Stefan R. Underhill
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
36
investments
4
positions
0
gifts
0
agreements
1
debts
1
reimbursements
2
income
1
spouse income
Named parties
- Movie, LLC
- Famuly Testamentary Trust
- Yale University Law School
- University of Virginia School of Law
- Federal Judges Association
- Northwestern Mutual Life Insurance Co.
- Yale University School of Law - teaching
- Umiversity of Virgima School of Law - teaching
- Bridgeport Public Schools - Salary
As filed
Fidelity Contrafund (IRA) — Int/Div
Fidelity Balanced (IRA) — Int/Div
Northwestern Mutual whole life and 65 life policies — Int/Div
Connecticut Teachers’ Retirement Board (vested pension) — None
People’s United Bank Accounts — None
AXA Equitable whole life policy — None
HSA Bank (health spending account) — None
Vanguard Prime Money Market Fund — Int/Div — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Star Fund — Int/Div — Buy
Vanguard Star Fund — Buy (add'l)
Vanguard Star Fund — Buy (add'l)
Vanguard Star Fund — Buy (add'l)
Vanguard Star Fund (inherited IRA) — Int/Div — Buy
Vanguard Star Fund (inherited IRA) — Sold (part)
Vanguard Wellington Fund Admiral {inherited IRA) — Int/Div — Buy
Vanguard Windsor Fund Admiral — Int/Div — Buy
Comerica Bank Account — Interest
BB&T common stock — None
Vacation home — None
AUGGIE Movie. LLC mvestment units — None — Buy — Movie, LLC
AUGGIE Movie. LLC mvestment units — Buy (add'l) — Movie, LLC
S10.
Trustee, Famuly Testamentary Trust
Visiting Lecturer, Yale University Law School
Visiting Lecturer, University of Virginia School of Law
Board of Directors, Federal Judges Association
Liability — Northwestern Mutual Life Insurance Co. — Loans agamst cash value of life msurance
Reimbursement — Federal Judges Association — May 7-8, 2018 — Washington, D.C — Board of Directors Meeting — Travel, meals and lodging
Income — 2018 — Yale University School of Law - teaching — S15.000.00
Income — 2018 — Umiversity of Virgima School of Law - teaching — S1O.000.00
Spouse's income — 2018 — Bridgeport Public Schools - Salary
1. Assets listed in Part VII include assets held by the trusts identified in Part 1.
2. The cash values of the life insurance policies listed on line 3 of Part VII do not reflect the impact of the loans listed on line | of Part VI,
3. The inherited IRA listed on lines 11 and 12 of Part VII of my 2017 report was divided among the four beneficiaries on February 22, 2018, The change in value
from 2017 principally reflects the fact that the full value of the inherited IRA was listed in 2017 and my share of the inherited IRA is listed on lines 27 through 29
of my 2018 report.
4. The Vanguard Windsor Fund Admiral listed on line 13 of Part VII of my 2017 report was held in trust. The trust distributed that fund among four beneficiaries
on September 13, 2018. My share of that distribution is listed on line 30 of my 2018 report,
5. The entry regarding BBT common stock on fine 17 of Part VII of my 2017 report should have reflected "sold part” rather than "sold".
6. The vacation home listed on line 18 of Part VII of my 2017 report was transferred from a trust to myself and one other beneficiary, who now own the home
Jointly. See line 33 of Part VII of my 2018 report. The appraisal of that vacation home was conducted in January 2014.
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.