House · Democrat · NY-4 · in the House since 1997 · Latest annual report · carolynmccarthy.house.gov
From the annual report filed May 1, 2015 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| House-11A Brushy Neck Lane | $1M – $5M | Self |
| Morgan Stanley Bank | $100K – $250K | Self |
| New York State TWY Auth | $50K – $100K | Self |
| Congressional Federal Credit Union Accounts | $50K – $100K | Self |
| Alps Sector Div Dogs | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| May 29, 2014 | Not linked to a company ISHARES TR | Sale | $1K – $15K | Self | Scan |
| May 29, 2014 | GSK plc | Sale | $1K – $15K | Self | Scan |
| May 29, 2014 | Not linked to a company COACHINC | Sale | $1K – $15K | Self | Scan |
| Jan 23, 2014 | Covidien plc | Sale | $1K – $15K | Self | Scan |
| Jan 23, 2014 | Keenova Therapeutics plc | Sale | $1K – $15K | Self | Scan |
| Jan 23, 2014 | QUALCOMM Incorporated | Sale | $1K – $15K | Self | Scan |
| Dec 9, 2013 | Not linked to a company Neuberger Berman Real Estate | Sale | $1K – $15K | Self | Scan |
| Dec 9, 2013 | Not linked to a company Blackrock NY Muni Inc Trust | Sale | $15K – $50K | Self | Scan |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 22, 2014 | Source Capital Inc | Sale | $1K – $15K | Self | 2015 Annual Report filed May 1, 2015 |
| Dec 15, 2014 | Wisdomtree Trust Emrg Mkt Eqt | Sale | $1K – $15K | Self | 2015 Annual Report filed May 1, 2015 |
| Dec 15, 2014 | Nuveen Eqty Premium Opportunity FD | Sale | $1K – $15K | Self | 2015 Annual Report filed May 1, 2015 |
| Dec 15, 2014 | Eaton Vance Tax-Mngd Glbl | Sale | $1K – $15K | Self | 2015 Annual Report filed May 1, 2015 |
| Dec 15, 2014 | Tapestry, Inc. | Sale | $1K – $15K | Self | 2015 Annual Report filed May 1, 2015 |
From Carolyn McCarthy's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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