Intel Corp. — Buy (add'l)

Intel Corp. — Sold (part)

Interferon Sciences. Ine — None

Int'l. Business Machines Comp — Int/Div — Sold (part)

Int'l. Business Machines Comp — Sold (part)

Int'l. Business Machines Comp — Sold

Intuitive Surgical Inc — Int/Div — Buy (add'l)

Intuitive Surgical Inc — Buy (add'l)

Intuitive Surgical Inc — Sold (part)

RITES — Sold (part)

Investment Company of America - Mutual Fund (Amencan Fund) — Int/Div

IRA-Citibank-CD — Interest

IRACitibank-Money Market — Interest

IRA-Soloman - Treasury Bond — Interest

IShares MSC EAFE Growth ETF — Int/Div — Buy

IShares MSC EAFE Growth ETF — Sold

In he — Int/Div — Sold

Johnson & Johnson — Int/Div — Buy (add'l)

Johnson & Johnson — Buy (add'l)

Johnson & Johnson — Sold (part)

Johnson & Johnson — Buy (add'l)

JP Morgan Chase & Co. — Int/Div — Buy

JP Morgan Chase & Co. — Buy (add'l)

RE¥S — Buy (add'l)

Kimberly-Clark Corp. — Int/Div — Buy (add'l)

Kimberly-Clark Corp. — Buy (add'l)

Kroger Co. — Int/Div — Sold (part)

Kroger Co. — Sold (part)

Kroger Co. — Sold

L-3 Technologies — Int/Div — Sold (part)

L-3 Technologies — Sold (part)

RETH — Buy (add'l)

RETH — Sold (part)

Lear Corp. — Int/Div — Sold

Lord Abbott Equity Fund — Int/Div

LMP Real Estate Income — Int/Div

LMP Stk Appr. Fund — Int/Div

Lvondellbasell Indu - CL A — Int/Div — Sold

Magna International Inc — Int/Div — Buy (add'l)

Magna International Inc — Buy (add'l)

Marathon Petroleum — Int/Div — Buy

Marathon Petroleum — Buy (add'l)

McDonald's Corp. — Int/Div — Buy (add'l)

McDonald's Corp. — Buy (add'l)

McKesson Comp. — Int/Div — Buy (add'l)

McKesson Comp. — Buy (add'l)

Medtronic — Int/Div — Buy

Medtronic — Buy (add'l)

Merck & Co. Inc — Int/Div — Sold (part)

Merrill Lynch $ MITSR 168 mps — Interest

Microsoft Corp. — Int/Div — Sold (part)

ARO. — Sold (part)

Mid-America Apartment — Int/Div — Buy

assy — Buy (add'l)

Morgan Lewis & Bockius LLP, Firm Capital — Interest

Morgan Stanley NY Municipal — Int/Div

Nielsen Holdings — Int/Div — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold

Nike Inc — Int/Div — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Buy (add'l)

Nike Inc — Sold (part)

Nisource lnc — Int/Div — Buy (add'l)

Nisource lnc — Buy (add'l)

Nisource lnc — Sold (part)

Nokia Corp — Int/Div — Buy

Nokia Corp — Buy (add'l)

Norfolk Souther Corp — Int/Div — Buy

Norfolk Souther Corp — Buy (add'l)

Northrop Grumman Corp. — Int/Div

Nuveen New York Quality — Interest

NY. State Urban Development Bonds (Y)

Omnicom Group — Int/Div — Buy

Omnicom Group — Buy (add'l)

Omnicom Group — Sold (part)

Omnicom Group — Sold

Omemain Holdings Inc — Int/Div — Sold (part)

Omemain Holdings Inc — Sold

Oppenheimer Global Opportunity Fund (Y)

Oppenheimer Developing Mkts — Int/Div — Buy (add'l)

Oracle Corp. — Int/Div — Buy (add'l)

Oracle Corp. — Buy (add'l)

Oracle Corp. — Sold (part)

OshKosh Corp — Int/Div

Palo Alto Networks Inc — Int/Div — Sold

Pepsico Inc — Int/Div — Buy (add'l)

Pepsico Inc — Buy (add'l)

Pepsico Inc — Sold (part)

Phzer Inc — Int/Div — Sold (part)

Phzer Inc — Sold (part)

Pimco Foreign Bond Fund Institutional — Int/Div — Buy (add'l)

Pimco High Yield Fund — Int/Div

Priceline Group Inc — Int/Div — Sold (part)

Priceline Group Inc — Sold (part)

Procter & Gamble — Int/Div — Buy

Procter & Gamble — Buy (add'l)

Procter & Gamble — Sold (part)

Progressive Corp. — Int/Div — Buy (add'l)

Progressive Corp. — Sold (part)

Progressive Corp. — Buy (add'l)

Putnam New Opportunities (Y)

Quest Diagnostics Inc — Int/Div — Buy

Quest Diagnostics Inc — Buy (add'l)

Raytheon Company — Int/Div — Buy

Raytheon Company — Buy (add'l)

Ross Stores Inc — Int/Div — Buy (add'l)

Ross Stores Inc — Buy (add'l)

Ross Stores Inc — Sold (part)

Ross Stores Inc — Buy (add'l)

S & P Global Inc — Int/Div — Buy

S & P Global Inc — Buy (add'l)

Schlumberger Ltd — Int/Div — Sold (part)

Schlumberger Ltd — Sold (part)

Schlumberger Ltd — Buy (add'l)

Schlumberger Ltd — Sold (part)

Schwab Breckinridge (no control) — Interest

Schwab Gov't Money Fund — Int/Div — Buy (add'l)

Schwab Gov't Money Fund — Buy (add'l)

Schwab Gov't Money Fund — Sold (part)

Schwab Gov't Money Fund — Buy (add'l)

Schwab Gov't Money Fund — Sold (part)

Schwab Gov't Money Fund — Buy (add'l)

S00. — Buy (add'l)

S00. — Sold (part)

S00. — Buy (add'l)

S08. — Buy (add'l)

S10. — Buy (add'l)

Schwab S&P S00 Index — Int/Div — Buy (add'l)

Schwab S&P S00 Index — Sold (part)

Schwab Value Advantage Money Fund — Int/Div — Buy

Schwab Value Advantage Money Fund — Sold (part)

Sealed Air Corp — Int/Div — Sold

Seligman Communication - Mutual Fund — Int/Div

Starbucks Comp. — Int/Div — Buy (add'l)

Starbucks Comp. — Sold (part)

Synchrony Financial — Int/Div — Sold (part)

Synchrony Financial — Sold (part)

Synchrony Financial — Buy (add'l)

T-Mobile US Inc — Int/Div — Sold (part)

T-Mobile US Inc — Sold (part)

Texas Instruments Inc — Int/Div — Buy (add'l)

Texas Instruments Inc — Buy (add'l)

Texas Instruments Inc — Sold (part)

Texas Instruments Inc — Buy (add'l)

Thomburg Ltd — Int/Div

TIX Companies Inc — Int/Div — Buy

TIX Companies Inc — Buy (add'l)

Tyson Foods Inc — Int/Div — Buy (add'l)

Tyson Foods Inc — Buy (add'l)

U.S. Savings Bonds for Children — Interest

U.S. Treasury Bills — Interest — Buy (add'l)

U.S. Treasury Bills — Buy (add'l)

U.S. Treasury Bills — Sold (part)

U.S. Treasury Bills — Buy (add'l)

U.S. Treasury Bills — Sold (part)

U.S. Treasury Bills — Buy (add'l)

U.S. Treasury Bills — Sold (part)

U.S. Treasury Bills — Buy (add'l)

SH). — Sold (part)

SH). — Buy (add'l)

SH). — Sold (part)

SH). — Buy (add'l)

S$Hd — Sold (part)

S$Hd — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S80. — Sold (part)

S80. — Buy (add'l)

S80. — Sold (part)

S80. — Buy (add'l)

S80. — Sold (part)

S80. — Buy (add'l)

S80. — Sold (part)

US Bancorp. — Int/Div — Sold (part)

US Bancorp. — Buy (add'l)

US Bancorp. — Sold (part)

Unit EIF Equity S&P 500 (Y)

United Technologies Corp — Int/Div — Sold (part)

United Technologies Corp — Sold (part)

United Technologies Corp — Sold

Unitedhealth Group Inc — Int/Div — Sold (part)

Unitedhealth Group Inc — Sold (part)

Vanguard Morgan Growth Fund Admiral Share — Int/Div

Vanguard Short Term Tax Exempt Admiral Share — Int/Div

Vanguard Windsor Fund Admiral Share — Int/Div

Visa lnc — Int/Div — Sold (part)

Visa lnc — Sold (part)

Wal-mart Stores Inc — Int/Div — Buy

Wal-mart Stores Inc — Buy (add'l)

Walt Disney Co. — Int/Div — Sold (part)

Walt Disney Co. — Sold (part)

Westwood Income Oppty — Int/Div

Xerox Comp. — Int/Div

Xilenx Inc — Int/Div — Sold (part)

Xilenx Inc — Sold (part)

Zoetis Inc — Int/Div — Buy

Zoetis Inc — Buy (add'l)

Spouse's income — 2017 — Morgan Lewis & Bockius - partmership

Page 4 of 42, Line 13; AB International Small Cap - reported twice lust year by mistake, (2016 Financial Report Page Sof 55, line 24 AB International Small Cap;

Page Sof §

line 29 AB Small Cap Core Portfolio)

Page 9 of 42, Line 101; Bioverativ Inc. - On 2/2/2017, Bioverativ Inc. was a spinoff from Biogen Inc. Biogen Inc. was renamed on 3/25/2015.

Page 10 of 42, Line 103; Black Knight Inc. - On 10/2/17, Black Knight Inc. was a spinoff from FNF Group.

Page 13 of 42, Line 163; Conduent Inc, - On 1/3/2017, Conduent Incorporation was a spinoff off from Xerox Corp.

Page 15 of 42, Line 194; Dow DuPont Inc. (formerly Dow Chemical) - On 9/1/2017, Dow Chemical and DowDuPont merged and are operating under

DowDuPont Inc.

Page 15 of 42, Line 204; DXC Technology Co. - On 4/3/2017, DXC Technology was a spinoff from Hewlett Packard Enterprise Co..

m——

Page 24 of 42, Line 354 - Lord Abbott Equity Fund; Page 24 of 42, Line 355 - LMP Real Estate Income; Page 24 of 42, Line 356- LMP Stk Appr. Fund; Page

34 0f 42, Line 520 - Seligman Communication Mutual Fund: - these are holdings JIN scquired a very long time ago and we have no way of further

describing it. In efforts of full disclosure, these holdings have been disclosed as a precaution rather than omitting them from the report even though he is not sure

he still owns them.

EE

mo

On the 2016 Financial Disclosure Report, we erroneously reported two entries for the same holding, Page 5 of 55, Line 26 and 27 are the same holding - AB

International Strategic Equities Portfolio with one buy on 2/22/2016 and one buy 12/16/2016, On the 2017 Financial Disclosure Report, we corrected the error

and reported it as one holding.