Sherry R. Fallon
2016
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Pull out the substance of this filing.
What was filed
42
investments
0
positions
0
gifts
1
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- American Express
- AAA Visa
- Self- Employed Attorney
- Newark Properties, LLC (rental income from property owned by Law Firm)
As filed
Southern Company Common Stock — Dividend
McDonalds Common Stock — Dividend
Fidelity 529 Plan - Delaware Portfolio 2012 — Dividend
Fidelity 529 Plan - Delaware Portfolio 2018 — Dividend
Empower Retirement Tybout Redfearn & Pell 401(K) Plan (formerly Emjay
American Funds Growth Fund of America A — Dividend
American Funds American Balanced Fund A — Dividend
American Funds Euro-Pacific Growth Fund A — Dividend
American Funds SMALLCAP World Fund A — Dividend
Franklin Templeton - Templeton Growth Fund Class A — Dividend
New York Life - Whole Life Insurance Policy — Dividend
Lincoln National Life Insurance - Universal Life Policy — Interest
PNC - Accounts — Interest
U.S. Savings Bonds — Interest
IRA -
Vanguard International Growth — Dividend
Vanguard International Value — Dividend
Vanguard Explorer — Dividend
Vanguard U.S. Growth — Dividend
Vanguard Long Term Investment Growth — Interest
Vanguard Morgan Growth — Dividend
Vanguard Small Cap Value Index — Dividend
Vanguard Target Retirement 2035 — Dividend
Vanguard Total Stock Market Index — Dividend
Vanguard Windsor — Dividend
Vanguard Windsor II — Dividend
Mass Mutual 401(K)
Select Total Return Bond MetWest — Dividend
Comstock (Invesco)(formerly known as Disciplined Value Pioneer) — Dividend
Disciplined Value (Pioneer) (Y) now known as Comstock (Invesco)
Select Equity Opps (Wellington ITRP) (formerly Focused Value) — Dividend
Select Growth Opportunities (Sands/ JSP) — Dividend
American Balanced Fund (X) — Dividend
Special Mid - Cap Value Wells Fargo (formerly known as Invesco Mid C — Dividend
Invesco Mid-Cap Core Equity (Y) now known as Special Mid-Cap Value We
TRP/Frontier Select Mid - Cap Growth II — Dividend
William Blair Small Cap Growth — Dividend
American EuroPacific Growth — Dividend
Wells Fargo - Accounts — Interest
Capital One - Account — Interest
WSFS - Account — Interest
HSA Bank - Account — Interest
Agreement — 4/24/12 — Tybout, Redfearn & Pell Stock Redemption Agreement - Former Law Firm's redemption of equity interest over 3 year period for a fixed sum, no profit sharing
Liability — American Express — Credit Card
Liability — AAA Visa — Credit Card
Spouse's income — 2016 — Self- Employed Attorney
Spouse's income — 2016 — Newark Properties, LLC (rental income from property owned by Law Firm)
Part VII. Number 32 was omitted from the original disclosure report because the fund is now known by the name of the fund in Number 31. The Fund name is
Comstock (Invesco) (formerly known as Disciplined Value (Pioneer).
Part VII. Number 37 was omitted from the original disclosure report because the fund is now known by the name of the fund in Number 36. The Fund name is
Special Mid Cap Value Wells Fargo (Columbia).
The form would not allow me sufficient space to accurately complete these name changes noted above, where indicated.
These funds are part of 401(k) plan managed by Mass Mutual. has no control over the exchanges and re-naming of these funds as
investment decisions concerning the specific funds are in the exclusive control of Mass Mutual who manages this 401(k) plan for multiple plan participants.
These exchanges are non-taxable events for , as we have not withdrawn or borrowed against any of the funds managed by Mass Mutual in the
401(k) plan.
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.