Carol Bagley Amon
2018
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What was filed
101
investments
0
positions
0
gifts
2
agreements
1
debts
5
reimbursements
0
income
3
spouse income
Named parties
- CBA/TGA
- Passumpic Bank
- Pepperdine University Schoolof Law
- Federal Bar Council
- University of Virginia
- E.D.N.Y. Association
- George Mason University(Antonin Scalia School ofLaw)
- Self-employed attorney - law partnership distributions
- Law Office Thomas G. Amon - Non-investment Income Pension Plan
- Law Office Thomas G. Amon - Non-investment Income Profit-sharing Plan
As filed
IRA Accts Citibank, B'klyn, NY (See VIII) — Dividend
Law Partnership, Cap Acct. — None
Citibank N.A., Money Market — Interest
Merrill Lynch CMA Account (See VIII)
Invesco/Midcap Growth — Dividend
Fidelity Ad. Equity Growth — Dividend
Fidelty Ad. Tech Fund — Dividend
MFS Moderate Allocation — Dividend
Johnson & Johnson — Dividend
1919 Financial Services Fund Class C — Dividend — Buy
ClearBridge Large Cap — Dividend — Buy
Chase Select Checking — Interest
Passumpsic Bank (See VIII) — Interest
Encore Networks, Inc. (See VIII) — None
Rental Property, Brooklyn, NY — Rent
Rental Property Newport, VT — Rent — Buy — CBA/TGA
AXA Equitable Variable Life Policy (SeeVIII) — Interest
Aim Technology — Dividend
Sonic Mountain, Inc. — None
Citibank CD — Interest
Spoleto Corp. (See VIII) — Interest
Pimco Total Return Fund (Bonds) — Interest
Franklin Rising Dividends FD Class A — Dividend
Walnut Street Finance, LLC — Interest
Military Talent Group, Inc. — None
Airborne Wireless Network — None
Wilson Davis Account # 1 Header (SeeVIII)
Microsoft — None — Buy
Apple — None — Buy
JP Morgan Chase Brokerage Account # 2 Header (See VIII) (TGA)
ACE Ltd — Dividend — Sold
United Overseas Bank Ltd — Dividend — Sold
Vermilion Energy Inc — Dividend — Sold
Astrazeneca — Dividend — Sold
Roche Holdings — Dividend — Sold
Smiths Group PLC — Dividend — Sold
BHP Ltd — Dividend — Sold
BNP Paribas — Dividend — Sold
BOCHong Kong Holdings — Dividend — Sold
British American Tobacco — Distribution — Sold
Deutsche Telecom — Dividend — Sold
Diageo PLC - Sponsored ADR — Dividend — Sold
Engie — Dividend — Sold
Glaxo Smith Kline — Dividend — Sold
Imperial Brands PLC — Dividend — Sold
ING Groep NV - Sponsored — None — Sold
Japan Tobacco — Dividend — Sold
JPM Tax Free — Dividend — Sold
Nestles SA — Dividend — Sold
Nippon Tel. — Dividend — Sold
Novartis — Dividend — Sold
Orkla ASA — Dividend — Sold
Royal Dutch Shell PLC — Dividend — Sold
Siemans Ag. — Dividend — Sold
Singapore Telecom — Dividend — Sold
Sonic Healthcare Ltd — Dividend — Sold
SSE PLC (See VIII) — Dividend — Sold
Statoil ASA — Dividend — Sold
Telefonica Brasil SA — None — Sold
PT Telekomunikasi Ind — Dividend — Sold
Total SA — Dividend — Sold
Unilever NV — Dividend — Sold
Vodafone Group, PLC — Dividend — Sold
Zurich Insurance Group — Dividend — Sold
Honda Motors — Dividend — Sold
UBS Group — Dividend — Sold
BCE Inc. — Dividend — Sold
BAE Systems — Dividend — Sold
ABB Ltd — Dividend — Sold
Manulife Financial Corp. — Dividend — Sold
MMC Norilsk Nickel PJSC — None — Sold
Chevron — Dividend — Sold
CME Group, Inc. — Dividend — Sold
Republic Services Inc. — Dividend — Sold
U S Bancorp — None — Sold
JP Morgan Brokerage Account # 3 Header(CBA)
Treas Money Market — Dividend — Buy
Advanced Semiconductor — Dividend — Sold
Smurfit Karpa Group — Dividend — Sold
NN Group NV — Dividend — Sold
Muenchener — Dividend — Sold
Allianz SE — Dividend — Sold
Daimler AG — Dividend — Sold
Michelin Co. — Dividend — Sold
JP Morgan Advisory (See VII) HorizenAccount (CBA) # 4
Invesco Asia Pacific Growth — Dividend
IShares Russell 2000 ETF — Dividend
IShares New York Muni Bond — Dividend
IShares IBOXX $ High Yield CorporateBond ETF — Dividend
IShares Select Dividend ETF — Dividend
Lord Abbett Short Duration Income Fund — Dividend
Pimco High Yield Fund Instl Cl — Dividend
Vanguard S&P 500 ETF — Dividend
Vanguard Total Bond Market ETF — Dividend
Powershares QQQ Trust Series 1 — Dividend
Guggenheim S&P 500 Equal Weight ETF — Dividend
JP Morgan Deposit Acct A — Interest
DoubleLine FDS TR — Dividend
Invesco Exchange Traded Fund — Dividend — Buy
JPM 100% U.S. Treas. Sec. MM — Interest — Buy
NYS 529 College Savings Account (SeeVIII) — Dividend — Buy
Agreement — 1/1/2002 — Law Office of Thomas G. Amon - Chase Manhattan Bank Defined Benefit Pension Plan
Agreement — 1/1/2002 — Law Office of Thomas G. Amon - Chase Manhattan Bank Defined Benefit Profit-Sharing Plan
Liability — Passumpic Bank — Mortgage of rental property - Newport, VT - Rental income generated in 2018
Reimbursement — Pepperdine University Schoolof Law — March 14 - 16, 2018 — Malibu, California — Lecturer - Byrne Clerk'sInstitute — Transportation, lodging and meals
Reimbursement — Federal Bar Council — May 2, 2018 — New York, NY — Law Day Dinner — Meals
Reimbursement — University of Virginia — April 10 - 11, 2018 — Charlottesville, VA — Lile Moot Court — Transportation, lodging and meals
Reimbursement — E.D.N.Y. Association — February 8, 2018 — New York, NY — Annual Dinner — Meals
Reimbursement — George Mason University(Antonin Scalia School ofLaw) — January 25 - 26, 2018 — Arlington, VA — 1st Amendment Conference — Meals, transportation
Spouse's income — 2018 — Self-employed attorney - law partnership distributions
Spouse's income — 2018 — Law Office Thomas G. Amon - Non-investment Income Pension Plan
Spouse's income — 2018 — Law Office Thomas G. Amon - Non-investment Income Profit-sharing Plan
Re: Part VII
Item 1 - IRA Accts Citibank, B'klyn, NY - Fidelity Advisor Stock Selector All Cap Fund Class A
Item 4 - Merrill Lynch CMA Account (CBA) - Master Account Holding Items 5 - 11
Item 9 - Market value of vested options less exercise on 12/31/18.
Item 13 - Passumpsic Bank - Newport, VT - Account opened on 5/15/18.
Item 16 - Rental property located in City of Newport, Chittendon County, Vermont, inherited in 1994. Value at date acquired - $200,000.
Item 17. AXA Equitable Variable Life Insurance Policy - Incentive Legacy III.
Item 21. Management Asset Account (TGA)
Item 27 - Asset Management/Consulting Company.
Item 30 - Managed Asset Account (TGA)
Item 76 - Managed Asset Brokerage Account - (JPMorgan Securities) (CBA)
Item 85 - Advisory Horizen Account - (JPMorgan Securities) (CBA)
Item 101 - Investment with Vanguard Aggressive Growth Funds
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.