Donald L. Graham
2017Annual
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What was filed
19
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- American Bar Association
As filed
Four Kings, Inc — None
Memill Lynch Direct Deposit — Interest
Memill Lynch Bank Deposit Program — Interest
Miami Federal Credit Union — Interest
Abbott Labs (Common) — Int/Div
ABBVIE INC SHS — Int/Div
Blackrock Global Allocation FD INC (Retirement) — Int/Div — Sold
Blackrock Multi Asset Income Portfolio ¢ (Retirement) — Int/Div — Sold
First Eagle Global Class C — Int/Div
First Eagle Global Class C (Retirement) — Int/Div — Sold
Hewlett Packard Inc (HPQ) Common) — Int/Div
Hewlett Packard Enterprises (HPE) — Int/Div
DXC Technology — Int/Div — from Ime 12)
Micro Focus Int'l — Int/Div — from line 12)
Microsoft Corporation {Common) — Int/Div
AIG Focused Dividend Strategy FD — Int/Div
Sunamerica Focused Dividend Strategy CL C (Retirement) — Int/Div — Sold
Templeton Global Bond Allocation FD INC C (Retirement) — Int/Div — Sold
USAA Aggressive Growth Fund — Int/Div — Buy (add'l)
Reimbursement — American Bar Association — 0301/17 -0302/17 — Tucson, AZ — Speaker — Transportation, lodging and food
VIL INVESTMENTS AND TRUSTS
Line 16. Complete description of asset changed from Sunamerica Focused Dividend Strategy CL C to AIG Focused Dividend Strategy FD C effective 02/18/17
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FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2015 should be amended as follows:
Line 13 - Hewlett Packard Inc (HPQ): B(1) C
ADD - Hewlett Packard Enterprises (HPE): B(1) C, B(2) Dividend; C(1) 1, C(2) T: D(1) Spinoff from Line 13, D2) 1/5/15, D3) J
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FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2016 should be amended as follows
Line 11 - Hewlett Packard Inc (HPQ)
ADD: Hewlett Packard Enterprises (HPE): B(1) A, B(2) Dividend; C(1) J, C(2) T
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