M. David Weisman

2016Annual

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Pull out the substance of this filing.

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.

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