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.
Erik Bethel
International Bank for Reconstruction and Development
Alternate Executive Director | Financial Disclosure »
Former Positions Outside Government
- Franklin Templeton Investments - Darby Managing Director
- Interval Ventures, sole proprietorship Managing Director
- Miami Finance Forum Member, Board of Directors
Former Compensation Sources
- AMI Consulting (client of Interval Ventures) Consulting services.
- Franklin Templeton Investments Managing Director
- Inca Investments (client of Interval Ventures) Consulting services.
- Interval Ventures Managing Director
- White Oak Investments (client of Interval Ventures) Consulting services.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Interval Ventures, sole proprietorship (financial consulting firm) (Pazow games include: Who What Where, Who What Where Jr., Scavenger Hunt, Scavenger Hunt For Kids) | None (or less than $1,001) | $47,384 |
| Franklin Templeton Investments (financial services) | $538,856 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Residential real estate, Coral Gables, Florida | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Trust for children | ||
| Berkshire Hathaway Inc. A | $250,001 - $500,000 | None (or less than $201) |
| U.S. bank account #1 (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank account #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank account #3 (cash) | $15,001 - $50,000 | None (or less than $201) |
| iPath S&P GSCI Crude Oil Total Return Index ETN | $15,001 - $50,000 | None (or less than $201) |
| Family Trust - US Financial Institution | ||
| Abbott Laboratories | $1,001 - $15,000 | None (or less than $201) |
| AbbVie Inc. | $15,001 - $50,000 | $201 - $1,000 |
| accenture plc adr - stock | $15,001 - $50,000 | $201 - $1,000 |
| Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| aegon NV pfd 6.375% | $1,001 - $15,000 | $201 - $1,000 |
| aegon nv pfd non cum stk 6.5% | $1,001 - $15,000 | $201 - $1,000 |
| affiliated managers grp sr notes 6.375% | $1,001 - $15,000 | None (or less than $201) |
| AFLAC Inc | $1,001 - $15,000 | None (or less than $201) |
| air lease corp cl a stock | $1,001 - $15,000 | None (or less than $201) |
| alibaba group (BABA) stock | $50,001 - $100,000 | $1,001 - $2,500 |
| alleghany corp - stock | $1,001 - $15,000 | None (or less than $201) |
| alliance data sys corp - stock | $1,001 - $15,000 | None (or less than $201) |
| Allscripts Healthcare Solutions, Inc. - common stock | $1,001 - $15,000 | None (or less than $201) |
| Allstate Corp | $1,001 - $15,000 | None (or less than $201) |
| Alphabet Inc Class A | $50,001 - $100,000 | $1,001 - $2,500 |
| Alphabet Class C Shares | $15,001 - $50,000 | $201 - $1,000 |
| Altria Group Inc | $50,001 - $100,000 | $201 - $1,000 |
| Amazon.com, Inc. - Common Stock | $50,001 - $100,000 | $2,501 - $5,000 |
| Amdocs Limited - Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| American Express Co | $15,001 - $50,000 | None (or less than $201) |
| american financial group sub debent 6% | $1,001 - $15,000 | None (or less than $201) |
| american homes 4 rent ser e rdm pfd 6.35% | $1,001 - $15,000 | None (or less than $201) |
| american international group AIG - stock | $1,001 - $15,000 | None (or less than $201) |
| AMETEK Inc | $1,001 - $15,000 | None (or less than $201) |
| Amgen Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Anadarko Petroleum Corp | $1,001 - $15,000 | None (or less than $201) |
| Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| anthem inc | $1,001 - $15,000 | None (or less than $201) |
| Aon plc | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Arch Capital Non Cum Pref 5.25% Series E | $1,001 - $15,000 | None (or less than $201) |
| arrow electronics - stock | $1,001 - $15,000 | None (or less than $201) |
| Aspen Insurance New 5.25% perpetual | $1,001 - $15,000 | $201 - $1,000 |
| Astoria Financial New 6.5% | $1,001 - $15,000 | $201 - $1,000 |
| Aspen Insurance Non Cum Pref 5.95% | $1,001 - $15,000 | $201 - $1,000 |
| AT&T Inc | $15,001 - $50,000 | $201 - $1,000 |
| Autodesk, Inc. - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
| Automatic Data Processing, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Axis Capital Hldg Pref 5.5% Ser E | $1,001 - $15,000 | None (or less than $201) |
| Barclays Bank 8.125% Non Cum Pref | $1,001 - $15,000 | None (or less than $201) |
| BB&T Corp | $15,001 - $50,000 | $201 - $1,000 |
| BB&T Ser E Non Cum Pref 5.625% | $1,001 - $15,000 | None (or less than $201) |
| Beckton Dickinson - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Berkshire Hathaway B | $15,001 - $50,000 | $201 - $1,000 |
| BlackRock Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Brunswick Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| CA Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Capital One Non Cum Ser D 6.7% | $1,001 - $15,000 | None (or less than $201) |
| Capital One Non Cum Pref 6.25% | $1,001 - $15,000 | None (or less than $201) |
| Capital One Financial | $1,001 - $15,000 | None (or less than $201) |
| Cardinal Health Inc | $1,001 - $15,000 | None (or less than $201) |
| Carnival Corp | $15,001 - $50,000 | $201 - $1,000 |
| Cerner Corp - Stock | $15,001 - $50,000 | None (or less than $201) |
| Charles Schwab Non Cum Pref Ser D 5.95% | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corp | $15,001 - $50,000 | $201 - $1,000 |
| CHS Inc Class Cum Red Pref 7.5% | $1,001 - $15,000 | None (or less than $201) |
| CHS Inc - Class B Reset Rate Cumulative Redeemable Preferred Stock, Series 3 | $1,001 - $15,000 | None (or less than $201) |
| Chubb Corp | $15,001 - $50,000 | $201 - $1,000 |
| Cigna Corporation | $1,001 - $15,000 | None (or less than $201) |
| Cimarex Energy - Stock | $1,001 - $15,000 | None (or less than $201) |
| CINN Financial - Stock | $15,001 - $50,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $100,001 - $250,000 | $2,501 - $5,000 |
| Citigroup Inc Jr Sub Ser R Var % Perp | $1,001 - $15,000 | None (or less than $201) |
| Citigroup Inc Fixed Ftg Ser J Non Cum 7.125% | $15,001 - $50,000 | $201 - $1,000 |
| Citigroup Inc Fixed Float Perp Ser S 6.3% | $1,001 - $15,000 | None (or less than $201) |
| Coca-Cola Enterprises | $50,001 - $100,000 | $201 - $1,000 |
| Cognizant Technologies - Stock | $1,001 - $15,000 | None (or less than $201) |
| Colgate-Palmolive Co | $15,001 - $50,000 | None (or less than $201) |
| Colony Northstar Inc NewMoney Ser 8.5% Perp | $1,001 - $15,000 | None (or less than $201) |
| Colony Northstar Inc Cum Pref 7.150% | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp | $1,001 - $15,000 | None (or less than $201) |
| CRH Plc ADR - Stock | $1,001 - $15,000 | None (or less than $201) |
| Crown Holdings - Stock | $1,001 - $15,000 | None (or less than $201) |
| CSRA Inc - Stock | $1,001 - $15,000 | None (or less than $201) |
| CVS Caremark Corp. | $15,001 - $50,000 | $201 - $1,000 |
| Danone - Stock | $15,001 - $50,000 | $201 - $1,000 |
| DB Cont Cap Trust III Non Cum 7.6% | $1,001 - $15,000 | None (or less than $201) |
| DDR Corp Ser J Cum Pref | $1,001 - $15,000 | None (or less than $201) |
| DaVita HealthCare Partners Inc | $1,001 - $15,000 | None (or less than $201) |
| Deere & Co | $15,001 - $50,000 | $201 - $1,000 |
| Diageo - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Diamondback Energy, Inc. - Commmon Stock | $1,001 - $15,000 | None (or less than $201) |
| Digital Reality Trust 6.35% Perp | $1,001 - $15,000 | None (or less than $201) |
| Discover Financial Services | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $15,001 - $50,000 | $201 - $1,000 |
| Dominion Energy - Stock | $15,001 - $50,000 | $201 - $1,000 |
| DTE Enegy Sub Deb 6% | $1,001 - $15,000 | None (or less than $201) |
| Duke Energy - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Dupont Fabros Technology New Ser C 6.625% | $1,001 - $15,000 | None (or less than $201) |
| DXC Technology - Stock | $1,001 - $15,000 | None (or less than $201) |
| Ebay Inc Sr Notes 6% | $1,001 - $15,000 | None (or less than $201) |
| eBay Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Electronic Arts Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Eli Lilly & Co - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Endurance Specialty Holding New 6.35% Perp | $1,001 - $15,000 | None (or less than $201) |
| Energen Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Enersys - Stock | $1,001 - $15,000 | None (or less than $201) |
| Entergy New Orleans 1st Bonds 5.5% | $1,001 - $15,000 | None (or less than $201) |
| EQT Corporation | $1,001 - $15,000 | None (or less than $201) |
| Expeditors International of Washington, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Express Scripts Holding Co. | $1,001 - $15,000 | None (or less than $201) |
| Extra Space Storage Inc - Stock | $1,001 - $15,000 | None (or less than $201) |
| Facebook, Inc. - Class A Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Factset - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Fifth Third Bancorp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| First Republic Bank Non Cum Pref 5.5% | $1,001 - $15,000 | None (or less than $201) |
| Fifth Third Bancorp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Flex LTD - Stock | $1,001 - $15,000 | None (or less than $201) |
| FMC Corp | $1,001 - $15,000 | None (or less than $201) |
| Fortive Corp - | $1,001 - $15,000 | None (or less than $201) |
| General Electric Co | $15,001 - $50,000 | $201 - $1,000 |
| General Mills Inc | $15,001 - $50,000 | $201 - $1,000 |
| General Motors Company | $15,001 - $50,000 | None (or less than $201) |
| General Dynamics - Stock | $50,001 - $100,000 | $201 - $1,000 |
| Gilead Sciences - Stock | $15,001 - $50,000 | None (or less than $201) |
| GMAC Cap Trust LIBOR +578 | $15,001 - $50,000 | None (or less than $201) |
| Goldman Sachs Pref Series N 6.3% | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Fixed Floating 6.375% pfd | $1,001 - $15,000 | None (or less than $201) |
| Graphic Packaging | $1,001 - $15,000 | None (or less than $201) |
| Gulfport Energy Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Halcon Resources - Stock | $1,001 - $15,000 | None (or less than $201) |
| Hanover Insurance Grp Cum Sub Deb 6.350% | $1,001 - $15,000 | None (or less than $201) |
| Hartford Financial Services - Stock | $1,001 - $15,000 | None (or less than $201) |
| Hasbro, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Hewlett-Packard Co | $1,001 - $15,000 | $201 - $1,000 |
| Honeywell Intl Inc | $15,001 - $50,000 | $201 - $1,000 |
| HSBC Holdings plc | $1,001 - $15,000 | None (or less than $201) |
| Huntington Bancshares Non Cum Ser D 6.25% | $1,001 - $15,000 | None (or less than $201) |
| Huntington Bancshares Incorporated - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Huron Consulting Group Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| IAC/InterActiveCorp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| ING Groep Perp Hybrid 6.375% | $1,001 - $15,000 | None (or less than $201) |
| Ingersoll-Rand Plc | $15,001 - $50,000 | None (or less than $201) |
| Integrys Energy Jr Sub Notes 6% | $1,001 - $15,000 | None (or less than $201) |
| Intel Corporation - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Interpublic Group Cos | $15,001 - $50,000 | $201 - $1,000 |
| ISA Mizuho Bank USA - Stock | $100,001 - $250,000 | $1,001 - $2,500 |
| Jabil Circuit Inc | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson | $15,001 - $50,000 | $201 - $1,000 |
| JP Morgan Chanse Ser Y Pref 6.125% | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase Cum Pref 6.7% | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase Sub Ser Z Var% Perp | $15,001 - $50,000 | None (or less than $201) |
| JP Morgan Chase Ser BB Non Cum Pref 6.3% | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase Ser W 6.15% | $15,001 - $50,000 | None (or less than $201) |
| JP Morgan Chase & Co | $50,001 - $100,000 | $201 - $1,000 |
| Kinder Morgan Inc | $15,001 - $50,000 | $201 - $1,000 |
| KLA-Tencor Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Lab Corp of America Hldgs | $1,001 - $15,000 | None (or less than $201) |
| Lear Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Legg Mason Jr Sub notes 5.45% | $1,001 - $15,000 | None (or less than $201) |
| Leidos Holdings - Stock | $1,001 - $15,000 | None (or less than $201) |
| Lockheed Martin | $15,001 - $50,000 | None (or less than $201) |
| Loews Corp | $1,001 - $15,000 | None (or less than $201) |
| Manpower Group | $1,001 - $15,000 | None (or less than $201) |
| Marathon Oil Corp | $1,001 - $15,000 | None (or less than $201) |
| Marsh & McLennan Companies | $15,001 - $50,000 | $201 - $1,000 |
| Masco Corp | $1,001 - $15,000 | None (or less than $201) |
| McKesson Corp | $15,001 - $50,000 | None (or less than $201) |
| Medtronic Inc | $15,001 - $50,000 | $201 - $1,000 |
| Merck & Co Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Metlife Inc | $1,001 - $15,000 | None (or less than $201) |
| Microsemi Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corporation - Common Stock | $100,001 - $250,000 | $1,001 - $2,500 |
| Mondelez International, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Monsanto Co. | $15,001 - $50,000 | $201 - $1,000 |
| Monster Beverage Corporation - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Morgan Stanley New Var % Perp | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley Old Ser K % Perp | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley Fixed Fltg Non Cum 7.125% | $1,001 - $15,000 | None (or less than $201) |
| National Retail Prop Cum Non Redeem Series F 5.2% | $1,001 - $15,000 | None (or less than $201) |
| National Westminster Bank Pref Ser C 7.76% | $1,001 - $15,000 | None (or less than $201) |
| Navient Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| NetEase, Inc. - American Depositary Shares, each representing 25 ordinary shares | $1,001 - $15,000 | None (or less than $201) |
| Newmarket Grp - Stock | $15,001 - $50,000 | $201 - $1,000 |
| NextEra Energy Inc | $15,001 - $50,000 | None (or less than $201) |
| Nielsen Holdings NV | $15,001 - $50,000 | None (or less than $201) |
| Norfolk Southern Corp | $15,001 - $50,000 | $201 - $1,000 |
| Novartis ADR | $15,001 - $50,000 | $201 - $1,000 |
| Novo Nordisk ADR - Stock | $15,001 - $50,000 | None (or less than $201) |
| Nustar Energy Ser B Cum Pref 7.625% | $1,001 - $15,000 | None (or less than $201) |
| Nustar Logistics Ser B 7.625% | $1,001 - $15,000 | None (or less than $201) |
| Omnicom Group | $1,001 - $15,000 | None (or less than $201) |
| ON Semiconductor Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| OneBeacon Insurance - Stock | $1,001 - $15,000 | None (or less than $201) |
| Oracle Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| Packaging Corp of America - Stock | $15,001 - $50,000 | None (or less than $201) |
| Parsley Energy - Stock | $1,001 - $15,000 | None (or less than $201) |
| Partner RE New Ser G 6.5% | $1,001 - $15,000 | None (or less than $201) |
| Partner RE Ser H 7.25% | $1,001 - $15,000 | None (or less than $201) |
| Partner RE Ser I 5.875% | $1,001 - $15,000 | None (or less than $201) |
| Paychex, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Paypal Holdings Stick | $1,001 - $15,000 | None (or less than $201) |
| People's United Fin New Ser A Var % Perp | $1,001 - $15,000 | None (or less than $201) |
| PepsiCo Inc | $15,001 - $50,000 | $201 - $1,000 |
| PFD Grammercy PPTY TR New Ser A 7.125% | $1,001 - $15,000 | None (or less than $201) |
| Pfizer Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Philip Morris International | $15,001 - $50,000 | None (or less than $201) |
| Phillips 66 | $15,001 - $50,000 | $201 - $1,000 |
| Pioneer Natural Resources | $1,001 - $15,000 | None (or less than $201) |
| PNC Financial Series P Pfd | $1,001 - $15,000 | None (or less than $201) |
| Praxair Inc | $15,001 - $50,000 | None (or less than $201) |
| Prudential Financial Inc | $1,001 - $15,000 | None (or less than $201) |
| PS Business Parks Cum Pref 5.2% | $1,001 - $15,000 | None (or less than $201) |
| PS Business Parks Ser T Cum Pref 6.00% | $1,001 - $15,000 | None (or less than $201) |
| Public Storage Cum Ser A 5.875% | $1,001 - $15,000 | None (or less than $201) |
| Public Storage Cum Series B 5.4% | $1,001 - $15,000 | None (or less than $201) |
| QEP Resources | $1,001 - $15,000 | None (or less than $201) |
| QORVO Resources - Stock | $1,001 - $15,000 | None (or less than $201) |
| QUALCOMM Incorporated - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Qwest Corp Sr Notes 6.75% | $1,001 - $15,000 | None (or less than $201) |
| Qwest Corp Par 7% Notes | $1,001 - $15,000 | None (or less than $201) |
| Raymond James Financial - Stock | $1,001 - $15,000 | None (or less than $201) |
| Raytheon Co | $1,001 - $15,000 | None (or less than $201) |
| Regeneron Pharmaceuticals, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Regions Fin New Ser B Var % Perp | $1,001 - $15,000 | None (or less than $201) |
| Reins Grp of America New Var % | $1,001 - $15,000 | None (or less than $201) |
| Reins Grp of America Sub Debt 5.75% | $1,001 - $15,000 | None (or less than $201) |
| Retail Prop of Am New 7% | $1,001 - $15,000 | None (or less than $201) |
| Reynolds American Inc | $15,001 - $50,000 | $201 - $1,000 |
| Rice Energy - Stock | $1,001 - $15,000 | None (or less than $201) |
| Robert Half Intl Inc | $1,001 - $15,000 | None (or less than $201) |
| Royal Bank Scotland Ser S 6.6% | $1,001 - $15,000 | None (or less than $201) |
| RSP Permian Inc | $1,001 - $15,000 | None (or less than $201) |
| Sanofi Inc - Stock | $1,001 - $15,000 | None (or less than $201) |
| Saul Ctrs New Ser C 6.875% | $1,001 - $15,000 | None (or less than $201) |
| SCE Trust IV New Ser J Var% | $1,001 - $15,000 | None (or less than $201) |
| SCE Trust V New Var % Perp | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $15,001 - $50,000 | $201 - $1,000 |
| Scripps Networks Interactive | $1,001 - $15,000 | None (or less than $201) |
| SEI Investments Company - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Shire plc - American Depositary Shares, each representing three Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| SLM Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Spirit Airlines, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Sportsman's Warehouse Holdings, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Stanley Black & Decker | $1,001 - $15,000 | None (or less than $201) |
| State St Corp Non Cum Ser G Var% | $1,001 - $15,000 | None (or less than $201) |
| State St Corp New Ser D | $1,001 - $15,000 | None (or less than $201) |
| State Street Corp | $1,001 - $15,000 | None (or less than $201) |
| Stifel Financial Ser A Non Cum Pref 6.25% | $1,001 - $15,000 | None (or less than $201) |
| Sunstone Hotel Cum Pref 6.95% | $1,001 - $15,000 | None (or less than $201) |
| Symantec Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Synchrony Financial - Stock | $1,001 - $15,000 | None (or less than $201) |
| Target Corp | $15,001 - $50,000 | $201 - $1,000 |
| TE Connectivity Ltd. | $1,001 - $15,000 | None (or less than $201) |
| Tesoro Corp | $1,001 - $15,000 | None (or less than $201) |
| Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| The Allstate Corp Non Cum Pref 6.625% | $1,001 - $15,000 | None (or less than $201) |
| The Southern Co Ser 2015A Jr Sub 6.25% | $1,001 - $15,000 | None (or less than $201) |
| Torchmark Corp | $1,001 - $15,000 | None (or less than $201) |
| Travelers Cos Inc | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) |
| United Parcel Service Inc | $1,001 - $15,000 | None (or less than $201) |
| United Parcel Service Inc B | $15,001 - $50,000 | None (or less than $201) |
| United Technologies Corp | $1,001 - $15,000 | None (or less than $201) |
| Unitedhealth Group Inc | $15,001 - $50,000 | $201 - $1,000 |
| URSTADT Biddle Props New Ser F 7.125% | $1,001 - $15,000 | None (or less than $201) |
| US BAncorp Sub Ser J Var% | $1,001 - $15,000 | None (or less than $201) |
| US Bancorp Pfd Var% Perp | $1,001 - $15,000 | None (or less than $201) |
| USD Transcanada Ser 16A Var % | $1,001 - $15,000 | None (or less than $201) |
| VF Corp | $1,001 - $15,000 | None (or less than $201) |
| Valdius Hldgs Ser A Pref 5.85 | $1,001 - $15,000 | None (or less than $201) |
| Valley Natl Bancorp New Ser A Var % | $1,001 - $15,000 | None (or less than $201) |
| Varex Imaging | $1,001 - $15,000 | None (or less than $201) |
| Varian Medical Systems Inc | $15,001 - $50,000 | $201 - $1,000 |
| Verit Inc Ser F Pref | $1,001 - $15,000 | None (or less than $201) |
| Verizon Communications Inc | $15,001 - $50,000 | $201 - $1,000 |
| Versum Materials - Stock | $1,001 - $15,000 | None (or less than $201) |
| Visa Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| WR Berkley - Stock | $1,001 - $15,000 | None (or less than $201) |
| WR Berkley Corp Sub Deb 5.9% | $1,001 - $15,000 | None (or less than $201) |
| WR Berkley Sub Deb 5.625% | $1,001 - $15,000 | None (or less than $201) |
| Wabco Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Washington Prime New Money Ser H 7.5% | $1,001 - $15,000 | None (or less than $201) |
| Wisconsin Energy Corp | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo & Co | $50,001 - $100,000 | $1,001 - $2,500 |
| Wells Fargo Ser A Pfd 5.625% | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Non Cum Pref 6% | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Non Cum Ser A 5.7% | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Fix-Flt Pfd Ser R 6.625% | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Fixed-Floating 5.85% Non Cum Perp | $1,001 - $15,000 | None (or less than $201) |
| Wesco International - Stock | $1,001 - $15,000 | None (or less than $201) |
| Whirlpool Corp | $15,001 - $50,000 | None (or less than $201) |
| White Mountain Insurance - Stock | $1,001 - $15,000 | None (or less than $201) |
| Wildhorse Resources - Stock | $1,001 - $15,000 | None (or less than $201) |
| XL Group Plc | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $1,001 - $15,000 | None (or less than $201) |
| Yum Brands China - Stock | $1,001 - $15,000 | None (or less than $201) |
| YY Inc. - American Depositary Shares | $1,001 - $15,000 | None (or less than $201) |
| Mobius Family L.P. (family investment fund) | ||
| Abbott Laboratories | $1,001 - $15,000 | None (or less than $201) |
| Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Aetna Inc | $15,001 - $50,000 | None (or less than $201) |
| AFLAC Inc | $1,001 - $15,000 | None (or less than $201) |
| AG Mortgage Investment Trust, Inc. | $250,001 - $500,000 | $2,501 - $5,000 |
| Air Lease Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Air Products & Chemicals Inc | $15,001 - $50,000 | $201 - $1,000 |
| Ali Baba Group - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Alleghany Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Alliance Data Systems - Stock | $1,001 - $15,000 | None (or less than $201) |
| Allscripts Healthcare Solutions, Inc. - common stock | $1,001 - $15,000 | None (or less than $201) |
| Allstate Corp | $1,001 - $15,000 | None (or less than $201) |
| Google Inc. - Class A Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Google Inc | $15,001 - $50,000 | $201 - $1,000 |
| Altria Group Inc | $50,001 - $100,000 | $201 - $1,000 |
| Amazon.com, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Amdocs Limited - Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| American Express Co | $15,001 - $50,000 | None (or less than $201) |
| American Intl Group Inc | $1,001 - $15,000 | None (or less than $201) |
| American Tower REIT - Stock | $15,001 - $50,000 | None (or less than $201) |
| American Water Works Co - Stock | $1,001 - $15,000 | None (or less than $201) |
| AmerisourceBergen Corp | $50,001 - $100,000 | $201 - $1,000 |
| AMETEK Inc | $1,001 - $15,000 | None (or less than $201) |
| Amgen Inc. - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Anthem ANTM - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Aon plc | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Arrow Electronics - Stock | $1,001 - $15,000 | None (or less than $201) |
| Autodesk Inc | $15,001 - $50,000 | None (or less than $201) |
| Automatic Data Processing, Inc. - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Axis Capital Holdings - Stock | $15,001 - $50,000 | None (or less than $201) |
| The Bank of New York Mellon Corp | $15,001 - $50,000 | None (or less than $201) |
| BB&T Corp | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway B | $15,001 - $50,000 | $201 - $1,000 |
| Best Buy Co Inc | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Inc | $15,001 - $50,000 | None (or less than $201) |
| Boeing Co | $15,001 - $50,000 | $201 - $1,000 |
| Brunswick Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| CA Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Capital One Financial | $1,001 - $15,000 | None (or less than $201) |
| Cardinal Health Inc | $15,001 - $50,000 | $201 - $1,000 |
| Carnival Corp | $15,001 - $50,000 | $201 - $1,000 |
| CBRE Group Inc. | $15,001 - $50,000 | None (or less than $201) |
| Cerner Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Chevron Corp | $15,001 - $50,000 | None (or less than $201) |
| Chubb Corp | $15,001 - $50,000 | None (or less than $201) |
| Cigna Corporation | $1,001 - $15,000 | None (or less than $201) |
| Cimarex Energy Co - Stock | $1,001 - $15,000 | None (or less than $201) |
| Cincinnati Financial Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Citigroup Inc | $15,001 - $50,000 | None (or less than $201) |
| Citizens Financial Group - Stock | $15,001 - $50,000 | None (or less than $201) |
| Coca-Cola Co | $15,001 - $50,000 | $201 - $1,000 |
| Cognizant Tech Solutions Corp | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corporation - Class A Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Crown Holdings - Stock | $1,001 - $15,000 | None (or less than $201) |
| CVS Caremark Corp. | $100,001 - $250,000 | $201 - $1,000 |
| Danaher Corp | $1,001 - $15,000 | None (or less than $201) |
| Danone - Stock | $15,001 - $50,000 | None (or less than $201) |
| Deere & Co | $15,001 - $50,000 | None (or less than $201) |
| Devon Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Diageo Plc - Stock | $15,001 - $50,000 | None (or less than $201) |
| Diamondback Energy, Inc. - Commmon Stock | $1,001 - $15,000 | None (or less than $201) |
| Discovery Communications, Inc. - Series C Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Walt Disney Co | $15,001 - $50,000 | None (or less than $201) |
| Dominion Resources Inc | $1,001 - $15,000 | None (or less than $201) |
| Duke Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| DXC Technology - Stock | $1,001 - $15,000 | None (or less than $201) |
| eBay Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Ecolab Inc | $1,001 - $15,000 | None (or less than $201) |
| Electronic Arts Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Lilly Eli & Co | $15,001 - $50,000 | None (or less than $201) |
| Emerson Electric Co | $50,001 - $100,000 | $201 - $1,000 |
| Energen Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Enersys - Stock | $1,001 - $15,000 | None (or less than $201) |
| EQT Corporation | $1,001 - $15,000 | None (or less than $201) |
| Everest RE - Stock | $15,001 - $50,000 | $201 - $1,000 |
| Expeditors Intl of WA Inc | $15,001 - $50,000 | None (or less than $201) |
| Facebook, Inc. - Class A Common Stock | $15,001 - $50,000 | None (or less than $201) |
| FactSet Research Systems Inc. | $1,001 - $15,000 | None (or less than $201) |
| FedEx Corporation | $1,001 - $15,000 | None (or less than $201) |
| Fidelity National Information Servcs Inc | $1,001 - $15,000 | None (or less than $201) |
| Fifth Third Bancorp | $1,001 - $15,000 | None (or less than $201) |
| Flex Ltd | $1,001 - $15,000 | None (or less than $201) |
| Fortive Corporation | $1,001 - $15,000 | $201 - $1,000 |
| Fossil Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| General Electric | $15,001 - $50,000 | $201 - $1,000 |
| General Mills | $15,001 - $50,000 | $201 - $1,000 |
| General Dynamics Corporation | $15,001 - $50,000 | $201 - $1,000 |
| Gilead Sciences Inc. | $1,001 - $15,000 | None (or less than $201) |
| GKN PLC Ord 50P | $50,001 - $100,000 | $1,001 - $2,500 |
| Goldman Sachs Group Inc | $1,001 - $15,000 | $201 - $1,000 |
| Graphic Packaging Holding Company | $1,001 - $15,000 | None (or less than $201) |
| Hasbro, Inc. | $15,001 - $50,000 | None (or less than $201) |
| Hewlett Packard Enterprise Co | $1,001 - $15,000 | None (or less than $201) |
| Hilton Worldwide Holdings Inc | $15,001 - $50,000 | $201 - $1,000 |
| Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 |
| Honeywell International Inc. | $15,001 - $50,000 | $201 - $1,000 |
| HP Inc. | $1,001 - $15,000 | None (or less than $201) |
| Huntington Bancshares Inc. | $1,001 - $15,000 | None (or less than $201) |
| IAC/InterActiveCorp | $1,001 - $15,000 | None (or less than $201) |
| Ingersoll-Rand PLC | $1,001 - $15,000 | None (or less than $201) |
| Intel Corp | $15,001 - $50,000 | $201 - $1,000 |
| InterContinental Hotels Group PLC (ADR) | $15,001 - $50,000 | $201 - $1,000 |
| Interpublic Group of Companies Inc | $1,001 - $15,000 | None (or less than $201) |
| Jabil Inc | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson | $50,001 - $100,000 | $1,001 - $2,500 |
| JP Morgan Chase & Co | $1,001 - $15,000 | None (or less than $201) |
| Kinder Morgan Inc. | $1,001 - $15,000 | None (or less than $201) |
| Laboratory Corp. of America Holdings | $1,001 - $15,000 | None (or less than $201) |
| Lear Corporation | $1,001 - $15,000 | None (or less than $201) |
| Loews Corporation | $1,001 - $15,000 | None (or less than $201) |
| Lowe's Companies, Inc. | $15,001 - $50,000 | $201 - $1,000 |
| LS Real Estate Recovery IV Trust Class A | $50,001 - $100,000 | $201 - $1,000 |
| Manpower Group - Stock | $1,001 - $15,000 | None (or less than $201) |
| Marathon Oil Corp | $15,001 - $50,000 | None (or less than $201) |
| Masco Corp | $1,001 - $15,000 | None (or less than $201) |
| Mastercard Inc A | $50,001 - $100,000 | $201 - $1,000 |
| McKesson Corp | $50,001 - $100,000 | $201 - $1,000 |
| Medtronic Inc | $15,001 - $50,000 | None (or less than $201) |
| Merck & Co Inc | $15,001 - $50,000 | None (or less than $201) |
| Metlife Inc | $1,001 - $15,000 | None (or less than $201) |
| Microsemi Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corporation - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Mondelez International, Inc. - Class A Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Monster Beverage Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Moody's Corp | $15,001 - $50,000 | None (or less than $201) |
| National Oilwell Varco Inc | $50,001 - $100,000 | $201 - $1,000 |
| Navient Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| NetEase, Inc. - American Depositary Shares, each representing 25 ordinary shares | $1,001 - $15,000 | None (or less than $201) |
| Newfield Exploration Co | $1,001 - $15,000 | None (or less than $201) |
| Newmarket Corp - Stock | $15,001 - $50,000 | None (or less than $201) |
| NextEra Energy Inc | $1,001 - $15,000 | None (or less than $201) |
| Nielsen Holdings NV | $1,001 - $15,000 | None (or less than $201) |
| Norfolk Southern Corp | $15,001 - $50,000 | None (or less than $201) |
| Northern Trust Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Novartis - Stock | $15,001 - $50,000 | None (or less than $201) |
| Novo Nordisk - Stock | $15,001 - $50,000 | None (or less than $201) |
| Omnicom Group | $1,001 - $15,000 | None (or less than $201) |
| ON Semiconductor Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| One Beacon - Stock | $1,001 - $15,000 | None (or less than $201) |
| Oracle Corp | $100,001 - $250,000 | $201 - $1,000 |
| Parker-Hannifin Corp | $15,001 - $50,000 | None (or less than $201) |
| Parsley Energy - Stock | $1,001 - $15,000 | None (or less than $201) |
| Paychex, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| PepsiCo Inc | $1,001 - $15,000 | None (or less than $201) |
| Pfizer Inc | $15,001 - $50,000 | None (or less than $201) |
| Philip Morris International | $1,001 - $15,000 | None (or less than $201) |
| Phillips 66 | $1,001 - $15,000 | None (or less than $201) |
| PPG Industries Inc | $1,001 - $15,000 | None (or less than $201) |
| Prudential Financial Inc | $1,001 - $15,000 | None (or less than $201) |
| QEP Resources | $1,001 - $15,000 | None (or less than $201) |
| QRVO Inc - Stock | $50,001 - $100,000 | $201 - $1,000 |
| QUALCOMM Incorporated - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Raymond James Financial - Stock | $1,001 - $15,000 | None (or less than $201) |
| Raytheon Co | $1,001 - $15,000 | None (or less than $201) |
| Regeneron Pharmaceuticals, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Reynolds American Inc | $15,001 - $50,000 | None (or less than $201) |
| S&P Global - Stock | $15,001 - $50,000 | None (or less than $201) |
| Sabre Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Sanofi - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $15,001 - $50,000 | None (or less than $201) |
| SEI Investments Company - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Shire plc - American Depositary Shares, each representing three Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| Skyworks Solutions, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Stanley Black & Decker | $1,001 - $15,000 | None (or less than $201) |
| State Street Corp | $50,001 - $100,000 | $201 - $1,000 |
| Swiss RE Par Ord | $50,001 - $100,000 | $201 - $1,000 |
| Symantec Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Target Corp | $15,001 - $50,000 | None (or less than $201) |
| TE Connectivity Ltd. | $1,001 - $15,000 | None (or less than $201) |
| Tesoro Corp | $1,001 - $15,000 | None (or less than $201) |
| Texas Instruments Incorporated - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Thermo Fisher Scientific | $1,001 - $15,000 | None (or less than $201) |
| Tiffany & Co | $15,001 - $50,000 | $201 - $1,000 |
| Time Warner Inc | $1,001 - $15,000 | None (or less than $201) |
| Torchmark Corp | $1,001 - $15,000 | None (or less than $201) |
| Total ADR - Stock | $1,001 - $15,000 | None (or less than $201) |
| Travelers Cos Inc | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $50,001 - $100,000 | $201 - $1,000 |
| United Parcel Service Inc B | $15,001 - $50,000 | None (or less than $201) |
| United Technologies Corp | $15,001 - $50,000 | None (or less than $201) |
| Unitedhealth Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Varex Imaging - Stock | $1,001 - $15,000 | None (or less than $201) |
| Varian Medical Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Verizon Communications Inc | $15,001 - $50,000 | None (or less than $201) |
| Visa Inc | $100,001 - $250,000 | $1,001 - $2,500 |
| WR Berkley Corp - Stock | $1,001 - $15,000 | None (or less than $201) |
| Wal-Mart Stores | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo & Co | $15,001 - $50,000 | None (or less than $201) |
| White Mountain Insurance Grp - Stock | $1,001 - $15,000 | None (or less than $201) |
| XL Group Plc | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $1,001 - $15,000 | None (or less than $201) |
| Yum Brands China - Stock | $1,001 - $15,000 | None (or less than $201) |
| YY Inc. - American Depositary Shares | $1,001 - $15,000 | None (or less than $201) |
| 3M Co | $15,001 - $50,000 | None (or less than $201) |
| Brokerage Account - US Financial Institution | ||
| Google Inc | $100,001 - $250,000 | $201 - $1,000 |
| Anadarko Petroleum Corp | $1,001 - $15,000 | None (or less than $201) |
| Applied Materials, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | $15,001 - $50,000 | $201 - $1,000 |
| basf se - ADR (Stock) | $15,001 - $50,000 | $201 - $1,000 |
| bhp billiton - adr (Stock) | $1,001 - $15,000 | None (or less than $201) |
| Broadcom Corporation - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Carnival Corp | $1,001 - $15,000 | None (or less than $201) |
| Caterpillar Inc | $15,001 - $50,000 | $201 - $1,000 |
| cenovus energy - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Charter Communications, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Deere & Co | $1,001 - $15,000 | None (or less than $201) |
| Dell Inc | $1,001 - $15,000 | None (or less than $201) |
| Devon Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Electronic Arts Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| encana corp - common stock | $1,001 - $15,000 | None (or less than $201) |
| Expedia, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| glaxosmithkline plc - common stock | $1,001 - $15,000 | None (or less than $201) |
| Honeywell Intl Inc | $1,001 - $15,000 | None (or less than $201) |
| HSN, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| IAC/InterActiveCorp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Intel Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson | $1,001 - $15,000 | None (or less than $201) |
| korea fund (KF) common stock | $15,001 - $50,000 | $201 - $1,000 |
| live nation ent - common stock | $1,001 - $15,000 | None (or less than $201) |
| Merck & Co Inc | $1,001 - $15,000 | None (or less than $201) |
| mitsubishi ufj fin grp (MTU) | $1,001 - $15,000 | None (or less than $201) |
| SPDR BofA Merrill L Crossover Corp Bond ETF | $15,001 - $50,000 | None (or less than $201) |
| nestle - common stock (NSRGY) | $1,001 - $15,000 | None (or less than $201) |
| Oracle Corp | $1,001 - $15,000 | $201 - $1,000 |
| PPG Industries Inc | $15,001 - $50,000 | $201 - $1,000 |
| rio tinto plc - ADR stock | $1,001 - $15,000 | None (or less than $201) |
| roche holdings ADR stock | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| siemens ag adr - stock | $1,001 - $15,000 | None (or less than $201) |
| south32 ltd adr - stock | $1,001 - $15,000 | None (or less than $201) |
| Tiffany & Co | $1,001 - $15,000 | $201 - $1,000 |
| Time Warner Inc | $1,001 - $15,000 | None (or less than $201) |
| TripAdvisor, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| unilever nv - stock | $1,001 - $15,000 | $201 - $1,000 |
| Union Pacific Corp | $15,001 - $50,000 | $201 - $1,000 |
| united technology corp - common stock | $1,001 - $15,000 | None (or less than $201) |
| Wal-Mart Stores | $1,001 - $15,000 | None (or less than $201) |
| Mobius Family L.P., general partner interest (family investment fund) (underlying assets reported in Part 6, beginning at line 7.291) | $1,001 - $15,000 | None (or less than $201) |
| Procter & Gamble | $15,001 - $50,000 | $201 - $1,000 |
| Procter & Gamble | $50,001 - $100,000 | $201 - $1,000 |
| Lockheed Martin Corporation | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Interval Ventures | Miami, Florida | My solo consulting practice will be inactive during my appointment and all outstanding client fees will be paid prior to entering government service. | April 16, 2016 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Pazow Inc. (Board Games for children and adults) | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
| IRA - U.S. Financial Institution | |||
| U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
| Fidelity Capital Appreciation Fund | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Equity Dividend Income Fund | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Short Term Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Small Cap Stock Fund | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Erik Bethel? Send us an email at [email protected] or send a Signal message to 347-244-2134.
See more staffers at International Bank for Reconstruction and Development »