—
Net Worth Est.
$3.62MTrade volume
$0Total trades
-----Last Traded
----Real Property
$1.73M
Mutual Funds
$1.6M
Bank Accounts, Money Market Accounts and CDs
$248.15K
Other
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan Mortgage) [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan Mortgage) [RP]Real Property | $1,321,700 - $1,321,700 | $24,010 - $24,010 | Rent | 2017 | |
- Penn State University Alternate Retirement Plan ⇒ TIAA Traditional [MF]Mutual Funds | $264,767 - $264,767 | SP | Tax-Deferred | 2017 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Global Equities [MF]Mutual Funds | $255,456 - $255,456 | SP | Tax-Deferred | 2017 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Social Choice [MF]Mutual Funds | $247,581 - $247,581 | SP | Tax-Deferred | 2017 | |
- 1/2 interest in 78 acres [RP]Real Property | $179,100 - $179,100 | 2017 | |||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Global Equities [MF]Mutual Funds | $143,995 - $143,995 | SP | Tax-Deferred | 2017 | |
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple [RP]Real Property | $140,337 - $140,337 | $5,001 - $15,000 | Rent | 2017 | |
- IRA ⇒ Univ. of Houston Texas Optional Retirement Program: TIAA Traditional [MF]Mutual Funds | $133,011 - $133,011 | SP | Tax-Deferred | 2017 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Income Fund of America CL C [MF]Mutual Funds | $94,446 - $94,446 | $9,608 - $9,608 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Capital Income Builders CL C [MF]Mutual Funds | $93,966 - $93,966 | $7,193 - $7,193 | Capital Gains, Dividends | 2017 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Bond Fund of America CL C [MF]Mutual Funds | $92,185 - $92,185 | $987 - $987 | Dividends | 2017 | |
- Penn State Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $83,842 - $83,842 | SP | $9 - $9 | Interest | 2017 |
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple [RP]Real Property | $78,231 - $78,231 | $5,001 - $15,000 | Rent | 2017 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Growth [MF]Mutual Funds | $67,715 - $67,715 | SP | Tax-Deferred | 2017 | |
- First National Bank [BA]Bank Accounts, Money Market Accounts and CDs | $65,847 - $65,847 | SP | 2017 | ||
- Penn State University Tax Deferred Annuity Plan ⇒ TIAA Traditional [MF]Mutual Funds | $61,831 - $61,831 | SP | Tax-Deferred | 2017 | |
- Merrill Lynch IRA ⇒ American Income Fund of America CL C [MF]Mutual Funds | $54,171 - $54,171 | Tax-Deferred | 2017 | ||
- IRA ⇒ Security Benefit: Variflex Qualified Variable Annuity [MF]Mutual Funds | $51,962 - $51,962 | SP | Tax-Deferred | 2017 | |
- 5.3% interest in Michigan mineral rights previously held by LNS Co., a general partnership now liqui [OT]Other | $15,001 - $50,000 | $4,121 - $4,121 | Royalties | 2017 | |
- Apple Bank [BA]Bank Accounts, Money Market Accounts and CDs | $43,401 - $43,401 | SP | $43 - $43 | Interest | 2017 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $30,968 - $30,968 | 2017 | |||
- Merrill Lynch IRA ⇒ American Capital Income Builder CL F1 [MF]Mutual Funds | $20,313 - $20,313 | Tax-Deferred | 2017 | ||
- Merrill Lynch IRA ⇒ American Capital Income Builder CL C [MF]Mutual Funds | $18,178 - $18,178 | Tax-Deferred | 2017 | ||
- IRA ⇒ First National Bank Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $14,381 - $14,381 | SP | Tax-Deferred | 2017 | |
- 1/6 interest in 18 acres [RP]Real Property | $13,800 - $13,800 | 2017 | |||
- IRA ⇒ First National Bank Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $8,147 - $8,147 | SP | Tax-Deferred | 2017 | |
- Penn State University Tax Deferred Annuity Plan ⇒ T. Rowe Inst Lrg Cap Grw [MF]Mutual Funds | $3,944 - $3,944 | SP | Tax-Deferred | 2017 | |
- Wells Fargo Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,563 - $1,563 | 2017 | |||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Social Choice [MF]Mutual Funds | $376 - $376 | SP | Tax-Deferred | 2017 | |
- House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan Mortgage) | $1,325,400 - $1,325,400 | $23,250 - $23,250 | Rent | 2016 | |
- Penn State University Alternate Retirement Plan ⇒ TIAA Traditional | $245,795 - $245,795 | SP | Tax-Deferred | 2016 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Social Choice | $210,530 - $210,530 | SP | Tax-Deferred | 2016 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Global Equities | $198,830 - $198,830 | SP | Tax-Deferred | 2016 | |
- 1/2 interest in 78 acres | $179,100 - $179,100 | 2016 | |||
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple | $132,467 - $132,467 | $5,001 - $15,000 | Rent | 2016 | |
- IRA ⇒ Univ. of Houston Texas Optional Retirement Program: TIAA Traditional | $127,413 - $127,413 | SP | Tax-Deferred | 2016 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Global Equities | $111,979 - $111,979 | SP | Tax-Deferred | 2016 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Income Fund of America CL C | $102,462 - $102,462 | $2,554 - $2,554 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Capital Income Builders CL C | $98,337 - $98,337 | $2,816 - $2,816 | Capital Gains, Dividends | 2016 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Bond Fund of America CL C | $92,932 - $92,932 | $836 - $836 | Dividends | 2016 | |
- Penn State Federal Credit Union | $77,869 - $77,869 | SP | $14 - $14 | Interest | 2016 |
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple | $72,493 - $72,493 | $5,001 - $15,000 | Rent | 2016 | |
- First National Bank | $61,456 - $61,456 | SP | 2016 | ||
- Penn State University Tax Deferred Annuity Plan ⇒ TIAA Traditional | $57,557 - $57,557 | SP | Tax-Deferred | 2016 | |
- Merrill Lynch IRA ⇒ American Income Fund of America CL C | $53,817 - $53,817 | Tax-Deferred | 2016 | ||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Growth | $51,361 - $51,361 | SP | Tax-Deferred | 2016 | |
- 5.3% interest in Michigan mineral rights previously held by LNS Co., a general partnership now liqui | $15,001 - $50,000 | $3,147 - $3,147 | Royalties | 2016 | |
- IRA ⇒ Security Benefit: Variflex Qualified Variable Annuity | $49,730 - $49,730 | SP | Tax-Deferred | 2016 | |
- Congressional Federal Credit Union | $25,548 - $25,548 | 2016 | |||
- Merrill Lynch IRA ⇒ American Capital Income Builder CL F1 | $17,797 - $17,797 | Tax-Deferred | 2016 | ||
- Merrill Lynch IRA ⇒ American Capital Income Builder CL C | $16,041 - $16,041 | Tax-Deferred | 2016 | ||
- IRA ⇒ First National Bank Certificate of Deposit | $14,224 - $14,224 | SP | Tax-Deferred | 2016 | |
- 1/6 interest in 18 acres | $13,800 - $13,800 | 2016 | |||
- IRA ⇒ First National Bank Certificate of Deposit | $8,058 - $8,058 | SP | Tax-Deferred | 2016 | |
- Penn State University Tax Deferred Annuity Plan ⇒ T. Rowe Inst Lrg Cap Grw | $1,604 - $1,604 | SP | Tax-Deferred | 2016 | |
- Wells Fargo Bank | $1,563 - $1,563 | 2016 | |||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Social Choice | $329 - $329 | SP | Tax-Deferred | 2016 | |
- Merrill Lynch IRA ⇒ American Bond Fund of America CL C | None | Tax-Deferred | 2016 | ||
- House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan Mortgage) | $1,325,400 - $1,325,400 | $29,075 - $29,075 | Rent | 2015 | |
- Penn State University Alternate Retirement Plan ⇒ TIAA Traditional | $226,855 - $226,855 | SP | Tax-Deferred | 2015 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Social Choice | $189,753 - $189,753 | SP | Tax-Deferred | 2015 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Global Equities | $182,657 - $182,657 | SP | Tax-Deferred | 2015 | |
- 1/2 interest in 78 acres | $151,300 - $151,300 | 2015 | |||
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple | $126,147 - $126,147 | $5,001 - $15,000 | Rent | 2015 | |
- IRA ⇒ Univ. of Houston Texas Optional Retirement Program: TIAA Traditional | $121,587 - $121,587 | SP | Tax-Deferred | 2015 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Income Fund of America CL C | $109,813 - $109,813 | $4,769 - $4,769 | Capital Gains, Dividends | 2015 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Capital Income Builders CL C | $109,038 - $109,038 | $2,962 - $2,962 | Dividends | 2015 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Global Equities | $102,750 - $102,750 | SP | Tax-Deferred | 2015 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Bond Fund of America CL C | $93,310 - $93,310 | $1,106 - $1,106 | Dividends | 2015 | |
- Penn State Federal Credit Union | $79,595 - $79,595 | SP | $15 - $15 | Interest | 2015 |
- First National Bank | $73,334 - $73,334 | SP | 2015 | ||
- 1/9 undivided interest in Levinson-Levin Properties, L.L.C., commercial real estate, West Maple | $67,711 - $67,711 | $5,001 - $15,000 | Rent | 2015 | |
- Penn State University Tax Deferred Annuity Plan ⇒ TIAA Traditional | $53,262 - $53,262 | SP | Tax-Deferred | 2015 | |
- Merrill Lynch IRA ⇒ American Income Fund of America CL C | $50,620 - $50,620 | Tax-Deferred | 2015 | ||
- 5.3% interest in Michigan mineral rights previously held by LNS Co., a general partnership now liqui | $15,001 - $50,000 | $4,740 - $4,740 | Royalties | 2015 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Growth | $49,901 - $49,901 | SP | Tax-Deferred | 2015 | |
- IRA ⇒ Security Benefit: Variflex Qualified Variable Annuity | $47,589 - $47,589 | SP | Tax-Deferred | 2015 | |
- Merrill Lynch IRA ⇒ American Capital Income Builder CL F1 | $18,207 - $18,207 | Tax-Deferred | 2015 | ||
- Merrill Lynch IRA ⇒ American Capital Income Builder CL C | $16,658 - $16,658 | Tax-Deferred | 2015 | ||
- Congressional Federal Credit Union | $15,400 - $15,400 | 2015 | |||
- IRA ⇒ First National Bank Certificate of Deposit | $14,068 - $14,068 | SP | Tax-Deferred | 2015 | |
- 1/6 interest in 18 acres | $13,467 - $13,467 | 2015 | |||
- IRA ⇒ First National Bank Certificate of Deposit | $7,979 - $7,979 | SP | Tax-Deferred | 2015 | |
- Wells Fargo Bank | $1,571 - $1,571 | 2015 | |||
- Merrill Lynch IRA ⇒ American Bond Fund of America CL C | $1,485 - $1,485 | Tax-Deferred | 2015 | ||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Social Choice | $306 - $306 | SP | Tax-Deferred | 2015 | |
- Penn State University Alternate Retirement Plan ⇒ TIAA Traditional | $208,272 - $208,272 | SP | Tax-Deferred | 2014 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Social Choice | $184,123 - $184,123 | SP | Tax-Deferred | 2014 | |
- Penn State University Alternate Retirement Plan ⇒ CREF Global Equities | $176,103 - $176,103 | SP | Tax-Deferred | 2014 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Income Fund of America CL C | $122,640 - $122,640 | $8,246 - $8,246 | Capital Gains, Dividends | 2014 | |
- IRA ⇒ Univ. of Houston Texas Optional Retirement Program: TIAA Traditional | $116,296 - $116,296 | SP | Tax-Deferred | 2014 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Capital Income Builders CL C | $113,237 - $113,237 | $7,966 - $7,966 | Capital Gains, Dividends | 2014 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Global Equities | $99,516 - $99,516 | SP | Tax-Deferred | 2014 | |
- Merrill Lynch - The Victoria S. Levin Special Legacy Trust ⇒ American Bond Fund of America CL C | $93,871 - $93,871 | $820 - $820 | Dividends | 2014 | |
- Merrill Lynch IRA ⇒ American Income Fund of America CL C | $54,801 - $54,801 | Tax-Deferred | 2014 | ||
- 5.3% interest in Michigan mineral rights previously held by LNS Co., a general partnership now liqui | $15,001 - $50,000 | $8,279 - $8,279 | Royalties | 2014 | |
- Penn State University Tax Deferred Annuity Plan ⇒ TIAA Traditional | $49,352 - $49,352 | SP | Tax-Deferred | 2014 | |
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Growth | $45,474 - $45,474 | SP | Tax-Deferred | 2014 | |
- Apple Bank for Savings | $43,271 - $43,271 | SP | $43 - $43 | Interest | 2014 |
- Merrill Lynch IRA ⇒ American Capital Income Builder CL F1 | $18,770 - $18,770 | Tax-Deferred | 2014 | ||
- 1/9 undivided interest in Levinson-Levin Properties, $124,162 Rent L.L.C., commercial real estate, West Maple | $5,001 - $15,000 | 2014 | |||
- 1/9 undivided interest in Levinson-Levin Properties, $66,647 Rent L.L.C., commercial real estate, West Maple | $5,001 - $15,000 | 2014 | |||
- IRA ⇒ First National Bank Certificate of Deposit | $13,914 - $13,914 | SP | Tax-Deferred | 2014 | |
- IRA ⇒ First National Bank Certificate of Deposit IRA ⇒ Security Benefit: Variflex Qualified Variable Annuity | $7,883 - $7,883 | SP | Tax-Deferred SP | 2014 | |
- Merrill Lynch IRA ⇒ American Bond Fund of America CL C Merrill Lynch IRA ⇒ American Capital Income Builder CL C | $1,498 - $1,498 | Tax-Deferred | 2014 | ||
- Wells Fargo Bank | $791 - $791 | 2014 | |||
- Penn State University Tax Deferred Annuity Plan ⇒ CREF Social Choice | $308 - $308 | SP | Tax-Deferred | 2014 | |
- Penn State Federal Credit Union | $14 - $14 | SP | 2014 | ||
- Congressional Federal Credit Union $17,335 House, Lot 4, West Tisbury, Mass. (subject to Quicken $1,171,300 Rent $22,150 Loan Mortgage) | None | 2014 | |||
- 1/6 interest in 18 acres $12,766 | None | 2014 | |||
- 1/2 interest in 78 acres $142,400 | None | 2014 | |||
- 5.3% interest in Michigan mineral rights previously held by LNS Co., a general partnership now liqui | $15,001 - $50,000 | Royalties | 2013 | ||
- 1/9 undivided interst in Levinson-Levin Properties, L.L.C., $66,647 Rent commercial real estate, West Maple, Birm | $5,001 - $15,000 | 2013 | |||
- 1/9 undivided interst in Levinson-Levin Properties, L.L.C., $124,162 Rent commercial real estate, West Maple, Birm | $5,001 - $15,000 | 2013 | |||
- Congressional Federal Credit Union $22,162 Emigrant Bank House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan $1,171,300 Rent $18,701 mortgage) None | None | SP | SP | 2013 | |
- IRA: First National Bank Certificate of Deposit | None | SP | 2013 | ||
- IRRA: American Bond Fund of America CL C $17,636 Tax-Deferred | None | 2013 | |||
- Penn State Univ. Tax Deferred Annuity Plan: CREF Global Equities | None | SP | 2013 | ||
- Penn State Univ. Tax Deferred Annuity Plan: CREF Growth | None | SP | 2013 | ||
- Penn State Univ. Tax Deferred Annuity Plan: CREF Social Choice | None | SP | 2013 | ||
- Security Benefit: Variflex Qualified Variable Annuity The Victoria S. Levin Special Legacy Trust: American $129,639 Capital Gains, $6,523 Capital Income Builder CL C The Victoria S. Levin Special Legacy Trust: American Bond $107,459 Dividends $1,806 Fund of America CL C The Victoria S. Levin Special Legacy Trust: American $136,489 Capital Gains, $6,266 Income Fund of America CL | None | SP | Dividends Dividends | 2013 | |
- Univ. of Houston Texas Optional Retirement Program: TIAA Traditional | None | SP | 2013 | ||
- Wells Fargo Bank $7,996 | None | 2013 | |||
- IRRA: American Capital Income Builder CL C $19,206 Tax-Deferred | None | 2013 | |||
- IRRA: American Income Fund of America CL C $56,895 Tax-Deferred Penn State Federal Credit Union | None | SP | 2013 | ||
- Penn State Univ. Alternate Retirement Plan: CREF Social Choice | None | SP | 2013 | ||
- Penn State Univ. Alternate Retirement Plan: TIAA Traditional | None | SP | 2013 | ||
- Penn State Univ. Alternate Retirement Plan: CREF Global Equities | None | SP | 2013 | ||
- IRA: First National Bank Certificate of Deposit | None | SP | 2013 | ||
- Penn State Univ. Tax Deferred Annuity Plan: TIAA Traditional | None | SP | 2013 | ||
- 1/2 interest in 78 acres, Tyrone Township, Michigan $150,100 | None | 2013 | |||
- 1/6 interest in 18 acres, Tyrone Township, Michigan $13,600 | None | 2013 |
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