Susan K. Lee
2016Annual
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What was filed
28
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Self-employed, Lawyer
As filed
Utah Educational Savings Plan, Age-Based Aggressive Growth, no contol — Int/Div — Redeemed
ML IRA - Nationwide Investor Dest Mod Aggre FD CL C (see note) — Int/Div — Distnbuted
Profit Sharing Plan: FID Freedom K 2025 — Int/Div — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)
Fidelity Gov't Cash Reserves - cash equivalent — Interest — Redeemed
Fidelity Freedom K 2030 — Int/Div — Buy
Fidelity - cash equivalent — Interest
T Rowe Price Int'l Stock Fund — Int/Div
Miller & Martin Partmership Interest — Interest
Fidelity 500 Index Premium Class (formerly Spartan S00 Index) — Int/Div — Buy
Thomburg Investment Income Builder CLA — Int/Div — Sold (part)
SunTrust Accounts - Cash Equivalents — Interest
SunTrust Accounts - Cash Equivalents — Interest
SunTrust Accounts - Cash Equivalents — Interest
SunTrust Accounts - Cash Equivalents — Interest
American Express Bank - Cash Equivalent — Interest
Capital One Account - Cash Equivalent — Interest
Spouse's income — 2016 — Self-employed, Lawyer
Part VII, line 2 asset was distributed’/exchanged to Thrift Savings Plan and will no longer be reportable
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.