Robin Stacie Rosenbaum
2019
Ask Donna
Pull out the substance of this filing.
What was filed
51
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
1
spouse income
Named parties
- Federal "udges Association
- Holland & Knight -- salary
As filed
Ameritrade Money Market A ccount — Interest
Astropower common — None
Bank of America--check/savings — Interest
Cisco Systems common — Int/Div
DiscoverBank Savings and Money Market Account & CDs — Interest
Dodge & Cox Intl Stock Fund — Int/Div
Domini Social Equity Fund - Domini Impact Equity — Int/Div
Ericsson LL M Tel Co. ADR — Int/Div
Fidelity Cash Reserves - Government Money Market — Int/Div
Fidelity Contrafund (H&K 401k) — Int/Div
Fidelity Contrafund (IRA) — Int/Div
Fidelity Low Priced Stock Fund — Int/Div
Fidelity Municipal Money Market Fund — Interest
Fidelity Retirement Government Money Market Fund — Int/Div
Fidelity Unique NH 2021 Portfolio Index — Int/Div — Sold (part)
another partial sale from Fidelity account listed above) — Sold (part)
another partial sale from Fidelity account listed above) — Sold (part)
Fidelity Unique NH Bank Deposit Portfolio — Int/Div — Sold (part)
another partial sale from Fidelity account listed above) — Sold (part)
another partial sale from Fidelity account listed above) — Sold (part)
Intel Corp. — Int/Div
anus Henderson Forty Fund — Int/Div
anus Global Research Fund (previously “anus Worldwide Fund) — Int/Div
Lumentum Holdings, Inc. common — None
MassMutual VUL: Oppenheimer Capital Appreciation Fund — None
MassMutual Variable Universal Life: Oppenheimer Midcap Fund — None
NVIDIA common — Int/Div
Pamassus Fund — Int/Div
PRU Total Return bond Fund-Holland & Knight 401k — Int/Div
Rhythms Netconnections common — None — Closed
Roku Inc. common — None — Buy
T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int/Div
T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int/Div — Sold (part)
another partial sale from T. Rowe Price 529 plan listed above) — Sold (part)
T.Rowe PriceBlue Chip Growth Fund — Int/Div
T. Rowe Price Health Sciences Fund (UGMA) - Account 1 — Int/Div
T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int/Div
Universal Display Corp. common — Int/Div
Vanguard Institutional Index Fund — None
Viavi Solutions, Inc. common — None
Wells Fargo Small Company Growth Fund Holland & Knight 401k — Int/Div
Apple — Int/Div
Ameritrade Money Market A ccount — Interest
Netflix — None
Trust #1 — Interest
MML VUL: MassMutual Life Blend — None
MML VUL: Oppenheimer Main Street — None
MML VUL: "anus Henderson Forty — None
MML VUL: Oppenheimer Discovery Mid Cap Growth — None
MML VUL: T. Rowe Price Mid-Cap Growth — None
MML VUL: Oppenheimer Global — None
Reimbursement — Federal "udges Association — 04/15/19-04/16/19 — Dallas, TX — Board Meeting — Transportation, hotel, food
Reimbursement — competition; spoke with students
Reimbursement — competition; spoke with students
Reimbursement — competition; spoke with students
Spouse's income — 2019 — Holland & Knight -- salary
VIL Investments and Trusts
1. Lines 42-44 are held by
. but I am listed as.
tenant on her account. This has been the case for several years. I derive no income or other benefits
from my
investments.
2. Lines 46-51 list the assets in Trust #1. I do not receive any income or other benefits from this trust or from serving as the trustee, nor am I a beneficiary of the
trust.
3. Line 45 reflects the cumulative value of Trust #1. As I indicated in Note 2 above, lines 46-51 list the specific mutual-fund holdings that make up this Trust.
4. Rhythms Netconnection (line 30) went to zero value some time ago and no longer is listed on the Ameritrade statement account. I am unsure of what date this
event occurred, but I no longer own such stock, which no longer exists.
5. Lines 16 and 17 list additional partial sales of the asset identified on line 15.
6. Lines 19 and 20 list additional partial sales of the asset identified on line 18.
7. Line 34 lists an additional partial sale of the asset identified on line 33.
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.