Laurie Jill Michelson

2020

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What was filed

168
investments
3
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust #1

As filed

Bank of America (cash account) — Interest

Bank of America -- IRA (cash) — Interest

Brokerage Account

DJIA LIRN ISSUER BNS 111.5% — Dividend

Bank of America NA RASP — Dividend

DJIA LIRN ISSUER BOFA 116.1% — Dividend

SP 500 ARN ISSUER BARC CAP 13.35% — None — Buy

American Fundamental Investors Mutual Fund — Dividend

MSCI EM STEPUP ISS BNS PREM 9.50% — None — Sold

American Washington Mutual Investors Fund — Dividend

SP500 ARN ISSUER WFF CAP 10.24% — Dividend

First Trust Large Cap Value Mutual Fund — Dividend

First Trust Large Cap Growth Mutual Fund — Dividend

First Trust Mid Cap Core Mutual Fund — Dividend

DJIA LIRN ISSUER BARC PART 115% — Dividend

DJIA LIRN ISSUER TD BANK PART 105% — Dividend

SP500 ARN ISSUER HSBC CAP 11.67% — None — Sold

Global X MLP ETF — None — Sold

R2000 ARN ISSUER CIBC CAP 17.85% — None — Buy

SP500 ARNS ISSUER BNS CAP 12.15% — None — Sold

SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend

BLACKROCK SCIENCE AND TECH TR 11 — Dividend

ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend

DJIA LIRNS Issuer CI BC 127.6% — Dividend

Mainstay Mackay Short — Dividend — Buy

Mainstay Mackay High — Dividend — Buy

Nuveen Short Duration HI Yld Muni Bd Fd — Interest

Nuveen High Yield Muni — Interest — Sold

GLD ARN ISSUER CIBC CAP 20.20% — None — Buy

R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend

First Tr Managed Municipa Fixed Inc — Dividend

Ishares S-T Natl Muni Bond ETF — Dividend

Blackrock Short Maturity — Dividend

Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend

Vaneck Vectors Short High Yield Municipa — Dividend — Sold

IRA #1

Bank of America NA RASP — Dividend

Blackrock Equity Dividend Mutual Fund — Dividend — Sold

Goldman Sachs US Equity Mutual Fund — Dividend

iShares S&P Global 100 Index Mutual Fund — Dividend

iShares Core High Div Equity Fund — Dividend — Sold

Invesco S&P 500 Quality ETF Shares — Dividend

Vanguard Dividend Appreciation Fund — Dividend

First TR Exchange FDN — Dividend

First TR Consumer FXD — Dividend

First TR Indstrl FXR — Dividend

First Trust Capital Strength ETF FTCS — Dividend — Buy

First Trust Capital Strength ETF FTCS — Buy

First TR Technology FXL — Dividend

First Trust Large Cap Growth Oppor FD — Dividend

First TR NASDQ 100 — Dividend

Ishares Edge Msci USA — Dividend

Simons-Michelson-Zieve Inc Stock — Dividend

The Northwestern Mutual Life Insurance Company (whole life) — Interest

Massachusetts Mutual Life Ins Company (group universal) — Interest

Simons-Michelson-Zieve Note Receivable — Interest

Bank of America (cash account) — Interest

Bank of America -- IRA (cash) — Interest

Brokerage Account

DJIA LIRN ISSUER BNS 111.5% — Dividend

Bank of America NA RASP — Dividend

DJIA LIRN ISSUER BOFA 116.1% — Dividend

SP 500 ARN ISSUER BARC CAP 13.35% — None — Buy

American Fundamental Investors Mutual Fund — Dividend

MSCI EM STEPUP ISS BNS PREM 9.50% — None — Sold

American Washington Mutual Investors Fund — Dividend

SP500 ARN ISSUER WFF CAP 10.24% — Dividend

First Trust Large Cap Value Mutual Fund — Dividend

First Trust Large Cap Growth Mutual Fund — Dividend

First Trust Mid Cap Core Mutual Fund — Dividend

DJIA LIRN ISSUER BARC PART 115% — Dividend

DJIA LIRN ISSUER TD BANK PART 105% — Dividend

SP500 ARN ISSUER HSBC CAP 11.67% — None — Sold

Global X MLP ETF — None — Sold

R2000 ARN ISSUER CIBC CAP 17.85% — None — Buy

SP500 ARNS ISSUER BNS CAP 12.15% — None — Sold

SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend

BLACKROCK SCIENCE AND TECH TR 11 — Dividend

ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend

DJIA LIRNS Issuer CI BC 127.6% — Dividend

Mainstay Mackay Short — Dividend — Buy

Mainstay Mackay High — Dividend — Buy

Nuveen Short Duration HI Yld Muni Bd Fd — Interest

Nuveen High Yield Muni — Interest — Sold

GLD ARN ISSUER CIBC CAP 20.20% — None — Buy

R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend

First Tr Managed Municipa Fixed Inc — Dividend

Ishares S-T Natl Muni Bond ETF — Dividend

Blackrock Short Maturity — Dividend

Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend

Vaneck Vectors Short High Yield Municipa — Dividend — Sold

IRA #1

Bank of America NA RASP — Dividend

Blackrock Equity Dividend Mutual Fund — Dividend — Sold

Goldman Sachs US Equity Mutual Fund — Dividend

iShares S&P Global 100 Index Mutual Fund — Dividend

iShares Core High Div Equity Fund — Dividend — Sold

Invesco S&P 500 Quality ETF Shares — Dividend

Vanguard Dividend Appreciation Fund — Dividend

First TR Exchange FDN — Dividend

First TR Consumer FXD — Dividend

First TR Indstrl FXR — Dividend

First Trust Capital Strength ETF FTCS — Dividend — Buy

First Trust Capital Strength ETF FTCS — Buy

First TR Technology FXL — Dividend

First Trust Large Cap Growth Oppor FD — Dividend

First TR NASDQ 100 — Dividend

Ishares Edge Msci USA — Dividend

Simons-Michelson-Zieve Inc Stock — Dividend

The Northwestern Mutual Life Insurance Company (whole life) — Interest

Massachusetts Mutual Life Ins Company (group universal) — Interest

Simons-Michelson-Zieve Note Receivable — Interest

Bank of America (cash account) — Interest

Bank of America -- IRA (cash) — Interest

Brokerage Account

DJIA LIRN ISSUER BNS 111.5% — Dividend

Bank of America NA RASP — Dividend

DJIA LIRN ISSUER BOFA 116.1% — Dividend

SP 500 ARN ISSUER BARC CAP 13.35% — None — Buy

American Fundamental Investors Mutual Fund — Dividend

MSCI EM STEPUP ISS BNS PREM 9.50% — None — Sold

American Washington Mutual Investors Fund — Dividend

SP500 ARN ISSUER WFF CAP 10.24% — Dividend

First Trust Large Cap Value Mutual Fund — Dividend

First Trust Large Cap Growth Mutual Fund — Dividend

First Trust Mid Cap Core Mutual Fund — Dividend

DJIA LIRN ISSUER BARC PART 115% — Dividend

DJIA LIRN ISSUER TD BANK PART 105% — Dividend

SP500 ARN ISSUER HSBC CAP 11.67% — None — Sold

Global X MLP ETF — None — Sold

R2000 ARN ISSUER CIBC CAP 17.85% — None — Buy

SP500 ARNS ISSUER BNS CAP 12.15% — None — Sold

SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend

BLACKROCK SCIENCE AND TECH TR 11 — Dividend

ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend

DJIA LIRNS Issuer CI BC 127.6% — Dividend

Mainstay Mackay Short — Dividend — Buy

Mainstay Mackay High — Dividend — Buy

Nuveen Short Duration HI Yld Muni Bd Fd — Interest

Nuveen High Yield Muni — Interest — Sold

GLD ARN ISSUER CIBC CAP 20.20% — None — Buy

R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend

First Tr Managed Municipa Fixed Inc — Dividend

Ishares S-T Natl Muni Bond ETF — Dividend

Blackrock Short Maturity — Dividend

Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend

Vaneck Vectors Short High Yield Municipa — Dividend — Sold

IRA #1

Bank of America NA RASP — Dividend

Blackrock Equity Dividend Mutual Fund — Dividend — Sold

Goldman Sachs US Equity Mutual Fund — Dividend

iShares S&P Global 100 Index Mutual Fund — Dividend

iShares Core High Div Equity Fund — Dividend — Sold

Invesco S&P 500 Quality ETF Shares — Dividend

Vanguard Dividend Appreciation Fund — Dividend

First TR Exchange FDN — Dividend

First TR Consumer FXD — Dividend

First TR Indstrl FXR — Dividend

First Trust Capital Strength ETF FTCS — Dividend — Buy

First Trust Capital Strength ETF FTCS — Buy

First TR Technology FXL — Dividend

First Trust Large Cap Growth Oppor FD — Dividend

First TR NASDQ 100 — Dividend

Ishares Edge Msci USA — Dividend

Simons-Michelson-Zieve Inc Stock — Dividend

The Northwestern Mutual Life Insurance Company (whole life) — Interest

Massachusetts Mutual Life Ins Company (group universal) — Interest

Simons-Michelson-Zieve Note Receivable — Interest

Custodian for the Beneficiary (while a minor), Trust #1

Agreement — 2011 — Butzel Long Pension Trust. Distributions of $1,431 per month commencing at the age of 65.

Part I: Trust # 1 Irrevocable Trust presently is an unfunded trust holding life policy through USAA.

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.