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What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • MISSOURI STATE EMPLOYEES' RETIREMENT SYSTEM
  • Mercy Clinic East Communities (Salary)
  • Meadows Dialysis LLC (Salary)

As filed

VANGUARD (H)

STATE OF MISSOURI DEFFERED COMPENSATION PLAN (H)

PUTNAM INVESTORS A n/k/a Putnam Multi-Cap Core A — Dividend

VT/FIDELITY CONTRAFUND — Dividend

NEUBERGER BERMAN GENESIS R6 — Dividend

JANUS GLOBAL RESEARCH — Dividend

CHARLES SCHWAB-ROLLOVER IRA(H)

SCHWAB MONEY MARKET ACCOUNT — Interest

SCHWAB INVESTOR MONEY FD — Dividend

WHITE OAK SELECT GROWTH — Dividend

WELLS FARGO-IRA (H)

WELLS FARGO SWEEP ACCOUNT — Interest

GENERAL ELECTRIC COMPANY — Dividend

DODGE & COX STK FD — Dividend

PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES FUND CL C — Dividend

WELLS FARGO ROTH IRA (H)

WELLS FARGO SWEEP ACCOUNT — Interest

VANGUARD PRIME MONEY MARKET FUND — Dividend

WELLNGTON FUND ADMIRAL — Dividend

500 INDEX FUND ADM — Dividend

VANGUARD IRA (H)

MORGAN GROWTH FUND INV. — Dividend

VANGUARD PRIME MONEY MKT FD — Dividend

VANGUARD ROTH IRA (H)

VANGUARD BALANCED INDEX FUND INV — Distribution

VANGUARD -STAR FUND — Dividend

US BANK IRA (H)

US BANK CERTIFICATE OF DEPOSIT — Interest

COMMERCE BANK ACCOUNTS — Interest

Agreement — 2016 — MISSOURI STATE EMPLOYEES' RETIREMENT SYSTEM, WITH FORMER EMPLOYER, BOARD MANAGED ASSET SELECTION

Income — 2018 — MISSOURI STATE EMPLOYEES' RETIREMENT SYSTEM — $79,530.28

Spouse's income — 2018 — Mercy Clinic East Communities (Salary)

Spouse's income — 2018 — Meadows Dialysis LLC (Salary)

PART VIII. IN RESPONSE TO THE STATUTORY CONDITIONS OF 5 U.S.C. APP. SEC 102 (E)(1)(E):

1. MY SPOUSE HAS SOLE FINANCIAL RESPONSIBILITY FOR VARIOUS ASSETS AND I HAVE NO KNOWLEDGE ABOUT THEM.

2. THE SEPARATE ASSETS ARE DERIVED SOLELY FROM MY SPOUSE'S EMPLOYMENT.

3. I DO NOT DERIVE, NOR EXPECT TO DERIVE, ANY FINANCIAL OR ECONOMIC BENEFIT FROM HIS ASSETS

4. WE DO NOT FILE JOINT INCOME TAX RETURNS

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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