Michael S Mcmanus
2016Annual
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What was filed
78
investments
5
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- issuer
- Issuer
- Market
- Sacramento Valley Bankruptcy Forum
- National Conference of Bankuptey Judges
- State Bar of California® (see part VIII)
- American College of Bankruptcy
- The poo Living Family Trust
- Wells Fargo Bank
- Central California Bankruptcy Association
- Twin Rivers School District «« teacher
As filed
Bank Account, IRA, Bank of America, Part vi — Interest
Mutual Fund, Growth Fund of Amer. Part vi — Int/Div — Buy (add'l) — issuer
Mutual Fund, Growth Fund of Amer. Part vi — Buy (add'l) — issuer
Mutual Fund, Growth Fund of Amer. Part vi — Buy (add'l) — Issuer
Mutual Fund, Growth Fund of Amer. Part vi — Buy (add'l) — Issuer
Mutual Fund, Growth Fund of Amer. Part vi — Buy (add'l) — issuer
Bank Account, Wells Fargo Bank, Part VIII — Interest
Bank Account, Wells Fargo Bank, Part VIII — Interest
Bank Account, UBS Bank. Part VIII — Interest
Bank Account, IRA, Wells Fargo Bank, Part vin — Interest
Bank Account, Wells Fargo Bank (X), Part vil — Interest
Certificate of Deposit, Wells Fargo Bank Part VIII — Interest
Mutual Fund, American Funds Capital World Gro& Ine, Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, American Funds Capital World Gro& Ine, Part VIII — Buy (add'l) — Issuer
Mutual Fund, American Funds Capital World Gro& Ine, Part VIII — Buy (add'l) — Issuer
Mutual Fund, American Funds Capital World Gro& Ine, Part VIII — Buy (add'l) — issuer
Mutual Fund, American Funds Capital World Gro& Ine, Part VIII — Buy (add'l) — issuer
Mutual Fund, American Funds, US Govt Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund, American Funds, US Govt Part VIII — Buy (add'l) — Issuer
Mutual Fund, American Funds, US Govt Part VIII — Buy (add'l) — issuer
Mutual Fund, American Funds, US Govt Part VIII — Buy (add'l) — Issuer
Mutual Fund, American Funds, US Govt Part VIII — Buy (add'l) — Issuer
Mutual Fund. Baron Growth Fund. Part VIII — None — Buy (add'l) — Issuer
Mutual Fund. Baron Growth Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund. Baron Growth Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund. Baron Growth Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund. Baron Growth Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, FT Templeton Global Bond Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, Gabelli Equity Income Fund Part VII — Int/Div — Sold — Market
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Pimco Real Return Fund. Part vi — Int/Div — Sold — Market
Mutual Fund, Royce Premier Fund. Part vi — Int/Div — Sold — Market
Mutual Fund, TIAA-CREF, T-C Lifecycle 2018 Fund. Part VIII — Int/Div
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Buy (add'l) — issuer
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Buy (add'l) — issuer
Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Buy (add'l) — Issuer
S10. — Buy (add'l) — issuer
S10. — Buy (add'l) — Issuer
Mutual Fund, Calamos Gro & Inc. Part VII — Int/Div — Buy (add'l) — issuer
Mutual Fund, Calamos Gro & Inc. Part VII — Buy (add'l) — issuer
Mutual Fund, Calamos Gro & Inc. Part VII — Buy (add'l) — issuer
Mutual Fund, Calamos Gro & Inc. Part VII — Buy (add'l) — Issuer
Mutual Fund, Calamos Gro & Inc. Part VII — Buy (add'l) — issuer
Family Trust (H)
Residence (trust asset) — None — Sold
Bank Account, Wells Fargo Bank (trust asset) — None
Vacation timeshares (trust asset) — None
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Int/Div — Buy — issuer
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Buy (add'l) — Issuer
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Buy (add'l) — issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Int/Div — Buy — issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Buy (add'l) — issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Buy (add'l) — issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Sun America Focused Div Strategy. Part VIII — Buy (add'l) — Issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Int/Div — Buy — issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Buy (add'l) — issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Buy (add'l) — issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Buy (add'l) — Issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Buy (add'l) — issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Buy (add'l) — Issuer
Member, Sacramento Valley Bankruptcy Forum
Member, National Conference of Bankuptey Judges
Member, State Bar of California® (see part VIII)
Fellow, American College of Bankruptcy
Co-Trustee, The poo Living Family Trust
Liability — Wells Fargo Bank — Purchase money mortgage on single family residence in Sun City West, Arizona. Owned by trust. Part VIII
Reimbursement — Central California Bankruptcy Association — September 22, 2016 — Fresno, CA — Speak at education program — One meal
Spouse's income — 2016 — Twin Rivers School District «« teacher
Part VII: Nos. 52 through 56. All dividends for 2016 totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested
was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The purchase price of the additional purchases were
withdrawn from Item No. 9, the UBS bank account.
Part VI and Part VIL: Nos, 57, 58, 59, 60. This family trust was created by my parents. Tn 2015, as a result of the death of my last surviving parent, my parents’
family residence, four vacation timeshare weeks, and a bank account poured over into the trust. These assets are reported at Nos. 58, 59, 60. The purchase money
mortgage encumbering the residence is reported ut Part VI. As a result of the sale of the residence, Item 58, the purchase money mortgage was paid in full. There
were no net sale proceeds. Prior to its sule, the residence wus not rented. The timeshares are not rented. No income is received from the trust. The net value of the
trust is estimated to be within Value Code J with my beneficial interest in the trust being 50% of that value.
Part VII: Nos. 61 through 66. All dividends for 2016 totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested
was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The purchase price of the initial and additional purchases
were withdrawn from Item No. 9, the UBS bank account.
Part VII: Nos, 67 through 72. All dividends for 2016 totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested
was within Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The purchase price of the initial and additional purchases
were withdrawn from Item No. 9, the UBS bunk account.
Part VII: Nos, 73 through 78. All dividends for 2016 totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested
was within Value Code J, The gross value reported in Column C(1) includes the reinvested dividends. The purchase price of the initial and additional purchases
were withdrawn from Item No. 9, the UBS bank account.
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.