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.

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