Peter G. Cary

2016Annual

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What was filed

  • 47

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • IRA rollover
  • 401k) rollover
  • 401k) reallocation
  • 401(k) rollover
  • 301k) rollover
  • 401(k) reallocation
  • IRA reallocation.
  • Scashore, LLC
  • State-Federal Judicial Council: a not-for-protit unincorporated association of Maine state and federal judges.
  • 566 Seashore, LLC: (family LLC which owns a vacation home).
  • The Nathan & Henry B. Cleaves Law Library: a not-for-profit 501(c)(3) corporution.
  • Revocable Family Trust
  • Massachusetts Continuing Legal Eduction
  • Maine International Trade Center - salary

As filed

MiuelAsen, LLC Profit Sharing Plan 401(k)

Amencan Funds AMCAP R6 — Int/Div — Sold — IRA rollover

RidgeWorth Large Cape Value Equity — Int/Div — Sold — IRA rollover

Western Asset Core Plus Bond Fund — Int/Div — Sold — IRA rollover

Victory Established Value 1 — Int/Div — Sold — IRA rollover

American Funds New Perspective — Int/Div — Sold — IRA rollover

PIMCO Income Inst! — Int/Div — Sold — IRA rollover

Charles Schwab US REIT — Int/Div — Buy — 401k) rollover

Schwab International — Int/Div

Schwab International — Buy — 401k) rollover

Schwab International — Sold (part) — 401k) reallocation

Schwab Short Term US — Int/Div

Schwab Short Term US — Buy — 401(k) rollover

Schwab Short Term US — Sold (part)

Schwab US Aggregate Bond — Int/Div — Buy — 401k) rollover

Schwab US Broad Market — Int/Div

Schwab US Broad Market — Buy — 301k) rollover

Schwab US Broad Market — Sold (part) — 401(k) reallocation

Deposit {cash) account — Interest — Open — 401k) rollover

Schwab US Aggregate Bond — Int/Div — Sold — IRA reallocation.

Scwab US Broad Market — Int/Div — Sold (part) — IRA reallocation.

PIMCO Foreign Bond Fund Mutual Fund — Int/Div — Buy — IRA reallocation.

Metro West Mutual Fund — Int/Div — Buy — IRA reallocation.

DFA International Core Equity — Int/Div — Buy — IRA reallocation.

DFA US Core Equity — Int/Div — Buy — IRA reallocation.

Blackrock Strat Income — Int/Div — Buy — IRA reallocation.

KevBank, NA Accounts — Interest

Vanguard Accounts

GNMA Fund Investor Shares — Int/Div

GNMA Fund Investor Shares — Sold (part)

GNMA Fund Investor Shares — Sold (part)

GNMA Fund Investor Shares — Sold

Lud Term Tax-Exempt Inv — Int/Div

Lud Term Tax-Exempt Inv — Sold (part)

Lud Term Tax-Exempt Inv — Sold (part)

Lud Term Tax-Exempt Inv — Sold

Short Term Bond Index Admin — Int/Div

Short Term Bond Index Admin — Sold (part)

Short Term Bond Index Admin — Buy (add'l)

Short Term Bond Index Admin — Sold (part)

Short Term Bond Index Admin — Sold

Estate #1

Real Estate in Cumberland County, Maine — Reat — Distributed — Scashore, LLC

Peoples United Bank checking accounts 12) in Portland, Maine — Int/Div — Distnibuted — Scashore, LLC

566 Seashore, LLC

Real Estate in Cumberland County, Maine (Appraisal date = 10/30/13) — Rent — Open

Peoples United Bank checking account — Int/Div — Open

Treasurer, State-Federal Judicial Council: a not-for-protit unincorporated association of Maine state and federal judges.

Member; Registered Agent, 566 Seashore, LLC: (family LLC which owns a vacation home).

Advisory Director, The Nathan & Henry B. Cleaves Law Library: a not-for-profit 501(c)(3) corporution.

Trustee, Revocable Family Trust

Agreement — 2016 — MittelAsen, LLC Profit Sharing Plan 401k) (terminated on 2/13/16 by rollover into IRA)

Reimbursement — Massachusetts Continuing Legal Eduction — 10-29-2015 — Boston, MA — Bankruptcy 2015 CLE (presenter) — transportation and twinon

Spouse's income — 2016 — Maine International Trade Center - salary

Part I, line 4 : My wife is one of several beneficaries of this trust. | served as a non-compensated trustee. The trust was a revocable trust for all of 2016.

Part VILILine 47: The real estate was distributed to the LLC upon the closing out of the Estate,

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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