Melinda Harmon
2020
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Pull out the substance of this filing.
What was filed
77
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
Invesco Amer Franchise A — Dividend
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
ExxonMobil — Dividend
Morgan Stanley Private Bank Deposit — Interest
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)
AB LARGE-CAP GRW A — Dividend — Sold (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 A — Dividend — Sold (part)
Invesco Amer Franchise A — Dividend — Sold (part)
Morgan Stanley Pruvate Bank NA — Interest
LAW FIRM 401 K PROFIT SHARING PLAN (H)
BNY MELLON APPRECIATION INVESTOR DGAGX — Dividend
ALL CAP INDEX EQUITY FUND R2 — None
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)
JNJ common — Dividend — Sold
MSFT common — Dividend — Sold
Raymond James Bank Deposit Program — Interest
TXN common — Dividend — Sold
MRK common — Dividend — Sold
UTX common — Dividend — Sold
GOOGL common — None — Sold
AAPL common — Dividend — Sold
HD common — Dividend — Sold
CSCO common — Dividend — Sold
JPM — Dividend — Sold
GIS — Dividend — Sold
MDT — Dividend — Sold
AMZN — None — Sold
PFE — Dividend — Sold
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 Russ 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 — 2020 — ExxonMobil Employment Pension — $15,825.48
Spouse's income — 2020 — Partner, Crain, Caton & James Law Firm
Part VII Investments and Trus
Line 22. Alliance Bernstein Large Cap Growth Fund A, which appeared on lines 21 and 22 of the 2018 report and is reported on this 2020 report on line 22 was
inadvertently left off the 2019 report. The information should have been between lies 26 and 27 on the 2019 report. The information is
as follows:
Part VII B (1) B
Part VII B (2) DIV
Part VII C (1) K
Part VII C (2) T
Part VII D (1), (2), (3), (4) Blank
Line 32: Undivided 1/8th interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal, December 6, 1994.
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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.