Anne C. Conway

2017Annual

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Pull out the substance of this filing.

What was filed

  • 51

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • part VII
  • In 51 for disposition
  • In 50 for acquisition
  • Center for Governmental Responsibility, University of Flonda College of Law

As filed

Smokey Partmership, LLLP, Ltd Ptner — Interest

Note Receivable from 4Marks. LLC — Interest — Matured — part VII

Carlton Fields Profit Sharing Plan Trust (H):

Harbor Cap Appreciation Fund — Int/Div

JPMorgan Mid-Cap Growth/P — Int/Div

Vanguard Instl Index 500 — Int/Div

Wells Fargo — Interest

Smokey Partmership, LLLP, Gen Pir — Interest

Wells Fargo - acct — Interest

Ameritrade Brokerage acct (H):

Berkshire Hathaway B — None

Ishares Tr Barclays US Age Bond Fund — Int/Div

US Treas Sec Stripped 2021 — Interest

US Treas Sec Stripped 2022 — Interest

US Treas Sec Stripped 2023 — Interest

DFA US Core Equity 2 — Int/Div

Harbor Int] Institutional Fd — Int/Div

Loomis Sayles Bond Fund — Int/Div

Oppenheimer Dev Mkts — Int/Div

Pimco Emerging Local — Int/Div — Sold (part)

Vanguard Intermed Term — Int/Div

Discover Bk Greenwood DEL Fixed Coupon — Interest — Sold

Ameritrade FDIC Insured Dep w/c — Interest

Templeton Global Bond Fund — Interest

Trust #1

Wells Fargo, common stock — Int/Div

Hubbel, Inc. Class B common stock — Int/Div

VF Corporation common stock — Int/Div

Laurel Homes, Inc common stock — None

Arbor Properties, Inc common stock — Distribution

Laurel Agency, Inc. common stock — None

Laurel Builders. Inc. common stock — None

Schrimsher Exploration, Ltd - Ltd Partner — None

Note Receivable from 4Marks. LLC — Interest — Matured — part VII

Smokey Partmership, LLLP. Ltd Ptr — Interest

Ameritrade Brokerage (H)

Ishares TR Russell 1000 Growth Index Fund — Int/Div

DFA vear Fixed Income — Int/Div

DFA Int'l Small Co. Port — Int/Div

DFA lnv't 2 year Global Fixed — Int/Div

DFA Emerging Markets — Int/Div

DFA Large Cap Int — Int/Div

Vanguard Emerging Markets — Int/Div

Vanguard Short Term Treasury — Int/Div

Vanguard Inflation Protected — Int/Div

Vanguard Value Index — Int/Div

Vanguard Small Cap — Int/Div

Ameritrade FDIC Insured Dep a/c — Interest

Ishares TR Russell 2000 Growth Fund — Int/Div

Compass Bank CD — Interest — Buy — In 51 for disposition

Compass Bank CD — Sold — In 50 for acquisition

Member, Board of Advisors, Center for Governmental Responsibility, University of Flonda College of Law

Agreement — 1999 — Carlton Fields Profit Sharing Plan with former law firm - self directed

Part VIL item 2 - Duplex property was sold on 9/30/15. A 10 year mortgage receivable was received. Collection of the Note receivable is monthly. On 05/18/17,

the mortgage was paid off in full, Installment sale tax implications result in the current year gain recognized in total

Part VII item 34 - Duplex property was sold on 9/30/15. A 10 year mortgage receivable was received. Collection of the Note receivable is monthly. On 05/18/17,

the mortgage was paid off in full. There is no current year installment gain associated with the sale of this property.

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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Anne C. Conway | Frix