James S. Gwin
2017Annual
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What was filed
50
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- HEIDRICK & STRUGGLES, Inc. salary, bonus, restricted stock
As filed
IBM common stock (IBM) — Int/Div
Berkshire Hathaway common stock (BRKA — Int/Div
Vanguard Total Stock Market Index Fund. tax deferred — Int/Div — Buy (add'l)
Vanguard Total Stock Market Index Fund. tax deferred — Buy (add'l)
Heidrick & Struggles Co., common stock. (HSI — Int/Div
Ohio Deferred Compensation LifePath 2035 — Int/Div
Schwab Money Market Fund — Int/Div — Sold
Public Square Partners, LLC — Int/Div
Vanguard Total Intl Stock Index Admiral (VTIAX) — Int/Div — Buy
Ishares S&P Midcap 400 Growth Index Fund (JK) — Int/Div
iShares S&P Smallcap 600 Growth Index Fund (UT) — Int/Div
SPDR S&P MidCap 400 ETF (MDY) — Int/Div
1Q Hedge Multi-Strategy Tracker ETF (OAD — Int/Div
iShares Core S&P Small-Cap (JR) — Int/Div
Vanguard REIT Index ETF (VNQ) — Int/Div
iShares Core US Aggregate Bond ETF (AGG) — Int/Div
iShares S&P S00 Growth (1IVW) — Int/Div
iShares S&P S00 Value (IVE) — Int/Div
SPDR DoubleLine Total Return Tact ETF (TOTL) — Int/Div
Vanguard FTSE Europe ETF (VGK) — Int/Div — Sold
Vanguard FTSE Pacific ETF (VPL) — Int/Div
Vanguard Target Retirement 2030 Inv (VTHRX) — Int/Div
Vanguard Balanced Index Fund Admiral Shares (VBIAX) — Int/Div
Vanguard Prime Money Market Fund (VMMXX) — Int/Div — Sold
Federal Thrift Savings Plan — Int/Div — Buy (add'l)
Cincinnati Ohio Wir Sys Rev Bond (17231 1MT6) — Int/Div — Buy
Rocky River Ohio Various Purpose Bonds (T7748 12MG3) — Int/Div — Buy
Kentucky State Property & Bldgs Bonds (49151FWB2) — Int/Div — Buy
Strongsville Ohio City School Bong (S613RTMES) — Int/Div — Buy
Lake Orion Mich Community School District Bond (510336076) — Int/Div — Buy
Bethlehem Pennsylvania Government Bonds (0R73475M8) — Int/Div — Buy
Tulsa Oklahoma County Industrial Authority Bonds (899518FZ22) — Int — Buy
Brookville, Ohio Local School District Bond (114691FNY) — Int/Div — Buy
Hamilton County Ohio Sewar System Revenue Bonds (407288YMS) — Int/Div — Buy
Virginia Commonwealth Transportation Board Bond (92778UBRO) — Int/Div — Buy
Lakewood Ohio City School District Bond (512624RC3) — Int/Div — Buy
North Royalton Ohio School District Bond (662055KA9) — Int/Div — Buy
Cincinnati Ohio Various Purpose Bond (1T2217A35) — Int/Div — Buy
Oshkosh Wisconsin Bond (68825WDY2) — Int/Div — Buy
Sidney Ohio City School District Bonds (8261 29EK0) — hy — Buy
Fremont Ohio City School District Bonds (357568FW9 — Int/Div — Buy
Metropolitan Transportation Authority Revenue Bonds (59261 ANGS) — Int — Buy
Bowling Green State University Ohio Bonds (1028R5ID3) — Int/Div — Buy
Hurst Bedford Texas Independent School District (4478 19ET6H) — Int/Div — Buy
Miami Beach Florida Water & Sewer Revenue Bond (5931241BK7) — Int/Div — Buy
New York State Dormitory Bonds (64990FATH — Int/Div — Buy
California State Various Purpose Bonds (163IDAST) — Int/Div — Buy
Cleveland, Ohio Water Revenue Bonds (186427EP) — Int/Div — Buy
Ohio State Adult Correctional Bonds (677524CTS) — Int/Div — Buy
S10.
Agreement — STATE OF OHIO PUBLIC EMPLOYEE RETIREMENT SYSTEM AND OHIO STATE TEACHERS RETIREMENT SYSTEM. RIGHT TO RETIREMENT BENEFITS
Spouse's income — HEIDRICK & STRUGGLES, Inc. salary, bonus, restricted stock
Regarding the investment in the Vanguard Fund, this investment is made through an employer 401 plan sponsored at my wife's employer. The yearly statutory
maximum is met in the first quarter although we do not know the exact dates of purchase.
Regarding the Federal Thrift Savings Plan Fund, this investment is made through an employer 401 plan sponsored by the U.S. Courts. Maximum monthly
allowable deductions of $2,000 were made each month.
Regarding Schwab Money Market Fund (Part VIL, 7) this mvestment is a money market fund to which investments are made relatively frequently and infrequent
withdrawls occur, The account is used as a savings type account,
Regarding Vanguard Target Retirement 2010 Fund (VTENX), this fund closed and the balance was transitioned to the Vanguard Balanced Index Fund Admiral
Shares (VBIAX). This transfer occurred on December 7, 2016 but was mistakenly not reflected on the 2016 Financial Disclosure form. The 2016 Financial
Disclosure Form identified the addition of the Vanguard Balanced Index Fund Admiral Shares (VBIAX) but did not relect that this was a conversion of the
Vanguard Targed Retirement 2010 that was closed,
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.