Leslie Ann Bowman

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 165

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • and Erin Lyons
  • Ocwen Loan Servicing, LLC
  • Memill Lynch
  • Physician, self-emploved

As filed

US Bank Account (Y)

Wells Fargo Bank Account — Interest

Capital One Accounts — Interest

Bank of America Account — Interest

Rental Property #1, Pima County, AZ — None — Sold — and Erin Lyons

Rental Property #2, Pima County, AZ — Rent

Rental Property #3, Los Angeles County, CA — Rent

Diversified Van Inst Indx Plus — Int/Div — Buy (add'l)

Diversified Van Inst Indx Plus — Sold (part)

Diversified Vanguard SmCap Indx Plus — Int/Div — Sold (part)

Diversified Vanguard SmCap Indx Plus — Sold (part)

Vanguard Institutional Indx — Int/Div

Vanguard Prime Money Market Sweep Account — Interest

Vanguard Health Care Fd Investor Shares — Int/Div

Vanguard Large Cap Indx Fd Adm Shares — Int/Div

Vanguard Small Cap Indx Fd Adm Shares — Int/Div

Vanguard Total International Stock Indx Fd Adm Shares — Int/Div — Sold (part)

Apple — Int/Div

Vanguard S & P 500 Index ETF — Int/Div

Vanguard Consumer Discretionary ETF — Int/Div

Vanguard Small Cap ETF — Int/Div

Vanguard Healthcare ETF — Int/Div

Vanguard Financials ETF — Int/Div

UBS Money Market — Int/Div

Vanguard Total Stock Mkt ETF — Int/Div

Vanguard Information Tech ETF — Int/Div

Vanguard 500 Index Fund ADM — Int/Div — Sold

Vanguard Extended Mkt ETF — Int/Div — Sold (part)

Vanguard Total International ETF — Int/Div — Sold (part)

Vanguard Value Index Fund — Int/Div — Sold

Vanguard FTSE All World EXUS — Int/Div — Sold

Vanguard Sm Cap Value Index — Int/Div — Sold

Vanguard Dividend Appreciation ETF — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Vanguard Dividend Appreciation ETF — Buy (add'l)

Alphabet Inc CI A — None — Buy

Anheuser Busch — Int/Div — Buy

Microsoft — Int/Div — Buy

Microsoft — Buy (add'l)

Union Pacific — Int/Div — Buy

McDonalds — None — Buy

McDonalds — Sold

Abbvie — Int/Div — Buy

Accelerate Diag — None — Buy

Cisco — Int/Div — Buy

Cisco — Buy (add'l)

Duke Energy — Int/Div — Buy

Intel Corp — None — Buy

Proctor & Gamble — Int/Div — Buy

Target — Int/Div — Buy

Toronto Dom — Int/Div — Buy

United Parcel — Int/Div — Buy

Verizon — Int/Div — Buy

Powershares S & P 500 Quality ETF — Int/Div — Buy

Powershares S & P 500 Quality ETF — Buy (add'l)

Powershares S & P 500 Quality ETF — Buy (add'l)

T. Rowe Price Bluechip Growth — None — Buy

T. Rowe Price Bluechip Growth — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

Thomburg Global Opportunities — None — Buy

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Vanguard Midcap Growth — None — Buy

Vanguard Midcap Growth — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Small Cap Growth — None — Buy

Vanguard Small Cap Growth — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Fidelity Real Estate — None — Buy

Fidelity Real Estate — Buy (add'l)

Fidelity Real Estate — Buy (add'l)

Fidelity Real Estate — Buy (add'l)

Fidelity Real Estate — Buy (add'l)

Fidelity Real Estate — Buy (add'l)

Fidelity Real Estate — Buy (add'l)

Ivy Global Natural Resources — None — Buy

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Science and Technology — None — Buy

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

JP Morgan IT Core Bond Portfolio — None — Buy

JP Morgan IT Core Bond Portfolio — Buy (add'l)

JP Morgan IT Core Bond Portfolio — Buy (add'l)

JP Morgan IT Core Bond Portfolio — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — None — Buy

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

Delaware VIP Emerging Mkt Series — None — Buy

Delaware VIP Emerging Mkt Series — Buy (add'l)

Delaware VIP Emerging Mkt Series — Buy (add'l)

Delaware VIP Emerging Mkt Series — Buy (add'l)

Delaware VIP REIT Series — None — Buy

Delaware VIP REIT Series — Buy (add'l)

Delaware VIP REIT Series — Buy (add'l)

Delaware VIP REIT Series — Buy (add'l)

Delaware VIP Sm Cap Value Series — None — Buy

Delaware VIP Sm Cap Value Series — Buy (add'l)

Delaware VIP Sm Cap Value Series — Buy (add'l)

Delaware VIP Sm Cap Value Series — Buy (add'l)

LVIP Clarion Global Real Estate Fund — None — Buy

LVIP Clarion Global Real Estate Fund — Buy (add'l)

LVIP Clarion Global Real Estate Fund — Buy (add'l)

LVIP Clarion Global Real Estate Fund — Buy (add'l)

LVIP MFS International Growth Fund — None — Buy

LVIP MFS International Growth Fund — Buy (add'l)

LVIP MFS International Growth Fund — Buy (add'l)

LVIP MFS International Growth Fund — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — None — Buy

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — None — Buy

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — None — Buy

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP Vanguard International Equity ETF — None — Buy

LVIP Vanguard International Equity ETF — Buy (add'l)

LVIP Vanguard International Equity ETF — Buy (add'l)

LVIP Vanguard International Equity ETF — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — None — Buy

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — None — Buy

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — Buy (add'l)

Templeton Global Bond VIP Fund (Class 1) — None — Buy

Templeton Global Bond VIP Fund (Class 1) — Buy (add'l)

Templeton Global Bond VIP Fund (Class 1) — Buy (add'l)

Templeton Global Bond VIP Fund (Class 1) — Buy (add'l)

Liability — Ocwen Loan Servicing, LLC — Mortgage on Rental Property, Pima County (Pr. VII, line §)

Liability — Memill Lynch — Mortgage on Rental Property, Pima County (Pr. VIL line 6)

Liability — Memill Lynch — Mortgage on Rental Property, Los Angeles County (Pt. VIL, line 7)

Spouse's income — 2016 — Physician, self-emploved

Part VI, line 1 from the 2015 report mistakenly listed the value of the property, not the value of the mortgage liability. It should have been "0" and has been

corrected on the current report,

Part VII, line 10 from the 2015 report was a duplicate of line 8. Vanguard Institutional Index has been combined with Diversified Vanguard Institutional Index

Plus on line 8 of the 2016 report.

Per the Committee's letter dated June 12, 2017, | have amended my Financial Disclosure Report as follows:

(Based on the Committee's inquiry | reviewed all entries on the report and found $ errors in addition to the one identified by the Committee. Those have been

corrected in the amended report.)

Part VII, line 12, Vanguard Total International Stock Indx is deleted as it was a duplicate of the fund listed on line 18.

Part VIL, lines 1%, 29 and 30 are amended to show partial sales that were accidentally ommitted in the 2016 report.

Part VIL, line 18 - Item [D{4) is blank because the investment was transferred to my current financial advisor from a prior fiduciary. | have been unable to determine

the cost basis and, therefore, cannot determine if there was a gain or loss. Rather than guess, 1 left it blank.

Part VII, line 44 is amended to show the additional buy occurred on 12/07/16. The report showed the purchase occurring on 2/27/16. That was a typographical

error,

Part VIL, line 49 is amended to show that the buy on 2/19/16 should have been valued as "K™ rather than "J", in column IN3).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.