Michael S Mcmanus
2017Annual
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What was filed
23
investments
5
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income
Named parties
- issuer
- Issuer
- Sacramento Valley Bankruptcy Forum
- National Conference of Bankuptey Judges
- State Bar of California® (see part VIII)
- American College of Bankruptcy
- The McManus Living Family Trust
- Central California Bankruptcy Association
- Twin Rivers School District - teacher retired June 2017
- Califormia State Teachers Retirement System from July 2017
As filed
Bank Account, IRA, Bank of America, Part vi — Interest
Mutual Fund, Growth Fund of Amer. Part vi — Int/Div — Buy (add'l) — issuer
Bank Account, Wells Fargo Bank, Part VIII — Interest
Bank Account, Wells Fargo Bank, Part VIII — Interest
Bank Account, UBS Bank. Part VIII — Interest
Bank Account, IRA, Wells Fargo Bank, Part vin — Interest
Bank Account, Wells Fargo Bank (X), Part vii — Interest
Certificate of Deposit, Wells Fargo Bank Part VIII — Interest
Mutual Fund, American Funds Capital World Gro& Ine. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, American Funds, US Govt Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund. Baron Growth Fund. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund. FT Templeton Global Bond Fund. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, Loomis Sayles Inv. Gr. Bond Fund. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, TIAA-CREF, T-C Lifecycle 2015 Fund. Part VIII — Int/Div
Mutual Fund, Prudential Short Term Corporate Bond. Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund, Fidelity Advisor Floating Rate. Part VIII — Int/Div — Buy (add'l) — issuer
Mutual Fund, Calamos Gro & Inc. Part VIII — Int/Div — Buy (add'l) — issuer
Family Trust (H)
Bank Account, Wells Fargo Bank (trust asset) — None
Vacation timeshares (trust asset) — None
Mutual Fund, JP Morgan Mid Cap Value Fund. Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund, AIG Focused Div. Strategy Part VIII — Int/Div — Buy (add'l) — Issuer
Mutual Fund, Amer. Century Short Duration nfl. Prot. Bd. Fd. PartVITI — Int/Div — Buy (add'l) — Issuer
Member, Sacramento Valley Bankruptcy Forum
Member, National Conference of Bankuptey Judges
Member, State Bar of California® (see part VIII)
Fellow, American College of Bankruptcy
Co-Trustee, The McManus Living Family Trust
Reimbursement — Central California Bankruptcy Association — September 21, 2017 — Fresno, CA — Speak at education program — One meal
Reimbursement — Sacramento Valley Bankruptcy Forum — November 2. 2017 — Sacramento, CA — Speak at education program — One meal
Spouse's income — 2017 — Twin Rivers School District - teacher retired June 2017
Spouse's income — 2007 — Califormia State Teachers Retirement System from July 2017
Part VII: No. 21.
All dividends for 2017 totuled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested was within
Value Code J. The gross value reported in Column C(1) cludes the reinvested dividends. The purchase price of the additional purchase was withdrawn from
Item No. S, the UBS bank account.
Part VII: No, 22. This was reported #s Sun America Focused Div. Strategy in 2016. The name was changed to AIG Focused Div, Strategy. All dividends
for 2017 totaled within Income Gain Code C and were reinvested in this mutual fund. The total amount reinvested was within Value Code J. The gross value
reported in Column C(1) includes the reinvested dividends. The purchase price of the additional purchase was withdrawn from Item No. 5, the UBS bank account
Part VII: No. 23. All dividends for 2017 totaled within Income Gain Code A and were reinvested in this mutual fund. The total amount reinvested was within
Value Code J. The gross value reported in Column C(1) includes the reinvested dividends. The purchase price of the additional purchase was withdrawn from
Item No. §, the UBS bank account.
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.