Gregory A. Presnell

2014Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 212

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Crrande Quay Homeowners Assoc
  • Akerman, Senterfitt & Eidson law firm compensation

As filed

SunTrust Bank Account 21 (GP) — Interest

SunTrust Bank Account 22 (CB) — Interest

SunTrust MMA — Interest

H-TD Ameritrade GP Trust

Vanguard Sm Cap. Index — Int/Div

Vanguard Tax-Managed G&l (merged into the Vanguard S&P 500 fund) (1) — Int/Div

Vanguard Tax-Managed Inter'l (merged into the Vanguard Developd Mkr (2 — Int/Div

Vanguard Windsor 11 — Int/Div

Vanguard Inter-Term T/E Bond — Int/Div

Vanguard Short-Term Bd. Index — Int/Div

Vanguard Tips Bd — Int/Div

iShares S&P Natural Resources — Int/Div

iShares Barclays Tips — Int/Div

iShares S&P S00 Index (4) — Int/Div

iShares MSC Emer. Mkt. ICX — Int/Div

iShares MSC EAFE Idx — Int/Div

iShares Russell 2000 Idx — Int/Div

iShares 2017 S&P AMT-free — Int/Div

iShares 2016 S&P AMT -free — Int/Div

iShares 2015 S&P AMT-free — Int/Div

Nuveen Muni. Val — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt, ETF — Int/Div

Vanguard Total Stock Mtk. ETF — Int/Div

Vanguard Div. Gr — Int/Div

Fidelity Tax Free Bd — Int/Div

Harbor Bond Inst — Int/Div — Sold

Harbor International (11) — Int/Div

Lazard Emer. Mkt — Int/Div

Loomis Sayles Bond — Int/Div — Buy (add'l)

Pimeo Emer. Mkt Bond — Int/Div

Pimco Unconstrained Bd — Int/Div — Sold

T Rowe Price Div. Gr — Int/Div

SEI High Yield Bd. (4) — Int/Div

US Treas Nt 2014 — Interest — Matured

iShares GSCI Commod — Int/Div

Discover Bk CD, 2014 — Interest — Matured

Goldman Sachs Bk. 2018 — Interest

Fla. BOE Bd — Interest

DFA Int'd Term Muni Bond — Int/Div

DFA Short Term Mun Bond — Int/Div

iShares Tr. 2018 STP AMT Free — Int/Div

Proctor and Gamble(6) — None — Buy

Proctor and Gamble — None — Sold

Wells Fargo — Int/Div — Buy

Pimco All Asset (12) — Int/Div — Buy

Kraft Foods (3) — Int/Div

Unilever (3) — Int/Div

iShares S&P Midcap 400 Index (3) — Int/Div

Vanguard Consumer Staples Idx 93) — Int/Div

Vanguard Utilities Index (3) — Int/Div

Vanguard Developed Markets Index — Int/Div

iShares iBoxx Corp Bond (3) — Int/Div

Dodge & Cox Income — Int/Div — Buy

Lord Abbett Short Duration Income (3) — Int/Div — Buy

iShares Barclays 3-7 year treasury (3) — Int/Div

Vanguard 500 Index Fd — Int/Div

Vanguard Mid-Cap Index (3) — Int/Div

Fidelity Cash (now TD Ameritrade) — Int/Div

H-Fidelity CB Trust (now TD Ameritrade)

Vanguard Prime MM Fd. and Cash — Int/Div

Vanguard Equity Income Fd — Int/Div

Vanguard Sm. Cap. Index Fd — Int/Div

Vanguard Inflation Protected Sec — Int/Div

Vanguard Inter. Term Tax Ex — Int/Div

Pimco Unconstrained Bd. Fd — Int/Div — Sold

iShares S&P AMT -free 2015 — Int/Div

iShares S&P AMT-free 2014 — Int/Div — Matured

Powershares QO — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt ETF — Int/Div

US Tres. Note, 2014 — Int/Div — Matured

US Tres. Strip, 2015 — None

Fidelity Tax Free Bd — Int/Div

Dodge & Cox Inter’ — Int/Div — Buy (add'l)

Harbor Bond Inst — Int/Div — Sold

Harbor Int] — Int/Div

Lazard Emer Mkt (13) — Int/Div

Looms Sayles Bd — Int/Div

Pimco Emer. Mkt. Bond Inst — Int/Div

Vanguard Div. Gr — Int/Div

iShares GSCI Commaod — Int/Div — Sold

iShares Amt. 2017 — Int/Div

iShares Amt. 2016 — Int/Div

US Treas. 2016 — Interest

US Treas. Strip, 2016 — None

US Treas. Strip, 2017 — None

Fidelity US MM/TD mim — Interest

FPA Crescent — Interest

City Bk SLC — Interest

GE Cap. 2018 — Interest

Nuveen Mun. Value Fund — Int/Div

iShares Russell 1000 Gr. (14) — Int/Div — Buy (add'l)

iShares Russell 1000 Val — Int/Div — Buy (add'l)

Alliance Bern Muni — Int/Div

iShares Russ. 2000 — Int/Div — Buy (add'l)

iShares MSC1 Emer. Mkt — Int/Div

iShares Barclays Tips — Int/Div

iShares S&P NA Nat. Resource — Int/Div

iShares MSC1 EAFE — Int/Div

Fidelity NASDAQ — Int/Div

iShares DJ Select Div — Int/Div

Goldman Sachs Bk USA — Int/Div

Fidelity Cash/TD mm — Int/Div

Chevron — Int/Div

General Electric — Int/Div

Intel — Int/Div — Sold

Johnson & Johnson — Int/Div

Vodaphone — Int/Div — Sold

iShares Tr 2018 S&P AMT Free — Int/Div

Vanguard Short Term Tax Exempt — Int/Div — Buy (add'l)

Verizon — Int/Div — Buy

Lord Abbett Short Duration — Int/Div — Buy

Dodge & Cox Income Fund — Int/Div — Buy

Vanguard Emerging Markets Stock Index IE) — Int/Div — Buy

Vanguard Sm. Cap Val. Index (19) — Int/Div — Sold

H-Vanguard Annuity (CB)

Money Market Portfolio (7) — None

Total Bond Market Index Portfolio (7) — None

Short Term Investment Grade Portfolio HusKm — None

Diversified Value Portfolio (7) — None

Equity Income Portfolio (7) — None

Equity Index Portfolio (7) — None

Growth Portfolio (7) — None

Mid-Cap Index Portfolio (7) — None

Small Company Growth Portfolio (7) — None

International Portfolio (7) — None

Total Stock Market Index Portfolio (7) — None

High Yield Bond Portfolio (7) — None

Balanced Portfolio (7) — None

REIT Index Portfolio (7) — None

Jetport Ltd., Orange County, FL — Distribution

Wetherbee Ltd, Orange County, FL — None

Airport Industrial, Ltd., Orange County, FL — None

H-IRA (CB)

iShares Russell 1000 Gr — Int/Div

iShares Russell 1000 Val — Int/Div

iShares Russell 2000 Index — Int/Div

Pimco Total Retum — Int/Div — Sold

S&P Nat Resources — Int/Div

iShares Barclays Tips — Int/Div

iShares Barclays Age. Bd. Fd — Int/Div

iShares Barclays 7 Yr. Treas. 3- — Int/Div

Dodge & Cox Inter] — Int/Div

iShares MSC Emer. Mkt — Int/Div

Pimco Emer. Bond — Int/Div

Fidelity Cash/TD cash — Int/Div — Buy

Lord Abbett Short Duration Fund — Int/Div — Buy

Dodge and Cox Income Fund — Int/Div — Buy

Vanguard Consumer Staples — Int/Div

H-IRA-Fidelity (GP)

Fidelity Cash Reserves /TD — Int/Div

Harbor Int] — Int/Div — Buy (add'l)

Pimco Emerg. Mkts. Bd. — Int/Div

Vanguard Explorer — Int/Div

iShares Russell 2000 Val — Int/Div

iShares Barclays US TIPS Bond Fd (16) — Int/Div

iShares Barclays US Age. Bd. Fd — Int/Div

Looms Sayles Bond — Int/Div

iShares GCSI Comm. Idx — None

iShares MSC Emer. Mkt — Int/Div

iShares Russ 1000 Gr — Int/Div — Buy (add'l)

Lazard Emer. Mkt — Int/Div — Buy (add'l)

USTips4/16 — Interest

Pimco Unconstrained Bd. — Int/Div — Sold

T Rowe Price Div, Gr — Int/Div

Vanguard Div. App. ETF — Int/Div

US Tr. Strip, 2017 — None

US Tr. Strip, 2018 — None

US Tr. Strip, 2019 — None

US Tr. Strip 2019 — None

US Tr. Strip, 2020 — None

US Tips - 2016 — Interest

Vanguard Div. Gr — Int/Div

Goldman Sachs CD — Interest

DFA Large Cap Value — Int/Div — Buy (add'l)

Dodge & Co Int'l Stock — Int/Div

Proctor and Gamble (6) — None — Buy

Proctor and Gamble — None — Sold

Wells Fargo — Int/Div — Buy

iShares Russell 2000 Index — Int/Div — Buy

Pimco Total Return (17) — Int/Div — Sold

Dodge and Cox Income Fund — Int/Div — Buy

US TIPS 2019(9) — Interest — Buy

US Tr. Strip 2015 (9) — None — Buy

US Strip 8/16. (9) — None — Buy

US Strip 11/17 (9) — None — Buy

US Strip 11/17 (9) — None — Buy

US Strip 8/18 (9) — None — Buy

US Strip 11/18 (9) — None — Buy

H-AS&E PS Acct. (CB) (5)

Pimco Total Return — Int/Div — Sold

Vanguard 500 Index — Int/Div

Ridgeworth Sm. Cap — Int/Div

Pimco Real Return — Int/Div

Harbor Int'l — Int/Div

Oakmark Fund — Int/Div

Federated Capital — Int/Div

Artisan Mid-Cap Val — Int/Div

Lazard Emer. Mkt. — Int/Div

Janus Venture — Int/Div

Metropolitan West Total Return — Int/Div — Buy

H-W&M IRA

iShares Russell 1000 Val — None — Sold

iShares Russell 2000 Val — None — Sold

Harbor Int] — None — Sold

Pimco Emer. Mkt — None — Sold

Fidelity Cash Res/TD — None — Sold

Lazard Emer. Mkt — None — Sold

Pimco Total Retum — None — Sold

Loomis Sayles Bond Fund (10) — None — Sold

Sysco-CB Trust (18) — Int/Div — Sold

President, Crrande Quay Homeowners Assoc

Spouse's income — 2014 — Akerman, Senterfitt & Eidson law firm compensation

Notes.

The Vanguard Tax Managed Fund merged into the S&P $00 fund (which created a new position).

The Vanguard Tax Managed International fund merged into the Vanguard Developed Markets Index Fund.

On May 14, 2015 the following securities were transferred in their mtirety from the CB Trust to the GP Trust for estate planning purposes.

On May 14, 2015 partial positions wer transferred from the CB Trust to the GP Trust for estate planning purposes - no sells or buys.

This is my [0 401(k) account, The income includes dividends and capital gains.

This position was purchased in error and sold 6 days later.

This is my F000 Vanguard Varizble Annuity, It is an insurance product issued by Transamerica Life Ins. which does not reflect interest, dividends or capital

ns.

The only mformation provided to me is the begmning and ending value for each position held m the account. The year-end value of these positions has been

eported on this form.

1 placed "none" in Col. B(2) in accorance with the filing instructions at P. 47,

This purchase was not included in the 2013 report — oversight.

These treasury holdings with similar maturity dates were inadvertently omitted from the 2013 report.

10

Re 221: Lme item 217 in 2013 report.

11

Re 29: Line item 32 in 2013 report.

12

Asset bought in 2014 and correctly noted,

13

Re 79: Line item 76 in 2013 report,

14

Re 94: Line item 95 in 2013 report.

15.

Re 121:

ine item 130 in 2013 report.

16.

Re 163: Line item 172 in 2013 report.

17

Re 188: Bought 06/15/12 - M

18.

Failed to report this sale on 2013 report,

19.

This position was sold on Feb. 10, 2012 and was not included in the 2012 report -- oversight.

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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