David M. Lawson

2017Annual

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Custodian accounts 1 through 13
  • Hilda N. Burns Living Trust
  • SEAK
  • Ford Motor Company «= wages
  • Henry Ford Leaming Institute --- consulting fee

As filed

Boston Capital Fund Series 30 — Int/Div

American Funds — Growth Fund of America (Custodian) — Int/Div

Citizens Bank (f/k/a Charter One Bank) — Interest

Ford Motor Company Common — Int/Div — Sold (part)

Ford Motor Company Common — Int/Div — Sold (part)

Ford Motor Company Common — Int/Div — Sold (part)

Cole Real Estate Inventment Trust* — istrnibution

Looms Sayles Bond Fund* — Int/Div

First Eagle Global Fund* — Int/Div

T Rowe Price Int'l Funds Emerging Mkts — Int/Div — Sold

Dodge & Cox Stock Fund* — Int/Div

BBH Fund Inc. Core Select Fund Class N* — Int/Div

FPA FDS TR FPA Crescent Protfolio Inst] C1 Shs* — Int/Div

IVA Flduciary Trust Worldwide Fund* — Int./y

Maingate MLP CL 18 — Ine

iShares Trust S&P S00 Index Fund — Int/Div — Sold (part)

iShares S&P Mid-Cap — Int/Div

iShares Small-Cap — Int/Div

iShares MSC1 EAFE — Int/Div — Sold

Vanguard Interm — Int/Div — Sold

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

BlackRock U.S. Debt Index NLF — Int/Div — Buy (add'l)

Henry Ford Village Apartment Receivable** — None

Comerica Bank** — Interest

Custodian, Custodian accounts 1 through 13

Successor Trustee, Hilda N. Burns Living Trust

Reimbursement — SEAK — 29-17 to 2-13-17 — Clearwater Beach, Flonda — Seminar taught — Transportation, lodging, meals

Reimbursement — SEAK — 121-17 10 126-17 — Naples, Florida — Sermmar taught — Transportation, lodging, meals

Spouse's income — 117 — Ford Motor Company «= wages

Spouse's income — 2017 — Henry Ford Leaming Institute --- consulting fee

1. Custodian positions in Part | are for accounts under the Uniform Gifts to Monors Act.

2. Investments in Part VII designated with an astrisk (*) are held in an IRA of reporter or spouse, or joint account with spouse.

3. Trustee position is as the Successor Turstee of deceased mother-in-law/s inter vivos trust.

4. Assets in Part VIL line 30 and 31 marked ** is an asset of the Hilda N. Burns inter vivos trust. Reporter is the successor trustee.

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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David M. Lawson | Frix