Assets, Equities, Common stock

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File: EFTA01273308_p72_i0.png dataset_10
Summary:

The image is a financial document from UBS Strategic Advisor detailing Ghislaine Maxwell's stock holdings as of June 2014. It lists various companies and their associated financial data, including trade dates, share counts, and unrealized gains or losses.

Content Type:
Image
Document Type:
image
Date:
June 2014
Model Used:
gemini-2.0-flash-001
Image Classification
Category:
financial_document
Subcategory:
bank statement
Scene & Environment

Setting: indoor

Location Type: office

Identified Location: Unknown

Time: unclear

Atmosphere: professional

Document Extraction

Type: financial_document

Date: June 2014

Letterhead: UBS Strategic Advisor

From: Unknown (Unknown)

To: GHISLAINE MAXWELL

Subject: Assets Equities Common stock

Key Points:

  • Financial holdings of Ghislaine Maxwell
  • Stock holdings in ConocoPhillips, GENL MILLS INC, ILLINOIS TOOL WORKS INC, JOHNSON & JOHNSON COM
  • Trade dates, number of shares, purchase price, cost basis, price per share on Jun 30, value on Jun 30, unrealized gain or loss, holding period for each stock

Full Transcription:

UBS
UBS Strategic Advisor
June 2014

Your assets Equities Common stock (continued)

Holding
CONOCOPHILLIPS
Symbol: COP Exchange: NYSE
EAI: $4,085 Current yield: 3.22%

Trade
clate

Account name:
Friendly account name:
Account number:

GHISLAINE MAXWELL

Your Financial Advisor:
SCOTT STACK MANILYLE CASRIEL

Number
of shares

Purchase pricel
Average price
per share (5)

Cost basis ($)

Price per share
on Jun 30 ($)

Value on
Jun 30 ($)

Unrealized
gain or loss ($)

Holding
period

Aug 4, 11
106.000
52.109
5,523.58
85.730
9,087.38
3,563.80
LT
Aug 12, 11
2.000
51.435
102.87
85.730
171.46
68.59
LT
May 8, 12
16.000
53.400
854.40
85.730
1,371.68
517.28
LT
May 8, 12
13.000
53.287
692.74
85.730
1,114.49
421.75
LT
Jul 17, 12
14.000
55.940
783.17
85.730
1,200.22
417.05
LT
Jan 23, 13
789.000
59.815
47,194.59
85.730
67,640.97
20,446.38
LT
Mar 19, 13
138.000
59.137
8,160.98
85.730
11,830.74
3,669.76
LT
Apr 22, 13
402.000
57.707
23,198.25
85.730
34,463.46
11,265.21
LT
Security total
1,480.000
58.453
86,510.58
126,880.40
40,369.82

GENL MILLS INC
Symbol: GIS Exchange: NYSE
EAI: $3,086 Current yield: 3.12%

Aug 4, 11
191.000
36.265
6,926.77
52.540
10,035.14
3,108.37
LT
Aug 12, 11
5.000
35.754
178.77
52.540
262.70
83.93
LT
Jan 23, 13
1,001.000
41.387
41,428.89
52.540
52,592.54
11,163.65
LT
Apr 22, 13
464.000
50.287
23,333.21
52.540
24,378.56
1,045.35
LT
Jun 17, 13
148.000
49.739
7,361.45
52.540
7,775.92
414.47
LT
Jun 18, 13
73.000
49.836
3,638.07
52.540
3,835.42
197.35
LT
Security total
1,882.000
44.031
82,867.16
98,880.28
16,013.12

ILLINOIS TOOL WORKS INC
Symbol: ITW Exchange: NYSE
EAI: $1,967 Current yield: 1.92%

Aug 4, 11
135.000
47.128
6,362.35
87.560
11,820.60
5,458.25
LT
Aug 12, 11
3.000
45.240
135.72
87.560
262.68
126.96
LT
Jan 23, 13
706.000
63.704
44,975.31
87.560
61,817.36
16,842.05
LT
Apr 22, 13
327.000
60.685
19,844.22
87.560
28,632.12
8,787.90
LT
Security total
1,171.000
60.903
71,317.60
102,532.76
31,215.16

JOHNSON & JOHNSON COM
Symbol: JNJ Exchange: NYSE
EAI: $2,985 Current yield: 2.68%

Aug 4, 11
123.000
62.377
7,672.38
104.620
12,868.26
5,195.88
LT
Aug 12, 11
3.000
63.730
191.19
104.620
313.86
122.67
LT
Jan 23, 13
642.000
72.736
46,696.71
104.620
67,166.04
20,469.33
LT
Apr 22, 13
298.000
84.721
25,247.10
104.620
31,176.76
5,929.66
LT
continued next page

CNP70009006498902 NP7000298741 00002 0614 030575004 23568550119ONY GM 0002035216 of 102

CONFIDENTIAL

EFTA_00131172
Text in Image
UBS
UBS Strategic Advisor
June 2014
Your assets Equities Common stock (continued)
Holding
CONOCOPHILLIPS
Symbol: COP Exchange: NYSE
EAI: $4,085 Current yield: 3.22%
Trade
clate
Account name:
Friendly account name:
Account number:
GHISLAINE MAXWELL
Your Financial Advisor:
SCOTT STACK MANILYLE CASRIEL
Number
of shares
Purchase pricel
Average price
per share (5)
Cost basis ($)
Price per share
on Jun 30 ($)
Value on
Jun 30 ($)
Unrealized
gain or loss ($)
Holding
period
Aug 4, 11
106.000
52.109
5,523.58
85.730
9,087.38
3,563.80
LT
Aug 12, 11
2.000
51.435
102.87
85.730
171.46
68.59
LT
May 8, 12
16.000
53.400
854.40
85.730
1,371.68
517.28
LT
May 8, 12
13.000
53.287
692.74
85.730
1,114.49
421.75
LT
Jul 17, 12
14.000
55.940
783.17
85.730
1,200.22
417.05
LT
Jan 23, 13
789.000
59.815
47,194.59
85.730
67,640.97
20,446.38
LT
Mar 19, 13
138.000
59.137
8,160.98
85.730
11,830.74
3,669.76
LT
Apr 22, 13
402.000
57.707
23,198.25
85.730
34,463.46
11,265.21
LT
Security total
1,480.000
58.453
86,510.58
126,880.40
40,369.82
GENL MILLS INC
Symbol: GIS Exchange: NYSE
EAI: $3,086 Current yield: 3.12%
Aug 4, 11
191.000
36.265
6,926.77
52.540
10,035.14
3,108.37
LT
Aug 12, 11
5.000
35.754
178.77
52.540
262.70
83.93
LT
Jan 23, 13
1,001.000
41.387
41,428.89
52.540
52,592.54
11,163.65
LT
Apr 22, 13
464.000
50.287
23,333.21
52.540
24,378.56
1,045.35
LT
Jun 17, 13
148.000
49.739
7,361.45
52.540
7,775.92
414.47
LT
Jun 18, 13
73.000
49.836
3,638.07
52.540
3,835.42
197.35
LT
Security total
1,882.000
44.031
82,867.16
98,880.28
16,013.12
ILLINOIS TOOL WORKS INC
Symbol: ITW Exchange: NYSE
EAI: $1,967 Current yield: 1.92%
Aug 4, 11
135.000
47.128
6,362.35
87.560
11,820.60
5,458.25
LT
Aug 12, 11
3.000
45.240
135.72
87.560
262.68
126.96
LT
Jan 23, 13
706.000
63.704
44,975.31
87.560
61,817.36
16,842.05
LT
Apr 22, 13
327.000
60.685
19,844.22
87.560
28,632.12
8,787.90
LT
Security total
1,171.000
60.903
71,317.60
102,532.76
31,215.16
JOHNSON & JOHNSON COM
Symbol: JNJ Exchange: NYSE
EAI: $2,985 Current yield: 2.68%
Aug 4, 11
123.000
62.377
7,672.38
104.620
12,868.26
5,195.88
LT
Aug 12, 11
3.000
63.730
191.19
104.620
313.86
122.67
LT
Jan 23, 13
642.000
72.736
46,696.71
104.620
67,166.04
20,469.33
LT
Apr 22, 13
298.000
84.721
25,247.10
104.620
31,176.76
5,929.66
LT
continued next page
CNP70009006498902 NP7000298741 00002 0614 030575004 23568550119ONY GM 0002035216 of 102
CONFIDENTIAL
EFTA_00131172

Significance: The document shows financial information related to Ghislaine Maxwell's assets.

Full Description

The image is a scanned document from UBS Strategic Advisor, dated June 2014. It details Ghislaine Maxwell's assets, specifically equities and common stock. The document lists various holdings, including ConocoPhillips, GENL MILLS INC, ILLINOIS TOOL WORKS INC, and JOHNSON & JOHNSON COM. For each holding, the document provides information such as the trade date, number of shares, purchase price, cost basis, price per share on June 30, value on June 30, unrealized gain or loss, and holding period. The document also includes the name of Ghislaine Maxwell's financial advisor, Scott Stack Manilyle Casriel. The bottom of the document is marked as 'CONFIDENTIAL' and includes a reference number. The image quality is high, and the text is clear and readable.

Raw Analysis