Melinda Harmon
2019
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What was filed
97
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- ExxonMobil Employment Pension
- Partner, Crain, Caton & James Law Firm
As filed
IRA #1 (H)
ExxonMobil — Dividend — Distributed (part)
Invesco Amer Franchise A — Dividend — Sold (part)
Invesco Amer Franchise A — Distributed (part)
Morgan Stanley Bank Deposit Program — Interest
IRA #2 (H)
Morgan Stanley Bank Deposit Program — Interest
Invesco Amer Franchise A — Dividend
MORGAN STANLEY Active Asets Account #2 (H)
Invesco Amer Franchise A — Dividend — Buy (add'l)
ExxonMobil — Dividend — Open
Morgan Stanley Private Bank Deposit — Interest — Open
IRA #3 (H).
Triumph Resources — None
Invesco Amer Franchise A — Dividend — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Sold (part)
Invesco Amer Franchise A — Distributed (part)
Alternate Investment TCG BDC II — None
Morgan Stanley Bank Deposit Program — Interest
MORGAN STANLEY Active Assets Account #1 (H)
Alliance Bernstein Large Cap Growth Fund, Class C — Dividend
Invesco Amer Franchise A — Dividend — Open
Morgan Stanley Pruvate Bank NA — Interest
LAW FIRM 401 K PROFIT SHARING PLAN (H) — Int./Div.
Dreyfus Appreciation FD Inc 261970107 — Dividend — Distributed
BNY MELLON APPRECIATION INVESTOR DGAGX — Dividend — Buy
ALL CAP INDEX EQUITY FUND — Sold
ALL CAP INDEX EQUITY FUND R1 — Buy
REAL ESTATE, DALLAS, DALLAS COUNTY, TX PARCEL 2 — Rent
EXTRAORDINARY LIFE POLICY, NORTHWESTERN MUTUAL — Dividend
NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Dividend
NORTHWESTERN MUTUAL "65 LIFE" POLICY #2 — Dividend
NORTHWESTERN MUTUAL "65 LIFE" POLICY #3 — Dividend
Brockerage Account #1 (H)
ABBV common — Dividend — Sold (part)
ABBV common — Sold
CVX common — Dividend — Sold (part)
CVX common — Sold
XOM common — Dividend — Sold (part)
XOM common — Sold
JNJ common — Dividend — Sold (part)
MSFT common — Dividend
PG common — Dividend — Sold (part)
PG common — Sold
Raymond James Bank Deposit Program — Interest
TXN common — Dividend
MRK common — Dividend — Sold (part)
UTX common — Dividend — Sold (part)
GOOGL common — None — Sold (part)
AAPL common — Dividend — Sold (part)
AAPL common — Sold (part)
HD common — Dividend
CSCO common — Dividend — Sold (part)
BSM limited partership — Distribution — Sold
JPM — Dividend — Sold (part)
GIS — Dividend — Sold (part)
BAC — Dividend — Sold
MOT — Buy
MOT — Sold (part)
AMZN — Buy
AMZN — Sold (part)
PFE — Dividend — Buy (add'l)
PFE — Sold (part)
CHASE CHECKING — Interest
CHASE SAVINGS — Interest
BROKERAGE ACCOUNT #2 (H)
XOM common — Dividend
Raymond James Bank Deposit Program — Interest
BROKERAGE ACCOUNT # 3 (H)
iShares MSCI EAFE Small Cap Et — Dividend
iShaes Russ 2000 ETF — Dividend
iShares 3000 ETF — Dividend
iShares MSCI EAFE Value ETF — Dividend
Vanguard FTSE Dev Mkts EIF — Dividend
Vanguard Large Cap ETF — Dividend
AB Interme Diversified Muni A — Dividend
Ameriican Century T/F BD C11 — Dividend
Amern Tax-Ex Bond of Amer A — Dividend
Artisan Partners Value Fund — Dividend
Blackrock Natl Mun Fund CI A — Dividend
Franklin Fed Tax-Free Income A — Dividend
Invesco International Growth — Dividend
John Hancock Disciplined Val A — Dividend
MFS Municipal High Income A — Dividend
T Rowe Price Blue Chip Grw I — Dividend
Thornburg Ltd Term Muni Fund A — Dividend
Victory Mun Mid-Cap Core GR A — Dividend
Edward Jones Cash — Interest
Agreement — 12/31/1987 — Exxon Mobil Pension Plan
Income — 2019 — ExxonMobil Employment Pension — $15,825.48
Spouse's income — 2019 — Partner, Crain, Caton & James Law Firm
Part VII Investments and Trusts
Lines: 2 & 4: These entrues reflect distributions from IRA #1 to Active Assets Account #2, line 1, per Required Minimum Distribution.
Line 26: This entry reflects the transfer from IRA #3 to Active Assets Account #1, line 31, per Required Minimum Distributin.
Line 33-37: Share in ABA Retirement Profit Sharing Plan. On previous reports Participant's share in the fund was reported as a lump sum. In 2019 the funds
invested in the All Cap Index Equity Fund were transfered to the All Cap Index Equity Fund R1,also a mutual fund.a The self-managed
portion of the account was invested in Dreyfus Appreciation Mutual Fund. In 2019, however the investment in that a fund was changed to BNY Mellon. These
changes in the account could only be recorded by breaking down the two parts of the plan.
Line 36: Undivided 1/8th interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal, December 6, 1994.
Line 84: Name corrected,
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