Michael A. Fagone
2015Annual
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Pull out the substance of this filing.
What was filed
12
investments
1
positions
0
gifts
1
agreements
1
debts
4
reimbursements
0
income
1
spouse income
Named parties
- American Bankruptcy Institute
- Granite St. Management
- Bernstein Shur Sawyer & Nelson
- Massachusetts Continuing Legal Education
- Easter Seals Mame - wages
As filed
Bemstem, Shur. Sawver & Nelson 401(K): — Sold
Mid Cap Growth Fund — Int/Div — Sold
Mid Cap Value Fund — Int/Div — Sold
Science & Technology Fund — Int/Div — Sold
Vanguard 500 Index Admiral — Int/Div — Sold
U.S. Treasury Money Fund — Int/Div — Sold
T. Rowe Price Trust Co. as custodian for IRA:
Equity Index S500 — Int/Div — Buy
U.S. Treasury Money Fund — None — Buy
Science & Technology Fund — Int/Div — Buy
Mid Cap Growth Fund — Int/Div — Buy
Mid Cap Value Fund — Int/Div — Buy
Director, American Bankruptcy Institute
Agreement — 2000 — Bernstein, Shur, Sawyer & Nelson 401(k) plan (withdrew in August 2015)
Liability — Granite St. Management — Student Loan (paid in full during 2015)
Reimbursement — Bernstein Shur Sawyer & Nelson — April 16-19 — Washington, DC — Continuing Education — Meals, Lodging, Transportation
Reimbursement — American Bankruptcy Institute — July 8-12 — Falmouth, MA — Speaker — Meals, Lodging, Transportation
Reimbursement — Massachusetts Continuing Legal Education — October 28-29 — Boston, MA — Speaker — Meals, Lodging, Transportation
Reimbursement — American Bankruptcy Institute — December 2-5 — Phoenix, AZ — Speaker — Meals, Lodging, Transportation
Spouse's income — 2015 — Easter Seals Mame - wages
1 am the sole trustee of a trust for the benefit of certam relatives ("Trust #17). 1 do not receive any income from Trust #1. 1 do not currently have, and did not at
any time during the reporting period have, any beneficial interest in Trust #1, its res, or any income derived therefrom. My sole function, with respect to the trust,
is 10 serve as a trustee for those persons who do have a beneficial interest in the trust, and 1 serve in that capacity on an uncompensated basis. Copies of the trust
agreement and the relevant account records are available upon regeust.
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.