Donald L. Cabell
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Federal Direct Student Loan
- Dwrect Parent Loan
- MEFA
- American Express
- Hanscom Federal Credit Lmon
- Harvard Pilgrim Healthcare Institute - Salary
As filed
IRA - Fidelity Cash Reserves (FDRXX) — Int/Div
401K) - Fidelity HPHC (H) — Int/Div
AM Cent Eq Inc Inst — Int/Div
FID S00 Index Inst — Int/Div
FID Contrafund — Int/Div
FID Freedom K 2025 — Int/Div
mmm 403(b) - Fidelity Lahey Clinic — Int/Div
FID Freedom 2020 K — Int/Div
Rockland Trust - Checking Account — Int/Div
Rockland Trust - Checking Account — Int/Div
Metro Credit Union - I Savings Account — Int
Fidelity Investments MEFA 529 Education Account - MA College Port. — Interest
Fidelity Investments MEFA 529 Education Account - MA Port. 2021 — Interest
Fidelity Investments MEFA 529 Education Account «- MA Port. 2018 — Interest
Liability — Federal Direct Student Loan — Student Loan for jm
Liability — Dwrect Parent Loan — Student Loan for gum
Liability — MEFA — Student Loan for pum
Liability — MEFA — Student Loan for mmm
Liability — American Express — Credit Card
Liability — Hanscom Federal Credit Lmon — Credit Card
Spouse's income — 1011272017 — Harvard Pilgrim Healthcare Institute - Salary
In the letter sent to me dated September 30, 2019, the committee notes that | listed in Part VII line 6 of my prior 2016 report an asset -- LD ABT Fudmntl Eq |
«that is not listed as an asset in my 2017 report. The letter asks me to indicate whether the asset is no longer reportable or was sold, and to list it if neither of
those applies. | listed that asset in my 2016 report because it was included as one of a number of funds comprising one of JIN retirement accounts. In that
regard, Fidelity provides online information regarding her retirement accounts and education accounts, and we rely on that information each year in completing
the form. For reasons not clear to me, that asset was not listed in the information we received for 2017. 1 can report that we do not actively direct any portion of
the accounts and thus did not sell the asset, and 1 did not have a non-reportable event such as a divorce or separation. Fidelity's site does not allow for mquiries
beyond 24 months so | presently do not have any additional information regarding this asset.
Finally, to the extent it is helpful for you to know, I will going forward enlist a financial professional to assist me in completing the disclosure.
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.