John T. Gregg

2014Annual

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What was filed

  • 29

    investments

  • 3

    positions

  • 0

    gifts

  • 4

    agreements

  • 4

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • N/A
  • Barnes & Thomburg LLP (withdrawn from partnership)
  • BT Building Company, LLP (withdrawn from partnership)
  • American Bankruptcy Institute - Central States Advisory Board
  • JPMorgan Chase, N.A
  • Ist Source Bank
  • Fifth Third Bank
  • Patrick Connor
  • National Conference of Bankruptcy Judges
  • Bames & Thomburg LLP - compensation from former law firm
  • Reagan Marketing & Design, LLC - compensation from employer: $37,758.85 (2014)

As filed

JPMorgan Chase, NA. - Accounts — Interest

Mercantile Bank - Account — Interest — Closed — N/A

Macatawa Bank - Account — Interest

Independent Bank - Account — Interest — Closed — N/A

Citibank. NA. - Account — Interest

Lake Michigan Credit Union - Account — Interest

Bames & Thornburg Cash Balance Pension Plan — None

Charles Schwab Money Market — Interest

Cenovovs Energy Inc. - Stock — Int/Div — Sold — N/A

Encana Corp. - Stock — Int/Div — Sold — N/A

Independent Bank CP New - Stock — Int/Div — Sold — N/A

Umiversal Forest Products - Stock — Int/Div — Sold — N/A

Charles Schwab 401(k) - Simple IRA (Cash) — Interest

Columbia Acorn Fund Z — Int/Div

Templeton Inst. Foreign Equity Fund — Int/Div

Vanguard Institute Index Fund — Int/Div

Vanguard Target Date 2010 — Int/Div

PIMCO Total Return Institutional Class — Int/Div

KeyBank EB Magic 20 Fund — Int/Div

Fed Gov Ultrashort Dur SA 14 — Int/Div

AmerFunds EuroPac Growth SASS — Int/Div

LVIP Clarion Global Real Estate SASS — Int/Div

LVIP Del Growth & Income SALI — Int/Div

LVIP Mon Int'l Value SA22 — Int/Div

LVIP Vanguard Int] Equity SAS9 — Int/Div

AmerFunds SMALLCAP World SA46 — Int/Div

Janus Aspen Enterprise SA64 — Int/Div

LVIP SSgA Small-Cap Index SA36 — Int/Div

Oppenheimer Developing Markets SA94 — Int/Div

Partner, Barnes & Thomburg LLP (withdrawn from partnership)

Partner, BT Building Company, LLP (withdrawn from partnership)

Board Member, American Bankruptcy Institute - Central States Advisory Board

Agreement — 2014 — Profit Sharing Plan and Trust with former law firm (no conrol) mamtamed by PNC (withdrawn)

Agreement — 2013 — Cash Balance Pension Plan with former law firm (no control) admmmstered by Fifth Third Bank (withdrawn)

Agreement — 20012 — Parmership Agreement with former law firm (no control) (withdrawn)

Agreement — 2012 — Partnership Agreement with real estate holding company associated with former law firm (no control) (withdrawn)

Liability — JPMorgan Chase, N.A — Guarantee of former law firm obligations (guarantee released)

Liability — Ist Source Bank — Crugrantee of former law firm obligations (guarantee released)

Liability — Fifth Third Bank — Guarantee of former law tirm obligations (guarantee released)

Liability — Patrick Connor — Landlord - contingent aggregate rent due each month (lease terminated on 9/302014)

Reimbursement — National Conference of Bankruptcy Judges — 10/814 - IOV 1/14 — Chicago, IL — Educational Seminar — Lodging and Registration (discount)

Income — 2014 — Bames & Thomburg LLP - compensation from former law firm — $376,506.00

Spouse's income — 2013:2014 — Reagan Marketing & Design, LLC - compensation from employer: $37,758.85 (2014)

In Section LA. | have included compensation from my former law firm for the year 2014 in the amount of $376,506.00, which is derived from my K-1 under

the category "Distributions." However, actual “self-employment” earnings were only $250,362.00, according to my K-1,

In Section VI, my initial financial disclosure report identified credit card debt to Lake Michigan Credit Union. Upon closer review, it does not appear as this

disclosure was needed because the debt never exceeded $10.000 at any time during the reporting period. I mention this solely to explain its omission from this

annual report.

In Section VII, accounts maintained at Mercantile Bank and Independent Bank were closed on or around August 28, 2014. The funds in those accounts were

used to purchase 4 home in Grand Rapids, Michigan,

Finally, in Section VII, the interest generated from the aforementioned account at Mercantile Bank was inadvertently omitted from my 2014 tax return. The

interest was approximately $300 or less. 1am in the process of amending my 2014 tax return to include this interest.

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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John T. Gregg | Frix