Gregory A. Presnell
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
169
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Crrande Quay Homeowners Assoc
- Akerman, LLP Jaw firm compensation
As filed
SunTrust Bank Account 21 (GP) — Interest
SunTrust Bank Account 22 (CB) — Interest
SunTrust MMA — Interest
TD Ameritrade GP Trust
Vanguard Sm Cap. Index — Int/Div
Vanguard S&P S00 fund — Int/Div
Vanguard Developd Mkt — Int/Div
Vanguard Windsor 11 — Int/Div — Sold
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 — Sold (part)
iShares Barclays Tips — Int/Div
iShares S&P S00 Index — Int/Div
iShares MSC Emer. Mkt. ICX — Int/Div
iShares MSCI1 EAFE Idx — Int/Div
iShares Russell 2000 Idx — Int/Div
iShares 2017 S&P AMT-free — Int/Div — Redeemed
Beal BK USA Las Vegas CD — Interest — Buy
DFA § year Global Fixed — Int/Div
Nuveen Muni. Val — Int/Div
Vanguard Div. Appr. ETF — Int/Div
Vanguard Emer. Mkt, ETF — Int/Div
Vanguard Div. Gr — Int/Div
Fidelity Tax Free Bd — Int/Div
Harbor International — Int/Div
Lazard Emer. Mkt — Int/Div
Looms Sayles Bond — Int/Div
iShares Tr 2019 S&P AMT — Int/Div
T Rowe Price Div. Gr — Int/Div
SEI High Yield Bd — Int/Div
Goldman Sachs Bk. 2018 — Interest
Fla. BOE Bd — Interest
DFA Int'd Term Muni Bond — Int/Div
DFA Short Term Muni Bond — Int/Div
iShares Tr. 2018 STP AMT Free — Int/Div
Pimco All Asset — Int/Div
Kraft Foods — Int/Div
Unilever — Int/Div
iShares S&P Midcap 400 Index — Int/Div
Vanguard Consumer Staples Idx — Int/Div
iShares iBoxx Corp Bond — Int/Div
Dodge & Cox Income — Int/Div
Lord Abbett Short Duration Income — Int/Div
iShares Barclays 3-7 year treasury — Int/Div
Vanguard Mid-Cap Index — Int/Div
TD Ameritrade Money Mkt Acct — Int/Div
TD Ameritrade CB Trust
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
DFA § year Global Fixed Income — Int/Div
Powershares QQ — Int/Div
Vanguard Div. Appr. ETF — Int/Div
Vanguard Emer. Mkt ETF — Int/Div
iShares Trust 2019 S&P AMT Free — Int/Div
Fidelity Tax Free Bd — Int/Div
Dodge & Cox Intern’ — Int/Div
Harbor Int] — Int/Div
DFA Short Term Muni Bond — Int/Div
Loomis Sayles Bd. — Int/Div
iShares Amt, 2017 — Int/Div — Redeemed
DFA Int] Core Eq — Int/Div — Buy
DFA US Large Cap Val — Int/Div — Buy
Beal USA Las Vegas CD — Interest — Buy
US Treas. Strip, 2017 — Interest — Redeemed
TD Ameritrade Money Mkt Account — Interest
FPA Crescent — Int/Div — Sold
GE Cap. 2018 — Interest
Nuveen Mun. Value Fund — Int/Div
iShares Russell 1000 Gr — Int/Div — Buy (add'l)
iShares Russell 1000 Val — Int/Div
Alliance Bern Muni — Int/Div
iShares Russ. 2000 — Int/Div
iShares MSC1 Emer. Mkt — Int/Div — Buy (add'l)
iShares Barclays Tips — Int/Div
iShares S&P NA Nat. Resource — Int/Div — Sold
iShares MSCI EAFE — Int/Div
Fidelity NASDAQ — Int/Div
iShares DJ Select Div — Int/Div
Goldman Sachs Bk USA — Interest
TD Ameritrade Money Mkt Account — Interest
Chevron — Int/Div — Sold
General Electric — Int/Div — Sold
Johnson & Johnson — Int/Div
iShares Tr 2018 S&P AMT Free — Int/Div
Vanguard Short Term Tax Exempt — Int/Div
Verizon — Int/Div
Vanguard Emerging Markets Stock Index — Int/Div
Discover Bank CD — Interest — Buy
Vanguard Annuity (CB) (1)
Money Market Portfolio — None
Total Bond Market Index Portfolio — None — Buy
Short Term Investment Grade Portfolio — None
Diversified Value Portfolio — None — Sold
Equity Income Portfolio — None
Equity Index Portfolio — None — Sold
Growth Portfolio — None
Mid-Cap Index Portfolio — None — Sold
Small Company Growth Portfolio — None
International Portfolio — None
Total Stock Market Index Portfolio — None — Buy
High Yield Bond Portfolio — None
Balanced Portfolio — None
REIT Index Portfolio — None — Sold
Jetport Ltd., Orange County, FL (2) — None — Sold (part)
Wetherbee Ltd., Orange County, FL — None
Airport Industrial, Ltd., Orange County, FL 2) — None
IRA (CB)
iShares Russell 1000 Val — Int/Div
S&P Nat Resources — Int/Div — Sold
iShares Barclays Tips — Int/Div
iShares Barclays Age. Bd. Fd — Int/Div
iShares Barclays 3-7 Yr. Treas. — Int/Div
US Strip 2018 — Interest — Buy
Pimco Emer. Bond — Int/Div
TD cash — Int/Div
Lord Abbett Short Duration Fund — Int/Div
Dodge and Cox Income Fund — Int/Div
TD Ameritrade (GP IRA)
1D Ameritrade Money Mkt Account — Int/Div
Harbor Int'l — None — Sold
Pimco Emerg. Mkts. Bd — Int/Div
iShares Russell 2000 Val — Int/Div
iShares Barclays US TIPS Bond Fd — Int/Div
iShares Barclays US Age. Bd. Fd — Int/Div
Looms Sayles Bond — Int/Div
iShares MSCI Emer. Mkt — Int/Div — Sold
iShares Russ 1000 Gr — Int/Div — Sold
Lazard Emer. Mkt — Int/Div
T Rowe Price Div. Gr — Int/Div — Sold
Ally Bk Unh CD — Interest — Buy
US Tr. Strip, 2017 (8/17) — Interest — Redeemed
US Tr. Strip, 2018 (8/18) — Interest
US Tr. Strip. 2019 (8/19) — Interest
US Tr. Strip 2019 (8/19) — Interest
US Tr. Strip. 2020 (8/20) — Interest
American Express CD — Interest — Buy
Goldman Sachs CD — Interest
DFA Large Cap Value — Int/Div — Sold
Dodge & Co Int'l Stock — Int/Div
iShares Russell 2000 Index (3) — Int/Div
Dodge and Cox Income Fund — Int/Div
USTIPS 2019 — Interest
US Treas Note — Interest — Buy
US Strip 11/17 — Interest — Redeemed
US Strip 11/118 — Interest
US Strip 8/18 — Interest
US Strip 11/18 (3)
DFA S$ year Global bond — Int/Div
Akerman, LLC (CB) (4)
Vanguard 500 Index (4 Ka)i)
Ridgeworth Sm. Cap. (4)a)(ii)
Pimco Real Return (4)(b) — Int/Div
Harbor Int'l (4Xb) — Int/Div
Oakmark Fund (2)(b) — Int/Div
Federated Capital (4)(b) — Int/Div
Artisan Mid-Cap Val (4a )iii)
Lazard Emer. Mkt (4)b) — Int/Div
Venture JH (44b) — Int/Div
Metropolitan West Total Return (4)(b) — Int/Div
VRTS Sm Cap Val (4)(c) — Int/Div — Buy
Vanguard Inst Index (4b) — Int/Div
JPM Mid Cap Value (4)b) — Int/Div
Vanguard St. Bond (4)(c) — Int/Div — Buy
Vanguard Treas MM (4)(b) (X) — Int/Div
Pru High Yield Z {4)(c) — Int/Div — Buy
Secretary, Crrande Quay Homeowners Assoc
Spouse's income — 2017 — Akerman, LLP Jaw firm compensation
Notes
1. This is J Vanguard Variable Annuity. It is an insurance product issued by Transamerica Life Ins. which does not reflect interest, dividends or capital
gains. The only information provided to me is the beginning and ending value for each position held in the account. The year-end value of these positions has
been reported in this report.
2. This is a capital gain. None of the choices listed in the instructions properly describe the nature of this income,
3. Duplicate entry, See Line 174.
4. this is JEN 401(K) account. The plan's recordkeeper changed in 2017 from SunTrust Bank to Fidelity. The investment line-up had a few manager
changes and the mvestments were moved over to Fidelity.
{) Old position at SunTrust
(i) Now Vanguard Institution Index, Line 191
(ii) Now Virtus Sm, Cap. Value, Line 190
(
Now JPM Mid-Cap Value, Line 192
{b) SunTrust position moved to Fidelity
{c) New position at Fidelity
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.