Andrea K. Johnstone

2019

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Andrea K. Johnstone | Frix