James D. Whittemore
2016Annual
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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.
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