Thomas M. Parker

2016Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 72

    investments

  • 8

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 3

    income

  • 2

    spouse income

Named parties

  • Summit County Court of Common Pleas (1-1-16 to 3-24-16)
  • Shelter Care, Inc
  • Urban Vision, Inc. (Beginning Jan. 2016)
  • I lrevocable (Gafting Trust FBO 1
  • pn Irrevocable Gifting Trust FBO 2
  • Pn Irrevocable Gifting Trust FBO 3
  • I lrevocable (rafting Trust FBO 4
  • pn Irevocable Gifting Trust FBO $5
  • William D, Ford Federal Direct Student } Loan Program
  • UBS
  • Summit County, Ohio - Judicial salary (county portion 1-1-16 to 3-24-16)
  • State of Ohio - Judicial salary (state portion 1-116 10 3-24-16)
  • Ohio Public Emplovees Retirement System (retirement benefit)
  • Christ Community Chapel - spouse's salary
  • Summit Chistian School - spouse's salary

As filed

Alger Spectra Fund, C1 Z — Distribution — Sold (part)

Alger Spectra Fund, C1 Z — Sold (part)

American Century Heritage Investment Fund — istnibution

AMG Yacktmand Fund Class SVC — Int/Div — Sold (part)

AMG Yacktmand Fund Class SVC — Sold (part)

AQR Managed Futures Strategy Fund C1 — Int/Div

Blackrock High Yield Bond Fund — Int/Div — Buy (add'l)

Columbia Select Large Cap Growth Fund LZ — Distribution

Delaware Value Fund Institutional C1 1 — Int/Div

Double Line Total Return Fund Institutional — Int/Div

Dreyfus/Standish Global Fixed Income Fund Cl — Int/Div — Sold (part)

Dreyfus/Standish Global Fixed Income Fund Cl — Sold (part)

Exxon Mobil Corp common stock — Int/Div

Gabelli Small Cap Growth fund CI. 1 — Int/Div

John Hancock Global Absolute Return Strategies Fund CI. — Int/Div — Sold (part)

John Hancock Global Absolute Return Strategies Fund CI. — Sold (part)

John Hancock 2 Strategic Income Opportunity Fund C1. — Int/Div

JP Morgan Mid Cap Value Fund CL S — Int/Div

Legg Mason Western Asset Macro Opportunities Fund C1, 1 — Int/Div — Buy (add'l)

Loomis Sayles Bond Fund Class Institutional — Int/Div — Sold (part)

Loomis Sayles Bond Fund Class Institutional — Sold (part)

Mainstay Floating Rate FBOID — Int/Div

Prudential Global Total Return Fund, Inc CLZ7 — Int/Div — Buy

Mainstay Marketfield Fund C1. 1 (X) — Sold

Oakmark International Fund C1. 1 — Int/Div — Sold (part)

Oakmark International Fund C1. 1 — Sold (part)

Oakmark International Fund C1. 1 — Sold (part)

Victory RS Select Growth Fund CL Y (fund re-named since last report) — istmbution

Schwab 1000 Index Fund — Int/Div

Sun America Focused Dividend Strategy Fund C1. W — Int/Div

Templeton Global Bond Advantage Fund — Distribution — Sold

Virtus Emerging Markets Opportunities Fund CL. — Int/Div

UBS Bank — Interest

Flexshares IBOXX 3 YR TIPS IDX ETF — Int/Div — Sold

Flexshares UPSTREAM NATURAL IDX FTF — Int/Div — Sold

Guggenheim Timber ETF — Sold

ISHARES 1-3 YR TREAS. BOND ETF — Int/Div — Sold

ISHARES M7 YR. TREAS. BOND ETF — Int/Div — Sold

ISHARES CORE S&P MIDCAP ETF — Int/Div — Sold

ISHARES CORE S&P SMALL CAP ETF — Int/Div — Sold

ISHARES IBOXX HIGH YIELD BOND ETF — Int/Div — Sold

ISHARES IBOXX INVT GRADE BOND FTF — Int/Div — Sold (part)

ISHARES S&P S00 GROW ITH ETF IV — Int/Div — Sold

ISHARES S&P VALLE ETF IV — Int/Div — Sold

POWERSHARES SENIOR LOAN ETF — Int/Div — Sold

SPDR BARCLAYS SHORT TERM CORP. FTF — Int/Div — Sold

SPDR DOW JONES INTER REAL ESTATE ETF — Int/Div — Sold

SPDR DOW JONES REIT ETF IV — Int/Div — Sold

Vanguard FTSE All World Ex US ETF — Int/Div — Sold

VanguardEmerging Markets ETF — Int/Div — Sold

Vanguard FTSE All World Ex US Small Cap ETF — Int/Div — Sold

Wisdomtree Emerging Markets Local ETF — Int/Div — Sold

ISHARES CORE US AGGRGT BOND ETF IV: AGG — Int/Div — Buy

ISHARES CORE US TREASURY BOND ETF: GOVT — Int/Div — Buy

ISHARES MSCIACWI ETF IV: ACWI — Int/Div — Buy

ISHARES MSCI EAFE SMALL CAP ETF SC7 — Int/Div — Buy

SPDR DOW JONES GLOBAL REAL ESTATE ETF: RWO — Int/Div — Buy

SPDR MSC ACW! EX-US ETF: CWI — Int/Div — Buy

SPDR S&P GLOBAL INFRASTRUCTURE ETF: GIl — Int/Div — Buy

SPDR S&P GLOBAL NATURAL RESOURCS ETF: GNR — Int/Div — Buy

VANGUARD MID CAP ETF IV: VO — Int/Div — Buy

VANGUARD MORTGAGE BACKED SEC ETF: VMBS — Int/Div — Buy

VANGUARD RUSSELL 1000 GROWTH ETF IV: VONG — Int/Div — Buy

VANGUARD RUSSELL 1000 VALUE ETF IV: VONV — Int/Div — Buy

VANGUARD TOTAL STOCK MARKET ETF: VT1 — Int/Div — Buy

Charles Swhwab Bank — Int/Div

Schwab Gov't Money Market Fund — Int/Div

Blackrock College Advantage Ager. 13-16 Age Based Fund A

Blackrock College Advantage Ager. 17+ Age Based Fund A — Sold (part)

PNC Bank Savings Account — Interest

PNC Bank Savings Account — Interest

Account Receivable - Committee to Re: Elect Judge Tom Parker - writeoff — Closed

Judge, Summit County Court of Common Pleas (1-1-16 to 3-24-16)

Member of Board of Trustees, Shelter Care, Inc

Member of Board of Trustees, Urban Vision, Inc. (Beginning Jan. 2016)

Trustee, I lrevocable (Gafting Trust FBO 1

Trustee, pn Irrevocable Gifting Trust FBO 2

Trustee, Pn Irrevocable Gifting Trust FBO 3

Trustee, I lrevocable (rafting Trust FBO 4

Trustee, pn Irevocable Gifting Trust FBO $5

Agreement — 401/16 — Ohio Public Employees Retirement System (participant in traditional service retirement plan)

Liability — William D, Ford Federal Direct Student } Loan Program — Student Loan (co-signer)

Liability — UBS — Line of Crednt

Income — 2016 — Summit County, Ohio - Judicial salary (county portion 1-1-16 to 3-24-16) — $1,552.68

Income — 2016 — State of Ohio - Judicial salary (state portion 1-116 10 3-24-16) — $17,554 47

Income — 2016 — Ohio Public Emplovees Retirement System (retirement benefit) — $10,692 90

Spouse's income — 2016 — Christ Community Chapel - spouse's salary

Spouse's income — 2016 — Summit Chistian School - spouse's salary

The Trustee positions | have listed in Part | are not otherwise reflected in any other part. The trusts were established by IE prior to 1] death for the benefit

of received no income from my service as trustee and have no beneficial interest in trust assets. Thus, these trusts have no assets that

are reportable in Part VII

Regarding the account receivable from the Committe to Re-clect Judge Tom Parker, reflected in Part VII, Line 72, this was the balance due from my state court

Judicial election campaign account. The remaming balance was written off and the campaign account was closed im December 2016, during the reporting period.

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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Thomas M. Parker | Frix