Lincoln D. Almond

2013Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 105

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • LMass Amherst
  • Renssclacr Polytechnic Institute
  • Umversity of Rhode Island
  • All That Matters -- Wages

As filed

Washington Trust Accts — Interest

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — None — Sold (part)

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — Sold (part)

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — Sold (part)

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — Sold (part)

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — Sold (part)

J. Hancock Freedom 529 (#1) College Portfolio C2-No Control) — Sold

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — None — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold (part)

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Buy

JLHancock Freedom S29(#2) Portfolio 2013-2016 C2-No Control) — Sold

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — None — Buy

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

J.Hancock Freedom 529 (#3)(College Portfolio) C2-No Control) — Sold (part)

Commonwealth Financial Network - IRA #1

Russell Emerging Mkts - Class S(Y) — None — Sold

Russell Global Real Estate Sec Fd - Class S — Int/Div

Russell Global Equity - Class S (Y) — None — Sold

Russell US Small Cap Equity Fund - Class SY) — None — Sold

Russell Int'l Developed Mkts Fund - Class SY) — None — Sold

Russell Strategic Bond (Y) — Int/Div — Sold

Russell Invt Co Commodity Strategies Fd Class S — None

Russell Inv Co Global Infrastructure Fund iY) — Int/Div — Sold

Russell Invt Co Global Op.Cr. Strategies Fund - Class S(Y) — Int/Div — Sold

Russell Inv Co Multi-Strategy Alternative Fund-Class S(Y) — None — Sold

Russell Inv Co US Strategic Equity Fd Class S(Y) — Int/Div — Sold

AOR International Momentum Fund — Int/Div — Buy

AOR Momentum Fund — Int/Div — Buy

AQR Small Cap Momentum Fund — Int/Div — Buy

ASG Global Alternatives Fund Y — None — Buy

DFA Emerging Mkts Small Cap — Int/Div — Buy

DFA Emerging Mkts Core Equity — Int/Div — Buy

DFA Intemational Core Equity — Int/Div — Buy

DFA US Large Cap Value PRTF — Int/Div — Buy

DFA US Small Cap Portfolio Inst] — Int/Div — Buy

Double Line Total Bond Fund — Int/Div — Buy

Loomis Sayles Bond Inst] — Int/Div — Buy

Bank Deposit Sweep Program (X) — None — Sold (part)

Bank Deposit Sweep Program (X) — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

Commonwealth Financial Network IRA #2

Russell Emerging Mkts - Class S(Y) — None — Sold

Russell Global Real Estate Sec Fd - Class S — Int/Div

Russell Global Equity (Y) — Sold

Russell US Small Cap Equity - Class S(Y) — None — Sold

Russell Int'l Developed Mkis Fund - Class SY) — None — Sold

Russell Strategic Bond - Class S (Y) — Int/Div — Sold

Russell Invt Co Commodity Strategies Fund - Class S — None

Russell Invt Co Global Infrastructure Fund Class SY) — Int/Div — Sold

Russell Invt Co Global Oppor Cr Strategies Fd-Class S(Y) — Int/Div — Sold

Russell Invt Co Multi-Strategy Alternative Fd - Class S (Y) — None — Sold

Russell Invt Co US Strategic Eqty Fd Class S (Y) — Int/Div — Sold

AOR International Momentum Fund — Int/Div — Buy

AQR Momentum Fund — Int/Div — Buy

AQR Small Cap Momentum Fund — Int/Div — Buy

ASG Global Alternatives Fund Y — None — Buy

DFA Emerging Mrkts Core EQU Portfolio — Int/Div — Buy

DFA Intemational Core Equ — Int/Div — Buy

DFA US Large Cap Value Prif Inst] — Int/Div — Buy

DFA US Small Cap Portfolio Inst] — Int/Div — Buy

Double Line Total Return Bond Fd — Int/Div — Buy

Loomis Sayles Bond Inst] — Int/Div — Buy

Bank Deposit Sweep Program (X) — None

Commonwealth Financial Network Roth IRA #1

Russell Funds Emerging Mkts Fd - Class C yy — None — Sold

Commonwealth Financial Network Roth IRA #2

Russell Funds Emerging Mkts Fd - Class Y) — None — Sold

Commonwealth Financial Network mmm Acct

Russell Invt Co Global Infrastructure Class S(Y) — Int/Div — Sold

Russell Invt Co Commodity Strategies Fund - Class S(Y) — None — Sold

Russell Invt Co Global Oppor Cr Strategies Fund Class S(Y) — Int/Div — Sold

Russell Invt Co Global Real Est Sec Fd Class S — Int/Div

Russell Short Dur Bd (Y) — None — Sold

Russell Global Equity (Y) — None — Sold

Russell Int'l Developed Mkts Fd - Class § iY — None — Sold

Russell Inv Grade Bd (Y) — Int/Div — Sold

Russell Strategic Bond - Class S (Y) — Int/Div — Sold

Russell Invt Co US Strategic Equity Fund Class S (Y) — Int/Div — Sold

Russell Invt Co Multi-Strategy Alternative Fd-Class S (Y) — None — Sold

AQR Tax-Managed Internat’ Momentum — Int/Div — Buy

AQR Tax-Managed Momentum — Int/Div — Buy

AQR Tax-Managed Sm Cap Momentum — Int/Div — Buy

ASG Global Alternatives Fund Y — Int/Div — Buy

DFA Intemational Core Equity — None — Buy

DFAT A US Core Equity 2 Portfolio — None — Buy

Bank Deposit Sweep Program (X) — None

Commonwealth Financial Network - 2

FT Unit 3729 Target Global DVD — Int/Div

FT Unit 3787 Select DSIP Port — Int/Div

F 1 Unit 3995 Technology Select — Int/Div — Sold

Commonwealth Financial Network - (

FT Unit 3995 Technology Select Port — Int/Div — Buy

FT Unit 4250 Target Global DVD Leaders — Int/Div — Buy

FT Unit 4284 Select DSIP Port — Int/Div — Buy

Liability — LMass Amherst — Tuition Agreement

Liability — Renssclacr Polytechnic Institute — Tuition Agreement

Liability — Umversity of Rhode Island — l'wition Agreement

Spouse's income — 2013 — All That Matters -- Wages

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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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