James D. Whittemore
2014Annual
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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.
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