Stephanie A. Gallagher
2018Annual
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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.