Sheila M. Finnegan

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Sheila M. Finnegan | Frix