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IronStone Bank, Fiduciary and Related Services

2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,000455
Number of Managed Accounts$2,000427
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$866,000455
Managed Assets ($)$866,000428
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,0001,528
Number of Managed Accounts$4,0001,383
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$935,0001,479
Managed Assets ($)$935,0001,390
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,000431
Number of Managed Accounts$5,000406
Number of Non-Managed Accounts$1,000413
Total fiduciary and related assets$968,000438
Managed Assets ($)$966,000415
Non-managed Assets ($)$2,000414
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,000433
Number of Managed Accounts$15,000407
Number of Non-Managed Accounts$1,000418
Total fiduciary and related assets$3,287,000439
Managed Assets ($)$3,254,000417
Non-managed Assets ($)$33,000419
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$57,000418
Number of Managed Accounts$56,000392
Number of Non-Managed Accounts$1,000416
Total fiduciary and related assets$17,107,000433
Managed Assets ($)$16,985,000405
Non-managed Assets ($)$122,000419
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$57,0001,055
Number of Managed Accounts$56,000885
Number of Non-Managed Accounts$1,0001,246
Total fiduciary and related assets$20,955,000980
Managed Assets ($)$20,834,000871
Non-managed Assets ($)$121,0001,242
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$59,000404
Number of Managed Accounts$58,000376
Number of Non-Managed Accounts$1,000404
Total fiduciary and related assets$19,277,000413
Managed Assets ($)$18,447,000384
Non-managed Assets ($)$830,000397
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$58,000411
Number of Managed Accounts$57,000383
Number of Non-Managed Accounts$1,000407
Total fiduciary and related assets$19,003,000419
Managed Assets ($)$18,118,000389
Non-managed Assets ($)$885,000401
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$60,000422
Number of Managed Accounts$59,000392
Number of Non-Managed Accounts$1,000414
Total fiduciary and related assets$18,331,000429
Managed Assets ($)$17,488,000399
Non-managed Assets ($)$843,000408
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$71,0001,020
Number of Managed Accounts$56,000900
Number of Non-Managed Accounts$15,000900
Total fiduciary and related assets$14,580,0001,066
Managed Assets ($)$12,740,000998
Non-managed Assets ($)$1,840,000950
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$44,000416
Number of Managed Accounts$42,000385
Number of Non-Managed Accounts$2,000398
Total fiduciary and related assets$10,981,000425
Managed Assets ($)$10,457,000401
Non-managed Assets ($)$524,000401
Memoranda
Gross Fiduciary activities incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$39,000434
Number of Managed Accounts$39,000402
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$8,024,000444
Managed Assets ($)$8,024,000417
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,000456
Number of Managed Accounts$3,000427
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$2,620,000450
Managed Assets ($)$2,620,000424
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,0001,711
Number of Managed Accounts$2,0001,579
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$574,0001,636
Managed Assets ($)$574,0001,535
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA