Michael Joseph Melloy
2018Annual
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What was filed
17
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Northwestern Mutual Life Insurance ) Company
- Duke University
- National Conference of Bankruptcy Judges
- lowa Public Employees Retirement Systeme-retirement benefits
As filed
Northwestern Mutual Life Insurance Company-cash values — Interest
Cedar Rapids Bank and Trust Company: Checking Acct. — Interest
Vanguard IRA-Emerging Markets Stock Index — Int/Div — Buy (add'l)
Vanguard IRA-Federated Money Market Fund — Int/Div
Cashin US Bank IRA — Interest — with line 4)
Vanguard IRA-GNMA Fund — Int/Div — Sold
Vanguard IRA-High Yield Corporate Fund — Int/Div — Buy (add'l)
Hill Bank and Trust-Money Market Account — Interest
Mid-America Administrative & Retirement ALU Fixed Income — Interest
Vanguard IRA-Target Retirement 2020 — Int/Div — Buy (add'l)
Exact Sciences Corporation stock in US Bank IRA — Int/Div — Sold
Vanguard Money Market Account — Int/Div
Exact Sciences stock in Vanguard IRA — Int/Div — Buy
General Electric Stock held in Vanguard IRA — Int/Div — Buy
General Elctric Stock held in Vanguard IRA — Int/Div — Sold
Vanguard Admiral $00 Stock Index Fund — Int/Div — Buy (add'l)
Vanguard IRA-Target Retirement 2030 Fund — Int/Div — Buy
Liability — Northwestern Mutual Life Insurance ) Company — Policy Loan
Reimbursement — Duke University — O06 200208-06022/2018 — Denver, Co — Educational Program — Travel, room and meals
Reimbursement — National Conference of Bankruptcy Judges — 102820181 1142018 — San Antonio, TX — Educational Program — Travel, room and meals
Spouse's income — 2018 — lowa Public Employees Retirement Systeme-retirement benefits
Line § & 12- | sold the Exact Sciences Stock held in the U.S. Bank IRA and then rolled all the monies in the U.S. Bank IRA over to the Vanguard IRA money
market account at Line 4.. | then purchased replacement Exact Sciences Stock in the Vanguard IRA, disclosed at line 14. The U.S. Bank IRA was closed after
the rollover in March 2018 and will not appear on next year's report.
Lines 7, 10 and 17. The additions to the Vanguard accounts on these lines in July And August 201% represent a rollover from my Thrift Savings Account.
Lines 14 and 15. The General Electric stock was purchased and then entirely disposed of during 2018. It will not appear on my 2019 report.
Line 6- The GMNA Fund in the Vanguard IRA wai completely disposed of on July 13, 2018, and will not appear on my 2019 report,
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.