James D. Whittemore
2018Annual
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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.