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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
RPILLAR 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) 141.000 7.000 169.000 82.951 82.926 82.775 (11,696.12) (580.48) (13,988.92) *
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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
@ 112.2235 14,140.16 BROKERAGE 2.84 TAX &/OR SEC .25 INSTINET (ID: 166764-10-0) CHEVRON CORP @ 113.1944 20,035.41 BROKERAGE 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
2 mentions1 same-page
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LAINE MAXWELL-HY 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 6/1/13 to 6/30/13 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
ANY GLOBAL LANDMARK SECURITIES NOTES 7.45% JUL 16 2031 DTD 7/16/99 (ID: 345370-CA-6) CONTINENTAL RESOURCES 5% SEP 15 2022 DTD 08/14/2012 @ 101.50 GOLDMAN SACHS & CO. TRADE DATE 06/05/13 (ID: 212015-AH-4) JARDEN CORP SR SUB NOTES 7 1/2% MAY 1 2017 DTD 2/13/2007 @ 113.00 CITIGROUP GLOBAL MARKETS INC/SALOM TRADE
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2 mentions1 same-page
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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
tle Date Selection Method Settled Sales/Maturifies/RedemptIons 12/7 12/12 Sale High Cost SUPERVALU INC 8% MAY 01 2016 DTD 05/07/2009 4, 95.75 GOLDMAN SACHS & CO. (ID: 868536-AT-0) (1,000.000) 95.75 957.50 (1,037.50) (80.00) L 12/7 12/12 Sale High Cost SUPERVALU INC 8% MAY 01 2016 DTD 0907/2009 95.75
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Mutual Connections (120)
Entities connected to both James Buckley and GOLDMAN SACHS & CO.
Ghislaine Maxwell
PERSON186 w/ James·39 w/ GOLDMAN
JB
Jason Bell
PERSON178 w/ James·15 w/ GOLDMAN
JPMorgan Chase
ORGANIZATION123 w/ James·27 w/ GOLDMAN
JG
Jason Grosse
PERSON139 w/ James·5 w/ GOLDMAN
Nassau
LOCATION89 w/ James·18 w/ GOLDMAN
the Internal Revenue Service
ORGANIZATION79 w/ James·18 w/ GOLDMAN
Newark
LOCATION48 w/ James·2 w/ GOLDMAN
GM
Gina Magliocco
PERSON42 w/ James·3 w/ GOLDMAN
Bank of America
ORGANIZATION28 w/ James·12 w/ GOLDMAN
MORGAN STANLEY & CO.
ORGANIZATION9 w/ James·14 w/ GOLDMAN
AMERICAN INTL GROUP
ORGANIZATION7 w/ James·14 w/ GOLDMAN
Julie K. Brown
PERSON7 w/ James·14 w/ GOLDMAN
BOISE
LOCATION7 w/ James·12 w/ GOLDMAN
MULTI CPN
ORGANIZATION7 w/ James·12 w/ GOLDMAN
J.P.Morgan Securities LLC
ORGANIZATION15 w/ James·4 w/ GOLDMAN
SEAGATE TECHNOLOGY HDD H
ORGANIZATION6 w/ James·12 w/ GOLDMAN
US STEEL CORP
ORGANIZATION5 w/ James·12 w/ GOLDMAN
INGLES MARKETS INC
ORGANIZATION4 w/ James·13 w/ GOLDMAN
LENNAR CORPORATION
ORGANIZATION5 w/ James·12 w/ GOLDMAN
KEY ENERGY SERVICES INC
ORGANIZATION6 w/ James·11 w/ GOLDMAN