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MAXWELL- OAP FDG 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 7/1/13 to 7/31/13 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Clien
D: 149123-10-1) CATERPILLAR INC @ 82.905 580.34 BROKERAGE 0.14 LIQUIDNET INC (ID: 149123-10-1) CATERPILLAR INC @ 82.7547 13,985.54 BROKERAGE 3.38 CREDIT SUISSE FIRST BOSTON LLC (ID: 149123-10-1) CATERPILLAR INC @ 82.7612 5,379.48 BROKERAGE 1.30 GOLDMAN SACHS & CO. (ID: 149123-10-1) 65.000 82.781 (5,380.78) ($37,322.20
YNCH EFTA01572923 PIERCE FENNER & SMIT (ID: 539830-10-9) LOCKHEED MARTIN CORP @ 108.2592 5,629.48 BROKERAGE 1.04 TAX &/OR SEC .10 CREDIT SUISSE FIRST BOSTON LLC (ID: 539830-10-9) Total Settled Sales/Maturities/Redemptions $38,565.81 ($31,747.54) $3,706.08 L $3,112.19 S (138.000) (52.000) 108.174 108.
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MAXWELL- OAP FDG 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 2/1/14 to 2/28/14 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Clien
ERAGE 2.66 TAX &/OR SEC .35 GOLDMAN SACHS & CO. (ID: 166764-10-0) CHEVRON CORP @ 112.6789 9,465.03 BROKERAGE 1.26 EFTA01573128 TAX &/OR SEC .16 CREDIT SUISSE FIRST BOSTON LLC (ID: 166764-10-0) CHEVRON CORP @ 113.009 113.01 BROKERAGE 0.02 TAX &/OR SEC .01 INSTINET (ID: 166764-10-0) CHEVRON CORP @ 113.0084 9,605.71 BROKE
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TA01663966 is JPMorgan Chase Bank, N.A. 270 Park Avenue. 10017.2014 Investment Management Account J.P. n-ga n Tears Table of Contents Page James Buckley Banker 212464-1536 Account Summary 2 Jason Bell Janet Young Investment Specialist Client Service Team 212,4642084 Holdings Cash 8, Fixed I
Proceeds Tax Cost Gain/Loss Settled Seles/MatudtlestRedemptIons 1/30 2/4 Sale High Cost SUPERVALU INC 8% MAY 01 2016 DTD 05/07/2009 @ 100.00 CREDIT SUISSE FIRST BOSTON LLC (ID: 868536-AT-0) (2,000.000) 100.00 2,000.00 (2,075.00) (75.00) L' 1/30 2/4 Sale High Cost SUPERVALU INC 8% MAY 01 2016 DID 05/07/2009 0
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Mutual Connections (117)
Entities connected to both James Buckley and FIRST BOSTON LLC
Ghislaine Maxwell
PERSON186 w/ James·41 w/ FIRST
JB
Jason Bell
PERSON178 w/ James·16 w/ FIRST
JPMorgan Chase
ORGANIZATION123 w/ James·21 w/ FIRST
JG
Jason Grosse
PERSON139 w/ James·4 w/ FIRST
Nassau
LOCATION89 w/ James·21 w/ FIRST
the Internal Revenue Service
ORGANIZATION79 w/ James·22 w/ FIRST
Newark
LOCATION48 w/ James·7 w/ FIRST
Securities Investor Protection Corporation
ORGANIZATION41 w/ James·7 w/ FIRST
GM
Gina Magliocco
PERSON42 w/ James·4 w/ FIRST
Julie K. Brown
PERSON7 w/ James·36 w/ FIRST
NEW YORK NY
LOCATION16 w/ James·23 w/ FIRST
Bank of America
ORGANIZATION28 w/ James·5 w/ FIRST
J.P.Morgan Securities LLC
ORGANIZATION15 w/ James·8 w/ FIRST
DEUTSCHE POST AG
ORGANIZATION18 w/ James·5 w/ FIRST
JOHNSON & JOHNSON
ORGANIZATION6 w/ James·15 w/ FIRST
Deutsche Bank
ORGANIZATION2 w/ James·18 w/ FIRST
GENERAL MILLS INC
ORGANIZATION8 w/ James·11 w/ FIRST
MORGAN STANLEY & CO.
ORGANIZATION9 w/ James·9 w/ FIRST
Client Service Representative
ORGANIZATION13 w/ James·4 w/ FIRST
GOLDMAN SACHS & CO.
ORGANIZATION4 w/ James·13 w/ FIRST