Deborah K. Chasanow

2015Annual

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Pull out the substance of this filing.

What was filed

  • 145

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust created by family member's will (created 11/2011)
  • State of Marviand Retirement
  • Retirement Income, State of Marviand Judiciary

As filed

rollover IRA. Delaware Charter Trustee (H)

Morgan Stanley Bank NA, formerly Daily Income Fund — Interest

Rayomier Inc. Reit — Int/Div — Sold

Ravonier Advanced Matls Inc — Int/Div — Sold

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

Washington REIT SBI — Int/Div

Vanguard Dividend Appreciation — Int/Div — Buy

Vanguard Short-Term Corporate — Int/Div — Buy

UNIMPROVED AGRICULTURAL LAND INST. MARY'S COUNTY. MD. — None

Ameriprise Financial AQEAX — Int/Div

Bank of America SAVINGS — Interest

Bank of America CHECKING — Interest

Bank of America checking — Interest

Bank of America SAVINGS — Interest

Morgan Stanley Bank N.A., formerly Daily Income Fund — Int/Div

America Movil SA — Int/Div

Equitable Life Insurance Policy--whole life — Int/Div

Hartford Life Insurance Policy--whole life on parents’ lives — Interest

SEP IRA (H)

Morgan Stanley Bank NA, formerly Daily Income fund — Int/Div

Plum Creek Timber Co. — Int/Div

Encana Corp. — Int/Div — Sold

Cenovus Energy Inc — Int/Div — Sold

Weyerhaeuser Company — Int/Div

Chevron Corp — Int/Div

MDU Resources Group Inc — Int/Div — Sold

Washmgton REIT SBI — Int/Div

Regions Financial Corp. — Int/Div

Spectra Energy Corp — Int/Div

Johnson and Johnson — Int/Div

Quest Diagnostics — Int/Div — Sold

LCaterpillar Inc — Int/Div

Coca Cola Company — Int/Div

General Mills Inc — Int/Div

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 year credit bond — Int/Div

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

Rayomier Inc — Int/Div

Rayonier Advanced Matls Inc — Int/Div — Sold

Matthews Asian Japan Inv — Int/Div

Bank of America Corp — Int/Div — Buy

iShares S&P US PFD Stk 1dx — Int/Div — Buy

Pfizer Inc — Int/Div — Buy

Vanguard FTSE Europe ETF — Int/Div — Buy

Wisdomtree Trust Japn Hedge EQ — Int/Div — Buy

Regions Financial Corp. — Int/Div — Sold

Spectra Enegy Comp. — Int/Div

Anadarko Petroleum Corp. — Int/Div

HP Inc Com, formerly Hewlett Packard Co — Int/Div

Apache Comp. — Int/Div

Bank of America Time Deposits — Interest

Ensco International PLC — Int/Div — Sold

Nabors Industries Lid — Int/Div — Sold

BHP Billiton Ldt ADR — Int/Div — Sold

Central Europe and Russia Fund — Int/Div — Sold

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

Freeport-McMoRan Copper & Gold Inc — Int/Div — Sold

iShares MSC Germany Index — Int/Div

Chesapeake Energy Corp — Int/Div — Sold

Seventy Seven Energy Inc — None — Sold

John Deere & Co. — Int/Div

National Oil Well Varco Inc — Int/Div — Sold

NOW Inc. DNOW (spin off from national oil well) — None — Sold

Transocean Lid — Int/Div — Sold

Northern Trust Co. checking account — Interest

Bof A, Fund Strat Mngd Acct (Merrill Lynch ino control )(H)

Alhanz NF) — Int/Div

BIF Tax-Exempt Fund — Int/Div

Ivy Asset Strategy — None — Sold

T Rowe Price Dividend — Int/Div

Blackrock Eqty Dividend — Int/Div

Legg Mason Western Asset — Int/Div

Mamstay Large Cap — Distribution

MFS Value FDCL — Int/Div — Sold (part)

Permanent Portfolio Fund — None — Sold

WellsFargo Adv Small Cap — Int/Div — Sold

Blackrock Short Term Muni — Int/Div

Columbia Select Large Cap — Int/Div — Sold (part)

The Oakmark Int'l Fund — Int/Div

Clearbridge Small Cap — Int/Div — Buy

Oppenheimer International — Int/Div — Buy

Harbor International (X) — Distribution — Buy

NextEra Energy, Inc. formerly FPL Group — Int/Div

iShares Barclays TIPS bond — Int/Div

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 Credit Bond — Int/Div

iShares MSC Brazil Index — Int/Div — Sold

iShares MSC1 Emerging Market Index Fund — Int/Div

Capital One Bank. Bank accounts — Interest

Apple, Inc — Int/Div

American Woodmark Corp — None — Sold (part)

CF Industries Holdings, Inc — Int/Div

Schlumberger Ltd — Int/Div

General Mills Inc — Int/Div

iShares MSCI Japan ETF — Int/Div — Buy

Genl Dynamics Corp — Int/Div — Buy

The India Fund Inc — Int/Div — Buy

Vanguard FTSE Europe E11 — Int/Div — Buy

Vanguard FTSE Pacific ETF — Int/Div — Buy

Vanguard Mid-Cap ETF — Int/Div — Buy

Vanguard Small Cap ETF — Int/Div — Buy

Wisdomtree Europe Hedged Equit — Int/Div — Buy

Wisdomtree Trust India — Int/Div — Buy

Wisdomtree Trust Japn Hedge EQ — Int/Div — Buy

Trust Under Family Member's Will (H) — Int./y

Property in Sussex Co. Delaware

Bank of America checking

Plains All Amencan Pipeline LP

Energy Transfer Partners LP

Seadnll Lud — Sold

Enterprise Prods Partners LP

Clearbridge Energy MLP Tot Ret

MPLX LP, formerly Markwest Engy Pmrs

Merck & Co Inc

Nestle Sport ADR Rep

Targa Res Pturs LP

Vodafone GP Plc ADS NEW — Buy

Altria Group Inc — Sold

BCE Inc

Unit First Trust Deep Value Sub 10 Div 10

Unit First Trust Dividend Strength 19 — Sold

Unit First Trust Dividend Strength 20 — Sold

Unit Van Kampen Morgan Stanley Stocks for 2016

First TR Morningstar Div

First Trust DJ GL Sel DVD

AT&T Inc

Autodesk Inc Delaware — Sold

Clearbridge Amem Engy MLP FND — Sold (part)

First Trust New Opp MLP&ENE FD — Sold (part)

Unit First Trust Uncommon Values Growth and Income 2014 — Sold

Unit First Trust Capital Strength Buy Write 16 — Sold

Unit Guggenheim SMID Dividend Strength — Sold (part)

Unit Guggenheim European High Dividend 2 — Sold (part)

Verizon Communications

Unit First Trust Capital Strength Buy Write 25 — Buy

Unit First Trust Dividend Strength 27 — Buy

Unit First Trust Dividend Strength 28 — Buy

Unit Invesco S&P Dividend Sustainability 2018.3 — Buy

Unit First Trust Deep Value Dividend 8 — Buy

Johnson & Johnson — Buy

NRG Yield Inc — Buy

JAMS, Inc/Endispute — Int/Div

Trustee, Trust created by family member's will (created 11/2011)

Income — State of Marviand Retirement — S11.949.36

Spouse's income — Retirement Income, State of Marviand Judiciary

Part VII, line 85. Asset purchased in 2014, but inadvertently not included in last year's report.

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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