Sherry R. Fallon
2012Annual
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Pull out the substance of this filing.
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.