Gregory A. Presnell

2007

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Pull out the substance of this filing.

What was filed

  • 157

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Residential Homeowners Association
  • P.S.M. Holding, Inc
  • Atlanta Journal
  • Akerman, Senterfitt & Eidson law firm compensation

As filed

Nuveen Mun. Value Fund — Int/Div — Buy

Nuveen Mun. Value Fund — Buy

Liquid Asset Fund — Int/Div — Buy

MSDW Global Div. Gr — Int/Div

Quality Inc. Trust — Int/Div — Sell

Putnam U.S. Gov't — Buy

U.S. Gov't Sec — Int/Div

Amex S&P 500 — Int/Div — Buy

Amex S&P S00 — Buy

Shares Russell 1000 Gr — Int/Div — Buy

Shares Russell 1000 Val — Int/Div — Buy

Alliance Berger Muni-Fi — Int/Div — Buy

Franklin Real Estate — Int/Div — Buy

Allianz Sm. Cap — Int/Div — Buy

Templeton Foreign Fd. — Int/Div — Buy

Amex 500 Index (Note 1)

Hillsborough Cty Bd — Interest

Ocala W&S Bd. — Interest

Shares Russ. 2000 — Int/Div — Buy

Shares MSC! Emer — Int/Div — Part Sell

Shares Lehman — Int/Div

Shares Goodman Sachs — Int/Div — Buy

Shares MSCI EAFE — Int/Div — Buy

Shares S&P Mid Cap 400 — Int/Div — Buy

I Shares DJ Select — Int/Div — Buy

Bank CD — Interest — Redeem

Lee Co. Bond — Interest — Buy

Mia-Dade Bond — Interest — Buy

STI Tax Exempt Bd — Int/Div — Sell

Vanguard (GP)

Prime MM Fund — Int/Div — Buy

Total Bond Mkt. — Int/Div

Asset Allocation Fd — Int/Div

Euro Stock Index — Int/Div

Health Care — Int/Div — Sell

Extended Market — Int/Div — Sell

REIT Index — Int/Div — Sell

Sm Cap. Index — Int/Div

Tax-Managed G&l — Int/Div

Tax-Managed Inter'l — Int/Div

GNMA Fund — Int/Div

Inter-Term Bd. Index — Int/Div

Short-Term Bd. Index — Int/Div

Emerging Mkt. Stock Index — Int/Div

Inter. Term Bd. Index — Int/Div — Buy

Inter. Term Tax Exempt — Int/Div — Buy

Asset Alloc. Fd. — Int/Div — Buy

Sm Cap. Val. Index — Int/Div — Buy

Vanguard-(§)

Prime MM Fd. — Int/Div — Buy

Equity Income Fd. — Int/Div

Global Equity Fd — Int/Div — Buy

500 Index Fd — Int/Div

REIT Index Fd — Int/Div — Sell

Total Stock Mkt. Index — Int/Div — Sell

Windsor ll Fd. — Int/Div

Total Bond Mkt. Index — Int/Div

FL LT. Tax Ex — Int/Div — Buy

Select Val. Fd. — Int/Div

Money Market — None

Total Bond Market — None

Balanced — None

Diversified Value — None

Equity Income 3 — None

Mid-Cap Index — None

REIT Index — None

Small Co. Growth — None

Boggy Creek Ltd.-Orange County, FL — Distribution

Jetport Ltd., Orange County, FL — Distribution

Airport Industrial, Ltd., Orange County, FL — None

MSDW Global Div. Growth Fund — Int/Div

MSDW Div. Growth — Int/Div

MS Real Estate Fund — Int/Div

Amex S&P 500 — Int/Div

1 Shares Russell 1000 Gr — Int/Div

1 Shares Russell 1000 Val. — Int/Div

1 Shares Russell 2000 Index — Int/Div

Pimco High Yield — Int/Div

Pimco Total Return — Int/Div — Buy

Shares MSCI Emer. Mkt — Int/Div — Sell

1 Shares Goldman NR — Int/Div

I Shares Trust Lehman — Int/Div

IRA-Fidelity (GP) (Note 2)

Franklin Mtg Portfolio — Int/Div — Buy

Fidelity Cash Reserves — Int/Div

Fidelity Real Estate — Int/Div

JP Morgan RE — Int/Div — sell

Wilshire Lg. Gr — Int/Div — Sell

Wilshire Lg. Gr. (Note 4) — Buy

Dreyfus Emer. Mkt. — Int/Div — sell

Harbor Int'l — Int/Div — sell

Shares Russell 1000 Val — Int/Div

T. Rowe Price Int'l] Bd. — Int/Div — Buy

U.S. Treas — Interest — Sell

U.S. Treas. — Interest

Vanguard Explorer — Int/Div

1 Shares Russell 200 Val — Int/Div

1 Shares TIPS — Int/Div

Pimco Real Retum — Int/Div — Buy

Ishs DJ Div. Index — Int/Div

Ishs IBOXX — Int/Div

Vanguard Inter. Bd — Int/Div — Buy

Brandywine Blue : — Int/Div

Harbor Bond Inst — Int/Div

Loomis Sayles Bond — Int/Div — Buy

Franklin Sm. Cap. Growth — Buy

Franklin Bal Sheet — Sell

Allianz Div. Val — Buy

Alliance Bernstein Intern'l

Fidelity U.S. Gov't Reserves (Cash) — Int/Div — Buy

Dade County Bond — Interest

West Palm Beach Bond — Interest — Redeem

Hillsborough County Bond — Interest

SE! Sm. Cap. Gr — Int/Div

Shares Russell 1000 Val — Int/Div — Buy

Shares Russell 1000 Gr — Int/Div — Sell

NASDAQ 100 — Int/Div

Royce Low Price — Int/Div

Fidelity R.E — Int/Div — sell

Dreyfus Emer. Mkt — Int/Div

Shares Cohen & Steers — Int/Div — sell

1 Shares Russ 2000 Gr — Int/Div — Buy

1 Shares S&P Mid-Cap 400 — Int/Div — y

Pimco Emer. Mkt. Bd — Int/Div — Buy

T. Rowe Price Int'l Bd. — Int/Div — Buy

Vanguard Inter. Tax Ex — Int/Div

Shares TIP Bd. — Int/Div

1Shares MSC) Emer. Mkt — Int/Div

Tampa Hillsborough Expy — Interest

Dodge & Cox Intern'l — Int/Div

Fidelity Tax Free Bd — Interest — Buy

Fidelity Tax Free Bd — Buy

Loomis Sayles Bd — Int/Div — Buy

Shares Russell 2000 Val — Int/Div

Shares DJ Sel — Int/Div — Buy

Power Shares — Int/Div

Brandywine Blue — Int/Div — Buy

SEI High Yield — Int/Div — po

Pimco Real Ret — Int/Div — Buy

Pimco Real Ret — Buy

W&M IRA (Note 5)

lIshrs TIP — Int/Div

Ishrs IBOXX — Int/Div

Ishrs Russell 1000 Val. — Int/Div

lIshrs Russell 2000 Val — Int/Div

Dreyfus Emer. Mkt — Int/Div

Franklin Strat. Mig — Int/Div — Buy

Harbor Bond — Int/Div

Harbor Int'l — Int/Div — Sell

JP Morgan RE — Int/Div

Pimco Emer. Mkt — Int/Div

T. Rowe Price Int'l Bd. — Int/Div

SEI High Yield — Int/Div

Torray Fd. — Int/Div

Wilshire Lg. Gr — Int/Div — Sell

Wilshire Lg. Gr. (Note 4) — Buy

Fidelity Cash Res — Int/Div — Withdraw

President, Residential Homeowners Association

Reimbursement — P.S.M. Holding, Inc — Air travel, roundtrip Orlando/Watertown, SD (Oct. 2007)

Reimbursement — Atlanta Journal — Tickets to SEC basketball tournament, Atlanta, GA (March 2007)

Spouse's income — 2007 — Akerman, Senterfitt & Eidson law firm compensation

Notes:

|

. Delete as duplicate entry, see line 26.

2

2

. Name Change.

3. This is an employer-managed account. | do not receive information regarding income, gains or losses. Contributions are reported quarterly

4

. Switched fund classification, took gain and repurchased a portion of same fund.

5

. I contributed a portion of my Fidility IRA to a charitable institution in 2005. } had not previously broken this out into a separate account, as the holdings

essentially mirrored the primary account,

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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Gregory A. Presnell | Frix