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.