Roanne L. Mann
2014Annual
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What was filed
38
investments
3
positions
2
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- explanation Part vi
- Relative #1
- wo nonreportable bank accounts opened for IS
- Life imsurance trust (unfunded)
- Federal Bar Council
- Self-employed (law parter)
As filed
FMA ACCOUNT #1 (H):
Morgan StanleyMoney Mkt — Interest
Clearbridge All Cap Value A — istnibution
IRA ACCOUNT #1
Morgan Stanley Money Mkt. Funds — Interest
Treasury strips/bonds — None
Clearbridge All Cap Value A — Int/Div
Clearbridge Equity Income A — Int/Div
Clearbridge Agg. Growth A — None
FMA ACCOUNT #2 (H):
Morgan Stanley Bk. Dep. Program — Interest
NYC GO Ser. E — Interest
US Treasury bills — Interest — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Sold (part)
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Buy
Citibank) CDs — Interest — Redeemed
CGSH PARTNERS INV.SERIES B — Distribution
IRA ACCOUNT #2.
Maoney Mkt. Funds Morgan/Stanley — Interest
Avis Budget Grp. common stock — None
Duke Energy Comp. Holding Co. common stock — Int/Div
Hudson City Bancorp common stock — Int/Div
Spectra Energy Corp. common stock — Int/Div
Wyndham Worldwide Corp. common stock — Int/Div
FIDELITY TOPS ACCOUNT (retirement )
Fud Fund K — None — explanation Part vi
Fud Dividend GR K — Int/Div
Fud. Contrafund K — Int/Div
TD Bank Account #1] — Interest
TD Bank Account #2 — Interest
S10.
Power of Attormey (not exercised), Relative #1
Custodian Trustee, wo nonreportable bank accounts opened for IS
Trustee, Life imsurance trust (unfunded)
Gift — Federal Bar Council — 4/30/14 Law Day Dinner — $475.00
Gift — Federal Bar Council — 11/26/14 Thanksgiving Lunch — $425.00
Spouse's income — 2014 — Self-employed (law parter)
Part VII, line 33: funds in Fidelity Fund K were exchanged out on 4/7/14 to Fidelity Contrafund
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.