David A. Baker

2019

Ask Donna

Pull out the substance of this filing.

What was filed

8
investments
0
positions
0
gifts
1
agreements
1
debts
0
reimbursements
2
income
0
spouse income

Named parties

Ameris Bank
Vested annuity pension from former law firm Foley & Lardner Pension Plan
rent payments

As filed

Bank of America checking acct — Int./Div.

IBM stock — Dividend

Occidental Petroleum stock — Dividend

Public Services Entr stock — Dividend

Oracle stock — Dividend

Vanguard Intermediate Bond Fund — Dividend

Vanguard Windsor II Fund — Dividend

Vanguard Small Cap Index Fund — Dividend

Agreement — none — Foley & Lardner Pension Plan [former law firm fixed annuity started at age 65, no control]

Liability — Ameris Bank — residential rental property

Income — 2019 — Vested annuity pension from former law firm Foley & Lardner Pension Plan — $26,810.00

Income — 2019 — rent payments — $5,000.00

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.