James D. Whittemore

2018Annual

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • American Express-Optima
  • Amcrican Express
  • State of Flonda-Retirement

As filed

Amgen, Inc — Int/Div — Sold (part)

Cisco Systems, Inc. Common Stock (IRA) — Int/Div

Bank Sweep Deposit (Mny Mkt) (StifeINicolaus) ) — Interest — Sold (part)

Nektar Therapeutics Common Stock — Int/Div

Microsoft Corp. Common Stock{IRA ) — Int/Div

Intel Corp. Common Stock (IRA) — Int/Div

AmensourceBergen Corp. (Common Stock) — None — Distributed

Bank Sweep Deposit (MnyMkt) (StifelNicolius) — Interest — Sold (part)

CIGNA Corporation 401K (H):

CIGNA 201K (Common Stock ) — None — with line 12)

CIGNA 01K (Fixed Income Fund — None

Cigna Corp — None — Open

Wells Fargo Bank Accounts-cash equivalent — Interest

Bank of America Account-cash equivalent — None

Suncoast Credit Union-cash equivalent — Interest

Express Scripts Hidg Company — None — with lme 14)

T Rowe Price Health Sciences — Int/Div

T Rowe Price Blue Chip growth — Int/Div

Equitable Premium Life Insurance-whole life — None

UnitedHealth Group 401(k) Savings Plan (Hy — Distnbuted

FIAM Small Co Commingled Pool Class B — None — Distnbuted

Vanguard Inst. Index Plus — None — Distributed

Vangrad Md Cp Idx Is PI — None — Distnbuted

WT Mid Cap Opps — None — Distnbuted

SS LS Bond Index € — None — Distnbuted

UHG Stable Value — None — Distributed

Trt 20015 CIT E3 — None — Distributed

Equitable Premium Life Insurance-whole life — None

Liability — American Express-Optima — Credit Card

Liability — Amcrican Express — Credit Card

Income — 2018 — State of Flonda-Retirement — $30,351.78

Return amended to address audit errors!

Section VIL, Lines 13, 15-18,23,28 35 left blank intentionally as 2017 report included distributions, mergers, or spin offs for those line entries.

Section VII: Lines 14 and 22 correct the transaction date.

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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