Dena Palermo
2016Annual
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Pull out the substance of this filing.
What was filed
37
investments
0
positions
0
gifts
1
agreements
3
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Department of Education
- Department of Eduation
- Tuition Management Systems
- Andrews Kurth LLP - Partnership profits
As filed
IRA Z(H)
Fidelity IRA Spartan 500 Index — None
Fidelity IRA Fidelity Growth Co K — None
Fidelity IRA PIM High Yield Inst — Int/Div
Fidelity IRA Vanguard Wellington Adm — Int/Div
Fidelity IRA TRP New Horizons — None
Fidelity IRA US Bond Idx IS (X) incorrectly identitied as S00 Index — Int/Div
Fidelity IRA Vang R2000 Index IS — Int/Div
Fidelity IRA Fid Ret Govt MM — Int/Div
Mutual Funds (H)
Vang Mut Fund Vang 500 Ind — Int/Div
Vang Cap Oppty Fund Adm — Int/Div
13 — Distribution
Vang Energy Fund — Int/Div
Vang Primecap Fund Core Fund — Int/Div
Vang Primecap Fund Inv Shares — Int/Div
Vang Tax-Exempt MM — None
IRA #2 (H)
Vang IRA 500 Index Adm — Int/Div
Vang IRA Cap Oppty Fund Adm — Int/Div
21 — Distribution
Vang IRA Vang Div Growth — Int/Div
23. — Distribution
Vang IRA Vang Evergy Fund — Int/Div
Vang IRA Vang Health Care Fund — Int/Div
26 — Distribution
Vang IRA Vang HY Corp — Int/Div
28 — istmbution
Vang IRA Vang Internat] Growth Iny Shares — Int/Div
Vang IRA Vang Selected Value Fund — Int/Div
1 — Distribution
Vang IRA Vang ST Inv Grade Fund Inv Sh — Int/Div
Vang IRA Vang Treas MM — Int/Div
Vang Roth IRA Vang Gr Index — Int/Div
Bank Accounts (H)
Chase Cash Account(X) inadvertantly omitted last vear — Interest
Wells Fargo Cash Account (X) inadvertantly omitted last vear — Interest
Agreement — 2016 — Andrews Kurth Retirement Plan with former law firm, firm manages plan
Liability — Department of Education — Cuaranteed Student Loan
Liability — Department of Eduation — Crugranteed Student Loan
Liability — Tuition Management Systems — College Tuition
Income — 2016 — Andrews Kurth LLP - Partnership profits — $145,625.00
Part VII Investments:
On last year's form,
IRA#1, I inadvertantly named one asset Fid IRA Vanguard 500 Index, when that investment was really Fid IRA US Bond Index.
Bank accounts were inadvertantly left off of last year's form.
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.