David Hittner

2020

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Pull out the substance of this filing.

What was filed

90
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

See VIII Addtl Explanation
Sam Houston Area Council/Boy Scouts of America

As filed

BANK ACCOUNTS

Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation

Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation

Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation

Cash - Bank of America — Interest — Open — See VIII Addtl Explanation

Cash - Amegy Bank — Interest

IRA CD - JP Morgan Chase Bank — Interest

Cash/Savings - JP Morgan Chase Bank — Interest

Allegiance Bank - CD — Interest

LIFE INS/ANNUITIES:

Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest

Jackson National Life Insurance

JNL/WMC Money Market — None

JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation

JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation

JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation

JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation

JNL/Invesco Global Real Estate — None

JNL/WMC Value — None

JNL/T. Rowe Price Value — None

JNL/MC Sm Cap Index — None

JNL/Fr Temp Incom — None

JNL/MC Nasdaq 100 — None

JNL/Double Line Core Fxdlnc — None

JNL/MC Dow Index — None

INVESTMENTS:

IMS SECURITIES INC:

Dreyfus Money Market Funds Class B — Dividend

WMT — Dividend

JNL/Double Line Core Fxdlnc — None

BANK ACCOUNTS

Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation

Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation

Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation

Cash - Bank of America — Interest — Open — See VIII Addtl Explanation

Cash - Amegy Bank — Interest

IRA CD - JP Morgan Chase Bank — Interest

Cash/Savings - JP Morgan Chase Bank — Interest

Allegiance Bank - CD — Interest

LIFE INS/ANNUITIES:

Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest

Jackson National Life Insurance

JNL/WMC Money Market — None

JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation

JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation

JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation

JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation

JNL/Invesco Global Real Estate — None

JNL/WMC Value — None

JNL/T. Rowe Price Value — None

JNL/MC Sm Cap Index — None

JNL/Fr Temp Incom — None

JNL/MC Nasdaq 100 — None

JNL/MC Dow Index — None

INVESTMENTS:

IMS SECURITIES INC:

Dreyfus Money Market Funds Class B — Dividend

WMT — Dividend

Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation

Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation

Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation

Cash - Bank of America — Interest — Open — See VIII Addtl Explanation

Cash - Amegy Bank — Interest

IRA CD - JP Morgan Chase Bank — Interest

Cash/Savings - JP Morgan Chase Bank — Interest

Allegiance Bank - CD — Interest

LIFE INS/ANNUITIES:

Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest

Jackson National Life Insurance

JNL/WMC Money Market — None

JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation

JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation

JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation

JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation

JNL/Invesco Global Real Estate — None

JNL/WMC Value — None

JNL/T. Rowe Price Value — None

JNL/MC Sm Cap Index — None

JNL/Fr Temp Incom — None

JNL/MC Nasdaq 100 — None

JNL/Double Line Core Fxdlnc — None

JNL/MC Dow Index — None

INVESTMENTS:

IMS SECURITIES INC:

Dreyfus Money Market Funds Class B — Dividend

WMT — Dividend

Director, Sam Houston Area Council/Boy Scouts of America

VII. INVESTMENTS and TRUSTS

1 - In March, 2020, I transferred a portion of funds from JP Morgan Chase Bank (Line 2) in equal amounts to Wells Fargo Bank (Line 3), Frost Bank (Line 4), and

Bank of America (Line 5) to enable me to secure FDIC insurance on savings accounts.

2 - There was an internal fund merger from JNL/MC JNL5 (Line 15) to JNL/RAFI MFUS Eq. (Line 16) with Jackson National Life Insurance.

3 - JNL/S&P Dividend Inc. & Gr (Line 17) underwent a name change to JNL/GS Dividend Inc. & Gr (Line 18) with Jackson National Life Insurance.

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.