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Kernc sends security listings for McCormack, his wife Nancy, International Management Incorporated and World Management Establishment.
(Mark H. McCormack Papers)

Kernc, Barbara
1980 May 8
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McCormack asks that securities lists be prepared for all accounts at year end.
(Mark H. McCormack Papers)

McCormack, Mark H.
1969 Nov. 8
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A spreadsheet containing information regarding McCormack's securities holdings as of November 1, 1974.
(Mark H. McCormack Papers)

McCormack, Mark H.
1974 Nov. 1
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Kernc sends the security listings for McCormack, his wife Nancy, International Management Inc. and World Management Establishment.
(Mark H. McCormack Papers)

Kernc, Barbara
1980 Mar. 10
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Expressing concern over the recent handling of securities lists and how that may transfer to the new International Financial Management. McCormack requests that all lists are reviewed by David Rees before being turned in.
(Mark H. McCormack Papers)

McCormack, Mark H.
1968 Dec. 14
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McCormack explains that they can still give financial planning advice but cannot make specific securities recommendations. They will need someone qualified under the Federal laws to advise about securities investments and an independent advisor will have to make recommendations to clients about tax shelters.
(Mark H. McCormack Papers)

McCormack, Mark H.
1973 Feb. 26
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McCormack asks Carpenter to make another Bruce Devlin securities list that includes a category for securities recommended by IMI and another section for those recommended by Devlin's current advisors in California.
(Mark H. McCormack Papers)

McCormack, Mark H.
1969 Nov. 8
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McCormack asks Pelkowski to continue using market value for Nancy McCormack's securities.
(Mark H. McCormack Papers)

McCormack, Mark H.
1974 Mar. 11
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McCormack informs the recipients that he would like to discuss the tax selling of securities at the December 6 meetings.
(Mark H. McCormack Papers)

McCormack, Mark H.
1969 Nov. 8