David R. Grand
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
34
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
2
spouse income
Named parties
- JARC
- Citibank Visa
- University of Michigan - Dearborn, Lecturer
- City of Ann Arbor, City Council Member
As filed
INTC Common Stock — Int/Div
Chase Bank Account — None
CSCO Common Stock — Int/Div
DAL Common Stock — None — Sold
EBAY Common Stock — None
ELOS Common Stock — None — Buy (add'l)
FITB Common Stock — Int/Div
HMC Common Stock — Int/Div
MSFT Common Stock — Int/Div — Sold (part)
MSI Common Stock — Int/Div
QCOM Common Stock — Int/Div
BBRY Common Stock (NASDAQ symbol changed from RIMM) — None
Fidelity Advisor Large Cap C Fund — Distribution
AMAT Common Stock — Int/Div
SNE Common Stock — Int/Div
ETRADE Account — Interest
American Express Account — Interest
U.S. Savings Bonds — None
New York Life Whole Life Ins. Policy — None
MESP (529 Plan) - Global Equity Index Option — None
MESP (529 Plan) - Moderate Age-Based Option — None
MESP (529 Plan) - Principal Plus Interest Option — None
MESP (529 Plan) Aggressive Age-Based Option — None
MESP (529 Plan) Moderate Age-Based Option — None
MESP (529 Plan) Fixed Income Option — None
Comerica Bank Account — None
Fidelity Contra Fund — Distribution
Vanguard Small Cap Value Index Inv. Fund — istmbution
Vanguard Target Retirement 2035 Inv. Fund — istmbution
Vanguard Value Index Fund — Distribution
Oppenheimer Developing Markets Y Fund — Distribution
Retirement Savings Trust (previously Wells Fargo Stable Value Fund) — Int/Div
TIAA CREF Growth Fund — None
CYNO Common Stock — None — Buy (add'l)
Vice President/President, Member of the Board of Directors, JARC
Liability — Citibank Visa — Credit Card (Unsecured, Fixed Rate Loan)
Spouse's income — 2014 — University of Michigan - Dearborn, Lecturer
Spouse's income — 2014 — City of Ann Arbor, City Council Member
Part VII - Investments and Trusts - Lines 27-32 - The vestments listed on Lines 27-32 of Part VII are held as part of a 401(k) account established by Miller,
Canfield, Paddock & Stone, PLC,
Part VII - Investments and Trusts - Line 32 - The name change from 2013 is due to a 12/1/2014 plan-initiated transfer of all pln assets from the Wells Fargo
Stuble Value Fund into the Retirement Savings Fund.
Part VII « Investments and Trusts - Line 34 - This transaction is reported as an acquisition of "additional" CYNO shares because the "sule” of PMT] shares listed
on Line 2 of my 2013 Annual Report was actually a conversion of those PMTI shares into CYNO shares as a result of CYNO's acquisition of PMTI, The value
code listed reflects all CYNO shares owned as of 12/31/2014.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.