Marcia Morales Howard

2007

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 10

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Morales Construction Co., Inc
  • Morgar Realty, Inc
  • Morales Investments ot Jacksonville, Inc
  • MIC Holdings Inc
  • American Cancer Society - Duval County Unit Advisory Board (non-profit)
  • Wolfson Children's Hospital Women's Board (non-profit)
  • St. Vincent's Hospital Women's Council (non-profit)
  • Northeast Florida Center for Community & Justice (non-profit)
  • Irrevocable Insurance Trust #1
  • OnelJax (non-profit)
  • Interline Brands, Inc. - salary/bonus
  • Donation of beverages for reception following Investiture ceremony

As filed

Wachovia (bank accts) — Interest

Wachovia Stock — Int/Div

Compass Bank Stock — Int/Div — Sold

Southside Warehouse, Inc. Stock

Paragon Life / Met Life Variable Life Policy — Interest

Morales Investments of Jax, Inc — None

MIC Holding

T. Rowe Price 401(K) — Int/Div

T. Rowe Price 401(K) — Pt. VIII

TRP RST Balanced

TRP Stable Value Fund

Bombardier 401(k) — Int/Div

DWS Real Estate Securities Fund — Pt. VIII

Washington Mutual Investors Fund/A

Growth Fund of Amenica/A

Franklin Balance Sheet Investment/Inv.A.

Franklin Small Mid Cap Growth Fund/A

Euro Pacific Growth Fund/A

Templeton Developing Markets Trust/A

State Street EAFE International Index F

State Street S&P 500 Index

Wachovia 401(k) — Int/Div

Stable Fund

Southland Life Insurance Policy — Interest

Bank of America C.D. — Interest

Morgar Professional Center — None

Banco Bilbao — Int/Div — Buy

Brokerage Account

Money Market Fund — Int/Div

Interline Brands Inc — None

Webb Investments Inc — None

Officer/Director, Morales Construction Co., Inc

Officer/Director, Morgar Realty, Inc

Director, Morales Investments ot Jacksonville, Inc

Director, MIC Holdings Inc

Board Member, American Cancer Society - Duval County Unit Advisory Board (non-profit)

Board Member, Wolfson Children's Hospital Women's Board (non-profit)

Member, St. Vincent's Hospital Women's Council (non-profit)

Board Member/Secretary, Northeast Florida Center for Community & Justice (non-profit)

Trustee, Irrevocable Insurance Trust #1

Board Member/Secretary, OnelJax (non-profit)

Agreement — 2003 — ma: McGuireWoods LLP 401(k) (administered by T. Rowe Price) __ McGuireWoods LLP 401K) (administered by T-RowePric) ~~

Spouse's income — 2007 — Interline Brands, Inc. - salary/bonus

Spouse's income — McGuireWoods LLP — Donation of beverages for reception following Investiture ceremony

Part I - The Irrevocable Trust disclosed on Line 10 is an unfunded trust.

Part 111 - My non-investment income since January 1, 2006 has been limited to my U.S. government salary.

Part VII, Co. B(2), Lines 4 and 7 - the type of income is partnership income.

Part VII - The provider of the T. Rowe Price 401(k) reallocated the portfolio eliminating the investment in NCNB Real Estate Fund, previously listed on line 9.

Part VII - The provider of this 401(k) reallocated the asset portfolio replacing Franklin Real Estate Securities, previously listed on line 13, with DWS Real Estate

F

Securities Fund.

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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Marcia Morales Howard | Frix