Joel Harvey Slomsky

2012Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 74

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

IRA #1 — Int/Div

General Electric Capital (Bond)

JP Morgan Chase (Bond)

Federated Prime Mgmt. Obligations Fund

IShares preferred Stock Index Fund — Buy

IRA #2 — Int/Div

DMB Community Bank (CD) — Matured

DMB Community Bank (CD)

Amencan Bank CD)

Sallie Mae Bank (CD) — Matured

Great Southern Bank (CD) — Matured

General Electric Capital (Bond)

General Electric Capital (Bond)

Goldman Sachs Group Inc. (Bond)

Goldman Sachs Group Inc. (Bond)

Goldman Sachs Group Inc. (Bond)

Genworth Fiancial Inc. (Bond)

Genwoth Financial Inc. (Bond)

Citigroup Inc. (Bond) — Matured

Citigroup Inc. (Bond)

Citigroup Inc. (Bond)

Prudential Financial Inc. (Bond)

American International Group (Bond)

Amernican International Group (Bond)

Vanguard Wellington Fund

Verizon Communications Inc. (Common Stock)

Ally Bank (CD) — Matured

Ally Bank (CD)

Ally Bank (CD)

Merrill Lynch (Bond)

Bank of America (Bond)

Bank of America (Bond)

Morgan Stanley (Bond)

Morgan Stanley (Bond)

Franklin Income Fund

IShares Preferred Stock Index Fund

AT&T Inc. (Common Stock)

AT&T Ine. (Common Stock) — Buy (add'l)

Beal Bank of Texas (CD) — Matured

JP Morgan Chase (Bond)

Wells Fargo & Co. (Bond)

GE Capital Financial Inc. (CD)

Cithank (CD)

BMW Bank Nocth Amenca (CD)

HSBC Finance Corporation (Bond)

American Express Centurian Bank (CD)

Federated Prime Mgmt. Obligations Fund

Federated Prime Mgmt. Obligations Fund — Sold (part)

Federated Prime Mgmt. Obligations Fund — Sold (part)

Goldman Sachs (CD) — Buy

Goldman Sachs (CD) — Buy

GE Capital (CD) — Buy

Discover Bank (CD) — Buy

Discover Bank (CD) — Buy

Goldman Sachs (CD) — Buy

Ally Bank (CD) — Buy

Discover Bank (CD) — Buy

GE Capital (CD) — Buy

BMW Bank of North America — Buy

IRA #3 — Interest

PNC Bank (CD) — Matured

PNC Bank (CD) — Matured

PNC Bank (CD) — Matured

Flexible Annuity Plan — Int/Div

Mutual of America Conservative Allocation Fund

Mutual of America Moderate Allocation Fund

Mutual of America 2020 Retirement Fund

Mutual of America General Account

Tax Deferred Annuity — Int

Mutual of America Conservative Allocation Fund

Mutual of America Interest Accumulation Account

PNC Bank Money Market Account — Interest — Closed

Citizens Bank Checking Account — None

PNC Bank Checking Account (X) — Interest

Agreement — 2012 — Joel Harvey Slomsky Individual Retirement Account (IRAs), control

IRA #3 was closed during 2012. The cash realized from the maturing PNC Bank Certificates of Deposit (CDs) was rolled over into IRA #2.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.