Mark Raymond Hornak

2017Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 78

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Power of Attorney #1
  • MOHELA
  • Barclays Bank
  • New York Intellectual Property Law Association
  • Allegheny County (PA)
  • Stanford University/Univ. of California CLE
  • Township of Upper St. Clair (PA), po wages

As filed

PNC Bank Checking Account #1 — Interest

PNC Bank Checking Account #2 — None

PNC Bank Checking Account #3 — Interest

PNC Bank Checking Account #4 — Interest

PNC Bank Statement Savings Account #1 — Interest

Amencan Century Select Investors Fund — Int/Div

Pittsburgh Firefighters Federal Credit Union Cash Account — Interest

US Series EE Savings Bonds — Interest

US Senes Savings Bonds — Interest

Buchanan Ingersoll & Rooney PC Profit Sharing Plan (H)

Northwestern Mutual Life Select 100 Whole Life Policy — Int/Div

T. Rowe Price Stable Value Fund — Interest

Estate #1 — Distribution

American Century Prime Money Market Fund — Int/Div

PNC Bank Money Market Account 1 — Interest

TIAA-CREF Universal Life Insurance Policy — Int/Div

Rollover IRA #1 (H)

New Mexico Fin Authority Revolving FD Taxable Bonds, Series B-2 — Interest

Little Miami (OH) Jt. Fire/Rescue Dist Taxable Bonds — Interest — Sold

Hildago County (TX) CTFS Bonds, Series B — Interest

American Mutual Fund, Class F-2 — Int/Div — Sold (part)

American Mutual Fund, Class F-2 — Sold (part)

FPA Crescent Portfolio Fund — Int/Div

Intl. Growth and Income Fund, Class F-2 — Int/Div

John Hancock Regional Bank Class A Fund — Int/Div

New World Fund Class F-2 — Int/Div — Buy (add'l)

New World Fund Class F-2 — Buy (add'l)

Primecap Odyssey Stock Fund — Int/Div

Tweedy Browne Global Value Fund — Int/Div

Massachussetts State Housing Fin. Agency Bonds, Taxable Series C — Interest — Sold (part)

T Rowe Price European Stock Fund — Int/Div — Sold (part)

Will County (IL) Sch. Dist. #122 Taxable Bonds Series B — Interest

Penn Hills (PA) Sch. Dist. Bonds Series B — Interest

Akron (OH) CTFS Partn. RFDG Baseball Stadium Proj. Taxable Bonds — Interest

Montgomery County (PA) Taxable Series C Bonds — Interest

Pershing Prime Reserves Money Market Fund — Interest — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Sold (part)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Pershing Prime Reserves Money Market Fund — Buy (add'l)

Fundemental Investors Class F-2 — Int/Div — Sold (part)

American Developing World Growth and Income Fund F-2 — Int/Div — Sold (part)

Vanguard Selected Value Fund — Int/Div — Buy (add'l)

Vanguard Selected Value Fund — Sold (part)

Dodge & Cox Income Fund — Int/Div

Wells Fargo Absolute Return Fund — Int/Div — Sold (part)

Loomis Sayles Bond Fund Institutional Class — Int/Div

PIMCO Short Asset Investment Fund (Institutional) — Int/Div — Buy

Cash (residual within IRA #1, Pershing LLC is custodian X)

Power of Attormey, Power of Attorney #1

Agreement — 2011 — Agreement regarding retirement and withdrawal from the practice of law at the Buchanan Ingersoll & Rooney PC law firm

Agreement — 1989 — Buchanan Ingersoll & Rooney PC Retirement (Pension and Profit Sharing) Plans

Liability — MOHELA — Refinanced student loan

Liability — Barclays Bank — Revolving credit account

Reimbursement — February 12, 2017 — Finals, Costello Trial Advocacy Program

Reimbursement — New York Intellectual Property Law Association — March 30 to April 2007 — New York, NY — Attend annual program — Transportation, meals (1 might) and lodging (1 night)

Reimbursement — Allegheny County (PA) — 6.2007 — ality ge at Soe Lat fl ad — Annual Academy Retreat and CLE program — yer ad Seog adodon gai

Reimbursement — Stanford University/Univ. of California CLE — December 13 to December 15.2017 — Mountain View, CA — Attend and participate in Patent Law CLE Program — Transportation, meals and lodging

Spouse's income — 2017 — Township of Upper St. Clair (PA), po wages

Part I, Line 2--1 hold a power of attorney as to a living, competent member of my immediate family, exercised for the first time in 2017.

Part 11, Line 1--This Agreement relates to my retirement from the practice of law at my prior law firm. All payments due to me pursuant to this Agreement were

made in 2012, but the Agreement remains in force as to the balance of its terms which arguably include reference to a balance remaining in one Retirement Plan,

50 it is listed.

Part 11, Line 2- <This is the date of my first participation in such plan while engaged in the practice of law, It 1s reported in Part VIL Line 10. The remaining

balance is in the 401k component of that Plan. See note below regarding Part VII, Lines 11-12

Part VII, Line 2- -This is a non-interest bearing account

Part VII, Line 10--The Plan listed on Line 10 remains open, as it was rolled over mto IRA #1 in part. [tis a 401(k) Plan. These retirement funds are administered

and managed by third-parties, All contributions to them relate solely to services performed prior to entering judicial service,

Part VII, Lines 11-12-- Consistent with the instructions, | am listing the assets held m this Plan, which is reported at Line 10.

Part VII, Line 13- -Estate #1 is that of a deceased family member, and has no assets, other than its status as the plaintiff/claimant in civiliclaims proceedings related

to the decedent's death,

Part VIL, Lines 19, 31, 71 und 75--these assets were sold at a loss, so no "gain" is listed.

Part VII, Lines 36-69--these are transactions in‘out of a money market fund, and there were no gains upon any listed partial redemptions.

Part VII-The assets listed at Lines 12, 32, 35 and 62 of my 2016 Report are no longer listed, since as reflected in that 2016 Report, those assets were sold in their

entirety in calendar year 2016.

Part VII, Line 10-<In this Amended 2017 Annual Report, per the direction of the staff of the Committee, 1 am no longer listing the actual distributions to me from

Rollover IRA #1, but | have, as was reflected in my original 2017 Annual Report, reflected in Part VII each transaction in an underlying IRA asset, some of which

facilitated those distributions out to me,

Part VII, Line 78--This reflects residual cash in the Rollover IRA #1 as of December 31, 2017, und which was reported in my original 2017 Annual Report. This

Amended 2017 Annual Report adds the name of the custodian of that cash, which is also the custodian of Rollover IRA #1. This cash was held by the custodian

in its own account (and not an account specific to me or an immediate family member), generated no income, gain or loss, had a value of less than $20, and was

ceived by the IRA custodian on December 29, 2017.

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.

Mark Raymond Hornak | Frix