Susan C. Bucklew

2017Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Cawthon Oil Company (Part VII, line
  • CreAmenican Express
  • Bank of America
  • State of Flonda—--Division of Retirement

As filed

Cawthon Oil Co.-stock — Distribution — Closed

Revocable Trust £1 (H)

Rental Property Tampa Florida County Property Appraiser's $393,520 — Rent

wPimco Dynamic Income Fund (PDI) — Int/Div

Powershares Preferred Port (PGX) — Int/Div

Clearbridge Large Cap Gwth C (SLCCX) — Int/Div

Nebraska Pub Pwr Dist Genl Rev-D (Bond) — Interest

Tampa Fla Non-Ad Valorem Re Oid (Bond) — Interest

Morgan Stanley Private Bank--cash account — Interest — Buy (add'l)

Morgan Stanley Private Bank--cash account — Sold (part)

O"shares FTSE US Quality Div (OUSA) — Int/Div — Buy

IRA (H)

Franklin Templeton Founding FD Allocation Fund CL A (FFALX) — Int/Div — Sold (part)

Hartford Checks and Balances Fund CL A (HCKAX) — Int/Div — Sold (part)

Morgan Stanley Private Bank--cash account — None

ACF/ UFLUTMA (H)

Vanguard 500 INDX INV (VFINK) — Int/Div

Director-stockholder, Cawthon Oil Company (Part VII, line

Agreement — 1996 — State of Flonda---Judicial Retirement

Liability — CreAmenican Express — Credit Card

Liability — Bank of America — Credit Card

Income — 27 — State of Flonda—--Division of Retirement — $50,343.00

VIL 1

Reflects the amount of my distribution from the sale of real estate---Cawthon Oil Company

vii

Cawthon Oil Company was closed and Articles of Disolution were filed with state of Florida on September 1, 2017, However a final distribution of funds

was not made until February, 2018

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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