Charles A. Stampelos
2017Annual
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What was filed
52
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- State of Flonda Retirement - HIS
- First American Title Insurance Company - salary (retired Jan. 2017)
As filed
Mitek — None
Tallahassee State Bank (cash accounts) — Interest
Bank of America (cash accounts) — Interest
Nationwide (St of Fl. Def.Comp.) NRS Fla Fixed Fund #1 — Interest — Buy (add'l)
TRowePrice (TRP) (IRA) #2 (H)
TRP Capital Appreciation — Int/Div
TRP Capital Appreciation — Sold (part)
TRP Capital Appreciation — Sold (part)
Sante Fe Gold Corp — None
ELOXX Pharm. Inc. Con SVOND f/k/a Sevion Therapeutics, Inc, — None
Envision Credit Union (cash account) — Interest
See Part VIII (H)
First Am lus Co Prof She Pn (Roll to First Am Ins. Co. 401K Fidelity — None — Closed
First Am Ins. Co 401K Plan (Rollover from item 13 10 FIMM) — Buy (add'l)
First Am Ins. Co 401K Plan (Rollover from item 13 10 FIMM) — Sold (part)
First Am Ins. Co 401K Plan (Rollover from item 13 10 FIMM) — Sold (part)
First Am Ins. Co 401K Plan (Rollover from item 13 10 FIMM) — Sold (part)
First Am Ins. Co 401K Plan (Rollover from item 13 10 FIMM) — Distributed
Vanguard Target 2020 — None — Sold
Fidelity Govt Inst (FIMM) — Int/Div — Sold
Fidelity Low Price Stock Fund — None — Sold
Charles Schwab IRA Rollover (H)
Schwab Cash Reserves (SWSXX) (MM sweep) — Int/Div — Buy
Schwab Cash Reserves (SWSXX) (MM sweep) — Buy (add'l)
Schwab Cash Reserves (SWSXX) (MM sweep) — Buy (add'l)
Schwab Cash Reserves (SWSXX) (MM sweep) — Sold (part)
Schwab Cash Reserves (SWSXX) (MM sweep) — Sold (part)
Schwab Cash Reserves (SWSXX) (MM sweep) — Sold (part)
Schwab Cash Reserves (SWSXX) (MM sweep) — Buy (add'l)
Schwab Val. Adv. (SWVXX ) (MM non. sweep) — Int/Div — Buy
Schwab Val. Adv. (SWVXX ) (MM non. sweep) — Sold (part)
US Bankcorp (USB) — None — Buy
Valero Energy Corp. (VLO) — Int/Div — Buy
Wheaton Precious Met F (WPM) — Int/Div — Buy
IShares Gold ETF (IAL) — None — Buy
IShares Gold ETF (IAL) — Buy (add'l)
Schwab US Dividend (SCHD) — Int/Div — Buy
Schwab US Dividend (SCHD) — Buy (add'l)
Lord Abbett Short Dur. (LALDX) — Int/Div — Buy
Lord Abbett Short Dur. (LALDX) — Buy (add'l)
Pimco nem C1 D (PONDX) — Int/Div — Buy
Pimco nem C1 D (PONDX) — Buy (add'l)
Prudential High Yield (PHYZX) — Int/Div — Buy
Prudential High Yield (PHYZX) — Buy (add'l)
Vanguard Short Term (VFSUX) — Int/Div — Buy
Vanguard Short Term (VFSUX) — Buy (add'l)
Schwab Fundamental Int] (SFNNX) — Int/Div — Buy
Schwab Fundamental Int] (SFNNX) — Buy (add'l)
Schwab Fundamental US (SFLNX) — Int/Div — Buy
S10. — Buy (add'l)
Vanguard Interm Term (VFIDX) — Int/Div — Buy
Wells Fargo (cash account) (Closed) — Interest — Sold
Agreement — 12:7 — State of Flonda Retirement - Health Insurance Subsidy (HIS)
Income — 27 — State of Flonda Retirement - HIS — S1.009 80
Spouse's income — 2017 — First American Title Insurance Company - salary (retired Jan. 2017)
In October 2016, an election was made to have the First American Corp. Pension Plan (Plan) rolled over to the First Am. Fin. Corp. 401(k) Savings Plan. See item
31, 06/12/2017 (2016) Fin. Disc. Report. In January 2017, the Plan was rolled over to the 401(k). In January 2017, a separate IRA within Fidelity was created in
order to make partial distributions of after-tax dollars within the Plan, There were partial distributions from this separate IRA in January, May 2017, and August
2017. The assests in the Fidelity account were sold on August 8, 2017, the account closed, and the assets rolled over to a new IRA at Charles Schwab.
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.