Andrea K. Johnstone
2019
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Pull out the substance of this filing.
What was filed
17
investments
1
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Proctor Academy
- Southern Methodist University
- Bates College
- Merrimack County Savings Bank
- Wells Fargo
- American Express
- Granite State Management & Resources
- self-employed attorney
As filed
TD Bank Accounts — Interest
Merrimack County Savings Bank Accounts — Interest
T. Rowe Price Retirement 2030 — Dividend
Oppenheimer Global Allocation Fund A — Dividend
Oppenheimer Main St. Select Fund A — Dividend
Invesco College Bound Today Port. A fka Alliancebern CBF AB Mod Gr A — None — Redeemed
Invesco College Bound Today Port. BX fka Alliancebern CBF AB Mod Gr BX — None — Redeemed
State of NH College Savings Bonds — Interest
Putnam Dynamic Assoc. All G&W — Dividend
Two Shares Caterpillar Inc. Stock — Dividend
Fidelity Cash Reserves IRA — None
Northwestern Mutual 90 Life — None
Trust No. 1 (H):
Citizens Bank
Half interest real estate, Massachusetts
Microsoft Stock (MSFT) — Dividend — Buy
Microsoft Stock (MSFT) — Dividend — Buy
Trustee, Proctor Academy
Liability — Southern Methodist University — Tuition
Liability — Bates College — Tuition
Liability — Merrimack County Savings Bank — Line of Credit
Liability — Wells Fargo — Credit Cards
Liability — American Express — Credit Cards
Liability — Granite State Management & Resources — Student Loans
Spouse's income — 2019 — self-employed attorney
Regarding Part I and Part VII lines 13-15: Trust No. 1: The trust was not created by me, my spouse, or any dependent child.
Neither me, my spouse, or any dependent child receives income from the trust or has
a beneficial interest in the principal or income from the trust or estate.
I am a remainder beneficiary following a family member's death.
Regarding Part VII, lines 6-7: I have confirmed with my financial planner that with respect to these investments
there is no reportable income earned during the reporting period.
This is consistent with the quarterly statements received.
Regarding Part VII, lines 6-7: The full balance of this 529 Plan was redeemed in 2019.
I cannot locate records that allow me to provide the actual redemption date(s).
I sought clarification on how to proceed with reporting under these circumstances but did not get a call back.
Regarding Part VII, lines 16-17: These shares are part of a brokerage account.
In 2019, the account shows other transactions, however, each transaction is not over $1,000.00.
MSFT was listed because cumulatively the holding in MSFT is over $1,000.00.
Efforts to get clarification from the Committee on Financial Disclosure on how to properly report this
account, were unsuccessful, understandably, given the circumstances.
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.