Mark Eaton Walker

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 110

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Morgan Stanley Active Cash Asset Account — Interest

Bank of America Bank Accounts — Interest

Amencan Commerce Bank Accounts — Interest

Capital Account — None

SPDR S&P ETF 500 Trust (SPY) {formerly SPDR Trust Series 1) — Int/Div

Morgan Stanley Cash Account — Interest

SPDR S&P ETF 500 Trust (SPY) (formerly SPDR Trust Series 1) — Int/Div

Morgan Stanley Cash Account — Interest

The Walt Disney Company — Int/Div

529 College Savings Plan #1 (College Save Growth PTF) — None — Sold

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #1 (College Save Money Mkt PTF) — Interest — Closed

529 College Savings Plan #1 {American 529 US Govt Mmkt A (AAFXX) — None — Buy

529 College Savings Plan #1 {American 529 US Govt Mmkt A (AAFXX) — Buy (add'l)

529 College Savings Plan #1 {American 529 US Govt Mmkt A (AAFXX) — Sold (part)

529 College Savings Plan #2 (College Save Growth PTF) — None — Sold

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (College Save Growth PTF) — Buy (add'l)

529 College Savings Plan #2 (American 529 US Govt Mmkt A (AAFXX) — None — Buy

529 College Savings Plan #2 (American 529 US Govt Mmkt A (AAFXX) — Buy (add'l)

529 College Savings Plan #2 (American 529 US Govt Mmkt A (AAFXX) — Sold (part)

Morgan Stanley Retirement Account #1 (Listed Individually below)

Morgan Stanley Bank Cash Account (Retirement Account #1) — Interest

IShares MSCI EAFE ETF (EFA) (Retirement Account #1) — Int/Div — Sold (part)

IShares Russell 3000 ETF (IWV) (Retirement Account #1) — Int/Div — Buy (add'l)

SPDR DJIA Trust (DIA) (Retirement Account #1) — Int/Div

SPDR S&P 500 ETF Trust (SPY) (formerly SPDR Tr Series (Ret, Acct #1) — Int/Div

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #1) — Int/Div

Vanguard Small Cap ETF (VB) (Retirement Account #1) — Int/Div

IShares S&P 500 Val ETF (IVE) (Retirement Account #1) — Int/Div — Buy

Morgan Stanley Retirement Account #2 (Listed Individually below)

Morgan Stanley Bank Cash Account (Retirement Account #2) — Interest

IShares MSCI EAFE ETF (EFA) (Retirement Account #2) — Int/Div — Sold (part)

IShares Russell 3000 ETF (IWV) (Retirement Account #2) — Int/Div — Buy (add'l)

SPDR DJIA Trust (DIA) (Retirement Account #2) — Int/Div

SPDR S&P 500 Trust (SPY) (formerly SPDR Tr Series 1{Ret. Acct #2) — Int/Div

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #2) — Int/Div

Vanguard Small Cap ETF (VB) (Retirement Account #2) — Int/Div

IShares S&P 500 Val ETF (IVE) (Retirement Account #2) — Int/Div — Buy

Morgan Stanley Retirement Account #3 (Listed Individually below)

Morgan Stanley Bank Cash Account (Retirement Account #3) — Interest

IShares MSCI EAFE ETF (EFA) {Retirement Account #3) — Int/Div — Sold (part)

IShares Russell 3000 ETF (IWV) (Retirement Account #3) — Int/Div — Buy (add'l)

SPDR DJIA Trust (DIA) (Retirement Account #3) — Int/Div

SPDR S&P 500 EFT Trust (SPY) (formerly SPDR Tr Series (Ret, Acer #3) — Int/Div

Vanguard Mid-Cap ETF Index (VO) (Retirement Account #3) — Int/Div

Vanguard Small Cap ETF (VB) (Retirement Account #3) — Int/Div

Shares S&P 500 Val ETF (IVE) (Retirement Account #3) — Int/Div — Buy

Fidelity Retirement Account £4 (Listed Individually below)

FID Contrafund K (Retirement Account #4) — Int/Div — Buy (add'l)

FID Contrafund K (Retirement Account #4) — Buy (add'l)

GS Midcap Value Inst (Retirement Account 04) — Int/Div — Buy (add'l)

GS Midcap Value Inst (Retirement Account 04) — Buy (add'l)

Alzgi Nfj Smepvl Is (Retirement Account Wd) — Int/Div — Buy (add'l)

Alzgi Nfj Smepvl Is (Retirement Account Wd) — Buy (add'l)

Dodge & Cox Intl Stk (Retirement Account 4) — Int/Div — Buy (add'l)

Dodge & Cox Intl Stk (Retirement Account 4) — Buy (add'l)

Fmmt Retire Gov 1] (Retirement Acctid) — Int/Div

T. Rowe Price Investment Account {Listed Individually Below)

T. Rowe Price Equity Index S00 — Int/Div

T. Rowe Price Retirement 2035 — Int/Div

ps Defined Cash Balance Plan — Interest — Buy

Florida Prepaid College Plan #1 — None — Distnbuted

Florida Prepaid College Plan #2 — None

Morgan Stanley (Investment Account #1 Listed Indivdually below)

Morgan Stanley Bank Cash Account (Investment Account #1) — Interest

Shares Iboxx $ H/Y Cor BD ETF (HYG) {Investment Account #1) — Int/Div — Buy (add'l)

IShares MSCI EAFE ETF (EFA) (Investment Account #1) — Int/Div — Sold

IShares MSCI EAFE ETF (EFA) (Investment Account #1) — Sold (part)

IShares MSCI EAFE ETF (EFA) (Investment Account #1) — Sold (part)

Shares MSC Japan ETF (EW) (Investment Account #1) — Int/Div — Sold

IShares MSCI PAC Ex-Jpn ETF (EPP) (Investment Account #1) — None — Sold

IShares Russell 2000 Grwth ETF (IWO) {Investment Account #1) — None — Sold

IShares Russell 2000 Value ETF (IWN) {Investment Account #1) — None — Sold

IShares Russell Midcap G ETF (IWP) (Investment Account #1) — None — Sold

IShares Russell Midcap V ETF (IWS) (Investment Account #1) — None — Sold

IShares S&P 500 Grwth ETF (IVW) {Investment Account #1) — Int/Div — Buy (add'l)

IShares S&P 500 VAL ETF (IVE) (Investment Account #1) — Int/Div — Buy (add'l)

Powershares ETF TR DYNA Buybk (PKW) (Investment Account #1) — Int/Div — Sold (part)

Powershares ETF TR DYNA Buybk (PKW) (Investment Account #1) — Sold

Vanguard FTSE Europe 1+ (VGK) {Investment Account #1) — Int/Div — Sold (part)

Vanguard FTSE Europe 1+ (VGK) {Investment Account #1) — Sold

Vanguard REIT ETF (VNQ) (Investment Account #1) — Int/Div — Sold (part)

Vanguard REIT ETF (VNQ) (Investment Account #1) — Sold (part)

Vanguard Total Bond Market (BND) {Investment Account #1) — Int/Div

Eaton Vance Glb Mcro ABS Reti (EIGMX) {Investment Account #1) — Int/Div

First Trust NASDAQ ABF CBIF (QABA) (Investment Account #1) — Int/Div — Buy

Shares Interm Credit BD ETF (CIU) (Investment Account #1) — Int/Div — Buy

Shares S&P Midcap 400 Index (JH) {Investment Account #1) — Int/Div — Buy

Shares S&P US PFD Stk Idx Fd (PFF) (Investment Account #1) — Int/Div — Buy

IShares Silver Shares (SLV) (Investment Account #1) — None — Buy

IShares SP Smallcap 600 Index (JR) (Investment Account #1) — Int/Div — Buy

Vanguard FTSE Developed Mkts E (VEA) {Investment Account #1) — Int/Div — Buy

SPDR Gold TR Gold SHS (GLD) (Investment Account #1) — None — Buy

SPDR Gold TR Gold SHS (GLD) (Investment Account #1) — Sold

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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Mark Eaton Walker | Frix