Melinda Harmon

2016Annual

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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.

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