Carol Bagley Amon

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 219

    investments

  • 0

    positions

  • 2

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Comor Inn of Court
  • Federal Bar Council
  • Passumpic Bank
  • Pepperdine University School of Law
  • Self-employed attorney - law partnersiup distribution

As filed

RA Accts Citibank, B'klyn, NY Fidelity Ad. DynamicCapAppFud — Int/Div

Law Partmership, Cap Acct — None

Thomas G. Amon Pension Plan — Interest

Thomas G. Amon PrfShr Plan — Interest

Citibank N.A.. Money Market — Interest

Invesco/Mideap Growth — Int/Div

Fidelity Ad. Equity Growth — Int/Div

Fidelty Ad. Tech Fund — Int/Div

MFS Moderate Allocation — Int/Div

Chase Select Checking — Interest

Encore Networks, Inc. (See VIII — None

Rental Property, Brooklyn, NY — Reat

AXA Equitable Variable Life Policy (See Vin — Interest

Aim Technology — Int/Div

Sonic Mountain. Inc — None

Citibank CD — Interest

Johnson & Johnson — Int/Div

Spoleto Corp. (See VIII) — Interest

Pimco Total Return Fund (Bonds) — Interest

Franklin Rising Dividends FD Class A — Int/Div

Walnut Street Finance. LLC — Interest

Mihitary Talent Group, Inc — None

Airborne Wireless Network — None — Buy

JP Morgan Chase Brokerage Account # Header (See VID

Altna Group Inc — Sold (part)

Altria Group Ine — Int/Div — Sold

Exxon — Sold (part)

Exxon — Int/Div — Sold

CMS Energy — Sold (part)

CMS Energy — Int/Div — Sold

MetLife — Sold (part)

Metlife — Int/Div — Sold

Xcel Energy — Sold (part)

Xcel Energy — Int/Div — Sold

VF Corp — Sold (part)

VF Comp. — Int/Div — Sold

ACE Lud. — Int/Div

Kimberly Clark Corp — Sold (part)

Kimberly Clark Corp — Int/Div — Sold

Kimberly Clark Corp — Sold (part)

3M Co. — Int/Div — Sold

Arthur Gallagher Co — Sold (part)

Arthur Gallagher Co. — Int/Div — Sold

Gilead Sciences Inc — Sold (part)

Gilead Sciences Inc — Int/Div — Sold

Chevron — Buy

Automatic Data — Sold (part)

Automatic Data — Int/Div — Sold

Bank of America Corp — Sold (part)

Bank of America Corp — Int/Div — Sold

Chevron Corp. — Sold (part)

Chevron Corp. — Int/Div — Sold

Cincinnati Financial Corp. — Sold (part)

Cincinnati Financial Corp. — Int/Div — Sold

Cinemark Holdings Inc — Sold (part)

Cinemark Holdings Inc — Int/Div — Sold

CME Group, Inc — Int/Div — Sold (part)

CME Group, Inc — Buy

US Bancorp — Buy

Coca-Cola Co. — Sold (part)

Coca-Cola Co. — Int/Div — Sold

Conoco Phillips — Sold (part)

Conoco Phillips — Int/Div — Sold

Cullen Frost — Sold (part)

Cullen Frost — Int/Div — Sold

Home Depot, Inc — Buy

Home Depot, Inc — Sold (part)

Home Depot, Inc — Int/Div — Sold

KLA-Tencor Corp. — Sold (part)

KLA-Tencor Corp. — istmbution — Sold

L Brands Inc — Sold (part)

L Brands Inc — istmbution — Sold

M&T Bank Corp. — Sold (part)

M&T Bank Comp. — Int/Div — Sold

Merck & Co. Inc — Sold (part)

Merck & Co. Inc — Buy

Merck & Co. Inc — Int/Div — Sold

Microsoft Corp. — Sold (part)

Microsoft Corp. — Buy

Microsoft Corp. — Int/Div — Sold

Mondelez Int'l — Sold (part)

Mondelez Int'l — Int/Div — Sold

Nisource Services Inc. (previously Nsource) — Sold (part)

Nisource Services Inc. (previously Nsource) — Int/Div — Sold

Pfizer Inc — Buy

Pfizer Inc — Sold (part)

Pfizer Inc — Int/Div — Sold

PPG Industries. Inc — Sold (part)

PPG Industries. Inc — Int/Div — Sold

Proctor & Gamble Co — Sold (part)

Proctor & Gamble Co — Int/Div — Sold

Republic Services Inc — Int/Div

Snap On — Sold (part)

Snap On — Int/Div — Sold

T. Rowe Price Group Inc — Sold (part)

T. Rowe Price Group Inc — Int/Div — Sold

The Travelers Companies Inc — Sold (part)

The Travelers Companies Inc — Int/Div — Sold

Time Warner Inc — Sold (part)

Time Warner Inc — Int/Div — Sold

Validus Holdings Ltd. — Sold (part)

Validus Holdings Ltd — Int/Div — Sold

Verizon Commumcations — Sold (part)

Venzon Communications — Int/Div — Sold

Wells Fargo & Co. — Sold (part)

Wells Fargo & Co. — Int/Div — Sold

Texas Instruments — Sold (part)

Texas Instruments — Int/Div — Sold

Johnson & Johnson — Sold (part)

Johnson & Johnson — Int/Div — Sold

Abbvie, Inc — Sold (part)

Abbvie, Inc — Int/Div — Sold

Fidelity Nat'l Information — Sold (part)

Fudelity Nat'l Information — Int/Div — Sold

Occidental Petroleum — Sold (part)

Occidental Petroleum — Int/Div — Sold

Edison Int'l — Sold (part)

Edison Int] — Int/Div — Sold

PNC Services Inc — Buy

PNC Fin. Services Inc — Buy

PNC Fin. Services Inc — Sold (part)

PNC Fin. Services Inc — Int/Div — Sold

Bristol Mevers Squibb — Sold (part)

Bristol Meyers Squibb — Int/Div — Sold

Ilinois Tool Works — Sold (part)

Illinois Tool Works — Int/Div — Sold

DTE Energy Co. — Int/Div — Sold

Accenture PLC — Sold (part)

Accenture PLC — Int/Div — Sold

Analog Devices — Sold (part)

Analog Devices — Int/Div — Sold

BB&T Corp — Sold (part)

BB&T Corp — Int/Div — Sold

Northern Trust Corp. — Sold (part)

Northern Trust Corp. — Int/Div — Sold

US Bancorp Del — Sold (part)

US Bancorp Del. — Int/Div — Sold

Comcast Corporation — Sold (part)

Comcast Corporation — Int/Div — Sold

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Int/Div — Sold

Honeywell Intl — Sold (part)

Honeywell Int'l — Int/Div — Sold

El Lilly — Sold (part)

Eli Lilly — Int/Div — Sold

IP Morgan Chase Brokerage Account # 2 Header (See VIID(TGA)

United Overseas Bank Lud — Int/Div — Sold (part)

Vermilion Energy Inc — Int/Div — Sold (part)

Astrazeneca — Int/Div — Sold (part)

Roche Holdings — Int/Div — Sold (part)

Smiths Group PLC — Int/Div

BHP Lud — Int/Div

BNP Paribas — Int/Div — Sold (part)

BOCHong Kong Holdings — Int/Div — Sold (part)

British American Tobacco — Distribution — Sold (part)

CNOOC Lid — Int/Div — Sold

Deutsche Telecom — Int/Div

Diageo PLC - Sponsored ADR — Int/Div — Sold (part)

Engie — Int/Div — Sold (part)

Glaxo Smith Kline — Int/Div — Buy

Glaxo Smith Kline — Int/Div — Sold (part)

lmperial Brands PLC — Int/Div — Sold (part)

ING Groep NV - Sponsored — None — Sold (part)

Japan Tobacco — Int/Div — Sold (part)

JPM Tax Free — Int/Div

Nestles SA — Int/Div — Sold (part)

Nippon Tel — Int/Div — Sold (part)

Novartis — Int/Div — Sold (part)

Orkla ASA — Int/Div — Sold (part)

Prosiebensat Media SE — Int/Div — Sold

Royal Dutch Shell PLC — Int/Div — Buy

Roval Dutch Shell PLC — Int/Div — Sold (part)

Siemans Ag. — Int/Div

Singapore Telecom — Int/Div

Sonic Healthcare Ltd — Int/Div — Sold (part)

SSE PLC (See VID — Int/Div — Sold (part)

Statoil ASA — Int/Div

Telefonica Brasil SA — None

PT Telekomunikasi Ind — Int/Div

Total SA — Int/Div — Sold (part)

Umlever NV — Int/Div — Sold (part)

Vodafone Group, PLC — Int/Div — Buy

Vodafone Group, PLC — Int/Div — Sold (part)

Zurich Insurance Group — Int/Div — Sold (part)

Honda Motors — Int/Div

UBS Group — Int/Div — Sold (part)

BCE Inc — Int/Div — Sold (part)

BAE Systems — Int/Div — Sold (part)

ABB Lud — Int/Div — Sold (part)

Manulife Fmancial Corp. — Int/Div — Sold (part)

MMC Norilsk Nickel PISC — None

JP Morgan Chase Brokerage Account # 3 Header (CBA)

Advanced Semiconductor — Int/Div — Buy

Smurfit Karpa Group — Int/Div — Buy

Smurfit Karpa Group — Buy

Smurfit Karpa Group — Sold (part)

NN Group NV — Buy

NN Group NV — Int/Div — Sold (part)

NN Group NV — Buy

Muenchener — Int/Div — Sold (part)

Muenchener — Int/Div — Buy

Allianz SE — Int/Div — Buy

Daimler AG — Int/Div — Buy

Daimler AG — Sold (part)

Michelin Co — Int/Div — Buy

JP Morgan Advisory (See VII) Account (CBAY# 4 — Int/Div

Invesco Asta Pacific Growth — Int/Div

IShares Russell 2000 ETF — Int/Div

IShares New York Muni Bond — Int/Div

IShares IBOXX $ High Yield Corporate Bond ETF — Int/Div

IShares Select Dividend ETF — Int/Div

Lord Abbett Short Duration Income Fund — Int/Div

Pimco High Yield Fund Inst] C1 — Int/Div

Vanguard S&P 500 ETF — Int/Div

Vanguard Total Bond Market ETF — Int/Div

Powershares QQQ Trust Series — Int/Div

Guggenheim S&P 500 Equal Weight ETF — Int/Div

JP Morgan Deposit Acct A — Interest

Double Line FDS TR — Int/Div

Gift — Comor Inn of Court — Dinner - January 18, 2017 — $400.00

Gift — Federal Bar Council — Dinner - May 9, 2017 — $500.00

Liability — Passumpic Bank — Mortgage of rental property - Newport, VT - No rental income generated in 2017

Reimbursement — Pepperdine University School of Law — March 16-17, 2017 — Malibu, California — Lecturer — Transportation, lodging and food

Reimbursement — Federal Bar Council — October 20-22. 2017 — New Paltz, New York — Lecturer — Transportation, lodging and food

Spouse's income — 2017 — Self-employed attorney - law partnersiup distribution

Re: Part VII

Item 11 - Market value of vested options lees exercise on 12/31/17,

Item 13. AXA Equitable Variable Life Insurance Policy - Incentive Legacy 111

Item 18 - Asset Management/Consulting Company.

Trem 24 - Managed Asset Account of Spoleto Corp,

Item 146 - Managed Asset Account. - (TGA)

Item 192 - Managed Asset Account - (JPMorgan Securities) (CBA)

Item 206 - Advisory Account - (JPMorgan Securities) (CBA)

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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