Alan J. Baverman

What was filed

130
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

from MMF-A
to FI-A
to SCWF-A
to SCWEF-A
to NEF-A
w FI-A
from MME-A
Flagstar Bank
Self-employed real estate broker-agent

As filed

BROKERAGE ACCT Fid SEP IRA 090

Fid Govt MM (SPAXX) — Int/Div

GEMoney Bank Salt Lake City UT S7 — Interest

GEMoney Bank Salt Lake City UT TS — Interest

GEMoney Bank Salt Lake City UT U2 — Interest

Barckays BK DEL CD (8/19) — None — Buy

FirstBank P R Santruce CD (11/17) — Interest — Buy

GE CAP Bk Retanl CD (8/18) — Interest — Buy

Ally Bank CD (8/16) — None — Buy

Drevfus Funds Standish GL Fixed Inc — Int/Div

Manning & Napier Pro Blend Conser Term Ser — Int/Div

PIMCO Inv Gr Corp Bond Inst! — Int/Div

PIMCO Low Dur Inst — Int/Div — Sold

PIMCO Foreign Inst SHS — Int/Div

Israel ST SBD 71H JU — Interest

Fudelity MSCI Health Care Index ETF — Int/Div

Fudelity Select Health Care Index — Int/Div

Fidelity Select Health Care Index — Buy (add'l)

Fudelity Select Health Care Index — Buy (add'l)

Fidelity Select Health Care Index — Buy (add'l)

Fudelity Select Health Care Index — Buy (add'l)

Fidelity Select Health Care Index — Buy (add'l)

Fidelity Select Pharmaceuticals Index — Distribution

Fidelity Select Pharmaceuticals Index — Buy (add'l)

Fidelity Select Biotechology Index — istnbution

Fidelity Select Biotechology Index — Buy (add'l)

IShares TR JPMorgan USD Emerging Mkts Bd Fd — Int/Div

IShares TR Dow Jones US RE Index FD — Int/Div

IShares Core S&P Total US St Mkt ETF — Int/Div — Buy

BROKERAGE ACCT Fid IRA 350

Fidelity Govt MM (was Feder. Prime Obligations Trust Sh) — Int/Div

BMW BK N. Am. Lah — Interest

Umon Bank CD — Interest

IShares Barclays US Agg BD FD (now IShares Core Total US BD Mkt ETF — Int/Div

Janus Short Term Bond Fund Class T — Int/Div

PIMCO Inv Gr Corp Bond Inst — Int/Div

PIMCO Low Dur Inst — Int/Div — Sold

PIMCO Foreign Inst SHS — Int/Div

Fudelity Select Matenals Portfolio — Int/Div — Buy

Fidelity Select Materials Portfolio — Buy (add'l)

Fudelity Select Materials Portfolio — Buy (add'l)

Fidelity Select Matenals Portfolio — Buy (add'l)

Fudelity Select Matenals Portfolio — Buy (add'l)

Fidelity Select Materials Portfolio — Buy (add'l)

Fudelity Select Materials Portfolio — Buy (add'l)

Fidelity Select Materials Portfolio — Buy (add'l)

Fidelity Select Software & Computer — Int/Div — Buy

Fidelity Select Software & Computer — Buy (add'l)

Fudehity Select Chemicals — Int/Div — Buy

Fidelity Select Chemicals — Buy (add'l)

Fudehity Select Chemicals — Buy (add'l)

Fudelity Select Chemicals — Buy (add'l)

Fidelity Select Chemicals — Buy (add'l)

Fudehity Select Chemicals — Buy (add'l)

lsrael ST SSD JUB 05/19 — Interest — Buy

Vanguard Sector Index FDS Vanguard Utils Viper — Int/Div — Buy

Vanguard Sector Index FDS Vanguard Utils Viper — Buy (add'l)

BROKERAGE ACCT Fid X19

Cash Acct (Fedlity) — Interest — Sold (part)

Cash Acct (Fidelity) — (part)

RENTAL PROPERTY

EEE (2014 Assessment: $159,500) — Rent

2 EE (2014 Assessment: $129,000) — Rent

FAMILY S CORPORATION (FI) — Distribution

American Funds Fundamental Investors. Class A (FI-A) — Int/Div — from line 94) — from MMF-A

American Funds Fundamental Investors. Class A (FILA) — from line 98) — from MMF-A

American Funds WaMu Investors Fund Class A (WMIF-A) — Int/Div

AF Short-Term Tax-Exempt Bond Fund A (STEX-A) — Int/Div

American Funds Inv. Co. of Amer. A {ICA- A) — Int/Div

American Funds Money market Fund-A — None — Sold (part) — to FI-A

American Funds Money market Fund-A — Sold (part) — to SCWF-A

American Funds Money market Fund-A — Sold (part) — to SCWEF-A

American Funds Money market Fund-A — Sold (part) — to NEF-A

American Funds Money market Fund-A — (part) — w FI-A

American Funds New Economy Fund-A (NEF-A) — Int/Div — from line 97) — from MMF-A

American Funds Smallcap World Fund-A (SCWF-A) — Int/Div — from line 96) — from MME-A

Trust Bank Account (SunTrust) — Interest

BANK ACCOUNTS

North Georgia Bank 1 — Interest

North Georgia Bank 2 — Interest

North Georgia Bank 3 — Interest

North Georgia Bank 4 — Interest

North Georgia Bank § — Interest

SunTrust (MMA) — Interest

SunTrust — Interest

SunTust 1 — Interest

SunTrust 11 — Interest

Chase — Interest

Bank of America — Interest

TRLST BROKERAGE ACCOUNT

E-Trade cash balance — Interest

Nuveen Preferred and Conv. Income Fund — Int/Div

BELL & HOWELL RETIREMENT (1) SAVINGS PLAN NO. 2

Fidelity Money Market (FDRXX) — Int/Div — Sold (part)

Fidelity Asset Mgr (FASMX) — Int/Div

IShares Core S&P Total US Stock Mkt UTOT) — Int/Div — Buy

BELL & HOWELL RETIREMENT (11) SAVINGS PLAN NO. 3

Fidelity Money Market (FDRXX) — Int/Div — Sold (part)

Fidelity Asset Mgr (FASMX) — Int/Div

IShares Core S&P Total US Stock Mkt TOT) — Int/Div — Buy

Fidelity JRB 641 (savings account) — None — Closed

BROKERAGE ACCT Fid IRA BDA

Fudelity Govt MM — Int/Div — Sold (part)

IShares Core S&P Total LS Stock Mkt ETF — Int/Div — Buy

IShares Core S&P Total LS Stock Mkt ETF — Buy (add'l)

James Balanced: Golden Rainbow Fund — Int/Div — Buy

Liability — Flagstar Bank — Mortgage on Rental Property # 2

Spouse's income — 2014 — Self-employed real estate broker-agent