Catherine Peek McEwen

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

  • 57

    investments

  • 3

    positions

  • 4

    gifts

  • 1

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Catherine Peek McEwen, PA. (administratively dissolved)
  • Salesian Youth Center (charitable orgamzation)
  • Hillsborough Association for Women Lawyers
  • Richard Harrison
  • Tampa Bay Bankruptcy Bar Association
  • American Bankruptcy Institute
  • The Florida Bar
  • National Conference of Bankruptcy Judges
  • The Flonda Bar
  • Western Michigan University Cooley Law School

As filed

Wachovia Bank DDA/CD/SavingsMMA Accounts — Interest

State Farm Bank Account — Interest

State Farm Life Ins. Co. Var. Deferred Annuity (ROTH IRA) — Interest

AXA IRA (H) (5-18 BELOW)

TEMPLETON GLOBAL BOND FUND CL A — Int/Div — Sold

OPPENHEIMER INTERNATIONAL DIVERSIFIED CL Y — Int/Div — Sold

PIMCOINCOMECLP — Int/Div — Sold

FIDELITY ADVISOR LEVERAGED COMPANY STOCK CL A — Int/Div — Sold

FRANKLIN RISING DIVIDEND CL A — Int/Div — Sold

GABELLI EQUITY INCOME CL AAA — Int/Div — Sold

INVESCO GLOBAL REAL ESTATE INCOMECL A — Int/Div — Sold

DELAWARE DIVERSIFIED INCOME CL A — Int/Div — Sold

OPPENHEIMER INTERNATIONAL DIVERSIFIED FUND CL A — Int/Div — Sold

ALLIANCEBERNSTEIN HIGH INCOME FUNDCL A — Int/Div — Sold

INVESCO SELECT COMPANIES CL A — None — Sold

INVESCO BALANCED RISK ALLOCATIONCL A — Int/Div — Sold

FIDELITY ADVISORS GROWTH OPPORTUNITY FUNDCL A — None — Sold

PUTNAM ABSOLUTE RETURN 700 CL B — None — Sold

JP MORGAN GOV'T MM FUND — Interest — Closed

SCHWAB IRA (H) (20-46 BELOW)

SCHWAB IRA (H) (20-46 BELOW) — Int/Div — Buy

SCHWAB IRA (H) (20-46 BELOW) — Int/Div — Buy (add'l)

BOND — Int/Div — Buy

BOND — Int/Div — Buy (add'l)

BOND — Int/Div — Buy

BOND — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

MOAT — Int/Div — Buy

MOAT — Int/Div — Buy (add'l)

AGZD — Int/Div — Buy

AGZD — Int/Div — Buy (add'l)

AMERIPRISE IRA (RIVERSOURCE) (H) (48.56 BELOW)

ALLBERN VPS INTL VAL — Int/Div

FID VIP CONTRAFD CL 2 — Int/Div

FIDVIPMIDCAPCL2 — Int/Div

COLVPDIVNDOPPCL3 — Int/Div

COLVPMIDCAPVALCL2 — Int/Div

WANGER USA — Int/Div

WANGER INTERNATIONAL — Int/Div

FI VIPSMALL CAP VALLE — Int/Div

OPPENHEIMER GLBL STRATEGIC — Int/Div

FLORIDA PREPAID TUITION PLAN FOR IE — None — Distnbuted

Past president/sole board member, Catherine Peek McEwen, PA. (administratively dissolved)

Advisory Board Member, Salesian Youth Center (charitable orgamzation)

Board member, Hillsborough Association for Women Lawyers

Gift — Richard Harrison — Two tickets to Tampa Bay Rays Summer Social — $500.00

Gift — Tampa Bay Bankruptcy Bar Association — Dues waiver ($85); regular lunches (S)N/holiday party (est. Vpizza Tuncheons (est). — $475.00

Gift — American Bankruptcy Institute — Comp'd meals included m waved regis. fees, gift basket (est) (two seminars) — S3INL00

Gift — The Florida Bar — Comp'd meals (est.) waived registration fees (three meetings, one seminar). — $1,292.00

Agreement — 2015 — Western Michigan Umversity Cooley Law School and have orally agreed that will teach one course every other semester, subject to Eleventh Circuit approval.

Reimbursement — The Florida Bar — 1/22-232014 — Orlando, FL — Business Law Section Mid- Year Meeting — Lodgmg, ground transportation, meals.

Reimbursement — National Conference of Bankruptcy Judges — 4/6-872014 — Kansas City, MO — Mid-Year Meeting — Alar Tare, lodging, ground transportation, tips, parking, and meals.

Reimbursement — The Florida Bar — 625.2772014 — Orlando, FL — Annual meeting — Aar Tare, lodging, ground transportation, tips, parking, and meals.

Reimbursement — The Flonda Bar — 8/209/1/2014 — Naples, FL — Busmess Law Section retreat — Mileage, lodging, and meals

Reimbursement — National Conference of Bankruptcy Judges — 9/16-182014 — Washington, D.C — Congressional reception — Adr Tare, lodging, ground transportation, tips, parking, and meals.

Income — 92014 — Western Michigan University Cooley Law School — S4.125.00

VIL

No. 57: Pursuant to privacy recommendations, | have used the initials of the minors for whom 1 purchased these plans.

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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Catherine Peek McEwen | Frix