Michael J. Seng
2011Annual
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Pull out the substance of this filing.
What was filed
12
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Schwab 529 #1 - pu
- Schwab 529 £2 - som
- CitiBank pm
- CuitiBank pm
- Self-employement Income (Interior Design/Furnishings Sales)
As filed
Schwab 529 #1 gum (Moderately Aggressive) — Int/Div
Schwab 529 #2 pum (Aggressive) — Int/Div
Schwab Value Advantage Money fund 1} — Interest — Redeemed
Schwab IRA & Money Mkt Fy sum — Interest — Redeemed
Premier Valley Bank IRA-CD mm — Interest
Schwab IRA & Money Mkt Fund mumem — Interest — Redeemed
Premier Valley Bank IRA-CD pm — Interest
Schwab QRP & Money Market Fund [ — Interest
Mann Life Financial Common Stock — Int/Div
Wellpoint (2010 Line 27 error) — Int/Div — Sold (part)
Wellpoint { 2010 Line 27 error) — Int/Div — Sold
Real Property Pinedale, CA — None
Guardian/Trustee pm, Schwab 529 #1 - pu
Guardun/Trustee mn, Schwab 529 £2 - som
Liability — CitiBank pm — Credit Card
Liability — CuitiBank pm — Credit Card
Spouse's income — Self-employement Income (Interior Design/Furnishings Sales)
Lines 4 and 6. In my 2010 report, single Schwab accounts wre listed twice, once as the IRA holding account heading for the individaul stocks held in the IRA
portion of that account and once for the (ususally negligilbe) cash funds left over in the money market portion of that account. Since the individual stocks were
sold in 2010, there was no longer any reason to distinguish between the IRA and money market portions this year, Instead 1 simply combined the IRA and money
market componeants under the single applicable account number Thus what were lines 4 (Schwab IRA J ) and 10 (Schwab money market [50000 lust
year are shown in the simgle entry for Schwab J on line 4, and what had been on lines 11 and 29 last year are shown on line 6 this year.
Lines 10 and 11 in this year's report relating to Wellpoint stock is a continuation of what had been on line 27 last year but was there erroneously and inexplicably
identified in column A as Mann Stock, The 2010 report was erroneous in listing the Mann stock twice (Lines 26 and 27); line 27 should have been Wellpoint.
The substantive information provided was correct us to Wellpoint.
Part of the Wellpoint stock was sold in March 2011 and the remainder in November 2011,
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.