Indira Talwani

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

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • UC Berkeley School of Law
  • Pyle Rome LLP - Salary

As filed

Citizens Bank (cash) — Interest

Charles Schwab (cash) — Interest

American Funds Capital World Growth & Income Fund — Int/Div

Amencan Funds EuroPacific Growth Fund — None — Sold

American Funds Fundamental Investors Fund — Int/Div

American Funds Growth Fund of America — Int/Div

American Funds Investment Company of America Fund — None

Glenmede Small Cap Equity — Int/Div — Sold

JP Morgan Large Cap Growth — None — Sold

Mainstay ICAP Select Equity Fund — None — Sold

SunAmerica Focused Div Strategy A — None — Buy

SunAmerica Focused Div Strategy A — Sold

Vanguard Target Ret 2020 — None — Sold

Vanguard Wellington Fund — Int/Div — Sold

Vanguard Equity — Int/Div

Edward Jones IRA (cash Account) — None — Buy

Trust #1 (H)

Rental property #1, South Orleans, Massachusetts — Rent

Federated Govor Obl TX Mgd- — Interest

Massachusetts State General Obligations 127282011 (X) — Interest

Federal Farm Credit Bank Bond — Interest — Buy (add'l)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Sold (part)

Federal Farm Credit Bank Bond — Sold (part)

Federal Farm Credit Bank Bond — Sold (part)

Federal Farm Credit Bank Bond — Sold (part)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Buy (add'l)

Federal Farm Credit Bank Bond — Sold (part)

Federate Short-Term Municipal Trust (FSHIX) — Interest

Looms Sayles Senior (LSFYX) — Distribution

Disney Walt Co New (DIS) — Int/Div — Sold

Amazon.Com Inc (AMZN) — None — Buy

Amazon.Com Inc (AMZN) — Sold (part)

Lowes Cos Inc (LOW) — Int/Div — Buy

Lowes Cos Inc (LOW) — Sold (part)

McDonald Corp. (MCD) — Int/Div — Sold (part)

Nielsen Holdings PLC (NLSN) — Int/Div — Buy

Nielsen Holdings PLC (NLSN) — Sold (part)

TIX Cos Inc (TIX) — Int/Div — Sold (part)

VF. Comp. — Int/Div — Sold

Anheuser-Busch (BUD) — Int/Div — Sold (part)

CVS Health Corp (CVS) — Int/Div — Buy

CVS Health Corp (CVS) — Sold (part)

Fomento Econ Mexicano — None — Sold

Nestle SA (NSRGY) — Int/Div — Sold (part)

Pepsico Inc. (PEP) — Int/Div — Sold (part)

Procter & Gamble Co (PG) — Int/Div — Sold (part)

ExxonMobil Corp. (XOM) — Int/Div — Sold (part)

Royal Dutch hell PLC SPONS ADR (RDS! By — Int/Div — Buy

Royal Dutch hell PLC SPONS ADR (RDS! By — Buy (add'l)

Royal Dutch hell PLC SPONS ADR (RDS! By — Sold (part)

American International Group (AIG) — Int/Div — Sold

Huntington Bancshares Inc — Int/Div — Sold

PNC Fmancial Services Group (PNC) — Int/Div — Sold (part)

US Bancorp New (USB) — Int/Div — Sold (part)

Wells Fargo & Co. — Int/Div — Sold

Abbott Labs — Int/Div — Sold

AbbVie Inc. (ABBY) — Int/Div — Sold (part)

Johnson & Johnson (JNJ) — Int/Div — Sold (part)

Medtronic PLC (MDT) — Int/Div — Buy (add'l)

Medtronic PLC (MDT) — Sold (part)

Merck & Co. Inc. (MRK) — Int/Div — Sold (part)

Novartis — None — Sold

Phizer Inc. (PFE) — Int/Div — Sold (part)

Zoetis Inc. (ZTS) — Int/Div — Sold (part)

General Electric Corp. (GE) — Int/Div — Sold (part)

General Electric Corp. (GE) — Sold (part)

Hexcel Corp. (HXL) — Int/Div — Sold (part)

Hexcel Corp. (HXL) — Sold (part)

Honeywell Intemational Inc (HON) — Int/Div — Buy

Honeywell Intemational Inc (HON) — Sold (part)

Interpublic Group of Companies Inc (IPG) — Int/Div — Buy

Interpublic Group of Companies Inc (IPG) — Sold (part)

Union Pac Corp. (LNP) — Int/Div — Sold (part)

United Parcel Service (UPS) — Int/Div — Sold (part)

Adobe Sys Inc. (ADBE) — None — Sold (part)

Adobe Sys Inc. (ADBE) — Sold (part)

Alphabet Inc CL A (GOOGL) — None

Alphabet Inc CL C — None — Sold (part)

Alphabet Inc CL C — Sold

Apple Inc. (AAPL) — Int/Div — Sold (part)

Check Point Software Tech (CHKP) — None — Sold (part)

Check Point Software Tech (CHKP) — Sold (part)

Cognizant Technology Solutions — None — Sold

Cisco Systems Inc (CSCO) — Int/Div — Buy

Cisco Systems Inc (CSCO) — Sold (part)

Facebook Inc-A (FB) — None — Buy

Facebook Inc-A (FB) — Sold (part)

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Microsoft Corp. (MSFT) — Sold (part)

Palo Alto Networks Inc (PANW) — None — Buy

Palo Alto Networks Inc (PANW) — Sold (part)

Salesforce.com (CRM) — None — Sold (part)

Synchronoss Technologies — None — Sold

Visa(V) — Int/Div — Sold (part)

Praxair Inc. (PX) — Int/Div — Sold (part)

Verizon Communications (VZ) — Int/Div — Sold (part)

NextEra Energy Inc. (NEE) — Int/Div — Sold (part)

WEC Energy Group Inc (WEC) — Int/Div — Buy

WEC Energy Group Inc (WEC) — Sold (part)

iShares Core S&P Mid-Cap ETF — None — Sold

iShares Core S&P Small-Cap ETF — None — Sold

iShares Nasdaq Biotech ETF (IBB) — Int/Div — Sold (part)

Trust #2 (H)

Citizens Bank (cash) (Y)

Rental property #2, Cotuit, Massachusetts — Rent

Reimbursement — UC Berkeley School of Law — September 25-28, 2016 — Berkeley, CA — Judge-in-Residence Program — Transportation, lodging, and meals

Spouse's income — 2016 — Pyle Rome LLP - Salary

or me, and

Part VIL, lines 17-107: F000 and [0000000 are beneficiaries of Trust #1. It was neither established nor funded by

we have no control over the assets or income of the trust. My household's beneficiary interest in the assets of the trust is 5.5% of the value indicated in Column C.

Part VII, lines 21-32: The 2016 reporting format was designed to eliminate excess information; please see 2015, lines 22-27.

Part VII, lines 108-110: I is a beneficiary and trustee of Trust #2. JN beneficiary terest is 20% of the value mdicated in Column C

The items listed in Part VII, lines 13 and 14 of my 2015 report have been omitted from Part VII of this filing in accordance with the Committee's letter of

December 20, 2016,

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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Indira Talwani | Frix