John Rich 3
2019
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Pull out the substance of this filing.
What was filed
16
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Portland Museum of Art
- Maine Justice Action Group
As filed
MassMutual whole life insurance policies — Int./Div.
Perkins Thompson 401k plan
Harbor Capital Appreciation — Dividend
Vanguard 500 Index Admiral Ser — Dividend
Vanguard Mid Cap Index Admiral — Dividend
Vanguard Int'l Growth Admiral — Dividend
Rollover IRA account
Templeton Growth Fund Inc. Class A Shares — Int./Div.
IRA Account
Franklin Templeton FD Allocator SER Founding — Int./Div.
Bank of America checking account — Interest
Bank of America savings account — Interest
R.W. Baird Tactical ETF Allocation Portfolio (Y)
Vanguard brokerage account (X)
Vanguard Total Stock Market ETF (X) — Int./Div.
Vanguard Federal Money Market Fund (X) — Interest
Member, Board of Fellows, Portland Museum of Art
Vice-chair, Maine Justice Action Group
Agreement — 2008 — Perkins Thompson, P.A. 401k plan (ongoing participation; mutual funds only)
Addendum re: Part VII:
I have added a joint Vanguard Brokerage Account, to which all of the assets of our prior year's joint R.W. Baird Tactical ETF Allocation Portfolio were
transferred in May 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.