Equities Common stock

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File: EFTA01273308_p327_i0.png dataset_10
Summary:

The image is a financial document from UBS listing Ghislaine Maxwell's stock holdings as of September 2015. It details her investments in companies like Blackrock, Colgate-Palmolive, and others, providing information on purchase prices, current values, and unrealized gains or losses.

Content Type:
Image
Document Type:
image
Date:
September 2015
Model Used:
gemini-2.0-flash-001
Image Classification
Category:
document_scan
Subcategory:
financial_document
Objects Detected (2)
UBS Logo
UBS logo in red and white
UBS
Financial document
A financial document listing equities and common stock holdings
Holding, Trade date, Number of shares, Purchase price/Average price per share ($), Cost basis ($), Price per share on Sep 30 ($), Value on Sep 30 ($), Unrealized gain or loss ($), Holding period
Scene & Environment

Setting: indoor

Location Type: office

Time: unclear

Atmosphere: professional

Document Extraction

Type: financial_document

Date: September 2015

Letterhead: UBS

Subject: Equities Common stock (continued)

Key Points:

  • Lists stock holdings for Ghislaine Maxwell
  • Includes Blackrock, Colgate Palmolive, EOG Resources, Fortinet, and General Mills

Full Transcription:

UBS Strategic Advisor
September 2015

Your assets Equities Common stock (continued)

Holding
BLACKROCK INC
Symbol: BLK Exchange: NYSE
EAI: $3,244 Current yield: 2.93%

Oct 5, 12
Oct 5, 12
Oct 5, 12
Oct 8, 12
Oct 9, 12
Oct 9, 12
Oct 10, 12
Oct 10, 12
Oct 10, 12
Jan 23, 13
Apr 22, 13

Security total
COLGATE PALMOLIVE CO
Symbol: CL. Exchange: NYSE
EAI: $2,292 Current yield: 2.40%

Aug 4, 11
Aug 12, 11
Jan 23, 13
Apr 22, 13

Security total
EOG RESOURCES INC
Symbol: EOG Exchange: NYSE
EAI: $335 Current yield: 0.92%

Jan 28, 15
FORTINET INC
Symbol: FTNT Exchange: OTC

Jan 28, 15
Jan 30, 15

Security total
GENL MILLS INC
Symbol: GIS Exchange: NYSE
EAI: $3,312 Current yield: 3.14%

Aug 4, 11
Aug 12, 11

continued next page

CONFIDENTIAL
Text in Image
UBS
UBS Strategic Advisor
September 2015
Your assets Equities Common stock (continued)
Holding
Trade
clate
Account name:
Friendly account name:
Account number:
GHISLAINE MAXWELL
Your Financial Advisor:
SCOTT STACK MANILYLE CASRIEL
Number
of shares
Purchase price
Average price
per share ($)
Cost basis ($)
Price per share
on Sep 30 ($)
Value on
Sep 30 ($)
Unrealized
gain or loss ($)
Holding
period
BLACKROCK INC
Symbol: BLK Exchange: NYSE
EAI: $3,244 Current yield: 2.93%
Oct 5, 12
7.000
189.932
1,329.53
297.470
2,082.29
752.76
LT
Oct 5, 12
3.000
187.820
563.46
297.470
892.41
328.95
LT
Oct 5, 12
2.000
186.670
373.34
297.470
594.94
221.60
LT
Oct 8, 12
8.000
188.783
1,510.27
297.470
2,379.76
869.49
LT
Oct 9, 12
15.000
189.186
2,837.79
297.470
4,462.05
1,624.26
LT
Oct 9, 12
2.000
189.010
378.02
297.470
594.94
216.92
LT
Oct 10, 12
3.000
187.720
563.16
297.470
892.41
329.25
LT
Oct 10, 12
2.000
187.670
375.34
297.470
594.94
219.60
LT
Oct 10, 12
2.000
187.995
375.99
297.470
594.94
218.95
LT
Jan 23, 13
224.000
236.966
53,080.41
297.470
66,633.28
13,552.87
LT
Apr 22, 13
104.000
251.093
26,113.69
297.470
30,936.88
4,823.19
LT
Security total
372.000
235.218
87,501.00
110,658.84
23,157.84
COLGATE PALMOLIVE CO
Symbol: CL. Exchange: NYSE
EAI: $2,292 Current yield: 2.40%
Aug 4, 11
174.000
41.632
7,244.05
63.460
11,042.04
3,797.99
LT
Aug 12, 11
4.000
42.450
169.80
63.460
253.84
84.04
LT
Jan 23, 13
910.000
54.240
49,358.63
63.460
57,748.60
8,389.97
LT
Apr 22, 13
420.000
59.788
25,111.32
63.460
26,653.20
1,541.88
LT
Security total
1,508.000
54.300
81,883.80
95,697.68
13,813.88
EOG RESOURCES INC
Symbol: EOG Exchange: NYSE
EAI: $335 Current yield: 0.92%
Jan 28, 15
500.000
90.411
45,205.72
72.800
36,400.00
-8,805.72
ST
FORTINET INC
Symbol: FTNT Exchange: OTC
Jan 28, 15
500.000
31.942
15,971.36
42.480
21,240.00
5,268.64
ST
Jan 30, 15
250.000
29.431
7,357.75
42.480
10,620.00
3,262.25
ST
Security total
750.000
31.105
23,329.11
31,860.00
8,530.89
GENL MILLS INC
Symbol: GIS Exchange: NYSE
EAI: $3,312 Current yield: 3.14%
Aug 4, 11
191.000
36.265
6,926.77
56.130
10,720.83
3,794.06
LT
Aug 12, 11
5.000
35.754
178.77
56.130
280.65
101.88
LT
continued next page
SDNY_GM_00020807
Page 7 of 14
CNP70009006526509 NP7000303380 00002 0915 030575004 23568550 100000
CONFIDENTIAL
EFTA_00131427

Significance: The document lists financial assets of Ghislaine Maxwell.

Full Description

The image is a scanned document from UBS Strategic Advisor, dated September 2015. It is a financial statement listing Ghislaine Maxwell's assets, specifically equities and common stock. The document includes details such as the trade date, number of shares, purchase price, cost basis, price per share on September 30, value on September 30, unrealized gain or loss, and holding period for various stocks including Blackrock Inc, Colgate Palmolive Co, EOG Resources Inc, Fortinet Inc, and Genl Mills Inc. The document also identifies Scott Stack Manilyle Casriel as the financial advisor. The bottom of the page contains the word 'CONFIDENTIAL' in large red letters, along with reference numbers and page information. The UBS logo is visible in the top left corner.

Raw Analysis