Roanne L. Mann
2017Annual
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What was filed
42
investments
3
positions
4
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- explanation Part vi
- explanation Part vii
- Relative #1
- Life imsurance trust (unfunded)
- Federal Bar Council
- Self-employed (law parter)
As filed
FMA ACCOUNT #1
Morgan StanleyMoney Mkt — Interest
Clearbridge All Cap Value A — Int/Div
IRA ACCOUNT #1
Morgan Stanley Money Mkt. Funds — Interest — explanation Part vi
Clearbridge All Cap Value A — Int/Div — explanation Part vi
Clearbridge Dividend Strat A — Int/Div
Clearbridge Agg. Growth A — Int/Div
FMA ACCOUNT #2
Morgan Stanley Bk. Dep. Program — Interest
US Treasury bills — Interest — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
CGSH PARTNERS INV.SERIES B — Distribution
IRA ACCOUNT #2.
Money Mkt. Funds Morgan Stanley — Interest
Avis Budget Grp. common stock — None
Duke Energy Corp. Holding Co. common stock — Int/Div
Enbrnidge Inc. common stock — Int/Div — explanation Part vii
Wyndham Worldwide common stock — Int/Div
FIDELITY TOPS ACCOUNT (retirement
Vanguard Target 2025 — None — Buy
Vanguard Target 2025 — Buy
TD Bank Account #1] — None
TD Bank Account #2 — None
JPMorgan Chase Bank Account — None
IRA ACCOUNT 43
Money Mkt Funds Morgan Stanley — Interest
Clearbridge Agg, Growth — Int/Div
Davis NY Venture Y — Int/Div — Buy (add'l)
GoldmanSachs LG CAP — Int/Div — Buy
AQR LG CAP — Int/Div — Buy
Hartford Int] Value — Int/Div — Buy
S10.
Power of Attormey (not exercised), Relative #1
Custodian Trustee
Trustee, Life imsurance trust (unfunded)
Gift — Federal Bar Council — 10/26/17 Law Clerk Reception — $100.00
Gift — Federal Bar Council — 5/9/17 Law Day Dinner — $475.00
Gift — Federal Bar Council — 39/17 Judges Reception — $175.00
Gift — Federal Bar Council — 11/22/17 Law Day Dinner — $475.00
Spouse's income — 2017 — Self-employed (law parter)
Part 1, line 3 - trust has no reportable assets
Part V, line 3 - $100 is estimated value of attendance at cocktail reception for judges and law clerks, for which no one was charged
Part VII, line 5 - cash funds substantially less than $15,000 were transferred from this IRA to FMA Account #1 as a mandatory distribution from a retirement
weeount
Part VIL, line 6 - Treasury bonds/strips reflected in lines 6-7 of 2016 FDR were all redeemed in 2016
Part VIL, line 27 - following corporate merger in 2017, Spectra Energy stock is now Enbridge Inc. stock
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.