Epstein File EFTA01194336: Barr, Facebook and JP Morgan (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01194336: Barr, Facebook and JP Morgan (DS9)

Financial RecordDate unavailableEFTA011943361 keyword hits

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This document is a financial portfolio statement similar in structure to EFTA01118166, showing investment holdings and valuations including positions in Bank of New York Mellon, Biogen Idec Inc, Facebook, Bank of America preferred stock, JP Morgan Chase preferred stock, and Apple Inc, with dates ranging from 2011 to 2014. The document lists cost basis, values, and gains/losses for securities held in accounts associated with Southern Financial LLC and Apollo Global.

👤 Named in This Document

Bill Barr William Barr

🔑 Evidence Keywords

Facebook JP Morgan Apollo Global Southern Trust NES LLC asset diamond N908JE Paris

📋 Key Excerpts15

PersonKeyword

Excerpt 1

-274,005 Bank of New York Mellon 6/25/14 250,000 9,076,406 9,760,000 9,795,000 718,594 Biogen Idec Inc 2/14/12 2,095 250,455 700,547 718,669 468,214 **Facebook**

Excerpt 2

Cost Value Value Gain (Loss) Haze Trust - Fixed Income Bank of America 8.125% Pfd 12/29/2049 05/10/11 3,000,000 3,389,621 3,372,278 3,401,771 12,150 **JP**

Excerpt 3

**Morgan** Chase & Co Pfd 7.9% April 30 2049 6/15/11 2,500,000 2,687,500 2,802,500 2,831,458 143,958 **JP** **Morgan** Chase & Co Pfd 7.9% April 30 2049 6/15/11 2,500,000