Loretta A. Preska

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 79

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Fordham Law Alumni Association
  • Federalist Society, New York Chapter
  • Fordham University
  • Dubai Intemational
  • Courts
  • International Association of Defense Counsel
  • Self Emploved Lawyer

As filed

Law Firm Retirement Account (H)

Fidelity Contrafund — Int/Div

Fidelity Cash Reserves — Int/Div

Royce Total Return Fund — None — Sold

Vanguard Midcap Index Fund — Int/Div

Brown Bros Select Fund — Int/Div

Vanguard Small Cap Index Fund — Int/Div — Buy

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

Citibank Accounts — Interest

M&T Bank Accounts — Interest

Trust# 10(H)

Fidelity Municipal MMF — Int/Div

MS Global Long Short Fund — Int/Div

Blackrock Global Fund — None — Sold

Ivy Asset Strategy Fund — None — Sold

Vanguard LTD Term Tax Exempt Fund — None — Sold

SPDR Mid Cap 400 ETF — Int/Div

Royee Total Return Fund — None — Sold

NY State Loc Govt Assistance Corp Subordinate Lien Ref-A Bonds — Interest

NY State Dorm Auth Revs Bonds — Interest

Florida State Brd Ed Pub Ed Ref-B Bonds — Interest

Palm Beach Fl Rep Ref Cap Impt Pro-A Bonds — Interest

Harris County TX Met Tran Auth Sales & Use Tax Red Bonds — Interest

WA State Var Purp-C Bonds — Interest

King City Washington School District No 414 Lake Bonds — None — Redeemed

Westmoreland County PA Mun Auth Mun Sve Rev Bonds — None — Redeemed

McHenry County IL Cnty Unit Ach Dist Ref-B Bonds — Interest — Buy

Humtsville AL General Oblig Ref Cap Imp Warrants — Interest

Integro Common Stock — None — Sold

NV State GO Bonds — None — Redeemed

NV State GO Bonds — Redeemed

lronshore Common Stock — None — Sold (part)

lronshore Common Stock — Sold

BIOC LLC — None

A Fin Auth Rev Bonds — Interest

Cary NC Pub limpt Ref-B Bonds — Interest

Boston MA Water and Sewer Comin Gen Rev Ref-A Bonds — Interest

Marion and Polk Counties OR sch Dist No 24 J Salem Bonds — Interest

DC Washington DC Income Tax Seed Rev Ref-A Bonds — Interest

Downtown Association Bond — Interest

Sustainable Waste Power Systems, Inc Common Stock — None

Blackrock Strategic Municipal Opportunity’s Fund — Int/Div

Spartan S00 Index Fund — None — Distributed

CT Hsg Fin Auth Mig Ref-A Bonds — Interest — Buy

Deutsche International Tax Free Fund — Int/Div — Buy

Trust2 11 (H)

8 + P Midcap SPDRS — Int/Div

Fidelity Cash Reserves — Int/Div

Blackrock Equity Div Fund — None — Sold

Spartan 500 Index Fund (X) — Int/Div — Distnbuted

IRAZ9(H)

Fudelity Contrafund — Int/Div

Blackrock Global Allocation Fund — Int/Div

Vanguard Midcap Fund — Int/Div

SPDR Midcap 400 ETF — None

lvy Asset Strategy Fund — None — Sold

Tweedy Browne Global Value Fund — Int/Div

Blackrock Equity Dividend Fund — None — Sold

Brown Bros Core Select Fund — Int/Div

SPDRS&PSOOETF — None

Spartan 500 Index Fund — Int/Div — Buy (add'l)

Baron Growth Fund — None

Spartan Total Market Index — Int/Div — Buy (add'l)

Spartan Total Market Index — Buy (add'l)

Fidelity Gov't Cash Reserves — Int/Div — Buy

IRA Z10(H)

Fidelity Gov't Cash Reserves — Int/Div

Tweedy Browne Global Value Fund — Int/Div

Vanguard Midcap Index Fund — Int/Div

lvy Asset Strategy Fund — None — Sold

Fudelity Low Priced Stock Fund — Int/Div — Buy (add'l)

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

Blackrock Global Allocation Fund — Int/Div

Brown Brothers Core Select Fund — Int/Div

SPDRS&PSOOETF — None

Fidelity Contrafund — Int/Div

Royee Total Return Fund — None — Buy (add'l)

Royee Total Return Fund — Sold

iShares Core S&P Small Cap ETF — Int/Div — Buy

Vice-President, Fordham Law Alumni Association

Advisory Board, Federalist Society, New York Chapter

Trustee Ementa, Fordham University

Reimbursement — Dubai Intemational — 3/19-242015 — Dubai, UAE — Speech — Travel, Loding, Food

Reimbursement — Courts

Reimbursement — International Association of Defense Counsel — 7/6-772015 — Colorado Springs — Speech — Travel, Lodging, Food

Spouse's income — 2015 — Self Emploved Lawyer

Last year on page 6, line 49, Western Asset Govt MMF was reported. This fund was converted into Fidelity Cash Reserves, reported last year at page 6, line 47.

Lines 49 & 58 were omissions last year,

Last year SPDR Mid Cap 400 appeared in both lines 66 and 55. It should have appeared only in line 55

The entry in line 43 was transferred to line 50; i.¢., it was transferred from Trust # 10 & Trust # 11,

Line 57 - Name was incorrect last year,

Line 63 - Previously reported on line 60 of Report for 2014 as "Spartan $00 Index” by mistake.

Line 67 - Name change.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.