James D. Whittemore

2014Annual

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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

  • 24

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Food Co.
  • Trust #1
  • America Express (Optima)
  • State of Flonda - Retirement

As filed

Amgen, Inc — Int/Div

Cisco Systems, Inc. Common Stock (IRA) — Int/Div

Time Wamer, Inc. Common Stock (IRA) — Int/Div

Bank Sweep Deposit {Mny MkuyStifel Nicolaus) — Interest

Nektar Therapeutics Common Stock — None

Microsoft Corp. Common Stock (IRA) — Int/Div

Intel Corp. Common Stock (IRA) — Int/Div

AmensourceBergen (Common Stock) — Int/Div

Bank Sweep Deposit (Mny MktyStifel Nicolaus) — Interest

CIGNA Corporation 401K — None

CIGNA 201K (Common Stock )

CIGNA 401K (Fixed Income Fund)

CIGNA Corporation Pension Plan — Interest

Trust #1 — Rent

Condo #1 (Hillsborough County, FL) — Sold — Food Co.

Condo #2 (Hillsborough County, FL)

VIN Plan — Int/Div

Fidelity Intl. Discovery (Stocks)

Fidelity Freedom 2015 (Blended)

MIP CI (Bond Investments)

Wells Fargo Bank Acct(s) — Interest

Bank of America Accl(s) — None

Suncoast Schools Acct(s) — Interest

Equitable: Premium Universal Life Insurance — None

Co-Trustee, Trust #1

Liability — America Express (Optima) — Credit Card

Income — 2014 — State of Flonda - Retirement — $27,036.24

1. Part VII - Investments and Trusts - MidFlorida Credit Union Acct(s) not reported as it didn’t meet threshold reporting requirement for 2014.

2. Part VII - Investments and Trusts -- Line 14; Trust #1 - Value based on County Property Appraiser 2014 Assessment and comparable sales of nearby properties.

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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James D. Whittemore | Frix