Lori Virginia Vaughan

2020

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 5

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, P.A.
  • Tampa Bay Bankruptcy Bar Association, Inc.
  • USF Financing Corporation
  • USF Property Corporation
  • The Ryan Nece Foundation
  • David and Ashley Eckstein
  • Trenam, Kemker, Scharf, Barkin, Frye, O'Naill & Mullis, P.A.; buy-back of equity
  • Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, P.A.; salary

As filed

Regions Bank cash accounts — Interest

Fidelity Contrafund — Dividend

Harbor Capital Appreciation Fund; Institutional — Dividend

Vanguard Insitutional Index Fund; Institutional — Dividend

Vanguard Value Index Fund; Investor — Dividend

BNY Mellon Small Cap Value Fund; Investor — Dividend

Franklin Small Cap Growth Fund; R6 — Dividend

Dodge & Cox International Stock Fund — Dividend

Nuveen Real Estate Securities Fund; Investor — Dividend

Baird Aggregrate Bond Fund; Institutional — Dividend

Pimco High Yield Fund; Institutional — Dividend

Federated Hermes Treasury Obligations Fund; Institutional — Dividend

Morley Stable Value Fund — None

Metropolitan West Total Return Bond 1 Fund — Dividend

PIMCO Real Return Institutional Fund — Dividend

Vanguard Total Bond Market Index Fund; Admiral — Dividend

T. Rowe Price Retirement 2040 Fund — None — Sold

Blackrock Equity Dividend I Fund — Dividend

American Funds AMCAP R6 Fund — Dividend — Sold

Vanguard Total Stock Market Index Fund; Admiral — Dividend

Carillon Small Cap Growth Fund R6 — Dividend

T. Rowe Price Mid Cap Growth Fund — Dividend

Vanguard Selected Value Fund; Investor — Dividend

Vanguard Small Cap Value Index Fund; Admiral — Dividend

Capital Research & Mgmt CoAmerican Funds EuroPacific Growth Fund; R6 — Dividend

Invesco Oppenheim Developing Markets Fund Class Y — Dividend

Principal Real Estate Securities Fund; R6 — None

JP Morgan Large Cap Grpwth R6 Fund — Dividend — Buy

Shareholder, Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, P.A.

Officer, Tampa Bay Bankruptcy Bar Association, Inc.

Director, USF Financing Corporation

Director, USF Property Corporation

Director, The Ryan Nece Foundation

Gift — David and Ashley Eckstein — Disney World Platinum Plus Annual Ticket — $1,295.00

Income — 2020 — Trenam, Kemker, Scharf, Barkin, Frye, O'Naill & Mullis, P.A.; buy-back of equity — $47,394.41

Income — 2020 — Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, P.A.; salary — $24,750.00

I have resigned from each of the positions listed in Part I of the report. Those offices were held prior to my appointment in 2020.

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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