James D. Whittemore
2015Annual
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What was filed
27
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Trust #1
- American 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 — Sold
Bank Sweep Deposit (Mny Mkt) (StifeINicolaus) ) — Interest
Nektar Therapeutics Common Stock — None
Microsoft Corp. Common Stock{IRA ) — Int/Div
Intel Corp. Common Stock (IRA) — Int/Div
AmensourceBergen Corp. (Common Stock) — Int/Div
Bank Sweep Deposit (MnyMkt) (StifelNicolius) — Interest
CIGNA Corporation 401K — None
CIGNA 201K (Common Stock )
CIGNA 201K (Fixed Income Stock)
CIGNA Corporation Pension Plan — Interest
Trust £1, Condo #2 — Distribution
EE 401K Plo EE 401K Plan — Ine
Fidelity Intl Discovery (Stock)
Fidelity Freedom 2015(Blended)
MIP C11 (Bond Investments)
Wells Fargo Bank Acct — Interest
Bank of America Acct — None
Suncoast {%/a Suncoast Schools Acct — Interest
Express Scripts Hidg Company — None — Buy
Janus Int'l Equity CL A — Int/Div — Buy
T Rowe Price Health Sciences — None — Buy
T Rowe Price Blue Chip growth — Int/Div — Buy
Equitable Premium Life Insurance — None
S10.
Co-Trustee, Trust #1
Liability — American Express-Optima — Credit Card
Income — 2015 — State of Flonda-Retirement — $27,879.00
Re: Section VII, Line # 14,
Trust #1 Condo was previously reported as an asset. Reporting is no longer required according to the recent Updates to the Financial Disclosure Filing Instructions.
1 have reported a small distribution in Section VII.
Re: Section VII, Line 15.
I sacquired | sin 2015 and the name of the 401K Plan changed accordingly.
Section VIL, Line 21. Suncoast Schools Federal Credit Union changed its name to Suncoast Credit Union
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