Charles Alexander Shaw

2016Annual

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Pull out the substance of this filing.

What was filed

  • 4

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • People's Health Centers
  • iUniverse Publishing Co.; book royalties
  • Northern Trust Co. (AXA Equitable Retirement Plan) - pension

As filed

Equitable Life Insurance Company (IRA) — Distribution

APEX Fmancial Credit Union cash accts — Int/Div

Equivest {Mutual Fund of AXA Advisors, LLCO) — istnibution — Sold (part)

Commerce Bank cash acct — Interest

Director, People's Health Centers

Income — 2016 — iUniverse Publishing Co.; book royalties — $35.03

Spouse's income — 2016 — Northern Trust Co. (AXA Equitable Retirement Plan) - pension

Part VII, Line 2. APEX Fmancial Credit Union was formerly known as Gateway Federal Employees Credit Union.

Part VII, Line 4. This bank account is being reported for the first time as it was inadvertently omitted from the 2014 and 2015 FiDO reports, The account's year-

end values in 2014 and 2015 were Code N, using value method T.

Part VII, Lines 1-3. In previous years’ FIDO reports, the income from these assets was described as “mterest” in Column B(2). The mcome from these assets is

more accurately described this year in Column B(2) as distributions (Lines 1, 3), and dividends (Line 2).

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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Charles Alexander Shaw | Frix