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.

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Michael Joseph Melloy | Frix