Scott M. Grossman
2020
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Pull out the substance of this filing.
What was filed
29
investments
0
positions
0
gifts
1
agreements
3
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Michael Broad & Eva Marin
- American Express
- Wells Fargo Bank, N.A.
- Paletz Roofing
- Florida Bar, Business Law Section
As filed
Wells Fargo Bank cash accounts — Interest
OptumHealth Bank (H)
cash account — Interest
Dodge & Cox Income Fund — Dividend
Schwab Target 2040 Index Fund — Dividend
Florida Prepaid College Plan #1 — None
Florida Prepaid College Plan #2 — None
The Vanguard Group (H)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Dividend — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Buy (add'l)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Buy (add'l)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)
Vanguard Target Retirement 2045 (Roth IRA #1) — Dividend
Vanguard Target Retirement 2045 (Roth IRA #2) — Dividend
Vanguard 80%/20% Aggressive Age- Based 529 #1 — None — Sold
Vanguard 70%/30% Aggressive Age- Based 529 #1 — None — Buy
Vanguard 70%/30% Aggressive Age- Based 529 #1 — Sold
Vanguard TRGT 28/29 — None — Buy
Vanguard 90%/10% Aggressive Age- Based 529 #2 — None — Sold
Vanguard 80%/20% Aggressive Age- Based 529 #2 — None — Buy
Vanguard 80%/20% Aggressive Age- Based 529 #2 — Sold
Vangaurd TRGT 30/31 — None — Buy
Rental Property, Aventura, FL — Rent — Sold — Michael Broad & Eva Marin
Greenberg Traurig, P.A. stock — None — Redeemed
Agreement — 2008 — Greenberg Traurig, P.A. Shareholder Agreement
Liability — American Express — Revolving Charge Account
Liability — Wells Fargo Bank, N.A. — Mortgage on Rental Property, Aventura, FL (Part VII, line 28)
Liability — Paletz Roofing — New Roof
Reimbursement — Florida Bar, Business Law Section — February 5-6, 2020 — Orlando, FL — Florida Bar Business Law Section Winter Meeting — Transportation, meals, hotel
Part II, line 1 - agreement terminated on February 24, 2020.
Part VII, line 6 - Florida Prepaid College Plan does not report income information.
Part VII, line 7 - Florida Prepaid College Plan does not report income information.
Part VII, line 9 - Vanguard changed the name of the Prime Money Market Fund to the Vanguard Cash Reserves Federal Money Market Fund on or about
September 29, 2020.
Part VII, line 20 - Vanguard 529 plan does not report income information.
Part VII, line 21 - Vanguard 529 plan does not report income information.
Part VII, line 23 - Vanguard 529 plan does not report income information.
Part VII, line 24 - Vanguard 529 plan does not report income information.
Part VII, line 25 - Vanguard 529 plan does not report income information.
Part VII, line 27 - Vanguard 529 plan does not report income information.
Part VII, line 29 - Greenberg Traurig, P.A. stock does not earn (and therefore does not report) any income.
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.