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.

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Catherine C. Blake | Frix