James D. Whittemore

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • LLC
  • Trust #1
  • American Express-Optima
  • State of Flonda-Retirement
  • Optum Services Ine

As filed

mgen, Inc — Int/Div

Cisco Systems, Inc. Common Stock (IRA) — Int/Div

Bank Sweep Deposit (Mny Mkt) (StifeINicolaus) ) — Interest

Nektar Therapeutics Common Stock — None

Microsoft Corp. Common Stock{IRA ) — Int/Div

Intel Corp. Common Stock (IRA) — Int/Div

AmensourceBergen Corp. (Common Stock) — Int/Div

Bank Sweep Deposit (MnyMkt) (StifelNicolius) — Interest

CIGNA Corporation 401K

CIGNA 201K (Common Stock ) — None

CIGNA 201K (Fixed Income Stock) — None

CIGNA Corporation Pension Plan — Interest

Trust £1, Condo #2 — Distribution — Sold — LLC

S01K Plan:

Fidelity Intl Discovery (Stock) — Int/Div

Fidelity Freedom 2015(Blended) — Int/Div

MIP C11 (Bond Investments) — Int/Div

Wells Fargo Bank Acct — Interest

Bank of America Acct — None

Suncoast Credit Union — Interest

Express Scripts Hidg Company — None

Janus Int'l Equity CL A — Int/Div

T Rowe Price Health Sciences — None

T Rowe Price Blue Chip growth — Int/Div

Equitable Premium Life Insurance — None

UnitedHealth Group 401(k): — Open

FIAM Small Co — None

Vanguard Inst. Index Plus — Int/Div

Vangrad Md Cp Idx Is PI — Int/Div

WT Mid Cap Opps — Int/Div

SS LS Bond Index — None

UHG Stable Value — None

Co-Trustee, Trust #1

Liability — American Express-Optima — Credit Card

Income — 2016 — State of Flonda-Retirement — S28.645.00

Spouse's income — 2016 — Optum Services Ine

Re: Section VII, Line # 3: (left blank intentionally).

Re: Section VIL, Lines 10, 15 and 27: Aggregate income and value of these three 401(k) plans have been removed, and the assets in each plan have been itemized

in Lines 11 and 12; 16-18, and 28-33, in accordance with the Committee's August 8, 2017 correspondence.

Re: Section VII, Lines 28-31:

The UnitedHealth Group 401(k) is a defined contribution plan my spouse was automatically enrolled in on April 1, 2016, when UnitedHealth Group acquired

Helios, her employer. She began contributing each pay period into four pools/funds selected by the plan sponser. Quarterly statements are provided but they do

not include information on income, dividend reinvestements, long or short term capital gains or transactions, Changes in the plan allocations will be documented

in Section VII of future reports.

Re: Section 1, Line #1 and Section VIL, Line # 14:

Trust #2 Condo, the sole remaining asset of the trust, was sold and the proceeds distributed to the co-trustees, as reported,

Section VII, Line 21. Suncoast Schools Federal Credit Union changed its name to Suncoast Credit Union.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.