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.