Cecilia M. Altonaga
2011Annual
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What was filed
16
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Holland & Knight, LLP - partner/employee
As filed
Miami-Dade County Deferred Comp. Fidelity Contrafund — Int/Div
Miami-Dade County Deferred Comp. Nationwide Fixed — Int/Div
Miami-Dade County Deferred Comp., Neu Ber Eq Soc Resp — Int/Div
Citifunds Interest — Interest
Alliance Bernstein Growth & Income Fund Class A — Int/Div
Holland & Knight Profit Sharing Plan — None
Fidelity Investments - NH Portfolio — None
Bank of America CD — Interest
Northern Trust CD — Interest
Suntrust Bank CD — Interest
Holland & Knight Equity Partner Fund Account — None
Holland & Knight Equity Partner Fund Account — None
Bank of America checking (X) — Interest — Open
Ameriprise Portfolio (X) — Int./y — Open
Citigold Interest (X) — Interest — Open
Wells Fargo (X) — Interest — Open
Agreement — 2011 — Miami-Dade County, Deferred Compensation Plan
Spouse's income — 2011 — Holland & Knight, LLP - partner/employee
Note | Part VII
Holland & Knight Profit Sharing Plan, plan not self-directed. There is no control and only can select level of risk.
Note 2 Part VII
Fidelity Investments - NH Portfolio, plan not self-directed. There 1s no control and only can select level of risk.
Note 3 Part VII
Holland & Knight Equity Partner Fund Account - The JI Firm requires cach equity partner to have an equity reserve in terms of puid in capital for cach of
its equity partners. However, the equity partners may not access these funds nor do they exercise any form of control over the funds in the equity account. The
funds are not accessible until the holder ceases to be an equity partner. It was unclear in the past if these capital accounts should be disclosed on the FDR report
but they are being included in this year's report out of abundance of caution,
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.