Sean H. Lane

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 4

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust £1
  • University of Notre Dame
  • Bowdon College
  • Through University of Notre Dame (Stafford and Perkins loans)
  • Through Bowdom College (Stafford and Perkins loans)
  • Institute
  • Ass'n and Capitol Region bankruptcy Bar Ass'n
  • Salary and bonus from Group Hospitalization and Medical Services, Inc, (Washington D.C.) dba CareFirst BlueCross

As filed

Fidelity 401k (Baker Hostetler), including

Fidelity Growth Co. K — Int/Div

Spartan 500 Index Inst (previously Spartan S00 Index Ind.) — Int/Div

TRP Div. Growth — Int/Div

Trost # I(title to house in Hartsdale, New York) — None

Carefirst BlueCross BlueShield 401k, including:

Fid. Dividend Gr, K — Int/Div

Artisan Mid Cap Inv — Int/Div

Fidelity Freedom K — Int/Div

US. Savings Bonds (combined value of all) — Int/Div — Sold (part)

Northwestern Mutual Life Insurance, including:

Pohcy #1 (nomterm with cash value) — Int/Div

Policy #2 (nomterm with cash value) — Int/Div

NY State 529 Plans (total value for all), including:

Mid Cap Stock Index Portfolio — Ine

Growth Stock Index Portfolio — Int/Div

Small Cap Stock Index Port — Int/Div

Aggressive Growth Port — Int/Div

Chase Bank Account (including savings and checking accounts) — Interest

Co-Trustee, Trust £1

Agreement — Participation mn Baker Hostetler 401K plan

Liability — University of Notre Dame — Tuition, housing and related expenses for oldest child

Liability — Bowdon College — Tuition, housing and related expenses for second oldest child

Liability — Through University of Notre Dame (Stafford and Perkins loans)

Liability — Through Bowdom College (Stafford and Perkins loans)

Reimbursement — Institute — Bench panel — including mileage, tolls and parking for travel by trasin: meals

Reimbursement — Ass'n and Capitol Region bankruptcy Bar Ass'n — Bankruptcy Conference — travel by car; meals from Thursday night through Saturday lunch

Spouse's income — 2015 — Salary and bonus from Group Hospitalization and Medical Services, Inc, (Washington D.C.) dba CareFirst BlueCross

One note for Part VII, Investments and Trusts: there are no reportable assets in Trust #1 (line 6).

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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Sean H. Lane | Frix