Indira Talwani
2016Annual
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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.