M. David Weisman
2016Annual
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What was filed
68
investments
1
positions
2
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Federal Bar Assocation, Chicago Chapter
- Jack Merman
- Miller Shakman & Beem LLP
- Miller Shakman & Beem LLP, Parternship Income
As filed
Fuel Cell (FCEL)(Y)
Verizon(VZ) — Int/Div — Sold
Fromiter (FTR) — Int/Div
Bank Account (H)
Bank of America Cash Account — Interest
Fifth Third Cash Account — Interest
Novia Scotia Bank Cash Account — None
Brokerage Account #1 (H)
USAA Treasury MMKT (UATXX) (X) — None
Crocs Inc. (CROX) — None
Sandston Corp. (SDON) (Y)
Katten Muchin Rosnemann Defined Contribution Plan (H)
Fidelity Growth Company (FDGRX) — Int/Div
MSH Profit Sharing 401(k) Plan and Trust (Hy
Vangaurd Life Strategy Growth Inv (VASGX) — Int/Div
USAA 529 College Savings Plan (H)
USAA Aggressive Growth Portfolio (USALX) — Int/Div
IRA #1 (H)
USAA Aggressive Growth Portfolio (USALX) — Int/Div
IRA #2 (H)
USAA Aggressive Growth Portfolio (USALX) — Int/Div
Brokerage Account #2 (H)
Comcast (CMCSA) — Int/Div — Buy (add'l)
Comcast (CMCSA) — Buy (add'l)
IRA 43 (H)
Fidelity Strategic Advisers Core (FCSAX) — Int/Div
Fidelity Strategic Advisers Growth (FSGFX) — Int/Div
Fidelity Strategic Advisers Value (FVSAX) — Int/Div
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Int/Div
Fidelity Advisor Short Fxd-Inc C (FSCFX) — Int/Div
Fidelity Strategic Advisers International (FILFX) — Int/Div
Fidelity SAI US Large Cap Index (FLCPX) {Y)
Fidelity Strategic Advisers Short Duratoin (FAUDX) — Int/Div
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Int/Div
Fidelity Strategic Advisers Core Income (FPCIX) — Int/Div
IRA 24 (HH)
Fidelity Strategic Advisers Core (FCSAX) — Int/Div — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Growth {FSGFX) — Int/Div — Sold (part)
Fidelity Strategic Advisers Growth {FSGFX) — Buy (add'l)
Fidelity Strategic Advisers Value (FVSAX) — Int/Div — Sold (part)
Fidelity Strategic Advisers Value (FVSAX) — Sold (part)
Fidelity Strategic Advisers Emergmg Markets (FSAMX) — Int/Div — Sold (part)
Fidelity Advisor Short Fxd-Inc C (FSCFX) — Int/Div — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Int/Div — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Sold (part)
Fidelity SAI US Large Cap Index (FLCPX) — Int/Div
Fidelity SAI International Index (FIONX) — Int/Div — Buy (add'l)
Fidelity SAI Merging Markets Index (FERGX) — Int/Div — Buy (add'l)
AQR Managed Futures Strategy N (AOMNX) — Int/Div — Buy (add'l)
Fidelity Short Term Bond (FSHBX) (Y)
Fidelity Strategic Advisers Short Duratoin (FAUDX) — Int/Div — Buy (add'l)
Fidelity Strategic Advisers Short Duratoin (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Short Duratoin (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Int/Div — Sold (part)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Int/Div — Buy (add'l)
Eaton Vance Glbl Macro Abs Ret Advig (EGRIX) — Int/Div
PIMCO Commodity Real Ret Strat Insti] (PCRIX) — Int/Div — Buy (add'l)
Templeton Global Bond A (TPINX) — Int/Div — Sold (part)
FIMM Govt. Portfolio: Inst (FRGXX) — Int/Div — Buy (add'l)
FIMM Govt. Portfolio: Inst (FRGXX) — Sold (part)
City of Chicago Deferred Compensation Plan (H)
T. Row Price Rettirement 2015 (TRFGX) — Int/Div
UTMA #1 (H)
USAA Aggressive Growth (USAUX) — Int/Div
UTMA £2 (H)
USAA Capital Growth (USCGX) — Int/Div
Secretary, Federal Bar Assocation, Chicago Chapter
Gift — Jack Merman — Cubs baschall tickets — $640.00
Gift — Miller Shakman & Beem LLP — Hosted reception following my swearing in (July 2016) — $1918.00
Agreement — 2016 — Miller Shakman & Beem LLP, fees collected for six months following my departure, hmited to matters that 1 brought to the firm. I will not receive firm profits
Income — 2016 — Miller Shakman & Beem LLP, Parternship Income — $127,768.00
Part 111 A. includes sulary received prior to taking the bench and subsequent payments pursuant to the agreement listed in Part 11
Part VII, lines 14-15: This header and asset were inadvertantly duplicated on lines 13-14 and 57-58 of my prior report.
Part VII, line 21: This item was inadvertantly omitted from my prior report,
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.