Roanne L. Mann
2018Annual
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What was filed
44
investments
2
positions
3
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- explanation Part vi
- explanation Part vil
- explanation Part vii
- T'wo nonreportable bank accounts opened for Je
- Life msurance trust {unfunded )
- Federal Bar Council
As filed
IRA ACCOUNT #3: (H)
FMA ACCOUNT 41: (H)
Morgan StanleyMoney Mkt — Interest
Clearbridge All Cap Value A — Int/Div
IRA ACCOUNT #1: (H)
Morgan Stanley Money Mkt. Funds — Interest
Clearbridge All Cap Value A — Int/Div
Clearbridge Dividend Strat A — Int/Div
Clearbridge Agg. Growth A — Int/Div
FMA ACCOUNT #2: (H)
Morgan Stanley Bk. Dep. Program — Interest
US Treasury bills — Interest — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Sold (part)
NYS HSG FIN AGY — None — Buy
mmm PARTNERS INV. SERIES B — Distribution
IRA ACCOUNT #2: (H)
Money Mkt. Funds Morgan Stanley — Interest — explanation Part vi
Avis Budget Grp. common stock — None
Duke Energy Comp. Holding Co. common stock — Int/Div
Enbridge Inc. common stock — Int/Div
Wyndham Destinations common stock — Int/Div — explanation Part vil
Windham Hotels common stock — Int/Div — explanation Part vii
FIDELITY TOPS ACCOUNT (retirement). (Hy
Vanguard Target 2025 — None — Buy
Vanguard Target 2025 — Buy
TD Bank Account 21 (Y)
TD Bank Account £2 (Y)
JPMorgan Chase Bank Account (Y)
Money Mkt Funds Morgan Stanley — Interest
Clearbridge Agg. Growth — Int/Div
Davis NY Venture Y — Int/Div
GoldmanSachs LG CAP — Int/Div — Sold (part)
GoldmanSachs LG CAP — Buy (add'l)
AQR LG CAP — Int/Div
Hartford Int] Value — None — Sold
TRowe Price Blue Chip — Distribution — Buy
TRowe Price Blue Chip — Buy (add'l)
S10.
Custodian Trustee, T'wo nonreportable bank accounts opened for Je
Trustee, Life msurance trust {unfunded )
Gift — Federal Bar Council — 10/25/18 Law Clerk Reception — $100.00
Gift — Federal Bar Council — 5/2/18 Law Day Dinner — $475.00
Gift — Federal Bar Council — MN/I8 Judges Reception — $175.00
Part V, line 3 - $100 is estimated value of attendance at cocktail reception for judges and law clerks, for which no one was charged
Part VII, line 22 - cash funds substantially less than $15,000 were transferred from this IRA to FMA Account #1 as a mandatory distribution from a retirement
weeount
Part VIL, lines 26 & 27 - as a result of a stock split, mvestment in Wyndham Worldwide became investments in Wyndham Destinations and in Wyndham Hotels
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.