John J. O'Sullivan

2019

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Pull out the substance of this filing.

What was filed

  • 48

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • University of Miami School of Law
  • Eugene P. Spellman Inn of Court
  • Federal Bar Association, South Florida Chapter
  • Legal Up
  • University of Miami School of Law, Adjuct Professor
  • State of Florida Retirement System

As filed

U.S. Savings Bonds — Interest

Miami Federal Credit Union Accounts — Interest

CIT Bank — Interest

Robertson Stephens Value and Growth Fund — Dividend

Value Line Mutual Fund (VLIFX) — None

Value Line Larger Companies Mutual Fund (VALLX) — Dividend

Internet Mutual Fund (WWWFX) — Dividend

Munder Mutual Fund (MNNAX) — Dividend

Vanguard Midcap Fund (VIMSX) — Dividend

State of Florida Prepaid College Fund — None

Fidelity Small Cap Stock Fund — Dividend

Wells Fargo Ent Fund (SENAX) — Dividend

Hennessy Mutual Fund (GASFX) — Dividend

Vantage Trust Morel Portfolio Long Term Growth Funds — None — Sold (part)

Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)

Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)

Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)

Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)

Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)

Bank of America — Interest

Corning Inc stock (GLW) — Dividend

Facebook stock (FB) — None

Alibaba Group stock (BABA) — None

Apple stock (AAPL) — Dividend

Freddie Mac stock (FMCC) — None

FS Energy and Power Fund (FSEP) — Dividend

American Finance Tr (AFIN) — Dividend

Bank of the West — Int./Div.

FZDXX — Int./Div. — Buy

Global Net Lease (GNL) — Dividend

AEPFX — Dividend

ASPZX — Dividend

ODVYX — Dividend

PCBIX — Dividend

GOGIX — Dividend

DWGHX — Dividend

IBB — Dividend

Oppenheimer Small Cap ETF (RWJ) — Dividend — Sold

AGOZX — Int./Div. — Buy

CWICX — Dividend — Sold (part)

CDWCX — Dividend — Sold (part)

CDWCX — Sold (part)

CEUCX — Distribution — Sold (part)

CEUCX — Sold (part)

CNGCX — Distribution — Sold (part)

CNWCX — Distribution — Sold (part)

CNWCX — Sold (part)

CSPCX — Dividend — Sold (part)

Instructor, University of Miami School of Law

Executive Board, Eugene P. Spellman Inn of Court

Board Member, Federal Bar Association, South Florida Chapter

Advisory Committee, Legal Up

Income — 2019 — University of Miami School of Law, Adjuct Professor — $6,000.00

Spouse's income — 2019 — State of Florida Retirement System

On July 26, 2017 my shares in DWGAX were converted to shares in DWGHX. I inadvertently omitted that information from my 2017 report. My investment is

now properly reported on line 40 of this report.

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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John J. O'Sullivan | Frix