Cheryl Pollak

What was filed

827
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Morgan Lewis & Bockius - partmership

As filed

S10. — Sold (part)

Morgan, Lewis & Bockius Defined Contribution Plan — Interest

William Blair International Growth Fund Class

Dodge & Cox International Stock Fund

DFA US Small Cap Portfolio; Class

Goldman Sachs Global Income Fund Institutional Shares

Morgan Lewis & Bockius Tax Saver Retirement Plan — Interest

Conestoga Small Cap Fund - Institutional Class

Rovee Opp. Fund - Institutional Shares

Vanguard Institutional Index Fund

Vanguard Admiral Growth Fund

Vanguard Winter 2 Admiral Fund

Vanguard Prime Money Market Fund Institutional Shares

Vanguard Total Bound Market - Joint Shares

William Blair International Growth Fund Class

Goldman Sachs Global Income Fund Institutional Shares

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

AB Discovery Growth Fund — Int/Div — Buy (add'l)

AB Discovery Growth Fund — Buy (add'l)

AB Discovery Growth Fund — Sold (part)

AB Discovery Growth Fund — Buy (add'l)

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

AB Discovery Value Fund — Buy (add'l)

AB Discovery Value Fund — Sold (part)

AB Discovery Value Fund — Buy (add'l)

Actavis — Int/Div — Sold

AETNA — Int/Div — Sold (part)

AETNA — Sold (part)

Affiliated Managers Group, Inc — Int/Div — Buy (add'l)

Affiliated Managers Group, Inc — Buy (add'l)

Affiliated Managers Group, Inc — Sold (part)

Affiliated Managers Group, Inc — Sold

Allergan Inc — Int/Div — Sold (part)

S10. — Sold (part)

S10. — Sold

AlhanceBemstein Multi-manager Alternative Fund — Int/Div

Allstate — Int/Div — Buy (add'l)

Allstate — Sold

Alphabet Inc. (formerly Google Inc.) — Int/Div — Buy (add'l)

Alphabet Inc. (formerly Google Inc.) — Buy (add'l)

AMDOCS Lud. — Int/Div — Sold (part)

Amencan Electric Power — Int/Div — Buy (add'l)

Amencan Electric Power — Buy (add'l)

Amencan Express Co. — Int/Div — Sold

Amencan International Group — Int/Div — Buy (add'l)

Amencan International Group — Buy (add'l)

Amencan International Group — Sold (part)

Amencan International Group — Sold

American Tower Corp. — Int/Div — Sold (part)

American Tower Corp. — Sold (part)

American Tower Corp. — Sold

AMG GW&K Small Cap — Int/Div — Buy (add'l)

AMG GW&K Small Cap — Buy (add'l)

Amphenol Corp. - CL A — Int/Div — Sold (part)

Amphenol Corp. - CL A — Sold (part)

Ansys Inc — Int/Div — Buy (add'l)

Ansys Inc — Sold (part)

Anthem Inc — Int/Div — Buy (add'l)

Anthem Inc — Buy (add'l)

Anthem Inc — Sold (part)

Anthem Inc — Int/Div — Buy (add'l)

Anthem Inc — Buy (add'l)

Anthem Inc — Sold (part)

Anthem Inc — Buy (add'l)

Anthem Inc — Sold (part)

Anthem Inc — Buy (add'l)

Anthem Inc — Sold (part)

Apple Inc — Int/Div — Sold (part)

Apple Inc — Buy (add'l)

Apple Inc — Sold (part)

Apphed Materials Inc — Int/Div — Buy

Apphed Materials Inc — Buy (add'l)

Apphed Materials Inc — Sold (part)

Artisan Int'l Fund — Int/Div — Buy (add'l)

Artisan Int'l Fund — Sold (part)

Artisan Int'l Fund — Buy (add'l)

Autozone Inc — Int/Div — Sold (part)

Autozone Inc — Sold (part)

Autozone Inc — Sold

Ball Corp — Int/Div — Buy (add'l)

Ball Corp — Sold (part)

Bank of America — Int/Div — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Sold (part)

Becton Dickinson & Co. — Int/Div — Sold

Berkshire Hathaway luc — Int/Div

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

Bemstein Emerging Markets Portfolio — Buy (add'l)

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

Bemstein International Portfolio — Sold (part)

Bemstein International Portfolio — Buy (add'l)

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

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

Bemstem New York Municipal Portfolio — Sold (part)

Bemsten Tax Managed International Portfolio — Int/Div — Buy (add'l)

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

Bemsten Tax Managed International Portfolio — Sold (part)

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

Bernstein Tax-Aware Overlay A Portfolio Class A « (no control) — Sold (part)

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

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

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

Biogen Idec Inc — Sold (part)

Blackrock Global Allocations Fd Inc — Int/Div

Blackrock High Yield — Int/Div — Buy

Blackrock High Yield — Buy (add'l)

Blackrock High Yield — Sold (part)

Boeing Co — Int/Div — Sold

Booz Allen Hamilton Holding — Int/Div — Buy (add'l)

Booz Allen Hamilton Holding — Buy (add'l)

Booz Allen Hamilton Holding — Sold (part)

Booz Allen Hamilton Holding — Sold

Brocade Communications — Int/Div — Sold (part)

Brocade Communications — Sold

Capital One Financial Corp. — Int/Div — Buy (add'l)

Capital One Financial Corp. — Buy (add'l)

Capital One Financial Corp. — Sold (part)

CF Industries Holdings Inc — Int/Div — Buy

CF Industries Holdings Inc — Buy (add'l)

CF Industries Holdings Inc — Sold (part)

Chubb Corp — Int/Div — Buy (add'l)

Chubb Corp — Buy (add'l)

Chubb Corp — Sold (part)

Chubb Corp — Sold

Cintas Corp. — Int/Div

Citibunk-Checking — Interest

Citibank Insured Money Mkt Acct — Interest

Citibank Insured Money Mkt. Acct — Interest

Citibank Insured Money Mkt Acct — Interest

Citibank-Insured Money Market — Interest

Citibunk-Insured Money Market — Interest

Citizens Financial Group — Int/Div — Buy

Citizens Financial Group — Buy (add'l)

Clearbridge Ager Gwih — Int/Div — Buy (add'l)

Clearbridge Appreciation Fund — Int/Div

Comcast Corp. — Int/Div — Sold (part)

Comcast Corp. — Buy (add'l)

Comcast Corp. — Sold (part)

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

Costco Wholesale Corp. — Sold (part)

Crane Co. — Int/Div — Sold

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

CVS / Caremark Corp. — Buy (add'l)

CVS / Caremark Corp. — Sold (part)

Danaher Corp. — Int/Div — Buy (add'l)

Danaher Corp. — Buy (add'l)

Danaher Corp. — Sold (part)

Danaher Corp. — Buy (add'l)

Danaher Corp. — Sold (part)

Danaher Corp. — Buy (add'l)

Davis NY Venture Fund - Mutual Fund — Int/Div

Delta Air Lines. Inc — Int/Div — Buy (add'l)

Delta Air Lines. Inc — Buy (add'l)

Delta Air Lines. Inc — Sold (part)

Discover Financial Services — Int/Div — Buy

Discover Financial Services — Buy (add'l)

Discover Financial Services — Sold (part)

Dollar General Corp — Int/Div — Buy (add'l)

Dollar General Corp — Buy (add'l)

Dollar General Corp — Sold (part)

Dow Chemical — Int/Div — Sold

Dr. Pepper Snapple Group Inc — Int/Div — Sold (part)

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

bad) — Buy (add'l)

DTE Energy Corp. — Int/Div — Sold (part)

pak) — Sold

Ebay Inc — Int/Div — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Sold (part)

Edison International — Int/Div — Buy

Edison International — Buy (add'l)

Electronic Arts Inc — Int/Div — Sold (part)

Electronic Arts Inc — Sold (part)

Electronic Arts Inc — Sold

EMC Corp/Mass — Int/Div — Buy (add'l)

EMC Corp/Mass — Buy (add'l)

EMC Corp/Mass — Sold (part)

EMC Corp/Mass — Sold

Empire State Municipal Exempt Fund — Interest

EOG RES Inc — Int/Div — Sold (part)

EOG RES Inc — Buy (add'l)

RITES — Buy (add'l)

Estee Lauder Companies — Int/Div — Sold (part)

Everest RE Group Ltd — Int/Div — Buy (add'l)

Everest RE Group Ltd — Buy (add'l)

RIT) — Sold (part)

RIT) — Sold

Exelon — Int/Div

FS Networks Inc — Int/Div — Sold (part)

Facebook Inc. - A — Int/Div — Buy (add'l)

Facebook Inc. - A — Buy (add'l)

Facebook Inc. - A — Sold (part)

Fidelity National Information — Int/Div — Sold (part)

Fidelity National Information — Sold

Fiserv Inc — Int/Div

Ford Motor Co. — Int/Div — Sold (part)

Ford Motor Co. — Sold (part)

Ford Motor Co. — Sold

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

Gilead Sciences Inc — Int/Div — Buy (add'l)

GP Strategies Corp — None

Goldman Sachs Group Inc — Int/Div — Buy (add'l)

Goldman Sachs Group Inc — Buy (add'l)

Goldman Sachs Group Inc — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold

Harding Loevuer — Int/Div — Sold

Health Net Inc — Int/Div — Sold (part)

Health Net Inc — Sold

Hess Corp — Int/Div — Sold (part)

Hess Corp — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Sold (part)

Adb6 — Sold

Hewlett Packard Enterprise Co. (formerly Hewlett Packard Co.) — Int/Div — Buy (add'l)

RETH — Sold (part)

HP Inc — Int/Div — Buy

HP Inc — Sold (part)

Intercontinental Exchange Inc — Int/Div — Sold (part)

Intercontinental Exchange Inc — Sold

Intel Corp. — Int/Div — Buy

Intel Corp. — Buy (add'l)

Intel Corp. — Sold

Interferon Sciences. Inc — None

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

Intuitive Surgical Inc — Sold (part)

Investment Company of America - Mutual Fund (American Fund) — Int/Div — Buy (add'l)

Investment Company of America - Mutual Fund (American Fund) — Buy (add'l)

IRACitibank-CD — Interest

IRA-Citibank-Money Market — Interest

IRA-Soloman - Treasury Bond — Interest

Ishares Trust Ibox High Yield — Int/Div — Sold

I'r1 Corp. — Int/Div — Buy (add'l)

I'r1 Corp. — Buy (add'l)

I'r1 Corp. — Sold (part)

JetBlue Airways — Int/Div — Buy

JetBlue Airways — Buy (add'l)

Johnson & Johnson — Int/Div — Sold (part)

Johnson & Johnson — Sold (part)

JP Morgan Chase & Co — Int/Div — Sold (part)

JP Morgan Chase & Co — Sold

Kimberly-Clark Corp. — Int/Div — Buy

assy — Buy (add'l)

Kohls Corp. — Int/Div — Buy

Kohls Corp. — Buy (add'l)

Kohls Corp. — Sold (part)

Kohls Corp. — Sold

Kroger Co. — Int/Div — Sold (part)

Kroger Co. — Sold (part)

L Brands Inc — Int/Div — Buy

L Brands Inc — Buy (add'l)

L-3 Communications Holdings — Int/Div — Buy (add'l)

L-3 Communications Holdings — Buy (add'l)

L-3 Communications Holdings — Sold (part)

Legg Mason Clearbridge Appreciation Fund — Int/Div

Legg Mason Inc — Int/Div

Linear Technology Corp — Int/Div — Buy

Linear Technology Corp — Buy (add'l)

Linear Technology Corp — Sold (part)

Linear Technology Corp — Sold

Lincoln National Corp. — Int/Div — Sold (part)

Lincoln National Corp. — Sold (part)

Lincoln National Corp. — Sold

Lord Abbott Equity Fund — Int/Div

LMP Real Estate Income — Int/Div

LMP Stk Appr. Fund — Int/Div

Lockheed Martin Corp — Int/Div — Buy (add'l)

Lockheed Martin Corp — Buy (add'l)

Lockheed Martin Corp — Sold (part)

Lockheed Martin Corp — Sold

Lvondellbasell Indu - CL A — Int/Div — Buy (add'l)

Lvondellbasell Indu - CL A — Buy (add'l)

Lvondellbasell Indu - CL A — Sold (part)

Magna International Inc — Int/Div — Buy

Magna International Inc — Buy (add'l)

Marathon Petroleum Corp, — Int/Div — Buy

Marathon Petroleum Corp, — Buy (add'l)

Marathon Petroleum Corp, — Sold (part)

Marathon Petroleum Corp, — Sold

McDonald's Corp. — Int/Div — Buy

McDonald's Corp. — Buy (add'l)

McKesson Corp. — Int/Div — Buy

McKesson Corp. — Buy (add'l)

McKesson Corp. — Sold (part)

Mead Johnson Nutrition Co — Int/Div — Sold (part)

Mead Johnson Nutrition Co — Sold (part)

Mead Johnson Nutrition Co — Buy (add'l)

Mead Johnson Nutrition Co — Sold (part)

Mead Johnson Nutrition Co — Sold

Medtronic Inc — Int/Div — Sold (part)

Medtronic Inc — Buy (add'l)

Medtronic Inc — Sold (part)

Medtronic Inc — Buy (add'l)

Medtronic Inc — Sold (part)

Merck & Co. Ine — Int/Div — Buy (add'l)

Merck & Co. Ine — Buy (add'l)

Merrill Lynch $ MITSR 168 mps — Interest

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

Microsoft Corp. — Buy (add'l)

Microsoft Corp. — Sold (part)

Mobileye NV — Int/Div — Buy

Mobileye NV — Buy (add'l)

Mobileye NV — Sold (part)

Monsanto Co — Int/Div — Sold (part)

Monsanto Co — Sold

Monster Beverage Corp. — Int/Div — Sold (part)

Monster Beverage Corp. — Sold (part)

Morgan Lewis & Bockius LLP, Firm Capital — Interest

Morgan Stanley NY Municipal — Int/Div

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

Murphy Oil Corp. — Buy (add'l)

Murphy Oil Corp. — Sold (part)

Murphy Oil Corp. — Buy (add'l)

S00. — Buy (add'l)

S00. — Sold (part)

Netsuite Inc — Int/Div — Sold (part)

Netsuite Inc — Sold

Nike Inc — Int/Div — Sold (part)

Northrop Grumman Corp. — Int/Div — Buy

Northrop Grumman Corp. — Buy (add'l)

S08. — Buy (add'l)

Nuveen Municipal Advantage — Interest — Sold

Nuveen New York Quality — Interest

Nuveen NY Amt Free Municipal — Interest

N.Y. State Urban Development Bonds (Y) — Interest

NXP Semiconductors NV — Int/Div — Sold (part)

NXP Semiconductors NV — Sold

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

Occidental Petroleum Corp. — Sold

Office Depot Inc — Int/Div — Sold (part)

Office Depot Inc — Sold (part)

Office Depot Inc — Sold

Oppenheimer Global Opportunity Fund — Int/Div

Oppenheimer Developing Mkts — Int/Div — Buy

Oppenheimer Developing Mkts — Buy (add'l)

Oracle Corp — Int/Div — Buy (add'l)

Oracle Corp — Buy (add'l)

Oracle Corp — Sold (part)

Partmerre Ltd — Int/Div — Sold (part)

Partmerre Ltd — Sold (part)

Partmerre Ltd — Sold

PayPal Holdings — Int/Div — Buy

PayPal Holdings — Sold (part)

PayPal Holdings — Sold

Pepsico Inc — Int/Div — Sold (part)

Pepsico Inc — Sold (part)

Pepsico Inc — Buy (add'l)

Pepsico Inc — Sold (part)

SH). — Sold (part)

Phizer Inc — Int/Div — Sold (part)

Phizer Inc — Sold (part)

Pimco Foreign Bond Fund Institutional — Int/Div — Buy

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

S$hb6 — Buy (add'l)

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

Pimco High Yield Fund — Buy (add'l)

SKS. — Buy (add'l)

SKS. — Sold (part)

SKS. — Buy (add'l)

Polans Industries Inc — Int/Div — Buy (add'l)

Polans Industries Inc — Sold (part)

Polans Industries Inc — Sold

PPL Corporatiom — Int/Div — Buy

PPL Corporatiom — Buy (add'l)

PPL Corporatiom — Sold (part)

Precision Castparts Corp. — Int/Div — Sold

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

Priceline Group Inc — Sold (part)

Proctor & Gamble — Int/Div — Sold

Public Storage — Int/Div — Buy

Public Storage — Buy (add'l)

Putnam New Opportunities — Int/Div

Quintiles Transnational Holding — Int/Div — Buy (add'l)

Quintiles Transnational Holding — Sold

Raytheon Company — Int/Div — Buy (add'l)

Raytheon Company — Sold (part)

Rockwell Collins Inc — Int/Div — Buy

Ross Stores Inc — Int/Div — Buy

Ross Stores Inc — Buy (add'l)

Ross Stores Inc — Sold (part)

Schlumberger Ltd — Int/Div — Buy (add'l)

Schlumberger Ltd — Sold (part)

Schwab Breckinridge (no control) — Interest — Buy

Schwab Gov't Money Fund — Int/Div — 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)

Schwab Gov't Money Fund — Sold (part)

Schwab Gov't Money Fund — Buy (add'l)

650), — Buy (add'l)

650), — Sold (part)

650), — Buy (add'l)

Schwab S&P S00 Index — Int/Div — Buy

Schwab S&P S00 Index — Buy (add'l)

Sealed Ar Corp. — Int/Div — Buy

Sealed Ar Corp. — Buy (add'l)

Sealed Ar Corp. — Sold (part)

Seligman Communication - Mutual Fund — Int/Div

Servicenow Inc — Int/Div

Sherwin-Williams Co. — Int/Div — Sold (part)

Sherwin-Williams Co. — Sold (part)

SLM Corp. — Int/Div — Sold

SM Energy Co — Int/Div — Buy

SM Energy Co — Sold

Staples Inc — Int/Div — Buy

Staples Inc — Sold (part)

Staples Inc — Sold

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

Starbucks Corp. — Sold (part)

Synchrony Financial — Int/Div — Buy

Synchrony Financial — Buy (add'l)

Templeton Global Bond Fund — Int/Div — Buy (add'l)

Templeton Global Bond Fund — Buy (add'l)

Templeton Global Bond Fund — Sold (part)

Templeton Global Bond Fund — Buy (add'l)

T00. — Buy (add'l)

T00. — Sold (part)

Thomburg Ltd — Int/Div — Buy (add'l)

Thomburg Ltd — Buy (add'l)

T08. — Buy (add'l)

T13. — Buy (add'l)

US. Savings Bonds for Children — Interest

U.S. Treasury Bills — Interest — Buy

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Buy (add'l)

TIS. — Sold (part)

T16. — Sold

US Bancorp. — Int/Div — Buy (add'l)

US Bancorp. — Buy (add'l)

US Bancorp. — Sold (part)

US Bancorp. — Buy (add'l)

US Bancorp. — Sold (part)

UG Comp — Int/Div — Buy

UG Comp — Sold

Union Pacific Corp. — Int/Div — Sold (part)

Union Pacific Corp. — Sold (part)

Unit EIF Equity S&P 500 — Int/Div

United Parcel Service — Int/Div — Buy

United Parcel Service — Sold

United Technologies Corp — Int/Div — Buy

United Technologies Corp — Buy (add'l)

T60). — Buy (add'l)

T60). — Sold (part)

Unitedhealth Group Inc — Int/Div — Buy (add'l)

T66. — Buy (add'l)

T66. — Sold (part)

T66. — Buy (add'l)

T66. — Sold (part)

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

Valero Energy Corp — Sold (part)

bail — Sold (part)

Vanguard Charlotte — Int/Div — Sold

Vanguard Short Term Tax Exempt Admiral Share — Int/Div — Buy (add'l)

Vanguard Short Term Tax Exempt Admiral Share — Buy (add'l)

VF Comp. — Int/Div — Buy

VF Comp. — Buy (add'l)

VF Comp. — Sold (part)

VF Comp. — Sold

Verizon Communications Inc — Int/Div — Sold (part)

Verizon Communications Inc — Sold

Vertex Pharmaceuticals lnc — Int/Div — Sold

Visa Inc — Int/Div — Sold (part)

Visa Inc — Sold (part)

Visa Inc — Buy (add'l)

Visa Inc — Sold (part)

Voya Financial Inc — Int/Div — Buy

Voya Financial Inc — Buy (add'l)

Voya Financial Inc — Sold (part)

Walt Disney Co — Int/Div — Buy (add'l)

R13. — Buy (add'l)

R14, — Sold (part)

R16. — Sold (part)

Westwood Income Oppty — Int/Div — Buy (add'l)

Westwood Income Oppty — Buy (add'l)

Xerox Comp. — Int/Div — Buy (add'l)

Xerox Comp. — Buy (add'l)

Spouse's income — 2015 — Morgan Lewis & Bockius - partmership

Page 6 of 54, Line 49; "Effective 3/17/15, Allergen underwent a merger with Actavis. On this report we show a complete sale on 10/14/15 which was actually a

complete sale in the holding for Allergen and Actavis,

Page 7 of 54, Line 56; "Alphabet Inc." - as of 10/2/15 was formerly known as Google Inc.

Page 24 of $4, Line 347; Effective 11/2/15 Hewlett Packard Co spun off its corporate hardware and services operations as Hewlett Packard Enterprise in a one for

one spin off. HP Inc. maintains the computer and printer business.

Pag

off.

ad of 54, Line 538; "PayPal Holdings" - on 7/20/15 EBAY shareholders received 1 share of PayPal Holdings for every share of EBAY held ina 1 for 1 spin

Page 41 of $4, Line 633, "Schwab Breckinridge" - In September 2015, money in my husband's name in his Morgan Lewis IRA cash balance plan was transferred

to Schwab Breckinridge.

Page 43 of 54, Line 669; "Seligman Communication Mutual Fund” - this is a holding my husband acquired a very long time ago and we have no way of further

describing it. In efforts of full disclosure, this holding has been disclosed as a precaution rather than omitting it from the report even though he is not sure he still

owns it.