—
Net Worth Est.
$10.01MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$8.78M
Bank Accounts, Money Market Accounts and CDs
$558K
Exchange Traded Funds (ETF)
$250K
Collectibles
$175K
Other
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VPMAX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Fund Admiral Shares (VPMAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $50,001 - $100,000 | Dividends | 2023 |
VFIAX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2023 |
VPMAX The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Fund Admiral Shares (VPMAX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2023 |
![Miscellaneous Assets Jointly Owned ⇒ U.S. Bank NA [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Miscellaneous Assets Jointly Owned ⇒ U.S. Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2023 |
CZMVX Ameriprise Managed Asset Account ⇒ Multi-Manager Value Strategies Fund Class I (CZMVX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
SEEGX Ameriprise Managed Asset Account ⇒ JPMorgan Large Cap Growth Fund I Class (SEEGX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
LSGRX Ameriprise Managed Asset Account ⇒ Loomis Sayles Funds - Growth Fund Class Y (LSGRX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
MTBIX Ameriprise Managed Asset Account ⇒ MainStay MacKay Tax Free Bond Fund, Class I (MTBIX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
MEIIX Ameriprise Managed Asset Account ⇒ MFS Value Fund - Class I (MEIIX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
CZMSX Ameriprise Managed Asset Account ⇒ Multi-Manager Small Cap Equity Strategies Fund Class I (CZMSX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
CTRZX Ameriprise Managed Asset Account ⇒ Multi-Manager Total Return Bond Strategies Fund Class I (CTRZX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
FLTRX Ameriprise Managed Asset Account ⇒ Nuveen Flagship Limited Term Municipal Bond Fd Cl R Shs (FLTRX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
VO Ameriprise Managed Asset Account ⇒ Vanguard Mid-Cap ETF (VO) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
SBTYX Ameriprise Managed Asset Account ⇒ Western Asset Intermediate-Term Municipals Fund Class I (SBTYX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Miscellaneous Assets Jointly Owned ⇒ Gold Coins [CO]Collectibles | $100,001 - $250,000 | JT | 2023 | ||
- Miscellaneous Assets Jointly Owned ⇒ Northwestern Mutual Life Ins. Co. [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Suzanne's Personal Assets ⇒ OnPoint Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2023 | |
GSINX Ameriprise Managed Asset Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
SMGIX Ameriprise Managed Asset Account ⇒ Columbia Contrarian Core Fund Class I (SMGIX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
FGTIX Suzanne's Personal Assets ⇒ Franklin Templeton Growth Target Fund Class A (FGTIX) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
EFV Ameriprise Managed Asset Account ⇒ iShares MSCI EAFE Value ETF (EFV) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
EMGNX Ameriprise Managed Asset Account ⇒ Allspring Emerging Markets Equity Fund Institutional Class (EMGNX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
MINIX Ameriprise Managed Asset Account ⇒ MFS International Value Fund Class I (MINIX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
WSBIX Ameriprise Managed Asset Account ⇒ Allspring Fd, Short-Term Municipal Bond Inst (WSBIX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Michael H. Simon Royalties ⇒ International Authors Society [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2023 |
- Michael H. Simon Royalties ⇒ Concord Theatricals (fka as Samuel French, Inc. and Tams- Witmark Music Library, Inc.) [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2023 |
- Michael H. Simon Royalties ⇒ GEP Talent Services, LLC [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2023 |
- Miscellaneous Assets Jointly Owned ⇒ Ameriprise Cash Holding [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
MMIIX Ameriprise Managed Asset Account ⇒ MFS Municipal High Income Fd Cl I (MMIIX) [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
JPDEX Ameriprise Managed Asset Account ⇒ JPMorgan Tax Aware Equity Fund (JPDEX) [OT]Other | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Federal Money Mkt. Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2022 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard 500 Index Mut. Fund [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2022 |
- Miscellaneous Assets Jointly Owned ⇒ U.S. Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2022 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Mut. Fund [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $50,001 - $100,000 | Capital Gains, Dividends | 2022 |
- Suzanne's Personal Assets ⇒ OnPoint Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2022 | |
- Ameriprise Managed Asset Account ⇒ MFS Value [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Total Return Bond Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Value Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Nuveen Ltd. Term Muni. Bond [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Miscellaneous Assets Jointly Owned ⇒ Northwestern Mutual Life Ins. Co. [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ JPMorgan Large Cap Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ JPMorgan Tax Aware Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Loomis Sayles Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Miscellaneous Assets Jointly Owned ⇒ Gold coins [CO]Collectibles | $100,001 - $250,000 | JT | 2022 | ||
- Suzanne's Personal Assets ⇒ Franklin Growth Alloc. Mutual Fund [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- Ameriprise Managed Asset Account ⇒ Allspring Emerg. Mkts. Equity [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Goldman Sachs GQG Int'l. Opptys [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ ISHARES MSCI EAFE Value [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Mainstay Mackay Tax Free Bond [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ MFS Int'l. Intrins. Value [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Small Cap Equity Strat. [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Ameriprise Managed Asset Account ⇒ Western Asset Interm. Term Muni. [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Michael H. Simon Royalties ⇒ International Authors Society [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2022 |
- Michael H. Simon Royalties ⇒ Concord Theatricals [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2022 |
- Ameriprise Managed Asset Account ⇒ MFS Muni. High Inc. [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Miscellaneous Assets Jointly Owned ⇒ Ameriprise Cash Holding [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Michael H. Simon Royalties ⇒ GEP Talent Services, LLC [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2022 |
- Miscellaneous Assets Jointly Owned ⇒ U.S. Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2021 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ SP Spouse/DC Over Dividends Vanguard 500 Index Mut. Fund [MF] $50,000Mutual Funds | $15,001 - $1,000,000 | 2021 | |||
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP Mut. Fund [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $50,001 - $100,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ JPMorgan Tax Aware Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Loomis Sayles Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Total Return Bond Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Suzanne's Personal Assets ⇒ OnPoint Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
- Ameriprise Managed Asset Account ⇒ JPMorgan Large Cap Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Small Cap Equity Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Multi Mgr. Value Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Nuveen Ltd. Term Muni. Bond [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Western Asset Interm. Term Muni. [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Miscellaneous Assets Jointly Owned ⇒ Gold coins [CO]Collectibles | $100,001 - $250,000 | JT | 2021 | ||
- Miscellaneous Assets Jointly Owned ⇒ Northwestern Mutual Life Ins. Co. [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ MFS Value [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ MFS Muni. High Inc. [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ ISHARES MSCI EAFE Value [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Goldman Sachs GQG Int’l. Opptys [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Suzanne's Personal Assets ⇒ Franklin Growth Alloc. [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2021 | |
- Ameriprise Managed Asset Account ⇒ MFS Int’l. Instrins. Value [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Allspring Emerg. Mkts. Equity (fka Wells Fargo Emerg. Mkts. Equity) [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Ameriprise Managed Asset Account ⇒ Mainstay Mackay Tax Free Bond [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Michael H. Simon Royalties ⇒ Concord Theatricals (fka as Samuel French, Inc. and Tams- Witmark Music Library, Inc.) [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $2,501 - $5,000 | Royalties | 2021 |
- Michael H. Simon Royalties ⇒ International Authors Society [IP]Intellectual Property & Royalties | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2021 |
- Michael H. Simon Royalties ⇒ GEP Talent Services, LLC [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2021 |
- Miscellaneous Assets Jointly Owned ⇒ Ameriprise Cash Holding [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ SP Spouse/DC Over Dividends Vanguard Federal Money Mkt. Fund [BA] $1,000,000Bank Accounts, Money Market Accounts and CDs | $1 - $200 | 2021 | |||
- Vanguard Federal Money Mkt. Fund [OT]Other | $1,000,001 - $5,000,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Vanguard PRIMECAP Mut. Fund [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Vanguard 500 Index Mut. Fund [MF]Mutual Funds | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2020 |
- U.S. Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2020 |
- Multi Mgr. Value Strat [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Gold coins [OT]Other | $100,001 - $250,000 | JT | 2020 | ||
- JPMorgan Large Cap Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- JPMorgan Tax Aware Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Loomis Sayles Growth [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- MFS Value [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Multi Mgr. Small Cap Equity Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Multi Mgr. Total Return Bond Strat. [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Northwestern Mutual Life Ins. Co. [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- Nuveen Ltd. Term Muni. Bond [MF]Mutual Funds | $100,001 - $250,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- OnPoint Community Credit Union [OT]Other | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Wells Fargo Emerg. Mkts. Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Western Asset Interm. Term Muni. [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- MFS Intl. Value [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Mainstay Mackay Tax Free Bond [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Franklin Growth Alloc. [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2020 | |
- Goldman Sachs GQG Int’l. Opptys [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- MFS Muni. High Inc. [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- ISHARES MSCI EAFE Value [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Concord Theatricals [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2020 |
- International Authors Society [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2020 |
- GEP Talent Services, LLC [OT]Other | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2020 |
- Ameriprise Cash Holding [OT]Other | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- U.S. Bank, NA [BA]Bank Accounts, Money Market Accounts and CDs | None | $1 - $200 | Interest | 2020 | |
- Nuveen Interm. Dur. Muni. Bond [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Wells Fargo Short Term Muni. Bond [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- ISHARES CORE S&P Mid-Cap [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Vanguard Inter. Term Corp. Bond [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Dividends | 2020 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Interm. Term Corp. Bond Inndex [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2019 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) [Ba]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2019 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) [Ba]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2019 | |
- ameriprise Managed asset account ⇒ Multi Manager Small Cap Equity Strategies [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ JPMorgan Tax aware Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ MFS Value CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins [OT]Other | $100,001 - $250,000 | JT | 2019 | ||
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- ameriprise Managed asset account ⇒ Multi Manager Value Strategies [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ Nuveen Interm. Duration Mun. Bond CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Suzanne's Personal assets ⇒ Franklin Growth alloc. CLa mutual fund (held in Suzanne's personal IRa at ameriprise) [MF]Mutual Funds | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
- ameriprise Managed asset account ⇒ Goldman Sach GQG Int'l. Opptys [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
- ameriprise Managed asset account ⇒ Multi Manager Total Return Bond Strategies [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- ameriprise Managed asset account ⇒ MFS Intl Value CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ Loomis Sayles Growth [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ JPMorgan Large Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains | 2019 |
- ameriprise Managed asset account ⇒ ISHaRES MSCI EaFE Value [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- ameriprise Managed asset account ⇒ ISHaRE CORE S&P Mid-Cap [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- ameriprise Managed asset account ⇒ MFS Municipal High Inc. CLa [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Michael H. Simon Royalties ⇒ International authors Society ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2019 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2019 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. ("Promises, Promises" Royalties) [OT]Other | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2019 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CLa [MF]Mutual Funds | None | JT | 2019 | ||
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond [CS]Corporate Securities (Bonds and Notes) | None | JT | $2,501 - $5,000 | Interest | 2019 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Dividends | 2019 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Small Cap Index mutual fund [MF]Mutual Funds | None | SP | $2,501 - $5,000 | Dividends | 2019 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | None | SP | Interest | 2019 | |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Interm. Term Corp. Bond Inndex [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2018 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Small Cap Index mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) [Ba]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2018 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ MFS Value CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ JPMorgan Tax aware Equity [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Multi Manager Value Strategies [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond [CS]Corporate Securities (Bonds and Notes) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2018 |
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- ameriprise Managed asset account ⇒ Nuveen Interm. Duration Mun. Bond CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2018 |
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2018 | |
- ameriprise Managed asset account ⇒ ISHaRE CORE S&P Mid-Cap [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- ameriprise Managed asset account ⇒ JPMorgan Large Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains | 2018 |
- ameriprise Managed asset account ⇒ Loomis Sayles Growth [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ MFS Intl Value CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Multi Manager Small Cap Equity Strategies [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Multi Manager Total Return Bond Strategies [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins [OT]Other | $50,001 - $100,000 | JT | 2018 | ||
- Suzanne's Personal assets ⇒ Franklin Growth alloc. CLa mutual fund (held in Suzanne's personal IRa at ameriprise) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2018 | |
- Michael H. Simon Royalties ⇒ International authors Society ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2018 |
- ameriprise Managed asset account ⇒ ISHaRES MSCI EaFE Value [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2018 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- ameriprise Managed asset account ⇒ MFS Municipal High Inc. CLa [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2018 |
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. ("Promises, Promises" Royalties) [OT]Other | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2018 |
- ameriprise Managed asset account ⇒ Multi Manager Growth Strategies [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Prudential Jennison Mid Cap Growth CLa [MF]Mutual Funds | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Multi Manager Directional alt. Strat [MF]Mutual Funds | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2018 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Special Mid Cap Value CLa [MF] DividendsMutual Funds | None | JT | $50,001 - $100,000 | Capital Gains, | 2018 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Interm. Term Corp. Bond Inndex [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2017 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Small Cap Index mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2017 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund [MF]Mutual Funds | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) [Ba]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2017 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Multi Manager Value Strategies [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond [CS]Corporate Securities (Bonds and Notes) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2017 |
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) [OT]Other | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
- ameriprise Managed asset account ⇒ MFS Value CLa [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2017 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Multi Manager Growth Strategies [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Special Mid Cap Value CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins [OT]Other | $50,001 - $100,000 | JT | 2017 | ||
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2017 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2017 |
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- ameriprise Managed asset account ⇒ ISHaRES MSCI EaFE Value [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- ameriprise Managed asset account ⇒ JPMorgan Large Cap Growth [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ MFS Intl Value CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Multi Manager Small Cap Equity Strategies [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Multi Manager Total Return Bond Strategies [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- ameriprise Managed asset account ⇒ Nuveen Interm. Duration Mun. Bond CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CLa [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise Cash Holding [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2017 |
- Suzanne's Personal assets ⇒ Franklin Growth alloc. CLa mutual fund (held in Suzanne's personal IRa at ameriprise) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2017 | |
- ameriprise Managed asset account ⇒ Multi Manager Directional alt. Strat [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ MFS Municipal High Inc. CLa [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2017 |
- Michael H. Simon Royalties ⇒ International authors Society ("Odd Couple" Royalties) [OT]Other | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2017 |
- ameriprise Managed asset account ⇒ Prudential Jennison Mid Cap Growth CLa [MF]Mutual Funds | $15,001 - $50,000 | JT | $5,001 - $15,000 | Dividends | 2017 |
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. ("Promises, Promises" Royalties) [OT]Other | $1,001 - $15,000 | SP | $1,001 - $2,500 | Royalties | 2017 |
- Miscellaneous assets Jointly Owned ⇒ Innsmouth Partners, LLC (motion picture production company; Hillsboro, OR; holds no investments) [OT]Other | None | JT | 2017 | ||
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Energy mutual fund [MF]Mutual Funds | None | SP | $50,001 - $100,000 | Capital Gains, Dividends | 2017 |
- ameriprise Managed asset account ⇒ Blackrock Strategic Inc. Opptys Investor CLa [MF] DividendsMutual Funds | None | JT | $201 - $1,000 | Capital Gains, | 2017 |
- ameriprise Managed asset account ⇒ Blackrock High Yield Bond Investor CLa [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Small Cap Index mutual fund | $250,001 - $500,000 | SP | $2,501 - $5,000 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Energy mutual fund | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
- ameriprise Managed asset account ⇒ MFS Municipal High Inc. CLa | $100,001 - $250,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ MFS Value CLa | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Nuveen Interm. Duration Mun. Bond CLa | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2016 |
- Miscellaneous assets Jointly Owned ⇒ U.S. Bank Na (checking and savings accounts) | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2016 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Growth CLa | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Value CLa | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CLa | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Blackrock Strategic Inc. Opptys Investor CLa | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) | $50,001 - $100,000 | $1 - $200 | Interest | 2016 | |
- ameriprise Managed asset account ⇒ Blackrock High Yield Bond Investor CLa | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Small Cap Equity CLa | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ JPMorgan Large Cap Growth CLa | $50,001 - $100,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins | $50,001 - $100,000 | JT | 2016 | ||
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise Cash Holding | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2016 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CLa | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2016 |
- ameriprise Managed asset account ⇒ MFS Intl Value CLa | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Special Mid Cap Value CLa | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. ("Odd Couple" Royalties) | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2016 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise Cash Holding | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- Suzanne's Personal assets ⇒ Franklin Growth alloc. CLa mutual fund (held in Suzanne's personal IRa at ameriprise) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Directional alt. CLa | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Michael H. Simon Royalties ⇒ International authors Society ("Odd Couple" Royalties) | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2016 |
- ameriprise Managed asset account ⇒ Prudential Jennison Mid Cap Growth CLa | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CLa | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CLa | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Miscellaneous assets Jointly Owned ⇒ Innsmouth Partners, LLC (motion picture production company; Hillsboro, OR; holds no investments) | $1,001 - $15,000 | JT | 2016 | ||
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. ("Promises, Promises" Royalties) | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2016 |
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Purchase -- Schedule B. | $201 - $1,000 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Purchase -- Schedule B. | $201 - $1,000 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Sale -- B. | $201 - $1,000 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Sale -- B. | $201 - $1,000 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- DESCRIPTION: Transactions less than $1,000: 7/21/16 -- Partial Purchase -- | $201 - $1,000 | $201 - $1,000 | 10/21/16 -- Partial Sale -- | 2016 | |
- transactions | $1,000 - $1,000 | reported under Schedule B. | 2016 | ||
- DESCRIPTION: Transaction less than $1,000: 1/20/16 -- Partial Purchase -- | $201 - $1,000 | $201 - $1,000 | 10/21/16 -- Partial Sale -- | 2016 | |
- transactions | $1,000 - $1,000 | reported under Schedule B. | 2016 | ||
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Sale -- | $1 - $200 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- DESCRIPTION: Transaction less than $1,000: 10/21/16 -- Partial Purchase -- Schedule B. | $1 - $200 | $1,000 - $1,000 | Note: all transactions | 2016 | |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Global ex-U.S. Real Estate Index mutual fund | None | SP | $5,001 - $15,000 | Dividends | 2016 |
- ameriprise Managed asset account ⇒ Columbia Disciplined Growth CLa | None | JT | 2016 | ||
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Explorer mutual fund | None | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Municipal CLa | None | JT | 2016 | ||
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard European Stock Index mutual fund | None | SP | $1,001 - $2,500 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Capital Opportunity mutual fund | None | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Emerging Markets Stock Index mutual fund | None | SP | $1,001 - $2,500 | Dividends | 2016 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Health Care mutual fund | None | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2016 |
- ameriprise Managed asset account ⇒ Columbia Select Large Cap Growth CLa | None | JT | 2016 | ||
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund | $250,001 - $500,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2015 |
- ameriprise Managed asset account ⇒ Columbia Select Large Cap Growth CLa | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Health Care mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Municipal CLa | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Global ex-U.S. Real Estate Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Columbia Disciplined Growth CLa | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2015 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CLa | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise cash holding | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Value CLa | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Explorer mutual fund | $100,001 - $250,000 | SP | $15,001 - $50,000 | Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Capital Opportunity Mutual Fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ US Bank Na | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Small-Cap Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard European Stock Index mutual fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CLa | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins | $50,001 - $100,000 | JT | 2015 | ||
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) | $50,001 - $100,000 | $1 - $200 | Interest | 2015 | |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Energy Mutual Fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Small Cap Equity CLa | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise cash holding | $15,001 - $50,000 | JT | $1 - $200 | Capital Gains, Interest | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Emerging Markets Stock Index mutual fund | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Special Mid Cap Value CLa | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CLa | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CLa Dividends | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, | 2015 |
- ameriprise Managed asset account ⇒ Prudential Jennison Mid Cap Growth CLa | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ MFS Value CLa | $15,001 - $50,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2015 |
- ameriprise Managed asset account ⇒ MFS Municipal High Inc. CLa | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ MFS Intl Value CLa | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. (Odd Couple royalties) | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2015 |
- Michael H. Simon Royalties ⇒ International authors Society (Odd Couple royalties) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2015 |
- ameriprise Managed asset account ⇒ Blackrock Strategic Inc. Opptys Investor CLa | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Miscellaneous assets Jointly Owned ⇒ Innsmouth Partners, LLC (motion picture production company; Hillsboro, OR; hold no investment) | $1,001 - $15,000 | JT | 2015 | ||
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. (Promises, Promises royalties) | $1,001 - $15,000 | SP | $2,501 - $5,000 | Royalties | 2015 |
- ameriprise Managed asset account ⇒ Deutsche Global Real Estate Securities CLa | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- ameriprise Managed asset account ⇒ Columbia Small Cap Core CLa | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Inflation-Protected Securities mutual fund | None | SP | $201 - $1,000 | Dividends | 2015 |
- ameriprise Managed asset account ⇒ JP Morgan Strategic Income Opptys CLa | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- ameriprise Managed asset account ⇒ MFS Emerging Markets Debt CLa | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Inflation-Protected Securities mutual fund | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2014 |
- Miscellaneous assets Jointly Owned ⇒ US Bank Na | $250,001 - $500,000 | JT | $201 - $1,000 | Interest | 2014 |
- ameriprise Managed asset account ⇒ Western asset Intermediate Term Municipal CL a | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ ameriprise cash holding | $100,001 - $250,000 | SP | $1 - $200 | Dividends | 2014 |
- Miscellaneous assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard REIT Index mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Health Care mutual fund | $100,001 - $250,000 | SP | $15,001 - $50,000 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Global ex-U.S. Real Estate Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Capital Opportunity Mutual Fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ active Portfolio Multi Manager Value CL a | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ MFS Value CL a | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard PRIMECaP mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard 500 Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- ameriprise Managed asset account ⇒ Columbia Large Growth Quantitative CL a | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- ameriprise Managed asset account ⇒ Columbia Select Large Cap Growth CL a | $100,001 - $250,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- Miscellaneous assets Jointly Owned ⇒ Oregon State Dept. of admin. Services, Municipal Bond | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2014 |
- ameriprise Managed asset account ⇒ MFS Intl Value CL a | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Columbia Small Cap Core CL a | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Oppenheimer Intl Growth CL a | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Emerging Markets Equity CL a | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Municipal CL a | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- Miscellaneous assets Jointly Owned ⇒ Gold Coins | $50,001 - $100,000 | JT | 2014 | ||
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Emerging Markets Stock Index mutual fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard Energy Mutual Fund | $50,001 - $100,000 | SP | $5,001 - $15,000 | Dividends | 2014 |
- The Michael H. Simon Rollover IRa at Vanguard ⇒ Vanguard European Stock Index mutual fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- Michael H. Simon Royalties ⇒ International authors Society (Odd Couple royalties) | $15,001 - $50,000 | SP | Royalties | 2014 | |
- ameriprise Managed asset account ⇒ MFS Emerging Markets Debt CL a | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Deutsche Global Real Estate Securities CL a | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- Miscellaneous assets Jointly Owned ⇒ ameriprise cash holding | $15,001 - $50,000 | JT | $1 - $200 | Capital Gains, Interest | 2014 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Special Mid Cap Value CL a | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Wells Fargo advantage Short Term Municipal Bond CL a | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Suzanne's Personal assets ⇒ OnPoint Community Credit Union (check and savings) | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
- ameriprise Managed asset account ⇒ Prudential Jennison Mid Cap Growth CL a | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ JP Morgan Strategic Income Opptys CL a | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. (Odd Couple royalties) | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2014 |
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. (Promises, Promises royalties) | $1,001 - $15,000 | SP | $201 - $1,000 | Royalties | 2014 |
- Miscellaneous assets Jointly Owned ⇒ Innsmouth Partners, LLC (motion picture production company; Hillsboro, OR; hold no investment | $1,001 - $15,000 | JT | 2014 | ||
- ameriprise Managed asset account ⇒ Goldman Sachs Mid Cap Value CL a | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- ameriprise Managed asset account ⇒ Goldman Sachs Commodity Strategy CL a | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ Van Eck International Investors Gold Class a mutual fund | None | SP | $1 - $200 | Dividends | 2014 |
- ameriprise Managed asset account ⇒ Blackrock High Yield Inv. CL a | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- ameriprise Managed asset account ⇒ Columbia Equity Value CL a | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2014 |
- Michael H. Simon Beneficiary IRa at ameriprise ⇒ Franklin Templeton Growth allocation mutual fund Dividends | None | SP | $1 - $200 | Capital Gains, | 2014 |
- Miscellaneous Assets Jointly Owned ⇒ US Bank NA | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard PRIMECAP mutual fund | $250,001 - $500,000 | SP | $15,001 - $50,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard REIT Index mutual fund | $250,001 - $500,000 | SP | $5,001 - $15,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Global ex-U.S. Real Estate Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ MFS Value CL A | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Columbia Large Growth Quantitative CL A | $100,001 - $250,000 | JT | $15,001 - $50,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Columbia Select Large Cap Growth CL A | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard 500 Index mutual fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Inflation-Protected Securities mutual fund | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Health Care mutual fund | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2013 |
- Miscellaneous Assets Jointly Owned ⇒ Northwestern Mutual Life Ins. (life ins. cash value) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Energy Mutual Fund | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Wells Fargo Advantage Municipal CL A | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- Miscellaneous Assets Jointly Owned ⇒ Oregon State Dept. of Admin. Services, Municipal Bond | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2013 |
- Ameriprise Managed Asset Account ⇒ Columbia Equity Value CL A | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- Miscellaneous Assets Jointly Owned ⇒ Ameriprise cash holding | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2013 |
- Miscellaneous Assets Jointly Owned ⇒ Gold Coins | $50,001 - $100,000 | JT | 2013 | ||
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Capital Opportunity Mutual Fund | $50,001 - $100,000 | SP | $2,501 - $5,000 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard Emerging Markets Stock Index mutual fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- The Michael H. Simon Rollover IRA at Vanguard ⇒ Vanguard European Stock Index mutual fund | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ MFS Intl Value CL A | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Western Asset Intermediate Term Municipal CL A | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- Michael H. Simon Beneficiary IRA at Ameriprise ⇒ Franklin Templeton Growth Allocation mutual fund | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2013 |
- Michael H. Simon Beneficiary IRA at Ameriprise ⇒ Van Eck International Investors Gold Class A mutual fund | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Columbia Small Cap Core CL A | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ DWS RREEF Global Real Estate Securities CL A | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Goldman Sachs Commodity Strategy CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Goldman Sachs Mid Cap Value CL A | $15,001 - $50,000 | JT | $5,001 - $15,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ JP Morgan Strategic Income Opptys CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ MFS Emerging Markets Debt CL A | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Oppenheimer Intl Growth CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Prudential Jennison Mid Cap Growth CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Wells Fargo Advantage Emerging Markets Equity CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Wells Fargo Advantage Short Term Municipal Bond CL A | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2013 |
- Ameriprise Managed Asset Account ⇒ Blackrock High Yield Inv. CL A | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2013 |
- Michael H. Simon Royalties ⇒ International Authors Society (Odd Couple royalties) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Royalties | 2013 |
- Michael H. Simon Royalties ⇒ Samuel French, Inc. (Odd Couple royalties) | $15,001 - $50,000 | SP | $15,001 - $50,000 | Royalties | 2013 |
- Suzanne's Personal Assets ⇒ OnPoint Community Credit Union (check and savings) | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
- Miscellaneous Assets Jointly Owned ⇒ Insmouth Partners, LLC (motion picture production company; Hillsboro, OR; hold no investment | $1,001 - $15,000 | JT | 2013 | ||
- Michael H. Simon Royalties ⇒ Tams-Witmark Music Library, Inc. (Promises, Promises royalties) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Royalties | 2013 |
- Neuberger Berman Socially Responsible mutual fund | None | $1,001 - $2,500 | Dividends | 2013 | |
- Manning & Napier Pro-Blend Extended Term mutual fund | None | $1,001 - $2,500 | Dividends | 2013 | |
- Blackrock Global Allocation mutual fund | None | JT | $1 - $200 | Dividends | 2013 |
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