Mark A. Roberts
2019Annual
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What was filed
94
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Montessori School of Iowa City
As filed
Simmons Perrine Moyer Bergman PLC Partnership — Distribution
MR Investment Account (H)
DFA GLBL REAL ESTATE — Int/Div — Buy
DFA INVESTMENT GRADE — Int/Div — Buy
DFA INVESTMENT GRADE — Buy
DFA INVESTMENT GRADE — Buy
DFA INVESTMENT GRADE — Sold (part)
DFA INVESTMENT GRADE — Buy
DFA US CORE EQTY 2 — Int/Div — Buy
DFA US CORE EQTY 2 — Buy
DFA US CORE EQTY 2 — Buy
DFA US CORE EQTY 2 — Buy
DFA INTL CORE EQTY — Int/Div — Buy
DFA INTL CORE EQTY — Buy
DFA INTL CORE EQTY — Buy
DFA INTL CORE EQTY — Buy
DFA EMERGING MKTS CORE EQTY — Int/Div — Buy
DFA EMERGING MKTS CORE EQTY — Buy
DFA EMERGING MKTS CORE EQTY — Buy
DFA EMERGING MKTS CORE EQTY — Buy
DR Investment Account (H)
SPDR S&P 600 SMALL CAP VALUE — Int/Div — Buy
SPDR S&P 600 SMALL CAP VALUE — Buy
SPDR S&P 600 SMALL CAP VALUE — Buy
SPDR S&P 600 SMALL CAP VALUE — Buy
SPDR S&P 600 SMALL CAP VALUE — Buy
SCHWAB US AGGREGATE BOND — Int/Div — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US AGGREGATE BOND — Buy
SCHWAB US LARGE CAP — Int/Div — Buy
SCHWAB US LARGE CAP — Buy
SCHWAB US LARGE CAP — Buy
SCHWAB US LARGE CAP — Buy
SCHWAB US LARGE CAP — Buy
SCHWAB US LARGE CAP — Buy
SCHWAB SHORT TERM US TREASURY — Int/Div — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB SHORT TERM US TREASURY — Buy
SCHWAB EMERGING MARKETS EQUITY — Int/Div — Buy
SCHWAB EMERGING MARKETS EQUITY — Buy
SCHWAB EMERGING MARKETS EQUITY — Buy
SCHWAB EMERGING MARKETS EQUITY — Buy
SCHWAB US LARGE CAP VALUE — Int/Div — Buy
SCHWAB US LARGE CAP VALUE — Buy
SCHWAB US LARGE CAP VALUE — Buy
SCHWAB US LARGE CAP VALUE — Buy
SCHWAB US LARGE CAP VALUE — Buy
SCHWAB INTERNATIONAL EQUITY — Int/Div — Buy
SCHWAB INTERNATIONAL EQUITY — Buy
SCHWAB INTERNATIONAL EQUITY — Buy
SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy
SCHWAB INTERNATNAL SMALLCAP EQY — Buy
SCHWAB INTERNATNAL SMALLCAP EQY — Buy
SCHWAB US SMALL CAP — Int/Div — Buy
SCHWAB US SMALL CAP — Buy
SCHWAB US SMALL CAP — Buy
SCHWAB US SMALL CAP — Buy
SCHWAB US SMALL CAP — Buy
SCHWAB US SMALL CAP — Buy
Iowa Public Employees’ Retirement System Fund — Interest
U.S. Bank Cash Accounts — Interest
Wells Fargo Cash Account — Interest
Coverdell 529 Plan - Aggressive Growth Portfolio (H)
Vanguard Institutional Total Stock Market Index Fund 60% — Int/Div
Vanguard Total International Stock Index Fund 40% — Int/Div
Country Financial Whole Life 1 — Int/Div
Country Financial Whole Life 2 — Int/Div
Country Life Whole Life 3 — Int/Div
Northwestern Mutual Whole Life 1 — Int/Div
Northwestern Mutual Whole Life 2 — Int/Div
Northwestern Mutual Whole Life 3 — Int/Div
Northwestern Mutual Whole Life 4 — Int/Div
Voya Whole Life 1 — Int/Div
Voya Whole Life 2 — Int/Div
Agreement — 20172019 — Simmons Perrine Moyer Bergman, former employer. Returned partnership capital contribution 03/19, received final payment for 2018 income 06/19.
Spouse's income — 2019 — Montessori School of Iowa City
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.