James D. Whittemore
2019
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Pull out the substance of this filing.
What was filed
18
investments
0
positions
0
gifts
0
agreements
3
debts
0
reimbursements
1
income
1
spouse income
Named parties
- American Express-Optima
- AXA Equitable
- State of Florida-Retirement
- Prudential Retirement
As filed
Amgen, Inc. — Dividend
Cisco Systems, Inc. Common Stock (IRA) — Dividend
Bank Sweep Deposit Mkt)(StifelNicolaus) — Interest
Nektar Therapeutics Common Stock — None
Microsoft Corp. Common Stock(IRA) — Dividend
Intel Corp. Common Stock (IRA) — Dividend
Bank Sweep Deposit (MnyMkt) (StifelNicolaus) — Interest
CIGNA Corporation 401K (H):
CIGNA 401K (Fixed Income Fund — None
Cigna Corp — Dividend
Wells Fargo Bank Accounts — Interest
Bank of America Account — None
Suncoast Credit Union — Interest
T Rowe Price Health Sciences — Dividend
T Rowe Price Blue Chip growth — Dividend
AXA Equitable Premium Life Insurance — None
UnitedHealth Group 401(k) Savings Plan — Dividend — Distributed
AXA Equitable Premium Life Insurance — None
Liability — American Express-Optima — Credit Card
Liability — AXA Equitable — loan against net surrender value of whole life policy
Liability — AXA Equitable — loan against net surrender value of whole life policy
Income — 2019 — State of Florida-Retirement — $31,244.00
Spouse's income — 2019 — Prudential Retirement
Section VII, Lines3, 5-8, 11, 13, 15-18, 22, 23, 28-36 left blank intentionally as prior reports included distributions, mergers, or spin offs for those line entries.
Sction VII, Lines 26 and 37: Added "AXA Equitable" to accurately identify insurance compnay
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