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What was filed

  • 36

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Joan Loring Wing Inns of Court Chapter, Southern Vermont
  • Federal Judges Association
  • Cornell Law School
  • Massachusetts Mutual Life Insurance Company
  • NationwideFinancial Services Insurance
  • Self-employed -- veterinarian

As filed

CIGNA (common) — Dividend

IRA: Fidelity Asset Manager 50% Mutual Fund — Dividend

Interest in timber & land, Shaftsbury, VT — Rent

Rental portion of personal residence, — Rent

Nationwide Life Ins. Co. of Amer. whole life ins. Policy — Dividend

Massachusetts Mutual Life Ins. Co. -- whole life ins. Policy — Dividend

Peoples United — Interest

Berkshire Bank — Interest

Heritage Family Credit Union — Interest

Edward D. Jones Money Market Account — Dividend

Vermont Educ. & Health Bldgs Fin.Revenue Bonds — Interest

American Funds (mutual fund) -- Income Fund of America — Int./Div.

Coca Cola Co. — Dividend

IDX — Dividend

Western National Life Insurance Company, Fixed Annuity — Int./Div.

Credit Union of Vermont — Interest

UVM & State Agriculture College Revenue Bonds — Interest — Redeemed

3M Company — Dividend

Caterpillar, Inc. — Dividend

IRA: American Funds -- High Income Trust — Dividend

IRA: American Funds -- Internat'l Growth & Income Fund — Dividend

IRA: American Funds -- American Mutual Fund — Dividend

IRA: American Funds -- Income Fund of America — Dividend

Southwest Airlines — Dividend

CVS Health Corp — Dividend

Apple, Inc. — Dividend

MFS Mutual Funds -- Growth Fund Class A (MFEGX) — Dividend

Abalone Enterprises LLC — Distribution

Thacher W. Worthen Trust -- managed by People's United Wealth * — Distribution — Closed

Paine Frederic W. Trust -- managed by U.S. Trust — Distribution

MFS Mutual Funds -- Value Fund Class A (MEIAX) — Dividend

Emilie W. Paine Irrev. Trust (X)- managed by People's United Wealth ** — Distribution — Closed

Broadcom, Inc. — Dividend — Buy

A.O. Smith Corp. — Dividend — Buy

Sharp Corp. Com — Dividend — Buy

Member, Executive Committee, Joan Loring Wing Inns of Court Chapter, Southern Vermont

Member, Board of Directors, Federal Judges Association

Member, Advisory Committee, Cornell Law School

Liability — Massachusetts Mutual Life Insurance Company — Loan against whole life policy value

Liability — NationwideFinancial Services Insurance — Loan against whole life policy value

Reimbursement — Federal Judges Association — April 15-16, 2019 — Dallas, TX — Board Member — Travel, food, lodging

Spouse's income — 2019 — Self-employed -- veterinarian

* Part VII, Line 30; The asset on Line 30 was fully distributed.

** Part VII, Line 33; The asset on Line 33 was fully distributed.

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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