Bruce T. Beesley
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- PD -Lawyer-Salary
- Self-Employed Trustee
As filed
Retirement Account «no control - See Part VIII additi — Int/Div
Greater Nevada Credit Union - Account #3 — Interest
Greater Nevada Credit Union - Account #2 — Interest — Matured
Wells Fargo Investments IRA 21 (H)
Wells Fargo Cash Sweep — Int/Div
Wells Fargo Bank S&P 500 Index — Int/Div
Wells Fargo Investments IRA #2 (H)
Wells Fargo Cash Sweep — Int/Div
Wells Fargo Bank S&P 500 Index — Int/Div
Wells Fargo Cash Sweep-Cash Account (H) « see Part VIII additional inf
Wells Fargo Bank Deposit Sweep-Cash — Int
Wendys Arbys Group Inc — Int/Div
es Franklin Templeton LTD Duration Income Tr — Int/Div
Wells Fargo Checking and Savings — Interest
Spouse's income — 2018 — PD -Lawyer-Salary
Spouse's income — 2018 — Self-Employed Trustee
Part VII, Line #1, SEN Retirement Account - no control. This is a retirement account for a law firm with 200 attorneys and additional employees.
This retirement fund qualifies for the common investment fund exemption where the financial interest is indrect due to the number of participants and size and
diversity of investments,
As reported on the 2017 FDR - Part VIL, Lines #10-13, Wells Fargo Cash Deposit Account (H) and its underlying assets were trunsferred to the Wells Fargo
Cash Sweep - Cash Account (2017 FDR Line 14 and now 2018 FDR Lines #10 - 13) in November 2018. Therefore, the assets m the Wells Fargo Cash Deposit
Account (H) are now reported as part of the Wells Fargo Cash Sweep - Cash Account (H) on the 2018 FDR Part VII Lines #10 - 13. The assets were not sold, but
transferred.
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.