Michael A. Fagone

2015Annual

Ask Donna

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.

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.

Michael A. Fagone | Frix