Steven M. Colloton
2013Annual
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What was filed
27
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- James Madison Memonal Fellowship Foundation
- First Amendment Center at Vanderbilt University
- American Bankruptcy Institute
- Villanova University School of Law
- KNDR Healthcare LLC, Wages
As filed
MidWestOne - Accounts — Interest
Vanguard Prime Money Market Fund — Int/Div
Vanguard Intermediate Term Tax-Exempt Muni Bond Fund — Int/Div
Vanguard Long-Term Tax-Exempt Fund Investor Shares — Int/Div
Vanguard Total International Stock Index Admiral Shares — Int/Div
Vanguard Ext. Market Index Fund Admiral Shares — Int/Div
Vanguard S00 Index Fund Admiral Shares — Int/Div
MidWestOne Financial Group Inc Common Stock — Int/Div
Nanonwide Life Insurance Company Whole Life Policy — Int/Div
Uof IA, Rec Facs Rev Bond, 4.1%, Due 112019 — Interest
Uof IA, Rec Facs Rev Bond, 4.5%, Due NR2027 — Interest
Uof IA, Rec Acad Bldg Bond, 4%, Due T17°2017 — Interest
Uof IA, Rec Facs Rev Bond, 4%, Due T2018 — Interest
FNBO Direct - Account — Interest
HSBC - Account — Interest
College Savings lowa 529 Plan Agg Growth Port, (no control) — None — Sold
College Savings lowa 529 Plan Con. Income Port. (no control) — None — Sold
Coll. Svgs lowa 529 Plan Accts, Mod, Gr Port. (no control) — None — Buy
Coll. Svgs lowa 529 Plan Accts, Mod, Gr Port. (no control) — Buy (add'l)
Federated Institutional Tr Hi Yield Bond Fund — Int/Div
IA SUI Bond, 3.6%. Due 7/1/2019 — Interest
Univ IA Hosp & Clinics Bond, 6.125%, Due 912028 — Interest
West Branch lowa Comm School Dist Bond, 4.1%. 712023 — Interest
TIAA-CREF Equity Index - RTL — Int/Div
lowa St Brd Regents Hosp Rev, 3.4%, Due 9/12023 — Interest
Founders LLC. common units — None
KNDR HealthCare LLC, Series A units — None
Trustee, James Madison Memonal Fellowship Foundation
Reimbursement — First Amendment Center at Vanderbilt University — Feb. 21-23, 2013 — Nashville, TN — Moot court competition — Travel, lodging, food
Reimbursement — American Bankruptcy Institute — Mar, 10-11, 2013 — New York, NY — Moot court competition — Travel, lodging, food
Reimbursement — Villanova University School of Law — Mar, 15-17, 2013 — Villanova, PA — Moot court competition — Travel, lodging, food
Spouse's income — 2013 — KNDR Healthcare LLC, Wages
Part VII, lines 16-18: College Savings lowa 529 Plan reports only an "earnings" amount based on the change m the investor's total portfolio net worth, including
market appreciation and depreciation. The Plan does not report separately an amount of dividends attributable to the asset, so income is listed as "None" in
Column B(2). This is a change from filer’s reports for prior years, which reflected annual "earings" amounts as "dividends."
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.