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Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Northeastern University
  • Haddam Killingworth Little League
  • Connecticut Bar Association
  • Unitarian Society of Hartford
  • Glastonbury Board of Education - salary
  • Glastonbury Board of Education - defined pension plan (Connecticut Teacher's Retirement Board)

As filed

Connecticut Higher Education Trust, Conservative Managed Allocation 18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Conservative Managed Allocation 18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Conservative Managed Allocation 18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Conservative Managed Allocation 18 — None — Distributed — Northeastern University

Connecticut Higher Education Trust, Principal Plus Interest Opt-18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Principal Plus Interest Opt-18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Principal Plus Interest Opt-18 — None — Distributed (part) — Northeastern University

Connecticut Higher Education Trust, Conservative Managed Alloc. 17 — None

Connecticut Higher Education Trust, Principal Plus Interest Opt-17 — None

Connecticut Higher Education Trust, Conservative Managed Alloc. 9-10 — None

Connecticut Higher Education Trust, Conservative Managed Alloc. 5-8 — None

MetLife Universal Anuity — Dividend

Peoples United Bank Cash Account — Interest

Capital One 360 Savings Account — Interest

Member, Board of Directors, Haddam Killingworth Little League

Member, Federal Practice Section Executive Committee, Connecticut Bar Association

President-Elect, Board of Directors, Unitarian Society of Hartford

Liability — Northeastern University — Tuition Agreement

Spouse's income — 2020 — Glastonbury Board of Education - salary

Spouse's income — 2020 — Glastonbury Board of Education - defined pension plan (Connecticut Teacher's Retirement Board)

For the various 529 plans listed in Part VII (the Connecticut Higher Education Trust), there is no income information and the value of the accounts are expressed

in terms of a total number of units and a unit value, which can go up or down, depending on the value of that particular account. In addition, for each of the CHET

529 accounts listed in rows 8, 9, 10 and 11, I made regular contributions (twice per month) in amounts ranging from $250 to $1,000, which simply increased the

total number of units owned for that particular account.

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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Robert M. Spector | Frix