James D. Whittemore

2015Annual

Ask Donna

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

  • 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

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

James D. Whittemore | Frix