Sheila M. Finnegan
2016Annual
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What was filed
75
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- A
- \
- Northwestern University Law School
- Titan Secunity (wages)
As filed
New England Life Ins. Variable Life - SF (MetLife Stock Index) — Int/Div
Everbank Checking — Interest
Everbank Money Mkt — Interest
US. Employee Credit Union (Checking and Saving) — Interest
Inconix Brand — None
Brokerage Account (Fidelity)
Fidelity Municipal Money Mkt — Interest
Merck & Co — Int/Div
VEU (Vanguard Intl Equity Index Fd ¥1SE All World Ex US) — Int/Div
VT {Vanguard Total Stk Mkt ETF) — Int/Div
VT {Vanguard Total Stk Mkt ETF) — Buy (add'l)
VT {Vanguard Total Stk Mkt ETF) — Buy (add'l)
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Int/Div
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)
FSEVX (Spartan Extended Mkt Index Fid Adv Class) — Int/Div
AGQG (Share Core U.S. Aggregate Bond ETF) — Int/Div
AGQG (Share Core U.S. Aggregate Bond ETF) — Buy (add'l)
SPY (SPDR S&P S00 ETF) — Int/Div
Chicago IL Wstwtr Transm Rev Ser B FGICO10117 Did 112106 — Interest
Marvland St Sr A BER — Interest
Arizona St. Transit Brd Hwy Rev, Bds Ser — Interest
Collin Cnty Tex Ultd Tax Rd and Ref Bds — Interest
Honolulu Hawaii City & Cnty Wastewtr Sys — Interest
Elk Grove Village GO Bds Ser — Interest
King Cnty Wash Swr Rey — Interest
Naperville ILL GO Ref BDS Ser — Interest — A
Ohio State Infrastr lmpt GO Rev — Interest
Ohio St Univ Gen Repts — Interest
Orange Cnty Fla Sales Tax Rev — Interest
Redmond Washj Ref Bds Ser — Interest
Temple Ariz GO Bds Ser — Interest
Texas St Univ Sys Fing Rev — Interest
Washington St Motor Vhele Fuel Tax GO — Interest
Winnebago Cnty Ill Go Alt Ref BDS — Interest
Marvland St Sr A BE/R — Interest
Will Grundy Ete Coty [lI Cnty 06/01/2018 Colleg — Interest
Rollover IRA (Fid-868)
VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Int/Div
Cisco Systems Inc. Bond 2/22/16 — Interest — Redeemed
FDRXX (Fidelity Govt Cash Reserves) — Interest — Buy
Rollover IRA SF 2 (Fid Multiple Roth)
TIP (Ishares Tips Bond ETF) — Int/Div
VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Int/Div
AGG (Ishares Core US Aggregate Bond ETF) — Int/Div
VT {Vanguard Total Stock Mkt ETF) — Int/Div
IRA Rollover Acct KS (Fidelity)
OPGSX (Oppenheimer Gold & Spec Minerals C1 A) — Int/Div
AGG (iShare Core US Aggregate Bond ETF) — Int/Div
Roth IRA Accts KS (Fidelity)
FDRXX (Fidelity Cash Reserves) — Int/Div
SPHIX (Fidelity High Income) — Int/Div
AGG (shares Core U.S. Aggregate Bond FTF) — Int/Div
Roth IRA SF (Fidelity)
FDRXSX (Fidelity cash reserves) — Int/Div
Abbvie. Inc — None
Health Savings Acct IRA
VXUS (Vanguard Total Intl ETF) — Int
VTI (Vanguard Total Stock Mkt ETF) — Int/Div
Federated Prime Cash Trust — Interest
College Invest Stable Value Plus (MetLife) £29 Plan for DS — Int/Div
Ninois Bright Start 529 for MS (Index Age3 Based 12-14 Yrs) — Int/Div
Illinois Bright Start for MS (Index Equity) — hy
Utah 529 Plan MS (Option 9) — Int/Div — Sold (part) — \
Utah 529 Plan MS (Option 9) — Distnbuted
Fidelity 529 Plan MS (MA Portfolio 2015) — Int/Div
College Invest Stable Value Plan (MetLife) £29 Plan for MS — Int
Brokerage Acct MS
FTEXX (Fidelity Municipal Money Market) — Interest
VTI(Vanguard Index Fds Total Stk Mkt ETF) — Int/Div
Chase Bank Saving - MS — Interest
Roth IRA - MS (Vanguard)
V11SX (Vanguard Target Retirement 2060) — Int/Div — Buy
Adpmunct Professor, Northwestern University Law School
Income — 2016 — Northwestern University Law School — S2.000.00
Spouse's income — 2016 — Titan Secunity (wages)
Accounts of [I do not appear because [1 was not a dependent in 2016. These were on lines 79-83 of the 2015 report. The asset RMA Money Mkt Portfolio
does not appear in this report, though it was identified as an asset in my prior (2015 amended) report in Part VIL, line 19. After an inquiry about why it was
missing from the 2016 report, | researched this and learned that RMA Money Mkt Portfolio is a money market fund of UBS. As noted in Section VIII of my
report filed on 10/11/2013, all of my UBS accounts were closed in December 2012 when all holdings were transferred to Fidelity accounts, Because RMA Money
Mkt Portfolio wus a UBS portfolio, that asset could not be held in a Fidelity account. Therefore my UBS broker caused the funds in this account to be transferred
as cash ($14,989.61) on 12/7/2012. Since | did not execute any order to redeem/sell this asset, | inadvertently continued to list the asset in later reports in 2013,
2014, and 2015.
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.