John J. O'Sullivan
2020
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Pull out the substance of this filing.
What was filed
106
investments
8
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
2
spouse income
Named parties
- University of Miami School of Law
- Eugene P. Spellman Inn of Court
- Federal Bar Association, South Florida Chapter
- Legal Up
- University of Miami School of Law, Adjuct Professor
- State of Florida Retirement System
As filed
U.S. Savings Bonds — Interest
Miami Federal Credit Union Accounts — Interest
CIT Bank — Interest
Robertson Stephens Value and Growth Fund — Dividend
Value Line Mutual Fund (VLIFX) — Dividend
Value Line Larger Companies Mutual Fund (VALLX) — Dividend
Internet Mutual Fund (WWWFX) — None
Munder Mutual Fund (MNNAX) — Dividend
Vanguard Midcap Fund (VIMSX) — Dividend
State of Florida Prepaid College Fund — None
Fidelity Small Cap Stock Fund — None
Wells Fargo Ent Fund (SENAX) — Dividend
Hennessy Mutual Fund (GASFX) — Dividend
Vantage Trust Morel Portfolio Long Term Growth Funds — None — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Bank of America — Interest
Corning Inc stock (GLW) — Dividend
Facebook stock (FB) — None
Alibaba Group stock (BABA) — None
Apple stock (AAPL) — Dividend
Freddie Mac stock (FMCC) — None
FS Energy and Power Fund (FSEP) — Dividend
American Finance Tr (AFIN) — Dividend
Bank of the West — Int./Div.
FZDXX — Int./Div. — Sold (part)
Global Net Lease (GNL) — Dividend
AEPFX — None — Sold
ASPZX — Dividend
ODVYX — Dividend
PCBIX — Dividend
GOGIX — Dividend
DWGHX — Dividend
IBB — Dividend
AGOZX — Int./Div.
GSIMX — Dividend — Buy
CWICX — Dividend — Sold (part)
CWICX — Sold
CDWCX — Dividend — Sold (part)
CDWCX — Sold
CEUCX — Distribution — Sold (part)
CEUCX — Sold
CNGCX — Distribution — Sold (part)
CNGCX — Sold
CNWCX — Distribution — Sold (part)
CNWCX — Sold
CSPCX — Dividend — Sold (part)
CSPCX — Sold
U.S. Savings Bonds — Interest
Miami Federal Credit Union Accounts — Interest
CIT Bank — Interest
Robertson Stephens Value and Growth Fund — Dividend
Value Line Mutual Fund (VLIFX) — Dividend
Value Line Larger Companies Mutual Fund (VALLX) — Dividend
Internet Mutual Fund (WWWFX) — None
Munder Mutual Fund (MNNAX) — Dividend
Vanguard Midcap Fund (VIMSX) — Dividend
State of Florida Prepaid College Fund — None
Fidelity Small Cap Stock Fund — None
Wells Fargo Ent Fund (SENAX) — Dividend
Hennessy Mutual Fund (GASFX) — Dividend
Vantage Trust Morel Portfolio Long Term Growth Funds — None — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Vantage Trust Morel Portfolio Long Term Growth Funds — Sold (part)
Bank of America — Interest
Corning Inc stock (GLW) — Dividend
Facebook stock (FB) — None
Alibaba Group stock (BABA) — None
Apple stock (AAPL) — Dividend
Freddie Mac stock (FMCC) — None
FS Energy and Power Fund (FSEP) — Dividend
American Finance Tr (AFIN) — Dividend
Bank of the West — Int./Div.
FZDXX — Int./Div. — Sold (part)
Global Net Lease (GNL) — Dividend
AEPFX — None — Sold
ASPZX — Dividend
ODVYX — Dividend
PCBIX — Dividend
GOGIX — Dividend
DWGHX — Dividend
IBB — Dividend
AGOZX — Int./Div.
GSIMX — Dividend — Buy
CWICX — Dividend — Sold (part)
CWICX — Sold
CDWCX — Dividend — Sold (part)
CDWCX — Sold
CEUCX — Distribution — Sold (part)
CEUCX — Sold
CNGCX — Distribution — Sold (part)
CNGCX — Sold
CNWCX — Distribution — Sold (part)
CNWCX — Sold
CSPCX — Dividend — Sold (part)
CSPCX — Sold
Instructor, University of Miami School of Law
Executive Board, Eugene P. Spellman Inn of Court
Board Member, Federal Bar Association, South Florida Chapter
Advisory Committee, Legal Up
Instructor, University of Miami School of Law
Executive Board, Eugene P. Spellman Inn of Court
Board Member, Federal Bar Association, South Florida Chapter
Advisory Committee, Legal Up
Income — 2020 — University of Miami School of Law, Adjuct Professor — $3,000.00
Income — 2020 — University of Miami School of Law, Adjuct Professor — $3,000.00
Spouse's income — 2020 — State of Florida Retirement System
Spouse's income — 2020 — State of Florida Retirement System
On July 26, 2017 my shares in DWGAX were converted to shares in DWGHX. I inadvertently omitted that information from my 2017 report. My investment is
now properly reported on line 40 of this report.
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.