Michael S Mcmanus

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Michael S Mcmanus | Frix