Ask Donna

Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • PNC Bank Visa
  • Thrive Arts Center, Hourly Wages
  • Solon Board of Education, Hourly Wages
  • Unemployment Benefits

As filed

STRS Russell 2000 Index Fund — None

STRS Large Cap Core Fund — None

Merrill Lynch: Bank of America RASP (Money Market Fund) — Interest — Sold (part)

Merrill Lynch: Bank of America RASP (Money Market Fund) — Sold (part)

Merrill Lynch: Bank of America RASP (Money Market Fund) — Sold (part)

Merrill Lynch: IShares Russell 1000 Growth — Dividend — Sold (part)

Merrill Lynch: IShares Russell 1000 Growth — Buy (add'l)

Merrill Lynch: IShares Russell 1000 Growth — Buy (add'l)

Merrill Lynch: IShares Russell 1000 Value — Dividend — Sold (part)

Merrill Lynch: IShares Russell 1000 Value — Buy (add'l)

Merrill Lynch: IShares Russell 1000 Value — Buy (add'l)

Merrill Lynch: IShares 1-3 Year Treasury Bond ETF — Dividend — Buy (add'l)

Merrill Lynch: TIPS Bond ETF — Dividend — Buy (add'l)

Merrill Lynch: IShares Short Treasury Bond ETF — Dividend — Buy (add'l)

Merrill Lynch: SPDR Gold Trust — None — Buy (add'l)

Merrill Lynch: SPDR Gold Trust — Buy (add'l)

Merrill Lynch: SPDR Gold Trust — Buy (add'l)

Merrill Lynch: Vanguard Small-Cap Fund — Dividend — Sold (part)

Merrill Lynch: Vanguard Small-Cap Fund — Buy (add'l)

Merrill Lynch: Vanguard Small-Cap Fund — Buy (add'l)

Merrill Lynch: Vanguard Mid-Cap ETF — Dividend — Sold (part)

Merrill Lynch: Vanguard Mid-Cap ETF — Buy (add'l)

Merrill Lynch: Vanguard Mid-Cap ETF — Buy (add'l)

Merrill Lynch: Vanguard FTSE Emerging ETF — Dividend — Sold (part)

Merrill Lynch: Vanguard FTSE Emerging ETF — Buy (add'l)

Merrill Lynch: Vanguard FTSE Emerging ETF — Buy (add'l)

Merrill Lynch: Vanguard FTSE Developed ETF — Dividend — Sold (part)

Merrill Lynch: Vanguard FTSE Developed ETF — Buy (add'l)

Merrill Lynch: Vanguard FTSE Developed ETF — Buy (add'l)

Thrivent Financial for Lutherans Whole Life Insurance Policy — Dividend

Key Bank, N.A., Cash Accounts — Interest

Galler SB, LLC — Dividend

Liability — PNC Bank Visa — Revolving Credit Card

Spouse's income — 2020 — Thrive Arts Center, Hourly Wages

Spouse's income — 2020 — Solon Board of Education, Hourly Wages

Spouse's income — 2020 — Unemployment Benefits

In Section VII, all of the items listed as Nos. 1-29 are funds in tax deferred retirement accounts (including 401(k) and 401(a) plans and rollover IRAs). The

income reported includes all income (dividend, interest, etc.) actually reported to me in the monthly, quarterly, and annual statements I received. I assume that

the remainder of the changes in value, including in those funds for which income is identified as "none," are from market value appreciation (or depreciation) of

the underlying investments. To the extent other portions of the change in value could be attributed to some form of income, as opposed to market appreciation,

those amounts have not been reported to me. This comment is intended to address the issues first raised by the Committee's letter to me dated February 3,

2015, regarding my initial financial disclosure dated December 15, 2014. That letter noted that "all income is reportable, whether taxable, tax deferred, or tax

exempt. . . . the amount of the dividends reinvested must be listed as income on your report. You may want to refer to pages 45 and 46 of the filing instructions."

I have carefully reviewed the instructions, as I had before preparing my initial disclosure. As I did with my initial disclosure, this annual disclosure includes all

income that has been reported to me.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.