Jeffrey Alker Meyer

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Yale Law School
  • Harry A. Bluckmun Scholarship Foundation {mactive)
  • Hopkins School, New Haven, CT
  • Aspen Institute
  • Quintipiac Umiversity School of Law - salary
  • Amherst College - salary

As filed

Peoples United Bank cash accounts — None

US savings bonds (Series EE) — None

Brokerage account (H)

T. Rowe Price Blue Chip Growth Fund — Int/Div

SPY Spdr S&P 500 ETF — Int/Div

IRA account £1 (H)

Schwab Markettrack All Equity — Int/Div

IRA account #2 (H)

Schwab Markettrack All Equity (Y) — Int/Div — Sold

SPY SPDR S&P S00 ETF (X) — Int/Div — Buy

T. Rowe Price Blue Chip Growth Fund — Int/Div

TIAA/CREF retirement account £1 (H)

TIAA Traditional — Interest

CREF Bond Market — None

CREF Equity Index — None

TIAA-CREF S&P S00 Index (X) — None — Buy

TIAA Real Estate — None

TIAA Global Equities (Y) — Sold

TIAA/CREF retirement account #2 (H)

TIAA Traditional — Interest

CREF Social Choice — None

Semor Research Scholar in Law and Visiting Lecturer in Law, Yale Law School

Director, Harry A. Bluckmun Scholarship Foundation {mactive)

Liability — Hopkins School, New Haven, CT — Private secondary school for child

Reimbursement — Aspen Institute — July 24-26, 2015 — Manhasset, NY — Educational seminar — Meals, lodging, transportation

Income — 2015 — Yale Law School — $12,500.00

Spouse's income — 2015 — Quintipiac Umiversity School of Law - salary

Spouse's income — 2015 — Amherst College - salary

Part VII « As indicated in this section for for my 2014 report, neither | nor my spouse as of 2014 any longer serve us trustees for previously listed “Trusts #1/#2/23"

and the respective investment assets that were previously listed for these trusts on my 2014 reporting form,

Part VII - Please note that TIAA-CREF does not furnish information about any income/dividends that may accrue for its sub-accounts. | have added estimated

terest for the TIAA Traditional mterest-bearing accounts on the basis of TIAA-CREF's report of 3.8% interest. Nor does TIAA-CREF report any "Gaim" from

the disposition of the Global Equities Fund and re-investment in S&P S00 Index; accordingly, | have left the "Gain® column blank for this transaction,

NOTE RE AMENDED FILING:

In response to a query letter from the Committee on Financial Disclosure dated August 4, 2016, | have filed this amended financial statement in two ways to

fumish additional information about income and values from TIAA-CREF accounts. First, | have amended Column B(2) for Part VII, Lines 14-17 and Line 21 to

reflect "None" for “Income during reporting period." Although it is possible for me to estimate income received for the TIAA Traditional asset ((Parts VIL, Lines

13 and 20) because TIAA-CREF reports the prevailing interest rate of 3.8% that applies to this asset class, no such calculation is possible for the remaining TIAA-

CREF assets reported at Lines 14-17 and 21. TIAA-CREF advised me by telephone call on May 31, 2013, that for non-TIAA-traditional assets such as those in

Lines 14-17 and 21 that it is not possible to ascertain to what extent any growth in asset value is attributable to dividend reinvestment, sales, or interest, 4s opposed

to capital appreciation. No such distinction appears on account statements. Accordingly, | am listing *None" for income for each of these assets, because this is

consistent with the filing instructions (p.40) that state in relevant part that "Certain retirement and mnvestment funds do not credit income to the individual accounts

but instead report a "unit value' to participants. If no income is reported as having been credited to the filers account, leave Column B( 1) blank and enter "None

in Column B(2)." Second, 1 have amended Column C(2) of Part VII, Lines 13-17 and 20-21 to reflect "T™ as the method of valuation for each of the active assets

within the TIAA-CREF acccounts.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.