Loretta A. Preska

2017Annual

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Pull out the substance of this filing.

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.

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Loretta A. Preska | Frix