Steven M. Colloton
2017Annual
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What was filed
38
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- Family Trust #1
- Penn Law School
- University of llinois College : of Law
- Washington University Law School
- Self-employed provider of health care business services
As filed
MidWestOne - Accounts — Interest
MidWestOne Financial Group Inc Common Stock — Int/Div
Vanguard Long-Term Tax-Exempt Fund Investor Shares — Int/Div
Vanguard Total International Stock Index Admiral Shares — Int/Div — Sold (part)
Vanguard Ext. Market Index Fund Admiral Shares — Int/Div
Vanguard 500 Index Fund Admiral Shares — Int/Div
Vanguard Intermediate Term Tax-Exempt Admiral Shares — Int/Div
Vanguard Stock Mkt Index Admiral Shares — Int/Div
Vanguard Total Int] Bond Index Admiral Shares — Int/Div
Nationwide Life Insurance Company Whole Life Policy — Int/Div
Coll. Svgs lowa 529 Plan Accts, Mod. Gr Port. (no control) — None
Uof IA, Recs Facs Rev Bond, 4.1%, Due 7172019 — Interest
Uof IA, Rec Facs Rev Bond, 4.5%, Due T2027 — Interest
Uof IA, Rec Acad Bldg Bond, 4%, Due 712017 — Interest — Matured
Uof IA, Rec Facs Rev Bond, 4%, Due 712018 — Interest
IA SUI Bond, 3.6%. Due - 7/1/2019 — Interest
Univ IA Hosp & Clinics Bond, 6.125%, Due «9172028 — Interest
West Branch lowa Comm School Dist Bond, 4.1%. Due - 7/12023 — Interest
lowa St Brd Regents Hosp Rev, 3.4%, Due «9172023 — Interest
Johnston Comm Sch District Bond, 3.5%, Due - 7172024 — Interest
St Univ of IA Acad Bldg-Ser SUI Bond — Interest — Redeemed
TIAA-CREF Equity Index - RTL — Int/Div — Sold (part)
TIAA-CREF Equity Index - RTL — Sold (part)
Founders LLC, common units (Y)
KNDR HealthCare LLC, Series A units (provider of health care business sves) — None
Family Trust £1 (H)
Baxter Intl Inc - Common Stock — Int/Div
Shire PLC < ADR — Int/Div
Edwards Lifesciences Corp - Common Stock — None
MidWestOne Financial Group Inc Common Stock — Int/Div
Johnston Comm Sch District Infrastructure Bd. 3.5%. Due 7/1/2024 — Interest
MidWestOne Bank - Cash Accounts — Interest
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Int/Div — Buy
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Buy (add'l)
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)
Advanced Analytical Technologies, Inc. (X) — Int/Div
Co-Trustee, Family Trust #1
Reimbursement — Penn Law School — Jan. 26-27, 2017 — Philadelphia, PA — Moot court — Travel, meals, hotel
Reimbursement — University of llinois College : of Law — Apr, 7-8, 2017 — Champaign, IL — Moot court — Travel, meals, hotel
Reimbursement — Washington University Law School — Nov. 30- Dec. 2.2017 — St. Lows, MO — Moot court — Travel, meals, hotel
Spouse's income — 2017 — Self-employed provider of health care business services
This report 1s amended to omit Medassets, Inc. common stock, previously listed at Part VII, line 30, because the asset was sold in 2016. (See 2016 report. Part VII,
line 30),
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.