Steven M. Colloton

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 42

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust #1
  • Cin Cards
  • Yale Law School
  • Self-employed provider of health care business services

As filed

MidWestOne - Accounts — Interest

MidWestOne Financial Group Inc Common Stock — Int/Div

Vanguard Prime Money Market Fund — Int/Div — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Intermediate Term Tax-Exempt Inv Muni Bond Fund — Int/Div — Buy (add'l)

Vanguard Intermediate Term Tax-Exempt Inv Muni Bond Fund — Sold

Vanguard Long-Term Tax-Exempt Fund Investor Shares — Int/Div

Vanguard Total International Stock Index Admiral Shares — Int/Div — Buy (add'l)

Vanguard Ext. Market Index Fund Admiral Shares — Int/Div

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Intermediate Term Tax-Exempt Admiral Shares — Int/Div — Buy (add'l)

Vanguard Intermediate Term Tax-Exempt Admiral Shares — Buy (add'l)

Vanguard Stock Mkt Index Admiral Shares — Int/Div — Buy (add'l)

Vanguard Total Int] Bond Index Admiral Shares — Int/Div — Buy (add'l)

Nationwide Life Insurance Company Whole Life Policy — Int/Div

FNBO Direct - Account — Interest — Closed

Coll. Svgs lowa 529 Plan Accts, Mod. Gr Port. (no control) — None — Buy (add'l)

Coll. Svgs lowa 529 Plan Accts, Mod. Gr Port. (no control) — Buy (add'l)

Uof IA, Rec Facs Rev Bond, 4.1%, Due T172019 — Interest

Uof IA, Rec Facs Rev Bond, 4.5%, Due T2027 — Interest

Uof IA, Rec Acad Bldg Bond, 4%, Due 72017 — Interest

Uof IA, Rec Facs Rev Bond, 4%, Due T2018 — Interest

IA SUI Bond, 3.6%. Due - 7/1/2019 — Interest

Univ IA Hosp & Clinics Bond, 6.125%, Due <9/12028 — Interest

West Branch lowa Comm School Dist Bond, 4.1%, Due - 7712023 — Interest

lowa St Brd Regents Hosp Rev, 3.4%, Due - 912023 — Interest

Johnston Comm Sch District Bond, 3.5%, Due - 7712024 — Interest

St Univ of IA Acad Bldg-Ser SUI — Interest

TIAA-CREF Equity Index - RTL — Int/Div

Founders LLC, common units — None

KNDR HealthCare LLC. Series A units — None

Family Trust £1 (H)

Baxter Intl Inc - Common Stock (X) — Int/Div

Baxala Incorporated - Common Stock — Int/Div — from line 35)

Edwards Lifesciences Corp - Common Stock (X) — None

Medassets Inc - Common Stock (X) — None

MidWestOne Financial Group Inc Common Stock (X) — Int/Div

Johnston Comm Sch District Infrastructure Bd. 3.5%. Due 7/1/2024 (X) — Interest

MidWestOne Trust Money Market (X) — Interest

MWOB CD 0.50% Due 1/1/2016 (X) — Interest

Co-Trustee, Family Trust #1

Liability — Cin Cards — Credit Card

Reimbursement — Yale Law School — Apr. 19-21, 2015 — New Haven, CT — Moot court — Travel, meals, hotel

Spouse's income — 2015 — Self-employed provider of health care business services

This report 1s amended in Part 1ILB, line 1.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Steven M. Colloton | Frix