Michael Lawrence Brown
2018Annual
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What was filed
40
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Self-employed (attomey)
As filed
SUNTRLUST (cash) — Interest
EXXONMOBIL COMMON STOCK — Int/Div
529 PLAN NY SAVES MODERATE AGED BASED OPTION — None
529 PLAN NY SAVES CONSERVATIVE AGE BASED OPTION — None
IRA Account £1 (H)
FIDELITY ADVISOR FINANCIAL SVCS CL (FFSIX) — Int/Div — Buy
FIDELITY ADVISOR MATERIALS CL (FMFEX) — Int/Div — Buy
CULLEN EMERGING MRKT HIGH DIVIDEND CL HHICEMFX) — Int/Div — Buy
JPMORGAN LARGE CAP GROWTH CLASS {formerly Class C)(SEEGX) — Int/Div
PUTNAM EQUITY INCOME FUND CL Y (PEIYX) — Int/Div
Brokerage Account #1 (H)
FIDELITY ADVISOR EQUITY INCOME CL 1 (EQPIXXX) — Int/Div
FIDELITY ADVISOR UTILITIES FUND CL L(FUGIX) — Int/Div
FIDELITY ADVISOR FINANCIAL SVCS CL 1(FFSIX) — Int/Div — Buy
FIDELITY ADVISOR HEALTH CARE CL HFHCIX) — Int/Div
FIDELITY ADVISOR MATERIALS CL (FMFEX) — Int/Div — Buy
KOPERNIK INTERNATIONAL HHIKGHX) — Int/Div — Buy
AMERICAN CAPITAL INCOME BUILDER F3 (formerly F2 ) (CFIHX) — Int/Div
CULLEN EMERGING MRKT HIGH DIVIDEND CL 1HCEMFX) — Int/Div — Buy
FEDERATED STRATEGIC VALUE DIVIDEND IS (SVAIX) — Int/Div
FEDERATED CAPITAL INCOME FUND CL IS(CAPSX) — Int/Div
POLEN GROWTH FUND INSTL SHARES (POLIX) — Int/Div — Buy
THE GROWTH FUND OF AMERICA F3 {GAFFX) (XX) — Int/Div
HARTFORD GROWTH OPPT FUND CL Y (formerly Cy (HGOY X) — Int/Div
JPMORGAN INCOME BUILDER FUND CLASS (JNBSX) — Int/Div
MFS GROWTH FUND CLASS (MFEIX) — Int/Div
MAINSTAY MACKAY INTL OPPORTUNITIES FUND 1 IMYTIX) — Int/Div — Buy
PUTNAM EQUITY INCOME FUND CL Y (formerly CY(PEIYX) — Int/Div
VICTORY RS SMALL CAP GROWTH CL Y (RSYEX) — Int/Div
FIDELITY ADVISOR STRATEGIC INC CL 1 (FSRIX) — Int/Div
BLACKROCK MULTI - ASSET INCOME INSTL(BICX) — Int/Div
JPMORGAN CORE BOND CLASS (WOBDX) — Int/Div
SPDR S&P MIDCAP 400 ETF TR UTSER IMDY) — Int/Div — Buy
VANGUARD INTL EQUITY INDEX FUND INC FTSE (VWO) — Int/Div — Buy
IRA #2 (H)
FIDELITY ADVISOR FINANCIAL SVCS CL (FFSIX) — Int/Div — Buy
FIDELITY ADVISOR MATERIALS CL (FMFEX) — Int/Div — Buy
CULLEN EMERGING MRKT HIGH DIVIDEND CL 1HCEMFX) — Int/Div — Buy
JIPMORGAN LARGE CAP GROWTH CLASS (formerly CY (SEEGX) — Int/Div
PUTNAM EQUITY INCOME FUND CL Y (formerly OV(PEIYX) — Int/Div
Agreement — 2017 — A&B Enhanced Parmer Cash Benefit Pension Plan (closed in 2018)
Income — 2018 — Self-employed (attomey) — $24,479.50
Spouse's income — 2018 — Self-employed (attomey)
Part VII, lines 5-7: Policy values were inadvertently omitted from the prior report. Individual policies have been identified separately im this filing.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VIL, lines 1, 2, 3, 4, and 16 of the nomination report have been consolidated in this report.
Part VII, lines 6 and 18 of the nomination report are not reportable in this cycle; there are no corresponding reportable transactions,
Part VII: In this reporting cycle, assets have been restructured in accordance with brokerage reporting. As a result, lines 14/45 and 34/46 of the 2018 report
correspond with lines 17 and 15 of the prior report, respectively.
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.