Sherry R. Fallon

2012Annual

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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

  • 42

    investments

  • 1

    positions

  • 1

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • T'vbout. Redfearn & Pell (Former Law Firm)
  • Federal Bar Association, DE Chapter
  • American Express
  • Newly Appointed Magistrate Judges
  • Tvbout Redfcarn & Pell (Former Law Firm) - Salary
  • T'ybout Redfearn & Pell (Former Law Firm) - Equity Redemption
  • Self Emploved Attorney
  • Newark Properties, LLC (rental income from property owned by Law Firm)

As filed

Southern Company Common Stock (X) — Int/Div

McDonalds Common Stock (X) — Int/Div

Adidas (formerly Reebok) Common Stock XHry)

Fidelity 529 Plan - Delaware Portfolio 2012 x) — Int/Div

Fidelity 529 Plan - Delaware Portfolio 2018 xX) — Int/Div

American Funds - American Balanced Fund Class B(X) ty)

Emjy Tybout Redfeam & Pell 401(K) Plan xX) — Int/Div

American Funds Growth Fund of America A

American Funds American Balanced Fund A

American Funds Euro-Pacific Growth Fund A

American Funds SMALLCAP World Fund A

Franklin Templeton - Templeton Growth Fund Class A(X) — Int/Div

New York Life - Whole Life Insurance Pollicy (X) — Int/Div

Lincoln National Life Insurance - Universal Life Policy (X) — Interest

PNC - Accounts (X) — Interest

U.S. Savings Bonds (X) — Interest — Sold (part)

IRA -(X) — Int/Div

Vanguard International Growth

Vanguard Intemational Value

Vanguard Explorer

Vanguard Growth Equity

Vanguard Long Term Investment Growth

Vanguard Morgan Growth

Vanguard Small Cap Value Index

Vanguard Target Retirement 2035

Vanguard Total Stock Market Index

Vanguard Windsor

Vanguard Windsor 11

Mass Mutual 401(K) (X) — Int/Div

Select PIMCO Total Return

Select Large Cap Value (Colum Huber) (formerly Davis)

Fundamental Value (Pioneer) (formerly known as Cullen)

Select Focused Value (Harris) {formerly known as Honis)

Growth (William Blair)

Mid - Cap Value (CRM)

Invesco Mid - Cap Core Equity

TRP/Fromtier Select Mid - Cap Growth 11

William Blair Small Cap Growth

American EuroPacific Growth

Wells Fargo - Accounts (X) — Interest

Capital One (formerly ING)- Account (X) — Interest

WSFS - Account (X) — Interest

Director { Through 4/24/12), T'vbout. Redfearn & Pell (Former Law Firm)

Gift — Federal Bar Association, DE Chapter — Contribution towards Investiture Reception — $1,000.00

Agreement — 14/24/12 — Tybout, Redfearn & Pell Stock Redemption Agreement - Former Law Firm's redemption of equity terest over 3 year period for a fixed sum, no profit sharing

Liability — American Express — Credit Card

Reimbursement — Newly Appointed Magistrate Judges — 1005/2012

Income — 2012 — Tvbout Redfcarn & Pell (Former Law Firm) - Salary — $32,958.31

Income — 2012 — T'ybout Redfearn & Pell (Former Law Firm) - Equity Redemption — S20.965 06

Spouse's income — 2012 — Self Emploved Attorney

Spouse's income — 2012 — Newark Properties, LLC (rental income from property owned by Law Firm)

Part VII

Line 6. "American Funds - American Balanced Fund Class B® « This fund was reported in error on the initial report. | hereby certify that this asset is owned by a

relative

as a gifl

and the gift has no relationship to my position as a Judicial Employee.

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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Sherry R. Fallon | Frix