This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Claudia Slacik Awaiting Senate Confirmation
Member, Board of Directors | Financial Disclosure »
Bio, via Export-Import Bank of the United States:
Slacik recently served as the head of the international public sector for JPMorgan's treasury services and as CEO for the company's treasury and securities services business in Europe, the Middle East and Africa. Prior to joining JPMorgan, Slacik spent 16 years at Citigroup in various roles, including global head of trade services and finance. Slacik began her career at Bankers Trust Company. She is a graduate of Smith College and received her MBA from New York University.
Former Positions Outside Government
- Junior Achievement Worldwide Member, Board of Directors
Employment Assets
| Description | Value | Income |
|---|---|---|
| Citigroup Capital Partners I (See #1) | ||
| New Enterprise Associates 10 | ||
| Citigroup Capital Partners (Master Fund) I, LP | $1,001 - $15,000 | None (or less than $201) |
| Wall Street Institute (English language instruction) | ||
| Autobahn Tank (service area concessions) | ||
| International Fiber (powdered cellulose manufacturer) | ||
| Infinis (waste recycling) | ||
| Belen & Blake (oil & gas) | ||
| Citigroup Fund of Funds I, LP | $1,001 - $15,000 | None (or less than $201) |
| Terra Firma II Fund | ||
| Warburg Pincus Private Equity VIII | ||
| Blackstone Capital Partners IV | ||
| Citigroup Capital Partners II Employee Master Fund, LP | $50,001 - $100,000 | None (or less than $201) |
| NXP Semiconductors N.V. | ||
| CorePointe (Crysler) | ||
| Nuveen Investments Co. (money management and investment banking) | ||
| Expert Global Solutions (business process outsourcing) | ||
| TDF (Telediffusion de France) | ||
| Univision | ||
| BAWAG (banking) | ||
| US Foods (USFD) | ||
| Laureate Education | ||
| Universal Hospital Services (medical equipment) | ||
| TruGreen (lawn services) | ||
| First Data (credit card processing) | ||
| IHeartMedia (media and entertainment) | ||
| Citigroup Venture Capital International Growth Partnership (Employee) II, LP | $15,001 - $50,000 | None (or less than $201) |
| Ness Technologies (IT and business planning services) | ||
| BHC Co. (quick service restaurants) | ||
| AS Tallink (shipping) | ||
| Prometheon Holdings (travel services) | ||
| IGor Holdings (business process outsourcing and product support services) | ||
| Sharekhan Ltd. (online trading website) | ||
| Dream SA (casinsos) | ||
| Sansera (areospace components) | ||
| Al-raya for Foodstuff (supermarkets) | ||
| Jalalakshmi financial (loan services) | ||
| Ind-Barath Power Ltd. (IBPIL India) | ||
| Prestige 96 AD (biscuit and wafers) | ||
| Empresa Constructora Moller (construction) | ||
| Globe Capital Market (financial services) | ||
| Incomex (distributes IT products) | ||
| Karavan (real estate) | ||
| JK Yaming (electrical lighting products) | ||
| SPML Infra (infrastructure) | ||
| SCM Bullmine (iodine mining) | ||
| BGR Energy (utility) | ||
| Financial Technologies Ltd. (financial services) | ||
| SVIL Mines (stone mining) | ||
| Jai Balaji Industries (steel) | ||
| Shiv-Vani Oil and Gas (oil and gas exploration) | ||
| KS Oils (edible oil) | ||
| Unimark Remedies (pharmaceuticals) | ||
| First Real Estate Holding (payment solutions) | ||
| Passion Art International (home furnishing) | ||
| JP Morgan Chase & Co | $100,001 - $250,000 | $2,501 - $5,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Nike | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| 3M Co | $1,001 - $15,000 | $201 - $1,000 |
| American Tower Corp A | $15,001 - $50,000 | $201 - $1,000 |
| Anheuser Busch Inbev | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Automatic Data Processing | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Corp | $15,001 - $50,000 | $201 - $1,000 |
| The Bank of New York Mellon Corp | $15,001 - $50,000 | $201 - $1,000 |
| Blackrock | $15,001 - $50,000 | $201 - $1,000 |
| Coca-Cola Co | $15,001 - $50,000 | $201 - $1,000 |
| Comcast Corp | $15,001 - $50,000 | $201 - $1,000 |
| E. I. du Pont de Nemours and Company | $1,001 - $15,000 | $201 - $1,000 |
| Ecolab Inc | $1,001 - $15,000 | $201 - $1,000 |
| Enbridge | $15,001 - $50,000 | $201 - $1,000 |
| Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
| General Motors | $1,001 - $15,000 | $201 - $1,000 |
| Healthcare Trust of America | $1,001 - $15,000 | $201 - $1,000 |
| Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 |
| Intel Corporation - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Johnson & Johnson | $15,001 - $50,000 | $201 - $1,000 |
| Kimberly-Clark | $1,001 - $15,000 | $201 - $1,000 |
| Mastercard Inc A | $1,001 - $15,000 | None (or less than $201) |
| McDonald's Corp | $1,001 - $15,000 | $201 - $1,000 |
| Merck & Co Inc | $15,001 - $50,000 | $201 - $1,000 |
| Metlife Inc | $15,001 - $50,000 | $201 - $1,000 |
| Microsoft Corp | $15,001 - $50,000 | $201 - $1,000 |
| Mondelez International Inc | $1,001 - $15,000 | $201 - $1,000 |
| Nestle ADR | $15,001 - $50,000 | $201 - $1,000 |
| NextEra Energy Inc | $1,001 - $15,000 | $201 - $1,000 |
| Pentair Ltd. | $1,001 - $15,000 | None (or less than $201) |
| PepsiCo Inc | $15,001 - $50,000 | $201 - $1,000 |
| Pfizer Inc | $1,001 - $15,000 | $201 - $1,000 |
| Phillips 66 | $1,001 - $15,000 | $201 - $1,000 |
| PPG Industries Inc | $15,001 - $50,000 | $201 - $1,000 |
| Raytheon Co | $15,001 - $50,000 | $201 - $1,000 |
| Schlumberger Ltd | $15,001 - $50,000 | $201 - $1,000 |
| Sysco Corp | $15,001 - $50,000 | $201 - $1,000 |
| Texas Instruments Inc | $15,001 - $50,000 | $201 - $1,000 |
| Time Warner Inc | $15,001 - $50,000 | $201 - $1,000 |
| Travelers Cos Inc | $1,001 - $15,000 | $201 - $1,000 |
| Union Pacific Corp | $1,001 - $15,000 | $201 - $1,000 |
| United Parcel Service Inc B | $15,001 - $50,000 | $201 - $1,000 |
| Unitedhealth Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Verizon Communications Inc | $1,001 - $15,000 | $201 - $1,000 |
| Visa Inc | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $15,001 - $50,000 | $201 - $1,000 |
| Waste Management Inc | $1,001 - $15,000 | $201 - $1,000 |
| WEC Energy Corp | $15,001 - $50,000 | $201 - $1,000 |
| Weyerhaeuser Co | $15,001 - $50,000 | $201 - $1,000 |
| The Williams Companies Inc | $15,001 - $50,000 | $201 - $1,000 |
| Zoetis Inc | $1,001 - $15,000 | None (or less than $201) |
| Amazon.com Inc | $100,001 - $250,000 | None (or less than $201) |
| PepsiCo Inc | $50,001 - $100,000 | $201 - $1,000 |
| Alphabet | $50,001 - $100,000 | None (or less than $201) |
| Walt Disney Co | $50,001 - $100,000 | $201 - $1,000 |
| Facebook, Inc. - Class A Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Bristol-Myers Squibb | $50,001 - $100,000 | $201 - $1,000 |
| Starbucks Corp | $15,001 - $50,000 | $201 - $1,000 |
| Alphabet C | $15,001 - $50,000 | None (or less than $201) |
| Apple Inc. | $15,001 - $50,000 | $201 - $1,000 |
| McDonald's Corp | $15,001 - $50,000 | $201 - $1,000 |
| Chevron Corp | $15,001 - $50,000 | $201 - $1,000 |
| Pfizer Inc | $15,001 - $50,000 | $201 - $1,000 |
| Microsoft Corp | $15,001 - $50,000 | $201 - $1,000 |
| Netflix, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Merck & Co Inc | $15,001 - $50,000 | $201 - $1,000 |
| Accenture plc | $15,001 - $50,000 | $201 - $1,000 |
| AT&T Inc | $15,001 - $50,000 | $201 - $1,000 |
| The Williams Companies Inc | $15,001 - $50,000 | $201 - $1,000 |
| Smucker J.M. Co | $15,001 - $50,000 | $201 - $1,000 |
| AbbVie Inc. | $15,001 - $50,000 | $201 - $1,000 |
| Kraft Foods Group Inc. | $15,001 - $50,000 | $201 - $1,000 |
| Florida State Muni Bond | $15,001 - $50,000 | $201 - $1,000 |
| Procter & Gamble | $15,001 - $50,000 | $201 - $1,000 |
| Monster Beverage Corp | $15,001 - $50,000 | None (or less than $201) |
| US Dollar currency contract | $15,001 - $50,000 | None (or less than $201) |
| Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 |
| Darling | $15,001 - $50,000 | $201 - $1,000 |
| NY NY GO Bonds | $15,001 - $50,000 | $201 - $1,000 |
| Utility Debt NY | $15,001 - $50,000 | $201 - $1,000 |
| Waste Management Inc | $15,001 - $50,000 | $201 - $1,000 |
| NY NY state dorm bond | $15,001 - $50,000 | $201 - $1,000 |
| NY NY Environmental Bonds | $15,001 - $50,000 | $201 - $1,000 |
| NY NY Power Bonds | $15,001 - $50,000 | $201 - $1,000 |
| Digital Realty Trust | $15,001 - $50,000 | $201 - $1,000 |
| Northrop Grumman Corp | $15,001 - $50,000 | $201 - $1,000 |
| IDA corp | $15,001 - $50,000 | $201 - $1,000 |
| Boeing Co | $15,001 - $50,000 | $201 - $1,000 |
| Erie NY Bond | $15,001 - $50,000 | $201 - $1,000 |
| Centerpoint Energy Inc | $15,001 - $50,000 | $201 - $1,000 |
| Nassau NY bond | $15,001 - $50,000 | $201 - $1,000 |
| Metro Trans NY bond | $15,001 - $50,000 | $201 - $1,000 |
| NY State Dorm Bond | $50,001 - $100,000 | $1,001 - $2,500 |
| NY Port Authority Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Florida State Bond | $15,001 - $50,000 | $201 - $1,000 |
| Metropolitan trans authority NY Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Clean Harbors | $15,001 - $50,000 | None (or less than $201) |
| Centene | $15,001 - $50,000 | $201 - $1,000 |
| NY NY state bonds | $15,001 - $50,000 | $201 - $1,000 |
| Westchester County GO bond | $15,001 - $50,000 | $201 - $1,000 |
| Scott miracle grow | $15,001 - $50,000 | $201 - $1,000 |
| OGE energy | $15,001 - $50,000 | $201 - $1,000 |
| NY/NJ port Auth Bond | $15,001 - $50,000 | $201 - $1,000 |
| Honeywell Intl Inc | $15,001 - $50,000 | $201 - $1,000 |
| Timken | $15,001 - $50,000 | $201 - $1,000 |
| Hanes Brands | $15,001 - $50,000 | $201 - $1,000 |
| CVS Caremark Corp. | $15,001 - $50,000 | $201 - $1,000 |
| Envision Healthcare | $15,001 - $50,000 | $201 - $1,000 |
| Western Union Co | $15,001 - $50,000 | $201 - $1,000 |
| Illinois Tool Works Inc | $1,001 - $15,000 | $201 - $1,000 |
| Magellan Midstream Partners | $1,001 - $15,000 | $201 - $1,000 |
| Nvidia Corp | $1,001 - $15,000 | None (or less than $201) |
| Murphy USA | $1,001 - $15,000 | $201 - $1,000 |
| I shares US Technology | $1,001 - $15,000 | $201 - $1,000 |
| Broadridge Financial | $1,001 - $15,000 | $201 - $1,000 |
| IDEX Corp. | $1,001 - $15,000 | None (or less than $201) |
| Newfield Exploration Co | $1,001 - $15,000 | $201 - $1,000 |
| Polaris | $1,001 - $15,000 | $201 - $1,000 |
| PNC Financial | $1,001 - $15,000 | $201 - $1,000 |
| Trinity Industries | $1,001 - $15,000 | $201 - $1,000 |
| Unitedhealth Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Johnson & Johnson | $1,001 - $15,000 | $201 - $1,000 |
| Abbott Labs | $1,001 - $15,000 | $201 - $1,000 |
| New Residentail Investment | $1,001 - $15,000 | $201 - $1,000 |
| Colgate-Palmolive Co | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Flowserv | $1,001 - $15,000 | $201 - $1,000 |
| QUALCOMM Incorporated - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Amgen Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Mondelez International, Inc. - Class A Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Pentair Ltd. | $1,001 - $15,000 | $201 - $1,000 |
| NY NY GO Bonds | $1,001 - $15,000 | $201 - $1,000 |
| Nestle ADR | $1,001 - $15,000 | $201 - $1,000 |
| Automatic Data Processing | $1,001 - $15,000 | $201 - $1,000 |
| Citigroup Inc | $1,001 - $15,000 | $201 - $1,000 |
| NY NY GO Bonds | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| AGCO Corp | $1,001 - $15,000 | $201 - $1,000 |
| Thor Industries | $1,001 - $15,000 | $201 - $1,000 |
| Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Broadcom | $1,001 - $15,000 | $201 - $1,000 |
| JPM NY Municipal Money Market Fund | $1,001 - $15,000 | $201 - $1,000 |
| Sherwin williams | $1,001 - $15,000 | $201 - $1,000 |
| Knowles | $1,001 - $15,000 | $201 - $1,000 |
| Phillips 66 | $1,001 - $15,000 | $201 - $1,000 |
| Goldman Sachs Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
| Costco Wholesale Corp | $1,001 - $15,000 | $201 - $1,000 |
| General Motors | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Alexandria Real Estate Equities | $1,001 - $15,000 | $201 - $1,000 |
| Simon Property Group | $1,001 - $15,000 | $201 - $1,000 |
| GW Pharmaceuticals Plc - American Depositary Shares | $1,001 - $15,000 | None (or less than $201) |
| Westrock | $1,001 - $15,000 | $201 - $1,000 |
| Chipotle Mexican Grill Inc. | $1,001 - $15,000 | None (or less than $201) |
| Comerica Inc (MI) | $1,001 - $15,000 | None (or less than $201) |
| American Tower Corp A | $1,001 - $15,000 | None (or less than $201) |
| Blackrock | $1,001 - $15,000 | None (or less than $201) |
| Crown Castle Intl Corp | $1,001 - $15,000 | None (or less than $201) |
| Lockheed Martin | $1,001 - $15,000 | $201 - $1,000 |
| Texas Instruments Inc | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Reckitt Benicker ADR | $1,001 - $15,000 | $201 - $1,000 |
| Chubb Corp | $1,001 - $15,000 | $201 - $1,000 |
| Wells Fargo & Co | $1,001 - $15,000 | $201 - $1,000 |
| NextEra Energy Inc | $1,001 - $15,000 | $201 - $1,000 |
| Weyerhaeuser | $1,001 - $15,000 | $201 - $1,000 |
| CSL Ltd ADR | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Chicago Bridge and Iron | $1,001 - $15,000 | $201 - $1,000 |
| Tencent holdings | $1,001 - $15,000 | $201 - $1,000 |
| General Electric Co. Bond | $1,001 - $15,000 | $201 - $1,000 |
| Bank of America Corp | $1,001 - $15,000 | $201 - $1,000 |
| Experien pic ADR | $1,001 - $15,000 | $201 - $1,000 |
| Capital one bond | $1,001 - $15,000 | $201 - $1,000 |
| Costco bond | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| EPR Properties | $1,001 - $15,000 | $201 - $1,000 |
| Compass Group ADR | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury note | $1,001 - $15,000 | $201 - $1,000 |
| Walt Disney Co | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Lilly Eli & Co | $1,001 - $15,000 | $201 - $1,000 |
| Canadian Pacific Railway Ltd. (USA) CP | $1,001 - $15,000 | None (or less than $201) |
| Hospitality Properties | $1,001 - $15,000 | $201 - $1,000 |
| Host Hotels & Resorts Inc | $1,001 - $15,000 | $201 - $1,000 |
| Bank of America Corp | $1,001 - $15,000 | $201 - $1,000 |
| ON Semiconductor Corporation - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Taiwan Semiconducotr ADR | $1,001 - $15,000 | $201 - $1,000 |
| Welltower Inc | $1,001 - $15,000 | $201 - $1,000 |
| eastgroup Properties | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Note | $1,001 - $15,000 | $201 - $1,000 |
| Iron Mountain Inc | $1,001 - $15,000 | $201 - $1,000 |
| HDFC Bank Ltd. ADR | $1,001 - $15,000 | $201 - $1,000 |
| LVMH ADR | $1,001 - $15,000 | $201 - $1,000 |
| Boston Properties | $1,001 - $15,000 | $201 - $1,000 |
| Textron Inc | $1,001 - $15,000 | $201 - $1,000 |
| Raytheon Co | $1,001 - $15,000 | $201 - $1,000 |
| DSV ADR | $1,001 - $15,000 | $201 - $1,000 |
| Federal Realty Investment Trust | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $1,001 - $15,000 | None (or less than $201) |
| Cubesmart | $1,001 - $15,000 | None (or less than $201) |
| AvalonBay Communities Inc | $1,001 - $15,000 | $201 - $1,000 |
| Terreno Realty | $1,001 - $15,000 | None (or less than $201) |
| First Industrial Realty | $1,001 - $15,000 | $201 - $1,000 |
| Gaming and Leisure Properties, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Verizon Bonds | $1,001 - $15,000 | $201 - $1,000 |
| CTRIP, intl adr | $1,001 - $15,000 | None (or less than $201) |
| Arconic | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp | $1,001 - $15,000 | None (or less than $201) |
| Phillips 66 bond | $1,001 - $15,000 | None (or less than $201) |
| Time warner bond | $1,001 - $15,000 | None (or less than $201) |
| Coloplast ADR | $1,001 - $15,000 | None (or less than $201) |
| Burlington northern bond | $1,001 - $15,000 | $201 - $1,000 |
| Dow chemical bond | $1,001 - $15,000 | None (or less than $201) |
| Newell Rubbermaid Inc | $1,001 - $15,000 | $201 - $1,000 |
| SGS ADR | $1,001 - $15,000 | None (or less than $201) |
| Coca Cola bond | $1,001 - $15,000 | None (or less than $201) |
| Kraft Foods Bond | $1,001 - $15,000 | None (or less than $201) |
| Target Bond | $1,001 - $15,000 | None (or less than $201) |
| Apartment Investment & Mgmt | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Bond | $1,001 - $15,000 | None (or less than $201) |
| Unitedhealth bond | $1,001 - $15,000 | None (or less than $201) |
| AbbVie Inc. bond | $1,001 - $15,000 | None (or less than $201) |
| British American Tobacco ADR | $1,001 - $15,000 | None (or less than $201) |
| Federal home Loan MTG bond | $1,001 - $15,000 | None (or less than $201) |
| BB&T bond | $1,001 - $15,000 | None (or less than $201) |
| CVS Caremark Corp. | $1,001 - $15,000 | None (or less than $201) |
| ATT bond | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Note | $1,001 - $15,000 | None (or less than $201) |
| Novozymes adr | $1,001 - $15,000 | None (or less than $201) |
| American Campus | $1,001 - $15,000 | None (or less than $201) |
| Yandex N.V. - Class A Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| Core labortories | $1,001 - $15,000 | None (or less than $201) |
| Monsanto Co. | $1,001 - $15,000 | None (or less than $201) |
| Ambev ADR | $1,001 - $15,000 | None (or less than $201) |
| Intuitive Surgical Inc | $1,001 - $15,000 | None (or less than $201) |
| Education Realty | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs bond | $1,001 - $15,000 | None (or less than $201) |
| CBS Corp B | $1,001 - $15,000 | None (or less than $201) |
| Essilor | $1,001 - $15,000 | None (or less than $201) |
| CHR Hanson ADR | $1,001 - $15,000 | None (or less than $201) |
| Valero Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Brixmor properties | $1,001 - $15,000 | None (or less than $201) |
| Michelin ADR | $1,001 - $15,000 | None (or less than $201) |
| Gramercy properties | $1,001 - $15,000 | None (or less than $201) |
| LTC Properies | $1,001 - $15,000 | None (or less than $201) |
| Hermes ADR | $1,001 - $15,000 | None (or less than $201) |
| Siemens ADR | $1,001 - $15,000 | None (or less than $201) |
| Unilever | $1,001 - $15,000 | None (or less than $201) |
| US Treasury note | $1,001 - $15,000 | None (or less than $201) |
| BAE systems ADR | $1,001 - $15,000 | None (or less than $201) |
| Vornado Realty trust | $1,001 - $15,000 | None (or less than $201) |
| Walmart mexico ADR | $1,001 - $15,000 | None (or less than $201) |
| ICON plc - Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| Roche holdings ADR | $1,001 - $15,000 | None (or less than $201) |
| Federal home loan bond | $1,001 - $15,000 | None (or less than $201) |
| BB&T | $1,001 - $15,000 | None (or less than $201) |
| AIA Group ADR | $1,001 - $15,000 | None (or less than $201) |
| Novartis ADR | $1,001 - $15,000 | None (or less than $201) |
| Glaxosmithkline | $1,001 - $15,000 | None (or less than $201) |
| Adidas ADR | $1,001 - $15,000 | None (or less than $201) |
| ABB ADR | $1,001 - $15,000 | None (or less than $201) |
| US Treasury note | $1,001 - $15,000 | None (or less than $201) |
| Outfront media | $1,001 - $15,000 | None (or less than $201) |
| HSBC ADR | $1,001 - $15,000 | None (or less than $201) |
| Weingarten Realty | $1,001 - $15,000 | None (or less than $201) |
| Ventas Inc | $1,001 - $15,000 | None (or less than $201) |
| Colony Northstar | $1,001 - $15,000 | None (or less than $201) |
| Japan Tobacco | $1,001 - $15,000 | None (or less than $201) |
| Diageo | $1,001 - $15,000 | None (or less than $201) |
| Astrazeneca | $1,001 - $15,000 | None (or less than $201) |
| BOC Hong Kong ADR | $1,001 - $15,000 | None (or less than $201) |
| BNP Paribas ADR | $1,001 - $15,000 | None (or less than $201) |
| Luxottica | $1,001 - $15,000 | None (or less than $201) |
| Sonic Healthcare ADR | $1,001 - $15,000 | None (or less than $201) |
| Zurich Insurance | $1,001 - $15,000 | None (or less than $201) |
| Telefonica Brasil | $1,001 - $15,000 | None (or less than $201) |
| ING ADR | $1,001 - $15,000 | None (or less than $201) |
| Atlas copco ADR | $1,001 - $15,000 | None (or less than $201) |
| Alllianz ADR | $1,001 - $15,000 | None (or less than $201) |
| SPDR Gold Shares | $1,001 - $15,000 | None (or less than $201) |
| BCE Inc NEW | $1,001 - $15,000 | None (or less than $201) |
| United Overseas Bank ADR | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway | $1,001 - $15,000 | None (or less than $201) |
| Total SA ADR | $1,001 - $15,000 | None (or less than $201) |
| Nippon ADR | $1,001 - $15,000 | None (or less than $201) |
| Investors Real estate trust | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Note | $1,001 - $15,000 | None (or less than $201) |
| Federal Home Loan Mtg note | $1,001 - $15,000 | None (or less than $201) |
| Federal National Mtg Assn note | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Note | $1,001 - $15,000 | None (or less than $201) |
| Industrial de Diseno textile ADR | $1,001 - $15,000 | None (or less than $201) |
| Deutche telecom ADR | $1,001 - $15,000 | None (or less than $201) |
| Prosiebensat ADR | $1,001 - $15,000 | None (or less than $201) |
| Manulife financial | $1,001 - $15,000 | None (or less than $201) |
| Muenchener Rueckveersicherung ADR | $1,001 - $15,000 | None (or less than $201) |
| Kite Realty Group | $1,001 - $15,000 | None (or less than $201) |
| Royal Dutch shell ADR | $1,001 - $15,000 | None (or less than $201) |
| Sysmex ADR | $1,001 - $15,000 | None (or less than $201) |
| Agree realty | $1,001 - $15,000 | None (or less than $201) |
| Vermillion energy | $1,001 - $15,000 | None (or less than $201) |
| Colony Starwood homes | $1,001 - $15,000 | None (or less than $201) |
| Vodafone ADR | $1,001 - $15,000 | None (or less than $201) |
| Imperial Brands ADR | $1,001 - $15,000 | None (or less than $201) |
| Singapore telecom ADR | $1,001 - $15,000 | None (or less than $201) |
| Lamar Advertising Company - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Sanofi | $1,001 - $15,000 | None (or less than $201) |
| UBS | $1,001 - $15,000 | None (or less than $201) |
| Smiths group ADR | $1,001 - $15,000 | None (or less than $201) |
| Amazon bond | $1,001 - $15,000 | None (or less than $201) |
| US Treasury Note | $1,001 - $15,000 | None (or less than $201) |
| Pennsylvania Real Estate Investment Trust | $1,001 - $15,000 | None (or less than $201) |
| Engine ADR | $1,001 - $15,000 | None (or less than $201) |
| ORKLA ADR | $1,001 - $15,000 | None (or less than $201) |
| SSE ADR | $1,001 - $15,000 | None (or less than $201) |
| Honda Motor ADR | $1,001 - $15,000 | None (or less than $201) |
| Smurfit Kappa ADR | $1,001 - $15,000 | None (or less than $201) |
| MMC Norilsk Nickel | $1,001 - $15,000 | None (or less than $201) |
| National Retail Properties | $1,001 - $15,000 | None (or less than $201) |
| Washington Prime Group | $1,001 - $15,000 | None (or less than $201) |
| CNOOC ADR | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. | $1,001 - $15,000 | None (or less than $201) |
| NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Alphabet - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Amazon | $1,001 - $15,000 | None (or less than $201) |
| Nvidia Corp | $1,001 - $15,000 | None (or less than $201) |
| Skyworks Solutions | $1,001 - $15,000 | None (or less than $201) |
| Schwab U.S. Large-Cap ETF | $1,001 - $15,000 | $201 - $1,000 |
| Schwab Fdmtl US Lg Co Idx | $15,001 - $50,000 | None (or less than $201) |
| Amazon | $1,001 - $15,000 | None (or less than $201) |
| Apple | $1,001 - $15,000 | None (or less than $201) |
| Visa | $1,001 - $15,000 | None (or less than $201) |
| Mastercard Inc A | $1,001 - $15,000 | None (or less than $201) |
| Starbucks Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Facebook, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Intermediate-Term Bond Investment-Grade | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard international equity index fund | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Large-Cap Index Admiral Shares | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard mid -cap etf index | $1,001 - $15,000 | None (or less than $201) |
| Vanguard small cap etf | $1,001 - $15,000 | None (or less than $201) |
| U.S Brokerage (cash) | $50,001 - $100,000 | $201 - $1,000 |
| US bank account (cash IRA) | $15,001 - $50,000 | $201 - $1,000 |
| Residential Rental Property, East Hampton, NY | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Praxair | $1,001 - $15,000 | None (or less than $201) |
| Tiffany & Co. | $1,001 - $15,000 | $201 - $1,000 |
| US Bancorp | $1,001 - $15,000 | $1,001 - $2,500 |
| American Tower Corp A | $1,001 - $15,000 | $1,001 - $2,500 |
| Automatic Data Processing | $1,001 - $15,000 | $2,501 - $5,000 |
| CH Robinson Worldwide Inc | $1,001 - $15,000 | $201 - $1,000 |
| Costco Wholesale Corp | $1,001 - $15,000 | $201 - $1,000 |
| Ecolab Inc | $1,001 - $15,000 | $201 - $1,000 |
| Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
| Home Depot Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Intel Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| Johnson & Johnson | $1,001 - $15,000 | $1,001 - $2,500 |
| Kimberly-Clark | $1,001 - $15,000 | $1,001 - $2,500 |
| NextEra Energy Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Spectra Energy Corp | $1,001 - $15,000 | $201 - $1,000 |
| Time Warner Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Union Pacific Corp | $1,001 - $15,000 | $201 - $1,000 |
| United Parcel Service Inc B | $1,001 - $15,000 | $1,001 - $2,500 |
| Verizon Communications Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| WEC Energy Corp | $1,001 - $15,000 | $2,501 - $5,000 |
| Waste Management Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| 3M Co | $1,001 - $15,000 | $1,001 - $2,500 |
| Alphabet | $1,001 - $15,000 | $1,001 - $2,500 |
| Amazon.com Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Banco Bilbao Vizcaya Argentaria (BBVA) | $1,001 - $15,000 | None (or less than $201) |
| Canadian Pacific Railway Ltd. (USA)CP | $1,001 - $15,000 | $201 - $1,000 |
| iShares MSCI Japan Index | $1,001 - $15,000 | $201 - $1,000 |
| Koninklijke Phil ADR | $1,001 - $15,000 | $201 - $1,000 |
| National Oilwell Varco Inc | $1,001 - $15,000 | $201 - $1,000 |
| Tata Motors | $1,001 - $15,000 | $201 - $1,000 |
| Bank of America Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| HDFC Bank Ltd. ADR | $1,001 - $15,000 | $201 - $1,000 |
| Raytheon Co | $1,001 - $15,000 | $1,001 - $2,500 |
| SAP | $1,001 - $15,000 | $201 - $1,000 |
| Visa Inc | $1,001 - $15,000 | $201 - $1,000 |
| PepsiCo Inc | $1,001 - $15,000 | $201 - $1,000 |
| Chevron Corp | $1,001 - $15,000 | $201 - $1,000 |
| Comcast Corp | $15,001 - $50,000 | $201 - $1,000 |
| ConAgra Foods Inc | $1,001 - $15,000 | $201 - $1,000 |
| Eaton Corp plc | $15,001 - $50,000 | $5,001 - $15,000 |
| Home Depot Inc | $15,001 - $50,000 | $2,501 - $5,000 |
| Honeywell Intl Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Intl Business Machines Corp | $1,001 - $15,000 | $201 - $1,000 |
| Lamb Weston Holdings | $1,001 - $15,000 | $201 - $1,000 |
| Medtronic Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Microsoft Corporation - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Sempra Energy | $1,001 - $15,000 | $1,001 - $2,500 |
| AbbVie Inc. | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
| Blackrock | $15,001 - $50,000 | $1,001 - $2,500 |
| Crown Castle Intl Corp | $1,001 - $15,000 | $201 - $1,000 |
| Home Depot Inc | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $15,001 - $50,000 | $2,501 - $5,000 |
| L Brands Inc | $15,001 - $50,000 | $2,501 - $5,000 |
| NextEra Energy Inc | $15,001 - $50,000 | $5,001 - $15,000 |
| Pepsico | $1,001 - $15,000 | $201 - $1,000 |
| Philip Morris International | $15,001 - $50,000 | $1,001 - $2,500 |
| Raytheon Co | $15,001 - $50,000 | $5,001 - $15,000 |
| Alphabet - Class C Capital Stock | $15,001 - $50,000 | $5,001 - $15,000 |
| JP Morgan Chase & Co | $50,001 - $100,000 | $15,001 - $50,000 |
| Microsoft Corporation - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $15,001 - $50,000 | $5,001 - $15,000 |
| Amazon | $1,001 - $15,000 | $2,501 - $5,000 |
| Costco Wholesale Corp | $1,001 - $15,000 | $5,001 - $15,000 |
| JP Morgan Chase & Co | $15,001 - $50,000 | $5,001 - $15,000 |
| McDonald's Corp | $1,001 - $15,000 | $5,001 - $15,000 |
| Pfizer Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Wal-Mart Stores | $1,001 - $15,000 | $1,001 - $2,500 |
| Amazon | $15,001 - $50,000 | $2,501 - $5,000 |
| Costco Wholesale Corp | $15,001 - $50,000 | $1,001 - $2,500 |
| Kraft Foods Group Inc. | $1,001 - $15,000 | $1,001 - $2,500 |
| Monster Beverage | $1,001 - $15,000 | $1,001 - $2,500 |
| Regeneron Pharmaceuticals Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Twilio | $1,001 - $15,000 | $1,001 - $2,500 |
| Amazon | $15,001 - $50,000 | $15,001 - $50,000 |
| Popeyes Louisiana Kitchen, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| 3M Co | $1,001 - $15,000 | $201 - $1,000 |
| 2U, Inc. - Common Stock | $1,001 - $15,000 | $2,501 - $5,000 |
| Time Warner Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Ingevity | $1,001 - $15,000 | $201 - $1,000 |
| The ADT Corp. | $15,001 - $50,000 | $2,501 - $5,000 |
| Broadridge financial solutions | $1,001 - $15,000 | $1,001 - $2,500 |
| Centene | $1,001 - $15,000 | $1,001 - $2,500 |
| Hanesbrands | $1,001 - $15,000 | $1,001 - $2,500 |
| IDEX Corp. | $1,001 - $15,000 | $201 - $1,000 |
| Murphy usa | $1,001 - $15,000 | $1,001 - $2,500 |
| Newfield Exploration Co | $1,001 - $15,000 | $1,001 - $2,500 |
| Thor industries | $1,001 - $15,000 | $2,501 - $5,000 |
| Western Union Co | $1,001 - $15,000 | $201 - $1,000 |
| Westrock | $1,001 - $15,000 | $201 - $1,000 |
| Nassau CNTY NY bond | $15,001 - $50,000 | $201 - $1,000 |
| NY state dorm bond | $15,001 - $50,000 | $201 - $1,000 |
| NY NY GO bond | $1,001 - $15,000 | $201 - $1,000 |
| QUALCOMM Incorporated - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Unitedhealth Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Accenture plc | $1,001 - $15,000 | $1,001 - $2,500 |
| Automatic Data Processing | $1,001 - $15,000 | $1,001 - $2,500 |
| Colgate-Palmolive Co | $1,001 - $15,000 | $1,001 - $2,500 |
| General mills | $15,001 - $50,000 | $2,501 - $5,000 |
| Home Depot Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Illinois Tool Works Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Johnson & Johnson | $1,001 - $15,000 | $2,501 - $5,000 |
| McDonald's | $1,001 - $15,000 | $1,001 - $2,500 |
| Microsoft Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| NextEra Energy Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Phillips 66 | $15,001 - $50,000 | $201 - $1,000 |
| PNC Finl Services Group | $1,001 - $15,000 | $201 - $1,000 |
| PepsiCo Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Target Corp | $1,001 - $15,000 | $201 - $1,000 |
| Amazon | $1,001 - $15,000 | $1,001 - $2,500 |
| Alphabet | $1,001 - $15,000 | $201 - $1,000 |
| Apple | $1,001 - $15,000 | $201 - $1,000 |
| Broadcom Corporation - Class A Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Costco Wholesale Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| Centerpoint Energy Inc | $1,001 - $15,000 | $201 - $1,000 |
| Cabot Oil & Gas A | $1,001 - $15,000 | $201 - $1,000 |
| CBS Corp B | $1,001 - $15,000 | $201 - $1,000 |
| Charter Communications, Inc. - Class A Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| $1,001 - $15,000 | $201 - $1,000 | |
| Hess Corp | $1,001 - $15,000 | $201 - $1,000 |
| Home Depot | $1,001 - $15,000 | $201 - $1,000 |
| Lockheed Martin | $1,001 - $15,000 | $201 - $1,000 |
| Microsoft Corp | $1,001 - $15,000 | $201 - $1,000 |
| NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Raytheon Co | $1,001 - $15,000 | $1,001 - $2,500 |
| Smucker J.M. Co | $1,001 - $15,000 | $201 - $1,000 |
| T mobile | $1,001 - $15,000 | $201 - $1,000 |
| Texas Instruments Inc | $1,001 - $15,000 | $201 - $1,000 |
| U.S. bank account #1 | $50,001 - $100,000 | None (or less than $201) |
| U.S bank account #2 | $15,001 - $50,000 | None (or less than $201) |
| AbbVie Inc. | $1,001 - $15,000 | $201 - $1,000 |
| Altria Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Anheuser Busch | $1,001 - $15,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $1,001 - $15,000 | $2,501 - $5,000 |
| Automatic Data Processing | $1,001 - $15,000 | $2,501 - $5,000 |
| Bank of America Corp | $1,001 - $15,000 | $201 - $1,000 |
| Blackrock | $1,001 - $15,000 | $201 - $1,000 |
| Chevron | $1,001 - $15,000 | $201 - $1,000 |
| Comcast Corp | $1,001 - $15,000 | $5,001 - $15,000 |
| ConAgra Foods Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Crown Castle Intl Corp | $1,001 - $15,000 | $201 - $1,000 |
| Dupont | $1,001 - $15,000 | $1,001 - $2,500 |
| HDFC Bank Ltd. ADR | $1,001 - $15,000 | $201 - $1,000 |
| Honeywell | $1,001 - $15,000 | $201 - $1,000 |
| Intl Business Machines Corp | $15,001 - $50,000 | $1,001 - $2,500 |
| Johnson & Johnson | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $1,001 - $15,000 | $2,501 - $5,000 |
| Kimberly-Clark | $1,001 - $15,000 | $1,001 - $2,500 |
| Koninklijke adr | $1,001 - $15,000 | $201 - $1,000 |
| Kraft Foods Group, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| McDonald's | $1,001 - $15,000 | $1,001 - $2,500 |
| Medtronic Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Microsoft | $1,001 - $15,000 | $201 - $1,000 |
| NextEra Energy Inc | $1,001 - $15,000 | $201 - $1,000 |
| Novartis | $1,001 - $15,000 | $201 - $1,000 |
| PepsiCo Inc | $1,001 - $15,000 | $201 - $1,000 |
| Philip Morris International | $1,001 - $15,000 | $1,001 - $2,500 |
| Raytheon Co | $1,001 - $15,000 | $1,001 - $2,500 |
| Sempra Energy | $1,001 - $15,000 | $201 - $1,000 |
| Southern Co | $1,001 - $15,000 | $201 - $1,000 |
| Travelers Cos Inc | $1,001 - $15,000 | $5,001 - $15,000 |
| Verizon Communications Inc | $1,001 - $15,000 | $1,001 - $2,500 |
| Walmart | $1,001 - $15,000 | $201 - $1,000 |
| Costco Wholesale Corp | $15,001 - $50,000 | $5,001 - $15,000 |
| General Motors Company | $1,001 - $15,000 | $1,001 - $2,500 |
| Proctor & Gamble | $1,001 - $15,000 | $1,001 - $2,500 |
| Walt Disney Co | $1,001 - $15,000 | $201 - $1,000 |
| 2U, Inc. - Common Stock | $1,001 - $15,000 | $5,001 - $15,000 |
| 3M Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Chipotle Mexican Grill Inc. | $1,001 - $15,000 | $201 - $1,000 |
| Citigroup Inc | $1,001 - $15,000 | $201 - $1,000 |
| Costco Wholesale Corp | $15,001 - $50,000 | $2,501 - $5,000 |
| Micron Technology Inc | $1,001 - $15,000 | $201 - $1,000 |
| Netflix, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Popeyes Louisiana Kitchen, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Proctor & Gamble | $1,001 - $15,000 | $1,001 - $2,500 |
| Regeneron Pharmaceuticals Inc | $1,001 - $15,000 | $201 - $1,000 |
| Starbucks Corp | $1,001 - $15,000 | $201 - $1,000 |
| Walt Disney Co | $15,001 - $50,000 | $5,001 - $15,000 |
| Constellation Brands Inc A | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $50,001 - $100,000 | $15,001 - $50,000 |
| Monster Beverage Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| Netflix, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| PepsiCo Inc | $15,001 - $50,000 | $2,501 - $5,000 |
| Proctor & Gamble | $1,001 - $15,000 | $201 - $1,000 |
| Starbucks Corp | $1,001 - $15,000 | $201 - $1,000 |
| Walt Disney Co | $1,001 - $15,000 | $1,001 - $2,500 |
| NY NJ Port Authority Bond | $15,001 - $50,000 | $201 - $1,000 |
| Accenture plc | $1,001 - $15,000 | $201 - $1,000 |
| Amgen Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| BB&T | $1,001 - $15,000 | $1,001 - $2,500 |
| Colgate-Palmolive Co | $1,001 - $15,000 | $201 - $1,000 |
| Illinois Tool Works Inc | $1,001 - $15,000 | $201 - $1,000 |
| Mcdonalds | $1,001 - $15,000 | $1,001 - $2,500 |
| Microsoft Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| AGCO Corp | $1,001 - $15,000 | $201 - $1,000 |
| Centene | $1,001 - $15,000 | $1,001 - $2,500 |
| IDEX Corp. | $1,001 - $15,000 | $201 - $1,000 |
| Timken | $1,001 - $15,000 | $1,001 - $2,500 |
| Westrock | $1,001 - $15,000 | $201 - $1,000 |
| Accenture plc | $1,001 - $15,000 | $201 - $1,000 |
| Lazard | $1,001 - $15,000 | $201 - $1,000 |
| SHOPRITE | $1,001 - $15,000 | None (or less than $201) |
| Northstar Realty Finance Corp. | $1,001 - $15,000 | $201 - $1,000 |
| Altria Group Inc | $15,001 - $50,000 | $2,501 - $5,000 |
| CenterPoint Energy | $1,001 - $15,000 | $201 - $1,000 |
| Salesforce | $1,001 - $15,000 | $201 - $1,000 |
| Cabot Oil & Gas A | $1,001 - $15,000 | $201 - $1,000 |
| Delta Air Lines | $1,001 - $15,000 | $201 - $1,000 |
| Hess Corp | $1,001 - $15,000 | $201 - $1,000 |
| Ritchie Bros Auctioneers | $1,001 - $15,000 | $1,001 - $2,500 |
| Acuity Brands, Inc. | $1,001 - $15,000 | $1,001 - $2,500 |
| Beacon Roofing Supply, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| CEPHEID - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Chemed | $1,001 - $15,000 | $1,001 - $2,500 |
| Costar Group, Inc. | $1,001 - $15,000 | $201 - $1,000 |
| Fastenal | $1,001 - $15,000 | $201 - $1,000 |
| Fiserv Inc | $1,001 - $15,000 | $2,501 - $5,000 |
| Gentex Corporation - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| GEO group | $1,001 - $15,000 | $201 - $1,000 |
| Grand Canyon Education | $1,001 - $15,000 | $201 - $1,000 |
| Linear Technology Corporation - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Microsoft | $1,001 - $15,000 | $2,501 - $5,000 |
| National instruments | $1,001 - $15,000 | $201 - $1,000 |
| Neogen Corporation - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Patterson Cos Inc | $1,001 - $15,000 | $201 - $1,000 |
| PRA Group | $1,001 - $15,000 | $201 - $1,000 |
| Praxair Inc | $1,001 - $15,000 | $201 - $1,000 |
| Rollins | $1,001 - $15,000 | $1,001 - $2,500 |
| Salesforce | $1,001 - $15,000 | None (or less than $201) |
| Stericycle | $1,001 - $15,000 | $201 - $1,000 |
| Unitedhealth Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Altria | $15,001 - $50,000 | $1,001 - $2,500 |
| Whole Foods Market Inc | $1,001 - $15,000 | $201 - $1,000 |
| General Electric Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Xcel Energy Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Pfizer Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Burberry ADR | $1,001 - $15,000 | $201 - $1,000 |
| Ritchie Bros | $1,001 - $15,000 | $201 - $1,000 |
| Acuity Brands, Inc. | $1,001 - $15,000 | $1,001 - $2,500 |
| Athenahealth, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Beacon Roofing Supply, Inc. | None (or less than $1,001) | $201 - $1,000 |
| Chemed | $1,001 - $15,000 | $2,501 - $5,000 |
| Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
| AT&T | $15,001 - $50,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Citigroup | New York, New York | I continue to participate in Citigroup employee funds. Contributions ceased upon my separation in June of 2009 | June 16, 2000 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| JP Morgan Chase | Mortgage (investment/ren tal property) | $500,001 - $1,000,000 | 2.75% | 2013 |
| JPMorgan Securities | Exercised Line of Credit | $250,001 - $500,000 | 3.28% | 2014 |
| JP Morgan Chase | Mortgage on Personal Residence | $500,001 - $1,000,000 | 2.75 | 2012 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| New York University (Education) | Teaching salary | ||
| Columbia Univerrsity (Education) | Teaching salary | ||
| BRAC, USA (NGO) | Annual salary thru 2016 | ||
| Focus for Health Foundation | Consulting fees | ||
| "Social Entrepreneurship, What everyone Needs to Know," published by Oxford Publishing (writing royalties, value not readily acertainable) (This represent the dividends earned on the 1754 share of restricted stock that became unrestricted in January, 2017) | Rent or Royalties | $5,001 - $15,000 | |
| TIAA Traditional Annuity | $15,001 - $50,000 | Interest | $201 - $1,000 |
| TIAA-CREF Stock R1 | $100,001 - $250,000 | None (or less than $201) | |
| TIAA CREF Growth R1 | $100,001 - $250,000 | None (or less than $201) | |
| TIAA-CREF Global Equities R1 | $100,001 - $250,000 | None (or less than $201) | |
| TIAA-CREF Bond Market R1 | $15,001 - $50,000 | None (or less than $201) | |
| TIAA Traditional Guaranteed Annuity | $100,001 - $250,000 | None (or less than $201) | |
| TIAA-CREF Traditionaal Guaranteed | $100,001 - $250,000 | None (or less than $201) | |
| CREF stock R2 | $50,001 - $100,000 | None (or less than $201) | |
| Mutual of America IRA (fixed annuity) | $15,001 - $50,000 | Interest | $201 - $1,000 |
| US bank (cash account) | $50,001 - $100,000 | Interest Dividends | $201 - $1,000 |
| MS IRA SEP | |||
| Vanguard Intermediate Term Bond Fund BIV | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard International Equity Index Fund VNQI | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Large Cap Fund VV | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Mid Cap ETF VO | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Small Cap VB | $1,001 - $15,000 | None (or less than $201) | |
| RBC Prime Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
| BRAC 401k | |||
| Western Asset Corporate Bond A | None (or less than $1,001) | $201 - $1,000 | |
| Clearbridge All Cap Value A | None (or less than $1,001) | $201 - $1,000 | |
| QS Global Equity A | None (or less than $1,001) | $1,001 - $2,500 | |
| Legg Mason ClearBridge American Large CAP GR A | None (or less than $1,001) | $201 - $1,000 | |
| Legg Mason ClearBridge Small Cap Val A | None (or less than $1,001) | $201 - $1,000 | |
| Legg Mason ClearBridge Small Cap Gr A | None (or less than $1,001) | $201 - $1,000 |
Do you know something about Claudia Slacik? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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