Stephanie A. Gallagher

2018Annual

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Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Bar Association - Maryland Chapter
  • Institute of Notre Dame
  • Sister's Circle
  • Self-emploved (consultant)

As filed

of Ireland (cash) (Y)

Suntrust (cash) — Interest

Mylan NV. (MYL) (X) — None

IRAZI(H)

American Funds, Europacific Growth Fund (AFPGX) — Int/Div

American Funds, Growth Fund of America (AGTHXO — Int/Div

American Funds, New World Fund INEWFX) — Int/Div

American Funds, American Small Cap World Fund (SMCWX) — Int/Div

American Funds, Washington Mutual Investors Fund (AWSHX) — Int/Div

IRA £2 (H)

American Funds, Europacific Growth Fund (AFPGX) — Int/Div

American Funds, Growth Fund America (AGTHX) — Int/Div

American Funds, New World Fund INEWFX) — Int/Div

American Funds, American Small Cap World Fund (SMCWX) — Int/Div

IRA #3 (H)

American Funds, Europacific Growth Fund (AEPGX) — Int/Div

American Funds, Growth Fund America (AGTHX) — Int/Div

American Funds, New World Fund INEWFX) — Int/Div

401(k) #1 (H)

JPMorgan Smart Retirement 2035 C1 RS (SRIIX) — Int/Div

40K) #2 (HD)

JPMorgan Smart Retirement 2035 C1 RS (SRIIX) — Int/Div

JPMorgan Smart Retirement 2040 C1 RS ASMTIXOUX) — Int/Div — Buy

Brokerage Account #1 (H)

Wells Fargo Sweep Account (cash) (X) — Interest

Vanguard Total World ETF Stock Index Fund (VT) — Int/Div — Buy

Vanguard Total World ETF Stock Index Fund (VT) — Sold

American Funds, American High-Income Muni Bond Fund IAMHIX) — Int/Div — Buy

American Funds, American High-Income Muni Bond Fund IAMHIX) — Sold (part)

American Funds, American High-Income Muni Bond Fund IAMHIX) — Sold

Brokerage Account #2 (H)

Under Armour Inc. Cl A (UAAYX)I(Y)

S29 #1 (H)

T Rowe Price MD 529 Plan Portfolio 2021 — None

S29 #2 (H)

T Rowe Price MD 529 Plan Portfolio 2024 — None

Dan Gallagher Group LLC (H)

Wells Fargo (cash) (X) (Y)

Symbiont (stock options) — None

Secretary/Board Member, Federal Bar Association - Maryland Chapter

Board Member, Institute of Notre Dame

Bowrd Member, Sister's Circle

Spouse's income — 2018 — Self-emploved (consultant)

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.

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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Stephanie A. Gallagher | Frix