Loretta A. Preska
2017Annual
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What was filed
74
investments
3
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
1
spouse income
Named parties
- Fordham Law Alumni Association
- Federalist Society, New York Chapter
- Fordham University
- NYSBA
- Commercial Courts
- DRI
- CEELI Institute
- Self Emploved Lawyer
As filed
Law Firm Capital A/C and Int. in A/R — Redeemed
Citibank Accounts — Interest
MAT Bank Accounts — Interest
Trust# 10H)
Fidelity Municipal MMF — Int/Div
MS Global Long Short Fund — Sold
SPDR Mid Cap 400 ETF — Int/Div
NY Swte Loc Govt Assistance Corp Subordinate Lien Ref-A Bonds — Interest
Florida State Brd Ed Pub Ed Ref-B Bonds — Interest
Palm Beach FI Rep Ref Cap Impt Pro-A Bonds — Interest
Harris County TX Met Tran Auth Sales & Use Tax Red Bonds — Interest
WA State Var Purp-C Bonds — Interest
McHenry County IL Cnty Unit Ach Dist Ref-B Bonds — Interest
Humtsville AL General Oblig Ref Cap Imp Warrants — Interest
BIOC LLC — None
IA Fin Auth Rev Bonds — Interest — Sold
Cary NC Pub Impt Ref-B Bonds — Interest
Boston MA Water and Sewer Commn Gen Rev Ref-A Bonds — Interest
Marion and Polk Counties OR sch Dist No 24 J Salem Bonds — Interest
DC Washington DC Income Tax Secd Rey Ref-A Bonds — Interest
Downtown Association Bond — Interest
Sustainable Waste Power Systems, Inc Common Stock — None
Blackrock Strategic Municipal Opportunities Fund — Int/Div — Buy (add'l)
CT Hsg Fin Auth Mig Ref-A Bonds — Interest
Deutsche Intermediate Tax Free Fund — Int/Div
Glendale AZ Ln HS Dist Bonds — Int/Div
Corona CA Pub Fin Auth Leave Rev Bonds — Int/Div
Vanguard Intermediate Tax Exempt Fund — None
Fidelity Money Market Premium Class — Int/Div — Buy
1Boxx Investment Grade Corporate Bond ETF — Int/Div — Buy
1Boxx Investment Grade Corporate Bond ETF — Sold
Oklahoma Dev Fin Auth St Sys Higher Ed Bonds — Interest — Buy
CA Bay Area Toll Auth Bridge Rev. Bonds — Interest — Buy
Trust#11(H)
Fidelity Cash MMKT — Int/Div
Fidelity 500 Index Fund — Int/Div
Fidelity Money Market Premium Class — Int/Div — Buy
IRA 49H)
Fidelity Contrafund — Int/Div
Blackrock Global Allocation Fund — Int/Div
Vanguard Midcap Fund — Int/Div
Brown Bros Core Select Fund — Int/Div
SPDRS &PSOOETF — Sold
Fidelity 500 Index Fund — Int/Div — Buy (add'l)
Fidelity 500 Index Fund — Buy (add'l)
Fidelity Total Market Index — Int/Div — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fudelity Gov't Cash Reserves — Int/Div
Glenmeade Lg Cap Core Inst Fund — Int/Div
iShares Core S&P Mid Cap ETF — Int/Div
iShares Core S&P S00 ETF — Int/Div — Buy
IRAZI0(H)
Fidelity Gov't Cash Reserves — Int/Div
Vanguard Midcap Index Fund — Int/Div
Fudelity Low Priced Stock Fund — Int/Div
Blackrock Global Allocation Fund — Int/Div
Brown Brothers Core Select Fund — Int/Div
SPDRS&PSOOETF — Int/Div — Sold
Fidelity Contrafund — Int/Div
Fidelity Total Market Index — Int/Div — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fidelity Total Market Index — Buy (add'l)
Fidelity 500 Index Fund — Int/Div — Buy (add'l)
iShares Core S&P S00 RTF — Int/Div — Buy
IRA 211 (HY
Fidelity Contrafund — Int/Div
Fidelity Cash Reserves — Int/Div
Brown Bros Core Select Fund — Int/Div
Glenmeade Lg Cap Core Inst Fund — Int/Div
Fudelity Total Market Index — Int/Div — Buy (add'l)
Fidelity S00 Index Premium Class — Int/Div
Vice-President, Fordham Law Alumni Association
Advisory Board, Federalist Society, New York Chapter
Trustee Ementa, Fordham University
Reimbursement — NYSBA — April 18-20 — Dublin — Speaker at International Section Meeting — Airfare, ground transportation
Reimbursement — Commercial Courts — Intemational Commercial Courts Forum — meals and incidentals
Reimbursement — DRI — May 10-14 — New Orleans — Participation in DRI panel — Airfare, ground transportation, hotel, meals
Reimbursement — CEELI Institute — October 24-29 — India — Education for foreign judges — Airfare, ground rnsportanon, meals, visu application
Spouse's income — 2017 — Self Emploved Lawyer
Line | from lust year has been eliminated to reflect that the Law Firm Retirement Account was rolled into an IRA (IRA #11) at the end of 2017. The entires from
lines 2-9 last year (except those items sold in 2016) now appear under IRA #11 in lines 69-74,
Line 74 reflects a position initially bought on 12/22/16 ata Value Code of K in the Law Firm Retirement Account, the positions of which as of 12/31/16 were
reported on lines 2 to 9 of the Amended Report for 2016. In December 2017 the contents of that account were rolled into TRA # 11, the positions of which as of
12/31/17 were reported on lines 69 to 74 of the Report for 2017, including the position acquired on 12/22/16 which was reported on line 74 of the Report for 2017.
This position was madvertently omitted from the Report for 2016 but was reported on the Report for 2017 in Line 74.
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.