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Document Mentions (4 shared documents)
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k Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 1/1/12 to 1/31/12 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Online access Banker Investment Specialist Client Service Team Client Service Team www.MorganOnline.com Please se
Period 1/1/12 to 1/31/12 Trade Date Settle Date 1/25 1/30 Type Selection Method Description Settled Sales/Maturities/Redemptions Sale FIFO WILLIAMS PARTNERS LP @ 62.578 187,734.00 BROKERAGE 150.00 TAX &/OR SEC 3.61 J.P. MORGAN SECURITIES LLC (ID: 96950E-10-4) Total Settled Sales/Maturities/Redemptions $1
2 mentions1 same-page
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k Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 4/1/12 to 4/30/12 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Online access Banker Investment Specialist Client Service Team Client Service Team www.jpmorganonline.com Please
Sale FIFO Sale FIFO CLOVIS ONCOLOGY INC @ 20.24383 50,103.48 BROKERAGE 123.75 TAX &/OR SEC 1.13 J.P. MORGAN SECURITIES LLC (ID: 189464-10-0) WILLIAMS PARTNERS LP @ 54.25 54,250.00 BROKERAGE 100.00 TAX &/OR SEC 1.22 J.P. MORGAN SECURITIES LLC (ID: 96950E-10-4) HOVNANIAN ENTERPRISES INC CL A @ 2.02493 41,004
2 mentions1 same-page
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k Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 8/1/12 to 8/31/12 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Online access Banker Investment Specialist Client Service Team Client Service Team www.jpmorganonline.com Please
(ID: 49455U-10-0) PEREGRINE SEMICONDUCTOR CORP @ 14.634 14,634.00 BROKERAGE 100.00 TAX &/OR SEC .33 J.P. MORGAN SECURITIES LLC (ID: 71366R-70-3) WILLIAMS PARTNERS LP @ 50.87 50,870.00 BROKERAGE 100.00 TAX &/OR SEC 1.14 J.P. MORGAN SECURITIES LLC (ID: 96950E-10-4) BLOOMIN' BRANDS INC @ 11.93077 21,475 39 BROKER
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w York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. W23560001 For the Period 3/1/13 to 3/31/13 Asset Account J.P. Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Te
LC (ID: 58463J-30-4) DCP MIDSTREAM PARTNERS LP @ 41.00 143,500.00 BROKERAGE 140.00 TAX &/OR SEC 3.22 J.P. MORGAN SECURITIES LLC (ID: 23311P-10-0) WILLIAMS PARTNERS LP @ 48.90 134,475.00 BROKERAGE 110.00 TAX &/OR SEC 3.02 J.P. MORGAN SECURITIES LLC (ID: 96950E-10-4) APOLLO COMMERCIAL REAL ESTATE FINANCE INC @ 17
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Mutual Connections (37)
Entities connected to both Paul Barrett and WILLIAMS PARTNERS LP
JPMorgan Chase
ORGANIZATION435 w/ Paul·5 w/ WILLIAMS
Newark
LOCATION198 w/ Paul·5 w/ WILLIAMS
Securities Investor Protection Corporation
ORGANIZATION182 w/ Paul·5 w/ WILLIAMS
Paul Morris
PERSON180 w/ Paul·4 w/ WILLIAMS
the Internal Revenue Service
ORGANIZATION170 w/ Paul·5 w/ WILLIAMS
FDIC
ORGANIZATION143 w/ Paul·5 w/ WILLIAMS
Nassau
LOCATION122 w/ Paul·3 w/ WILLIAMS
Deutsche Bank
ORGANIZATION52 w/ Paul·5 w/ WILLIAMS
HB
Harry Beller
PERSON47 w/ Paul·3 w/ WILLIAMS
Bank of America
ORGANIZATION43 w/ Paul·4 w/ WILLIAMS
Ghislaine Maxwell
PERSON35 w/ Paul·3 w/ WILLIAMS
FX Fwd Contract
ORGANIZATION32 w/ Paul·3 w/ WILLIAMS
Global Access Portfolios
ORGANIZATION32 w/ Paul·3 w/ WILLIAMS
JPMorgan Fund
ORGANIZATION31 w/ Paul·3 w/ WILLIAMS
NEW YORK NY
LOCATION30 w/ Paul·3 w/ WILLIAMS
UNCAPPED
ORGANIZATION24 w/ Paul·5 w/ WILLIAMS
Total Foreign Exchange
ORGANIZATION26 w/ Paul·2 w/ WILLIAMS
FORD MOTOR CREDIT CO LLC
ORGANIZATION23 w/ Paul·3 w/ WILLIAMS
CIT GROUP INC
ORGANIZATION22 w/ Paul·4 w/ WILLIAMS
Barclays
ORGANIZATION22 w/ Paul·2 w/ WILLIAMS