Scott M. Grossman
2019
Ask Donna
Pull out the substance of this filing.
What was filed
21
investments
2
positions
1
gifts
1
agreements
4
debts
1
reimbursements
3
income
0
spouse income
Named parties
- Greenberg Traurig, P.A.
- Bankruptcy Bar Association of the Southern District of Florida
- Exempt
- Wells Fargo Bank, N.A.
- Citibank, N.A.
- Paletz Roofing
- Greenberg Traurig, P.A. compensation
As filed
Wells Fargo Bank cash accounts — Interest — Exempt
OptumHealth Bank (H)
cash account — Interest — Exempt
Dodge & Cox Income Fund — Dividend — Exempt
Schwab Target 2040 Index Fund — Dividend — Exempt
Florida Prepaid College Plan #1 — None — Exempt
Florida Prepaid College Plan #2 — None — Exempt
The Vanguard Group (H)
Vanguard Prime Money Market Fund — Dividend — Exempt
Vanguard Municipal Money Market Fund — Dividend — Exempt
Vanguard S-T Investment Grade Fund — Dividend — Exempt
Vanguard Target Retirement 2045 (Roth IRA #1) — Dividend — Exempt
Vanguard Target Retirement 2045 (Roth IRA #2) — Dividend — Exempt
Vanguard 80%/20% Aggressive Age- Based 529 #1 — None — Exempt
Vanguard 90%/10% Aggressive Age- Based 529 #1 — None — Exempt
Vanguard 90%/10% Aggressive Age- Based 529 #2 — None — Exempt
Vanguard Aggressive Age-Based Growth 529 #2 — None — Exempt
Rental Property, Aventura, FL ($225,000) — Rent — Exempt
Greenberg Traurig, P.A. stock — None — Exempt
Pacific Life Insurance Policy cash value — Distribution — Exempt
Schwab SSgA Target Retirement 2040 (401(k)) — None — Exempt
Shareholder, Greenberg Traurig, P.A.
Immediate Past President, Bankruptcy Bar Association of the Southern District of Florida
Gift — Exempt
Agreement — 2008 — Greenberg Traurig, P.A. Shareholder Agreement
Liability — Wells Fargo Bank, N.A. — Mortgage on Rental Property, Aventura, FL (Part VII, line 18)
Liability — Citibank, N.A. — Greenberg Traurig Shareholder Loan
Liability — Citibank, N.A. — Guaranty (Greenberg Traurig, P.A.)
Liability — Paletz Roofing — New Roof
Reimbursement — Exempt
Income — 2019 — Greenberg Traurig, P.A. compensation — $394,324.00
Income — 2018 — Greenberg Traurig, P.A. compensation — $375,000.00
Income — 2017 — Greenberg Traurig, P.A. compensation — $300,000.00
Part VII, line 6 - Florida Prepaid College Plan does not report income information.
Part VII, line 7 - Florida Prepaid College Plan does not report income information.
Part VII, line 14 - Vanguard 529 plan does not report income information.
Part VII, line 15 - Vanguard 529 plan does not report income information.
Part VII, line 16 - Vanguard 529 plan does not report income information.
Part VII, line 17 - Vanguard 529 plan does not report income information.
Part VII, line 19 - Greenberg Traurig, P.A. stock does not earn (and therefore does not report) any income.
Part VII, line 21 - Schwab 401(k) plan does not report income information.
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.