Brian Scott Meyers

2020

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Pull out the substance of this filing.

What was filed

  • 160

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 8

    spouse income

Named parties

  • SAS Institute (salary)

As filed

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Account #1 (H)

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Account #3 (H)

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Individual Assets (H)

Wells Fargo Bank (cash) — Interest

Bank of America (cash) — Interest

Bank of America Corp (BAC) — Dividend

Account #1 (H)

Blackrock Liquidity Fd Tempfund Cash Mgt (BRTXX) (cash equiv.) — Dividend

Intel Corp (INTC) — Dividend

Account #2 (H)

Bank of America, NA RASP (cash) — Interest

Intel Corp (INTC) — Dividend

Microsoft Corp (MSFT) — Dividend

Qorvo Inc (QRVO) — None

SPDR S&P 500 (SPY) — Dividend

Account #3 (H)

JPMCB Smart Retirement PB 2040 CFB (SMTCX) — None

Account #4 (H)

MFS Value R4 (MEIJX) — Dividend

T. Rowe Price 2020 Fund (TRRBX) — Dividend

T. Rowe Price 2040 Fund (TRRDX) — Dividend

Metropolitan West Total Return Bond I Return Bond I (MWTIX) — Dividend

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Spouse's income — 2020 — SAS Institute (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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Brian Scott Meyers | Frix