Melinda Harmon
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
51
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Parmer, Cram, Caton & James Law Firm
As filed
IRA #1 (HM
eeExxonMobil — Int/Div
eecnvesco Amer Frunchise A
eMorgan Stanley Bank Deposit Program — Interest
IRA #£2(H)
Morgan Stanley Bunk Deposit Program — Interest
eeeeInvesco Amer Franchise A
IRA#I(H)
Triumph Resources — None
Virtus Global Divid Income Fund — Int/Div
eeeInvesco Amer Franchise A
Alliance Bernstein Large Cap Growth Fund, Class C
we-Morgan Stanley Bank Deposit Program — Interest
LAW FIRM 401 K PROFIT SHARING PLAN — Int./y
REAL ESTATE, DALLAS, DALLAS COUNTY. TX PARCEL 2 — Rent
EXTRAORDINARY LIFE POLICY NORTHWESTERN MUTUAL — Int/Div
NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Int/Div
NORTHWESTERN MUTUAL "65 LIFE" POLICY 2 — Int/Div
NORTHWESTERN MUTUAL "65 LIFE" POLICY #3 — Int/Div
ABT common — None — Sold
ABBY common — Int/Div — Sold (part)
MO common — Int/Div
CVX common — Int/Div
GE common — Int/Div
KO common — Int/Div — Sold
KO common — None — Sold
XOM common — Int/Div — Sold (part)
IN) common — Int/Div — Sold (part)
MSFT common — Int/Div
PEP common — Int/Div — Sold
PM common — Int/Div — Sold (part)
PG common — Int/Div — Sold (part)
RDSA common — None — Sold
TOT common — Int/Div — Sold
Raymond James Bank Deposit Program — Interest
Chase Checking — Interest
Chase Savings — Interest
TXN common — Int/Div
CAT common — None — Sold
FCX common — None — Sold
GM common — Int/Div — Buy
HSBC common — None — Sold
INTC common — Int/Div
MRK common — Int/Div
PSX common — Int/Div — Sold
PX common — Int/Div — Sold
UTX common — Int/Div
GOOGL — None — Buy
AAPL — Int/Div — Buy
AAPL — Int./hv — Buy
CSCO — Int/Div — Buy
Spouse's income — 2016 — Parmer, Cram, Caton & James Law Firm
Part 111-A Filers Exxon Pension payments were listed on the 2015 Report as $13069.76. This was a mistake. The amount should have been $14,257.92
Part VI
Line 3: Column B (2) is blank because there was no way to put "long term capital gain” for this mutual fund in the box
Line 7: Column B (2) is blank because there was no way to put "long term capital gain” for this mutual fund in the box
Line 10: Name Change from Zweig TL RTN Fd lnc.
Line 11 Column B(2) is blank because there wits no way to put "long term capital gain” for this mutual fund in the box
Line 12 Column B{2) is blank because there was no way to put “long term capital gain” for this mutual fund in the box.
Line 14: Share in ABA Retirement Profit Sharing Plan. Participant's share is invested in the All Cap Index Equity Fund, a mutual fund and in a self-managed
account investing in Dreyfus Appreciation Mutual Fund.
TT I _—mhnne».
Line 15 Undivided 1/8 interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal December 6, 1994.
Line 24 The GE common stock reported on line 24 A was owned in 2015, but was mistakenly left off the report
Line 25 A number of the KO shares were sold 1/15/16 and the remainder sold on 5/16/16, There did not seem to be a way to report two sales, | reported the
combined gains on both sales in Column D-4
J EA EA Eo gE Ar a A EE TE RE ESE
Line 27 Should read "COP" common. The computer would not allow me to enter anything but "COP."
Line 35 A number of the PEP shares were sold 1/25/16 and the remainder sold on 6/30/16. There did not seem to be a way to report two sales. 1 reported the
combined gains on both sales in Column D-4.
EU —
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.