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.