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What was filed

  • 209

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Fordham Law Alumni Association
  • Trust # 11
  • Federalist Society, New York Chapter
  • Fordham University
  • Independent Reconciliation and Compensation Program of the Archdiocese of New York
  • New York Archdiocese Advisory Review Board
  • RMD from IRA
  • Self Employed Lawyer

As filed

Citibank Accounts — Interest

M&T Bank Accounts — Interest

Trust # 10 (H)

Fidelity Municipal MMF (Y)

SPDR Mid Cap 400 ETF — Dividend — Donated

NY State Loc Govt Assistance Corp Subordinate Lien Ref Bonds (Y)

Florida State Brd Ed Pub Ed Ref Bonds (Y)

Harris County TX Met Tran Auth Sales & Use Tax Red Bonds (Y)

McHenry County IL Cmnty Unit Ach Dist Ref Bonds (Y)

Huntsville AL General Oblig Ref Cap Imp Warrants (Y)

Venga LLC — Redeemed

Cary NC Pub Impt Ref Bonds — Interest — Matured

Boston MA Water and Sewer Commn Gen Rev Ref Bonds (Y)

DC Washington DC Income Tax Secd Rev Ref Bonds (Y)

Sustainable Waste Power Systems, Inc. Common Stock — None

Blackrock Strategic Municipal Opportunities Fund — Dividend — Sold

CT Hsg Fin Auth Mtg Ref Bonds (Y)

Glendale AZ Un HS Dist Bonds (Y)

Corona CA Pub Fin Auth Leave Rev Bonds (Y)

Fidelity Treasury Money Market Fund — Dividend

Okla Ste Fin Auth St Sys Higher Ed Bonds (Y)

CA Bay Area Toll Auth Bridge Rev. Bonds (Y)

NY St Dorm Auth Sales Tax St Supported Debt Rev Bonds (Y)

Irving TX Ind Sch Dist Rev Bonds (Y)

North Thruston Pub Sch Wa Go Bonds (Y)

I Shares Ultra Short (Y)

I Shares 3 Month Treasury (Y)

JPM Ultra Short (Y)

Trust # 11 (H)

Fidelity Treasury MMKT — Dividend

Fidelity 500 Index Fund (Y)

Fidelity Money Market Premium Class (Y)

North Carolina St Grant Antic Rev Bonds (Y)

Charlotte NC Genl Oblig Ref Bonds (Y)

Mesa Ariz Util Sys Rev Ref Bonds (Y)

Washington St Var Purp Genl Oblig Ref Bonds (Y)

College Station Tex CTFS Oblig ID Bonds (Y)

Broward Cnty Fl Sch Board CTFS Partn Rev Bonds (Y)

Illinois Fin Auth Advocate Helth Care Network Rev Bonds (Y)

Utah Assd Mun Pwr Sys Rev Ref Bonds (Y)

Rockford Ill Genl Oblig Ref Bonds — Interest — Sold

Atlanta GA Tax Allocation Rev Ser Bonds (Y)

Michigan Fin Auth Rev Ref Bonds (Y)

Louisville & Jefferson Cnty KY Metro Govt Heal Sys (Y) Rev Bonds

Conroe Tex Bonds (Y)

Ohio St Higher Edu Ref Bonds — Interest — Matured

Essex Cnty NJ Impt Auth Proj Cons Ref Bonds (Y)

New Jersey St Tpk Rev Bonds (Y)

Texas St Univ Sys Fing Rev Ref Bonds (Y)

Clay Cnty MO CTFS Partn Bonds (Y)

Camden Cnty NJ Impt Auth Rev Bonds (Y)

Western Mn Mun Pwr Agy Minn Pwr Supply Bonds (Y)

MC Henry Cnty Ill Cmnty Unit Sch Dist Ref Bonds (Y)

University Wash Univ Gen Rev Ref Bonds (Y)

Hillsborough Cnty Fla Sch Brd CTFS Partn Rev Ref Bonds (Y)

Metropolitan Govt Nashville & Davidson Genl Oblig Ref Bonds (Y)

Purdue Univ Ind Univ Revs Student Fac Sys Bonds (Y)

Arlington Tex Mun Drain Util Sys Rev Bonds (Y)

Essex Cnty NJ Impt Auth Proj Cons Rev Ref Bonds (Y)

Illinois Mun Elec Agy Pwr Supply Sys Rev Ref Bonds (Y)

Maricopa Cnty Ariz Un High Sch Dist Bonds (Y)

Metropolitan Govt Nashville & Davidson Genl Oblig Ref Bonds (Y)

Decatur Ala City Brd Ed Spl Tax Sch Wts Bonds (Y)

Killeen Tex Indpt Sch Dist Tax Sch Bldg Bonds (Y)

Hudsonville Mich Pub Schs Sch Bldg and Site Genl Oblig Bonds (Y)

Hillsborough Cnty Fla Sch Brd Ctfs Partn Rev Ref Bonds (Y)

Ector Cnty Tex Indpt Sch Dist Bonds (Y)

Douglas Cnty Colo Sch Dist No Re-1 Douglas & Elbert Cntys Bonds (Y)

Orlando Fla Utilities Commn Utils Rev Ref Bonds (Y)

Utica Mich Cmnty Schs Genl Oblig Ref Bonds (Y)

NY NY GO Bonds (Y)

Jefferson County KY Sch Dist Fin Corp Sch Bldg Bonds (Y)

Montgomery County PA Higher Ed and Health Auth Rev Bonds (Y)

Trinity River Auth TLX Rev Bonds (Y)

MA St HSG Fin Rev Bonds (Y)

Spokane County Wash GO Bonds (Y)

Will Grundy ETC Catys IL Cmnty College Bonds (Y)

Del Riv JT Toll Brdg Rev Bonds (Y)

PA St Tpk Rev Bond (Y)

Mesquite TX GO Bond (Y)

Corpus Christie Tx Gen Impt GO Bonds (Y)

Topeka Kans Util Rev Rep Bonds (Y)

El Paso TX GO Bonds (Y)

San Antonio TX Wtr Sys Bonds (Y)

IRA # 9 (H)

Fidelity Gov't Cash Reserves (Y) — Dividend

Baltimore Cnty MD Pub Imp Go Bonds — Interest

NYC Transitional Fin Auth Bonds — Interest

NYS Dorm Auth PERS Income Tax Bonds — Interest

San Francisco CA City & County Pub Ultility Build America Bonds — Interest

VA College Bldg Auth EDL FACS Bonds — Interest

Mass State Bonds — Interest

NYS Urban Dev Corp Rev Bonds — Interest

Texas A&M Univ Rev Bonds — Interest

San Francisco CA City and Cnty Appts GO Bonds — Interest

Mass Dept Trans Met Hwy Sys Bonds — Interest

Mass St College Auth Rev Ref Bonds — Interest — Sold

Waukesha WI Genl Oblig Ref Bonds — Interest

Charlotte NC CTFS Partn Bonds — Interest

JEA FLA Bulk Supply Sys Rev Build America Bonds — Interest — Sold

Nevada St Gen Orig Ref Bonds — Interest

Kenusha WIS GO Bonds — Interest

Oregon St Bonds — Interest

NY Taxable GO Bonds — Interest

CA ST Bonds — Interest

Gaston Cnty NC Ltd Oblig Tax Rev Bonds — Interest

Okla City OK Gen Oblig Bonds — Interest

Az BD Regents Univ AMZ Sys Bonds — Interest

Metro Ore Gen Oblig Bonds — Interest

Minneapolis MN HSG IMP Area Gen Oblig Bonds — Interest

Austin TX Elec Util Sys Bonds — Interest

Texas A&M Fin Sys Rev Bonds — Interest

Chester Cnty PA Bonds — Interest

Georgia St GO Bonds — Interest

Frisco TX Comb Tax Surplus CTFS Oblig Bonds — Interest

MN St Various Purp GO Bonds — Interest

NYC Transitional Fin Auth Rev Bonds — Interest

DFW TX Intl Trsprt Arpt Ref Bonds — Interest

Portsmouth VA GO Bonds — Interest

Univ Colo Enterprise System Taxable Rev Bonds — Interest

MS State Taxable GO Bonds — Interest

Brunswick Cnty NC Eastern Sys Bonds — Interest

Honolulu HA City & Cnty Waste Water System Bonds — Interest

Katy TX Inv Sch Dist Bonds — Interest

VA Res Auth Infrastructure bonds — Interest

Palm Beach FLA Taxable Pub Impt Ref Bonds — Interest

MI Fin Auth Taxable Hosp Bonds — Interest

PA St Univ Bonds — Interest — Buy

Pajaro Valley CA USD Bonds — Interest — Buy

Dallas TX Wtrwks & Sew Sys Rev Bonds — Interest — Buy

Sparta NJ Bd Ed Taxable School GO Bonds — Interest — Buy

Wyandotte Cnty Kansas Uni Govt GO Bonds — Interest — Buy

Okla Trans Auth Bonds — Interest — Buy

Cuyahaga Cnty Ohio Bonds — Interest — Buy

IRA # 10 (H)

NYS Dorm Auth Pers Income Tax Bonds — Interest

Baltimore Cnty MD Pub Imp GO Bonds — Interest

NYC Transitional Fin Auth Bonds — Interest

CA Univ Regents Taxable Gen Rev Bonds — Interest

NYS Dorm Auth Bonds — Interest

Mass State Bonds — Interest

Texas A&M Bonds — Interest

San Fran CA City & Cnty Arpts GO Bond — Interest

Mass Dept Transp Met Hwy Rev Ref Bonds — Interest

Massachusetts St College Bldg Auth Rev Ref Bonds — Interest — Sold

Waukesha Wis Gen Oblig Ref Bonds — Interest

NV State Genl Oblig Ref Bonds — Interest

Portland OR JELO-WEN Field Proj Rev Bonds — Interest

Oregon State Bonds — Interest

Kenosha Wis Genl Oblig Taxable Premium Notes — Interest

NY Taxable Gen Oblig Bonds — Interest

Oregon St Dept Admin Svcs CTFS Rev Bonds — Interest

CA ST bonds — Interest

Gaston Cnty NC Gen LTD Oblig Tax Rev Bonds — Interest

Okla City OK Gen Oblig Bonds — Interest

AZ Brd Regents Univ AZ Sys Bonds — Interest

Metro ORE Genl Oblig Bonds — Interest

Baltimore MD Consol Pub Impt Gen Oblig Bonds — Interest

Lubbock Tx Indep Sch Dist Bonds — Interest

Palm Beach FLA Pub Imp Ref Bonds — Interest

Pajaro Valley CA Unif SD Bonds — Interest — Buy

Medical Ctr Bldg Corp Miss Rev Bonds — Interest — Buy

East Side UN High School Bonds — Interest — Buy

IRA #11 (H)

Fidelity Cash Reserves — Interest

Austin TX Util Sys Rev Bonds — Interest — Buy

Bergen Cnty NJ Imp Auth Gen Rev Bonds — Interest — Buy

Birmingham ALA Water Works and Wtr Rev Bonds — Interest — Buy

Broward Cnty Fla Arpt Sys Taxable Rev Bonds — Interest — Buy

Fla St Mun Pwr Agency Rev Bonds — Interest — Buy

GA State GO Bonds — Interest — Buy

Iowa Auth Rev Bonds — Interest — Buy

Miami-Dade Cnty Fla Aviation Rev Bonds — Interest — Buy

Miss Dev BK Tax ESP Bonds — Interest — Buy

Miss State GO Bonds — Interest — Buy

Montclair CA Redev Agency Succ Tax Alloc Bonds — Interest — Buy

NY NY GO Bonds — Interest — Buy

NY NY Bonds — Interest — Buy

NY NY UDC Corp Rev Bonds — Interest — Buy

Portsmouth MA GO Bonds — Interest — Buy

TX Womens Univ Bonds — Interest — Buy

University Ark Rev Bonds — Interest — Buy

Univ Hawaii Rev Bonds — Interest — Buy

VA St Res Auth Bonds — Interest — Buy

Okla City Taxable GO Bonds — Interest — Buy

Buncombe Cnty NC Taxable GO Bonds — Interest — Buy

Richmond VA Pub Util Rev Bonds — Interest — Buy

NY NY GO Bonds — Interest — Buy

Univ Cal Rev Bonds — Interest — Buy

Okla Trans Auth Bonds — Interest — Buy

Cuyahaga Cnty OH Bonds — Interest — Buy

Hayes TX Cons Indpt Sch Bonds — Interest — Buy

I-Shares 3 Month Treasury ETP — Interest — Buy

I-Shares 3 Month Treasury ETP — Sold

Omaha Neb San Sewr Bonds — Interest — Buy

IRA #12 (H)

Fidelity Govt Cash Reserves — Dividend

Chester Cnty PA Bonds — Interest

Portland Ore Bonds — Interest

Texas A&M Univ Fin Sys Bonds — Interest

Frisco TX Comb Surplus CTFS Oblig Bonds — Interest

Univ Color ENT Sys Regents Bonds — Interest

Calif ST Univ Bonds — Interest

Rockville MD Taxable GO Bonds — Interest

NY NY Taxable GO Bonds — Interest

MN State VAR Purp GO Bonds — Interest

NYC Transitional Fin Auth Rev Bonds — Interest

MS State Taxable GO Bonds — Interest

Okla City Tax GO Bonds — Interest — Buy

Vice-President, Fordham Law Alumni Association

Trustee, Trust # 11

Advisory Board, Federalist Society, New York Chapter

Trustee Emerita, Fordham University

Member of the Independent Oversight Committee, Independent Reconciliation and Compensation Program of the Archdiocese of New York

Member, New York Archdiocese Advisory Review Board

Income — 2020 — RMD from IRA — $33,000.00

Spouse's income — 2020 — Self Employed Lawyer

Spouse's income — 2020 — RMD from IRA

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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Loretta A. Preska | Frix