John K. Sherwood

2016Annual

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What was filed

  • 41

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Lowenstemn Sandler -- partnership income
  • Madison Public Library «= salary

As filed

Estate (H)

Bank of America - CDs and interest bearing accounts — Interest

TD Bank — Interest

The Investment Company of America = A — Int/Div

Deutsche High Income Fund - A — Int/Div

Alpine Municipal Income Fund CL A — Int/Div

AT&T Inc — Int/Div

Comcast Corp. New CL A — Int/Div

Ishares Russell 1000 Value — Int/Div

Ishares MSC1 EAFE — Int/Div

Phizer Inc — Int/Div

Procter & Gamble Co. — Int/Div

Hotchkis and Wiley Large Cap Value Fund A — Int/Div

First Eagle Global Class € — Distribution

Clearbridge Aggressive Growth Fund A — Distribution

Invesco Charter Fund Class A — Int/Div

Bond fund of America A — Int/Div

Prudential Jenn SELCTGTH A — istrnibution

Pimco Commodity Real (PCRCX) — Int/Div

Mass Mutual Financial Group whole life insurance policy — Int/Div

Estate - Bank of America account — None

Estate - Brielle NJ real estate — None

CBF Stable Value Portfolio - A (X) — Int/Div

Lowenstein Sandler 1992 401k Plan Vanguard

Vanguard Total Bond Market Index Fund — Int/Div

Vanguard Wellington Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Columbia Acorn Fund — Int/Div

American Funds Growth Fund of Amenca — Int/Div

Amencan Century Equity Income Fund — Int/Div

Amencan Funds Euro Pacific Fund — Int/Div

Lowenstein Sandler Profit Sharing Plan

Vanguard Institutional Target Retirement 2025 Fund — Int/Div

CBF Principal Protect Inc. Port Alt. A (Y)

CBF Pricipal Protect lnc. Port. Al B(Y)

Allianzgi NPJ Mid Cap Value Fund (PONAX) — Int/Div

Ishares China Large Cap (FXI) — Int/Div

shares RS 2000 Growth (IWO) — Int/Div

Victory Integrity Small (MCVSX) — Int/Div

Virtus Real Estate (PHRCX) — Int/Div

S10.

Agreement — 2006 — Lowenstem Sandler (former law firm) Retirement Shares Plan - no control

Income — 2016 — Lowenstemn Sandler -- partnership income — $152,320.00

Spouse's income — 2016 — Madison Public Library «= salary

In response to the letter of inquiry dated 11/9/17, | spoke to the Committee's staff and was advised that my future interest in the Lowenstein Sandler Retirement

Shares Plan did not have to be reported in Part VII because it is not an asset of mine at this time. My right to receive distributions from this plan at retirement age

is listed as an agreement in Part 11,

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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