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Try Donna

David R. Grand

2020

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Pull out the substance of this filing.

What was filed

  • 165

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 10

    spouse income

Named parties

  • JARC
  • University of Michigan, Academic Advisor
  • City of Ann Arbor, City Council Member

As filed

SQ Common Stock — None — Sold

SQ Common Stock — Buy

SQ Common Stock — Sold

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold (part)

FITB Common Stock — Dividend

BB Common Stock — None — Buy (add'l)

BB Common Stock — Buy (add'l)

AMAT Common Stock — Dividend

SNE Common Stock — Dividend

ETRADE Account — Interest

MESP (529 Plan) - Principal Plus Interest Option — None

MESP (529 Plan) Aggressive Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) Moderate Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) 2026/2027 Enrollment Option — None — Buy

Comerica Bank Account — None

Fidelity Contra Fund — Distribution — Sold (part)

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend — Buy (add'l)

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Dividend — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None — Sold

OILNF ETF — None

BYND Common Stock — None — Buy

BYND Common Stock — Sold

OILNF ETF — None

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold (part)

FITB Common Stock — Dividend

BB Common Stock — None — Buy (add'l)

BB Common Stock — Buy (add'l)

AMAT Common Stock — Dividend

SNE Common Stock — Dividend

ETRADE Account — Interest

MESP (529 Plan) - Principal Plus Interest Option — None

MESP (529 Plan) Aggressive Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) Moderate Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) 2026/2027 Enrollment Option — None — Buy

Comerica Bank Account — None

Fidelity Contra Fund — Distribution — Sold (part)

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend — Buy (add'l)

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Dividend — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None — Sold

OILNF ETF — None

SQ Common Stock — None — Sold

SQ Common Stock — Buy

SQ Common Stock — Sold

BYND Common Stock — None — Buy

BYND Common Stock — Sold

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold (part)

FITB Common Stock — Dividend

BB Common Stock — None — Buy (add'l)

BB Common Stock — Buy (add'l)

AMAT Common Stock — Dividend

SNE Common Stock — Dividend

ETRADE Account — Interest

MESP (529 Plan) - Principal Plus Interest Option — None

MESP (529 Plan) Aggressive Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) Moderate Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) 2026/2027 Enrollment Option — None — Buy

Comerica Bank Account — None

Fidelity Contra Fund — Distribution — Sold (part)

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend — Buy (add'l)

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Dividend — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None — Sold

SQ Common Stock — None — Sold

SQ Common Stock — Buy

SQ Common Stock — Sold

BYND Common Stock — None — Buy

BYND Common Stock — Sold

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold (part)

FITB Common Stock — Dividend

BB Common Stock — None — Buy (add'l)

BB Common Stock — Buy (add'l)

AMAT Common Stock — Dividend

SNE Common Stock — Dividend

ETRADE Account — Interest

MESP (529 Plan) - Principal Plus Interest Option — None

MESP (529 Plan) Aggressive Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) Moderate Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) 2026/2027 Enrollment Option — None — Buy

Comerica Bank Account — None

Fidelity Contra Fund — Distribution — Sold (part)

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend — Buy (add'l)

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Dividend — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None — Sold

OILNF ETF — None

SQ Common Stock — None — Sold

SQ Common Stock — Buy

SQ Common Stock — Sold

BYND Common Stock — None — Buy

BYND Common Stock — Sold

CSCO Common Stock — Dividend

DIS Common Stock — Dividend

EBAY Common Stock — Dividend

STT Common Stock — Dividend — Buy (add'l)

STT Common Stock — Buy (add'l)

STT Common Stock — Sold (part)

FITB Common Stock — Dividend

BB Common Stock — None — Buy (add'l)

BB Common Stock — Buy (add'l)

AMAT Common Stock — Dividend

SNE Common Stock — Dividend

ETRADE Account — Interest

MESP (529 Plan) - Principal Plus Interest Option — None

MESP (529 Plan) Aggressive Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) Moderate Age-Based Option — None — Merged (with line 16)

MESP (529 Plan) 2026/2027 Enrollment Option — None — Buy

Comerica Bank Account — None

Fidelity Contra Fund — Distribution — Sold (part)

Vanguard Small Cap Value Index Inv. Fund — Distribution

Vanguard Target Retirement 2035 Inv. Fund — Distribution

Vanguard Value Index Fund — Distribution

Oppenheimer Developing Markets Y Fund — Distribution

Retirement Savings Trust — Dividend — Buy (add'l)

TIAA CREF Growth Fund — None

TIAA CREF Lifecycle 2040 — Dividend — Buy (add'l)

XOM Common Stock — Dividend

PYPL Common Stock — None — Sold

OILNF ETF — None

SQ Common Stock — None — Sold

SQ Common Stock — Buy

SQ Common Stock — Sold

BYND Common Stock — None — Buy

BYND Common Stock — Sold

President (through June 23, 2016), Member of the Board of Directors, JARC

President (through June 23, 2016), Member of the Board of Directors, JARC

President (through June 23, 2016), Member of the Board of Directors, JARC

President (through June 23, 2016), Member of the Board of Directors, JARC

President (through June 23, 2016), Member of the Board of Directors, JARC

Spouse's income — 2020 — University of Michigan, Academic Advisor

Spouse's income — 2020 — City of Ann Arbor, City Council Member

Spouse's income — 2020 — University of Michigan, Academic Advisor

Spouse's income — 2020 — City of Ann Arbor, City Council Member

Spouse's income — 2020 — University of Michigan, Academic Advisor

Spouse's income — 2020 — City of Ann Arbor, City Council Member

Spouse's income — 2020 — University of Michigan, Academic Advisor

Spouse's income — 2020 — City of Ann Arbor, City Council Member

Spouse's income — 2020 — University of Michigan, Academic Advisor

Spouse's income — 2020 — City of Ann Arbor, City Council Member

Part VII - Investments and Trusts - Lines 14-16 - The investments listed on Lines 14 and 15 were automatically converted into the age-based investment option for

children commencing college in 2026-2027, now shown in Line 16.

Part VII - Investments and Trusts - Lines 18-23 - The investments listed on Lines 18-23 of Part VII are held as part of a 401(k) account established by Miller,

Canfield, Paddock & Stone, PLC.

Part VII - Investments and Trusts - Line 25 - Monthly contributions at the beginning of each month were made in the amount of $900.99.

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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