Loretta A. Preska

2012Annual

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Pull out the substance of this filing.

What was filed

  • 99

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Fordham Law Alumni Association
  • Trusts #4 Tand 11
  • Federalist Society, New York Chapter
  • Fordham University
  • Onassis Foundation
  • Self Emploved Lawyer

As filed

JP Morgan Chase Bank — Interest

H) Law Firm Retirement Account — Int/Div

Fidelity Contrafund — Buy (add'l)

Baron Growth Fund

Fidelity Cash Reserves

Royece Total Return Fund — Sold (part)

Vanguard Midcap Index Fund

Brown Bros Select Fund — Buy

Law Firm Capital A/C and Int. in A/R — None

Citibank Accounts — Interest

M&T Bank Accounts — Interest

H) Trust 2 10 — Int/Div

Fidelity Municipal MMF

MS Global Long Short Fund

Templeton Global Fund

Blackrock Global Fund

Ivy Asset Strategy Fund — Sold (part)

Vanguard LTD Term Tax Exempt Fund — Sold (part)

Vanguard LTD Term Tax Exempt Fund — Sold

SPDR Mid Cap 400 ETF — Sold (part)

SPDR Mid Cap 400 ETF — Buy (add'l)

SPDR Mid Cap 400 ETF — Sold (part)

SPDR Mid Cap 400 ETF — Sold (part)

Royce Total Return Fund — Sold (part)

Royce Total Return Fund — Sold

Royce Total Return Fund — Buy (add'l)

Blackstone Equity Div Fund — Buy

Blackstone Equity Div Fund — Buy

Forrest City Investment Partners

NYS Muni Bonds — Sold (part)

NYS Muni Bonds — Buy (add'l)

NYS Muni Bonds — Buy (add'l)

FL Muni Bonds — Buy (add'l)

FL Muni Bonds — Buy (add'l)

TX Muni Bonds — Matured

TX Muni Bonds — Buy (add'l)

TX Muni Bonds — Buy (add'l)

WA Muni Bonds — Buy (add'l)

PA Muni Bonds

IL Mum Bonds

AL Muni Bonds — Buy (add'l)

Integro Common Stock

DE Muni Bonds

NV Muni Bonds

lromshore Common Stock

BIOC LLC

IA Muni Bonds — Buy

NC Muni Bonds — Buy

MA Muni Bonds — Buy

S10. — Buy (add'l)

OR Mum Bonds — Buy

DC Mum Bonds — Buy

Downtown Association Bond

H)Trustz 11 — Int/Div

S+P Midcap SPDRS — Sold (part)

Fiudehlity Cash Reserves

Templeton Global Fund

Blackrock Equity Div Fund

Vanguard LTD Tax Exempt Fund — Buy

Westen Asset Govt MMF

H)IRA #29 — Int/Div

Fidelity Contrafund — Buy (add'l)

Fidelity Contrafund — Buy (add'l)

Fidelity Contrafund — Buy (add'l)

Fudelity U.S. Gov't Reserves

Baron Growth Fund — Sold

Blackrock Global Allocation Fund

Pimco Total Return Fund — Buy (add'l)

Vanguard Midcap Fund

SPDR Midcap 400 ETF — Sold (part)

Am Growth Fund of America — Sold

lvy Asset Strategy Fund

Royce Total Return Fund — Sold

Tweedy Browne Special Value Fund

Spartan 500 Index Fund — Buy (add'l)

Spartan 500 Index Fund — Sold

Blackrock Equity Dividend Fund — Buy (add'l)

JP Morgan LG Cap Growth Fund — Buy

JP Morgan LG Cap Growth Fund — Buy (add'l)

Brown Bros Core Select Fund — Buy

Templeton Global Fund — Buy

H)IRA = 10 — Int/Div

SPDR Midcap 400

Fidelity U.S. Gov't Reserves

Baron Growth Fund — Sold

Am Growth Fund of America — Sold

Tweedy Browne Global Value Fund

Vanguard Midcap Index Fund

Ivy Asset Strategy Fund — Buy (add'l)

Fidelity Low Priced Stock Fund — Buy (add'l)

Fidelity Low Priced Stock Fund — Sold (part)

Blackrock Global Allocation Fund — Buy (add'l)

Brown Bros Core Select Fund — Buy

Brown Bros Core Select Fund — Buy (add'l)

JP Morgan Lg Cap Growth Fund — Buy

SPDR S&P Midcap ETF — Buy

SPDR S&P Midcap ETF — Sold

Blackrock Global Allocation Fund — Buy

Blackrock Global Allocation Fund — Sold

Vice-President, Fordham Law Alumni Association

Co-Trustee/ Trustee, Trusts #4 Tand 11

Advisory Board, Federalist Society, New York Chapter

Trustee, Fordham University

Reimbursement — Onassis Foundation — May 23-27, 2012 — Athens, Greece — F'nal of Socrates — Lodging, food, travel

Spouse's income — 2012 — Self Emploved Lawyer

-- Page S, line 20. This asset was reported m my 2010 FDR at Ime 83 and was reported transferred to a non-reportable trust on 9/23/11 in Item VIII on page 9 of

my FDR for 2011. In fact, that was only a partial transfer, so this asset again appears in Trust # 10 on this FDR.

== Page 7, line 53 was acquired as of 07/30/10 but documentation was not located until 2012,

= Trusts 6 and 7 (disclosed on my FDR for 2011 at lines 2-8 at page 4) are omitted this year (although Trust 7 1s reportred in Part I, line 2) because they have been

established to receive proceeds of life insurance policies, the insured person is still living, and the trust has no asset valued at more than $1000 (other than the

insurance policies) and thus, to that extent, they are "unfunded trusts”,

-- The various municipal bonds und non-public investments reported on my FDR for 2011 ut lines 16, 17, 19, 21-28. 43, and 76 were transferred to Trust # 10

during 2012 and are thus now reported at lines 29 to 46, along with newly purchased mvestments that are held in that sume trust and thus are reported at lines 47 to

53.

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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