Susan C. Bucklew
2017Annual
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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.