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Pull out the substance of this filing.

What was filed

  • 36

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • JARC
  • Citibank Visa
  • Bank of America
  • University of Michigan, Academic Advisor
  • City of Ann Arbor, City Council Member

As filed

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold

FITB Common Stock — Dividend

BB Common Stock — None

BB Common Stock — Buy (add'l)

NXPI — Dividend — Sold

AMAT Common Stock — Dividend — Sold (part)

SNE Common Stock — Dividend

ETRADE Account — Interest

U.S. Savings Bonds — None

MESP (529 Plan) - Global Equity Index Option — None — Sold

MESP (529 Plan) - Conservative Age Based Option — None — Sold

MESP (529 Plan) - Moderate Age-Based Option — None — Sold

MESP (529 Plan) - Principal Plus Interest Option — None — Buy (add'l)

MESP (529 Plan) - Principal Plus Interest Option — Sold (part)

MESP (529 Plan) Aggressive Age-Based Option — None — Buy (add'l)

MESP (529 Plan) Moderate Age-Based Option — None

MESP (529 Plan) Fixed Income Option — None — Sold

Comerica Bank Account — None

Fidelity Contra Fund — Distribution

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Distribution — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None

OILNF ETF — None

SQ Common Stock — None — Buy

SQ Common Stock — Buy (add'l)

President (through June 23, 2016), Member of the Board of Directors, JARC

Liability — Citibank Visa — Credit Card (Unsecured, Fixed Rate Loan)

Liability — Bank of America — Credit Card (Unsecured, Fixed Rate Loan)

Spouse's income — 2019 — University of Michigan, Academic Advisor

Spouse's income — 2019 — City of Ann Arbor, City Council Member

Part VII - Investments and Trusts - Lines 24-29 - The investments listed on Lines 24-29 of Part VII are held as part of a 401(k) account established by Miller,

Canfield, Paddock & Stone, PLC.

Part VII - Investments and Trusts - Line 31 - Monthly contributions at the beginning of each month were made in the amount of $900.99.

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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