Michael S Mcmanus

2017Annual

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Pull out the substance of this filing.

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.

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Michael S Mcmanus | Frix