Roanne L. Mann
2019
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What was filed
40
investments
2
positions
3
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- See explanation Part VIII
- Two nonreportable custodial bank accounts
- Life insurance trust (unfunded)
- Federal Bar Council
- Partner
As filed
FMA ACCOUNT #1: (H)
Morgan StanleyMoney Mkt. — Interest
Clearbridge All Cap Value A — Dividend
IRA ACCOUNT #1: (H)
Morgan Stanley Money Mkt. Funds — Interest
Clearbridge All Cap Value A — Dividend
Clearbridge Dividend Strat A — Dividend
Clearbridge Agg. Growth A — Dividend
FMA ACCOUNT #2: (H)
Morgan Stanley Bk. Dep. Program — Interest
US Treasury bills — Interest — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
US Treasury bills — Buy
US Treasury bills — Redeemed
NYS HSG FIN A GY — Interest
PARTNERS INV. SERIES B — Distribution
IRA ACCOUNT #2: (H)
Money Mkt. Funds Morgan Stanley — Interest — See explanation Part VIII
Avis Budget Grp. common stock — None
Duke Energy Corp. Holding Co. common stock — Dividend
Enbridge Inc. common stock — Dividend
Wyndham Destinations common stock — Dividend
Wyndham Hotels common stock — Dividend
FIDELITY TOPS ACCOUNT (retirement): (H)
Vanguard Target 2025 — None
IRA ACCOUNT #3: (H)
Money Mkt Funds Morgan Stanley — Interest
Clearbridge Agg. Growth I — Dividend
Davis NY Venture Y — Dividend
GoldmanSachs LG CAP — Dividend
AQR LG CAP — Dividend
TRowe Price Blue Chip — Dividend
CITI PRIVATE BANK (H) — See explanation Part VIII
Cash Account — Interest — See explanation Part VIII
Citi US Fixed Income Portfolios Tax- Exempt — Interest — See explanation Part VIII
Custodian/Trustee, Two nonreportable custodial bank accounts
Trustee, Life insurance trust (unfunded)
Gift — Federal Bar Council — 3/28/19 Judges Reception — $175.00
Gift — Federal Bar Council — 5/2/19 Law Day Dinner — $495.00
Gift — Federal Bar Council — 11/27/19 Thanksgiving Lunch — $495.00
Spouse's income — 2019 — Partner
Part VII, line 23 - cash funds substantially less than $15,000 were transferred from this IRA to FMA Account #1 as a mandatory distribution from a retirement
account
Part VII, lines 38, 39 & 40 - using funds transferred from another account, this account was opened in November 2018, with most of the funds invested in Citi US
Fixed Income Portfolios, but account opening and investment were inadvertantly omitted from 2018 Financial Disclosure Report
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.