Mark X. Mullin

2016Annual

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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 0

    positions

  • 0

    gifts

  • 4

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • International Law
  • American Bankruptcy Institute
  • Center Tor American and } International Law
  • ER RES. A 4 Conference

As filed

Cisco Systems, Inc. Common Stock — Int/Div

Mutual Fund - MCMAX -- AMG Managers Cadence Mid Cap-Inv — Int/Div

Mutual Fund - MIGFX - Mass MFS Investors Growth Stock Class A — Int/Div

Mutual Fund - PGRWX - Putnam Growth & Income-A — Int/Div

Mutual Fund - PNGAX - Putnam International Value-A — Int/Div

Mutual Fund - VAFAX - Invesco American Franchise Fund-Class A- VAFAX — Int/Div

Minnesota Life - Adjustable Life Insurance — Int/Div

BOK Financial - Vanguard Target Retirement 2025 — Int/Div — Closed

Ameriprise Brokerage Account - AIMMA tax qualified Retirement Account — Int/Div — Buy

Bank of America Cash Account (X) — None

Ameriprise One Financial Account (X) — Int/Div — Buy

Mutual Fund - ACLAX - American Century Mid Cap Value CL A (X) — Int/Div — Buy

Mutual Fund - BHYAX - Blackrock High Yield Bond Investor CL A (X) — Int/Div — Buy

Mutual Fund - BASIX - Blackrock Strategic Income Opptys Investor (X) — Int/Div — Buy

Mutual Fund - AIOAX - Columbia Income Oppty CL A (X) — Int — Buy

Mutual Fund - CSCEX Active Portfolio Multi MGR Small Cap Equity (X) — Int/Div — Buy

Mutual Fund - CMCPX - Active Portfolio Multi MGR Total Retven Bond (X) — Int/Div — Buy

Mutual Fund - CSLGX Acgove Portfolio Multi MGR Growth CL A(X) — Int/Div — Buy

Mutual Fund - CDEIX - Active Portfolio Aulti GGR Value CL A(X) — Int/Div — Buy

Mutual Fund - CDAAX Active Protfolio Multi Mgr Directional Alt (X) — Int/Div — Buy

Mutual Fund - OLGAX - JPMorgan Large Cap Growth CL A (X) — Int/Div — Buy

Mutual Fund - MGIAX - MFS Intl Value CLA) — Int/Div — Buy

Mutual Fund - MEIAX - MFS Value CLA A (xX) — hy — Buy

Mutual Fund - OIGAX Oppenheimer Intl Growth CL A(X) — Int/Div — Buy

Agreement — 2014 — Haynes and Boone Retirement Savings Plan, no control (Rollover to Ameriprise Fiancial on November 17, 2016)

Agreement — 2014 — Haynes and Boone Investment Directed Profit Sharing Plan, no control {Rollover to Ameriprise Financial on November 17, 2016)

Agreement — 2014 — Haynes and Boone LLP Partners’ Retirement Plan (frozen), no control

Agreement — 2015 — Havnes and Boone Partners’ Cash Balance Plan, no control

Reimbursement — International Law — aT er ener — Bankruptcy Conference (speakeer) (speaker)

Reimbursement — American Bankruptcy Institute — March 15-16, 2016 — Las Vegas, NV — VALCON (Valuation Conference) (speaker) — Aartare, Hotel, Taxi, Awport Parking

Reimbursement — Center Tor American and } International Law — June 10, 2016 — Plano, TX — Interenanional Academy Program (speaker) — Lunch

Reimbursement — ER RES. A 4 Conference — Bankruptcy Bar Conference (speuker) — EAT Sf CPR TASES JON ONG A IRON, Aoi MAR

Part VII; lines 8 and 9 - 401K retirement account rolled over from BOK to Ameriprise during 2016.

Part VII; lines 11-24 - mutual funds were purchased with an inheritance received in 2016,

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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