Sean H. Lane

2016Annual

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust £1
  • Through University of Notre Dame (Stafford and Perkins loans)
  • Through Bowdoin College (Stafford and Perkins loans)
  • Federal Bar Association
  • Bankruptcy Judges
  • American Bankruptcy Institute
  • ABI
  • National Conference of } Bankruptcy Judges
  • Group Hospatahization and Medical Services, Inc. (salary)

As filed

Chase Bank (various accounts) — Interest

US. Savings Bonds — Int/Div

Baker Hostetler 401k (H)

Fidelity Growth Co. K — Int/Div

Spartan 500 Index Inst — Int/Div

TRP Div. Growth — Int/Div

Carefirst BlueCross BlueShield 401k (H)

Fid. Dividend Gr, K — Int/Div

Artisan Mid Cap Inv — Int/Div

Fidelity Freedom K — Int/Div

Life Insurance (H)

Northwestern Mutual Life Insurance Policy #1 — Int/Div

Northwestern Mutual Life Insurance Policy 0D — Int/Div

NY State 529 Plan #1 (H)

Mid Cap Stock Index Portfolio — None

Growth Stock Index Portfolio — None

Small Cap Stock Index Portfolio — None

Aggressive Growth Portfolio — None

NY State 529 Plan #2 (H)

Mid Cap Stock Index Portfolio — None

Growth Stock Index Portfolio — None

Small Cap Stock Index Portfolio — None

Aggressive Growth Portfolio — None

NY State 529 Plan 23 (H)

Mid Cap Stock Index Portfolio — None

Growth Stock Index Portfolio — None

Small Cap Stock Index Portfolio — None

Aggressive Growth Portfolio — None

Co-Trustee, Trust £1

Agreement — 1996 — Participation mn Baker Hostetler 401K plan

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

Liability — Through Bowdoin College (Stafford and Perkins loans)

Reimbursement — Federal Bar Association — 030316050416 — Washington, DC — Tax Conference — Train, meal, lodging

Reimbursement — Bankruptcy Judges — Bankruptcy Judges Mid. year meeting

Reimbursement — American Bankruptcy Institute — Bank Symposium — pda Gare raha g wy Same be, wg J

Reimbursement — ABI — 10/06/16 10/07/16 — Washington, DC — ABI Views from the bench — Tran, meals, lodgmg

Reimbursement — National Conference of } Bankruptcy Judges — 10726/16-1009-16 — San Francisco, CA — Annual Meeting — Air fare, meals, lodging

Reimbursement — ABI — 1201/16-12/03/16 — Palos Verdes, CA — Winter Leadership Conference — Travel, meals, lodging

Spouse's income — 2016 — Group Hospatahization and Medical Services, Inc. (salary)

Trust #1 (Y) and Trust #2 are estate planning vehicles and do not contain reportable assets.

Part VII, line 12: Whole life policy (Adjustable Complife); no underlying investments,

Part VIL, line 12: Noa-term policy with cash value (65 Life); no underlying investments.

Part VIL, lines 14-18 of the 2015 report reflected a composite of three separate $29 accounts. For 2016, the accounts are identified separately on lines 14-1%,

19-23, and 24-28. These accounts report only unit value, and do not allocate income or dividends to individual assets, therefore they generate no reportable

income, per page 40 of the filing instructions. These investments are specific to the NY State 529 Plan,

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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