Sheila M. Finnegan

2019

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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • \
  • Northwestern University Law School
  • Northwestern Law School

As filed

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Inconix Brand — None — Expired

Brokerage Account 1 (Fidelity)

Fidelity Municipal Money Mkt — Interest — Sold (part)

Fidelity Municipal Money Mkt — Sold (part)

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Int./Div.

VTI (Vanguard Total Stk Mkt ETF) — Int./Div.

VWITX (Vanguard Interm Term Tax Exempt Inv) — Int./Div.

FNSXX (Fid MMkt Institutional Class) — Interest — Buy

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Int./Div.

FSMAX (Fid Extended Mkt Index Fund) — Int./Div.

AGG (iShare Core U.S. Aggregate Bond ETF) — Int./Div.

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds — Interest

Honolulu Hawaii City & Cnty Wastewtr Sys — Interest — Redeemed

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest — \

Ohio State Infrastr Impt GO Rev — Interest

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Redmond Wash Ref Bds Ser — Interest — Redeemed

Temple Ariz GO Bds Ser — Interest

Texas St Univ Sys Fing Rev — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid-868)

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA SF 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend

AGG (Ishares Core US Aggregate Bond ETF) — Dividend

VTI (Vanguard Total Stock Mkt ETF) — Dividend

IRA Rollover Acct KS (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend

AGG (iShare Core US Aggregate Bond ETF) — Dividend

Roth IRA Accts KS (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend

Roth IRA SF 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

College Invest Stable Value Plus (MetLife) 529 Plan for DS and now JS — Int./Div. — Distributed (part)

College Invest Stable Value Plus (MetLife) 529 Plan for DS and now JS — Distributed

Illinois Bright Start 529 for MS (Index Age3 Based 12-14 Yrs) — Int./Div.

Illinois Bright Start for MS (Index Equity) — Int./Div.

Fidelity 529 Plan MS (MA Portfolio 2015) — Int./Div.

College Invest Stable Value Plan (MetLife) 529 Plan for MS — Int./Div.

Adjunct professor, Northwestern University Law School

Income — 2019 — Northwestern Law School — $2,000.00

1) Iconix (line 5 in this report) is shown as "expired". I effectively abandoned this asset after being informed of a reverse stock split and cumbersome process to

surrender the certificate representing the shares and receive a new certufuate. Given the minimal value of the new stock (est $100), I let the time lapse and opted

not to send in the forms to obtain a stock certificate. Based on this I have abandoned the asset.

2) Assets of "MS" on the 2018 report (lines 70 to 75) are omitted since the owner was no longer a dependent in 2019..

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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Sheila M. Finnegan | Frix