Susan C. Bucklew
2008
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Pull out the substance of this filing.
What was filed
23
investments
2
positions
0
gifts
1
agreements
2
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Cawthon Oil Company
- & — Ea on EA ot ———- w= EE
- Suncoast Schools Credit Union
- American Express
- State of Florida---Division of Retirement
As filed
IRA — Int/Div
Janus INVT FD Mid Cap Value FD IN STL SHS — Sold
Julius Baer INVT FDS INTL Equity FD CL.1 — Sold
Wt Mut Fd CRM Mid Cap Value FD IN STL — Sold
Blackrock Funds Large Cap Value FD CL A — Sold
Kinetics Paradigm Fund-Inst — Sold
Baron Select Fds Baron Partners FD — Sold
Bridgeway FD INC Ultra-Small Co Tax Adv — Sold
Diamond Hill Funds Small Cap Fd CL A — Sold
Dodge & Cox Intl Stock Fund — Sold
Goldman Sachs TR FINL Square MMKT FD CL-1 — Sold
Hotchkis & Wiley Core Value FD CL-I — Sold
Keeley Small Cap VALU Fund Class A — Sold
Munder Midcap Core Growth FD Class Y — Sold
Nuveen Tradewinds Intl Nuveen Internati onal Vulue FACL R — Sold
Nationwide Mut FDS Small Cap FD CL A — Sold
RS Invt TR Global Natural Res FD Class A — Sold
Sunamerica Funds Focused Small Cap Gro ‘wth Portfolio Class A — Sold
SSGA FDS International Stock Sel — Sold
Touchstone Inst] FDS TR Sands Cap Instl Growth — Sold
Wells Fargo Advantage Endeavor Select Fund CL-1 — Sold
Franklin Templeton Founding FD Allolca ion FundCL A — Buy
Hartford Checks and Balances Fund CL A — Buy
Director-stockholder, Cawthon Oil Company
5., & — Ea on EA ot ———- w= EE
Agreement — 8/1/1996 — State of Florida--Retirement
Liability — Suncoast Schools Credit Union — Credit Card
Liability — American Express — Credit Card
Income — 2008 — State of Florida---Division of Retirement — $38,841.48
PART II: The date listed is the date I began drawing retirement trom the state of Florida.
Part VII
Line |
The assessment was in 2008 and the assessed value for 2008 was $278,900.00
Part VII:
Lines 3-12 & line 58 On 2/15/2008 I rolled over my State of Florida ING Deferred Compensation Plan into an IRA at Smith Bamey. The ING funds
were liquidated by ING and then
transferred to Smith Bamey. The funds were invested in Hartford Checks and Balances Fund CL A (line 58)
Part VII
Lines 35 -57. I moved my. IRA from Wacovia to Smith Barney. The individaual funds held in the IRA were sold by my Smith Bamey broker on 4/25
and reinvested in Franklin Templeton Founding FD Allocation Fund CL A. All of the funds within the IRA that were sold were valued less at the time of sale than
when I bought them.
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.