Catherine C. Blake
2014Annual
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Pull out the substance of this filing.
What was filed
93
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- note Part VII
- FARM TRUST
- HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND (see note Part VIII)
- RETIREMENT PENSION - CITY OF BALTIMORE (see note Part VII
As filed
IRA-T Rowe Price-Equity Income — Int/Div
IRA-T Rowe Price<Growth Stock — Int/Div
IRA-T Rowe Price-New Era — Int/Div
IRA-T Rowe Price-Science & Technology — None
IRA-T Rowe Price-Spectrum Income — Int/Div
State of Maryland Deferred Compensation Plan — Int/Div
Wells Fargo Bank-accounts — Interest
IRA-First Financial Credit Union — Int/Div
Guardian Whole Life — Int/Div
MetLife Whole Life — Int/Div
T Rowe Price Md Tax-Free Bond Fund — Int/Div
Delaware High Yield Opp Fund A Class — Int/Div
M&T Bank account — Interest
NewPerspFdincCIA (American Funds) — Int/Div
Farm Trust (H)
Real Property Frederick County, MD — None — note Part VII
TRowePrice 529 college savings plan Portfolio 2027 — Int/Div — Buy (add'l) — note Part VII
TRowePrice 529 college savings plan Portfolio 2027 — Buy (add'l)
TRowePrice 529 college savings plan Portfolio 2027 — Buy (add'l)
TRowe Price 529 college savings plan Portfolio 2027 — Int/Div — Buy (add'l)
TRowe Price 529 college savings plan Portfolio 2027 — Buy (add'l)
TRowe Price 529 college savings plan Portfolio 2027 — Buy (add'l)
IRA - Franklin Templeton 2015 Retirement Target Fund — Int/Div
MetLife annuity — Int/Div
MetLife annuity — Int/Div
Morgan Stanley brokerage account (H) — note Part VII
MorganStanley Bank Dep. — Interest — Closed
AT&T common stock — Int/Div — Closed
BB&T Corp common stock — Int/Div — Closed
El Lilly & Co. common stock — Int/Div — Closed
Exxon Mobil Corp common stock — Int/Div — Closed
Fromtier Comm Corp common stock — Int/Div — Closed
1 Tool Works common stock — Int/Div — Closed
Jothmson & Johnson common stock — Int/Div — Closed
JPMorganChase & Co common stock — Int/Div — Closed
Merck & Co Inc common stock — Int/Div — Closed
PPG Ind Inc common stock — Int/Div — Closed
Verizon Comm common stock — Int/Div — Closed
WWGraimger Inc common stock — Int/Div — Closed
IM co common stock — Int/Div — Closed
Urstadt Biddle Properties Inc Class A — Int/Div — Closed
DWS Mgd Mun Bond Fund Class A — Int/Div — Closed
MomtCoMdRevBd 2004 — Interest — Redeemed
LCarrollCoMdConsPublmpBd 2007 — Interest — Closed
CrmmtyDevAdminMd RevBd 2011B — Interest — Closed
WashCoMdPublmpBd 2011 — Interest — Closed
MomtCoMdRevBd 201 1A — Interest — Closed
MdHIth&HEFARevBd PRMC 2006 — Interest — Closed
wc AmapMAGOPublmpt& RefBd 2012 — Interest — Closed
EMC Corp common stock — Int/Div — Closed
MicrochipTech Inc common stock — Int/Div — Closed
Fluor Corp New common stock — Int/Div — Closed
Freeport McMorun Copperd&Gold inc common stock — Int/Div — Closed
Helmerich&Pavne Inc common stock — Int/Div — Closed
FredCoStMarysBd 2007 — Interest — Closed
AmeArundelCoMdConsGenObBd2014 — Interest — Buy
AmeArundelCoMdConsGenObBd2014 — Closed
Southwest Securities brokerage account (H)
Southwest Securities FSB cash account — Interest
AT&T common stock — Int/Div
BB&T common stock — Int/Div
Eli Lilly & Co. common stock — Int/Div
Exxon Mobil Corp common stock — Int/Div
Frontier Comm Corp common stock — Int/Div
1 Tool Works common stock — Int/Div
Johmson & Johnson common stock — Int/Div
JPMorgan Chase& Co common stock — Int/Div
Merck & Co. Inc common stock — Int/Div
PPG Ind Inc common stock — Int/Div
Verizon Comm common stock — Int/Div
WWGrainger Inc common stock — Int/Div
3M common stock — Int/Div
Urstadt Biddle Properties Inc Class A — Int/Div
DWS Mgd Mun Bond Fund Class A — Int/Div
LCarrollCoMdConsPublmpBd 2007 — Interest
CrmtyDevAdminMdRevBd 20118 — Interest
WashCoMdPublmpBd 2011 — Interest
MomtCoMdRevBd 2011A — Interest
MdHIth&HEFARevBd PRMC2006 — Interest
AnmapMdJGOPublmpt& RefBd2012 — Interest
EMC Corp common stock — Int/Div
Microchip Tech Inc common stock — Int/Div
Fluor Corp New common stock — Int/Div
Freeport McMoran Copper&Gold Inc common stock — Int/Div
Helmerich& Payne Ine common stock — Int/Div
FredCoStMarysBd 2007 — Interest
AmneArundelCoMdConsGenObBd2014 — Interest
TRowePrice 529 college savings plan Portfolio 2030 — Int/Div — Buy
TRowePrice 529 college savings plan Portfolio 2030 — Buy (add'l)
TRowePrice 529 college savings plan Portfolio 2030 — Buy (add'l)
TRowePrice 529 college savings plan Portfolio 2033 — Int — Buy
TRowePrice 529 college savings plan Portfolio 2033 — Buy (add'l)
BB&T Co bank cash accounts (X) — Interest — note Part VII
TRUSTEE, FARM TRUST
VICE-PRESIDENT, HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND (see note Part VIII)
Spouse's income — 2014 — RETIREMENT PENSION - CITY OF BALTIMORE (see note Part VII
Part 1, line 2 1 have been Vice-President of our court's Historical Society since 2009 but failed to realize it should be reported. The Historical Society is a non-
profit organization from which I receive no compensation.
Part 1 1 am no longer an officer or director of the Federal Judges Association.
Part T1(B) lines | and 2 These pensions began in 2013 but I neglected to list them on my 2013 Report,
Part VII lines 15 and 16 The real property that was an asset of the estate transferred by deed dated May 7, 2012, mto a trust {Farm Trust) of which | am trustee.
1t is not income-producing. Appraisal was date of death of owner August 23, 2011,
Part VII lines 17, 20, 88, 91 For all the 529 Plans only the level of risk, not the individual assets, can be selected.
Part VII lines 26 to 87 All assets in the Morgan Stanley brokerage account were transferred to a brokerage account with Southwest Securities as of September 15,
2014.
Part VII, line 93 The funds for this asset were acquired by inheritance in 2012, but I neglected to list it in prior reports.
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.