James D. Whittemore
2012Annual
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What was filed
20
investments
1
positions
0
gifts
0
agreements
3
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Trust #1
- American Express (Optima)
- Amcrican Express
- Visa(X)
- State of Flonda - Retirement
As filed
Amgen, Inc — Int/Div
Cisco Systems, Inc. Common Stock (IRA) — Int/Div
Time Wamer, Inc. Common Stock (IRA) — Int/Div
Bank Sweep Deposit (Mny Mktg Wells Fargo)(f/k/a Wachovia) — Interest
Nektar Therapeutics Common Stock — None
Microsoft Corp. Common Stock (IRA) — Int/Div
Intel Corp Common Stock (IRA) — Int/Div
AmensourceBergen (Common Stock) — Int/Div
Bank Sweep Deposit (Mny Mkt Wells Fargo) — Interest
CIGNA Corporation 401K — None
CIGNA Corporation Pension Plan — Interest
Trust #1 — Reat
Condo #1 (Hillsborough County, FL)
Condo #2 (Hillsborough County, FL)
401K - 401K Plan — Ine
Wells Fargo Bank Accts. — Interest
MidFlonda Credit Union Accls. — Interest
Bank of America Acct — None
Suncoast Schools Accts — Interest
Equitable: Premium Universal Life Insurance — Interest
Co-Trustee, Trust #1
Liability — American Express (Optima) — Credit Card
Liability — Amcrican Express — Credit Card
Liability — Visa(X) — Credit Card
Reimbursement — iN Rg yee — naar $0 Thee — Employment Law (FLSA) Mid-Winter Meeting
Income — 2012 — State of Flonda - Retirement — $25,519.86
1. Part VII - Investments and Trusts - Line 12; Trust #1 - Value based on County Property Appraiser 2012 Assessment and comparable sales of nearby properties.
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