David R. Grand

2014Annual

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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.

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David R. Grand | Frix