Catherine C. Blake

2020

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Pull out the substance of this filing.

What was filed

  • 55

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • see note Part VIII
  • see note part VIII
  • FARM TRUST
  • HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND
  • RETIREMENT PENSION - CITY OF BALTIMORE
  • RETIREMENT PENSION - STATE OF MARYLAND

As filed

IRA-TRowePrice-Equity Income — Dividend — Redeemed (part)

IRA-TRowePrice-Growth Stock — Dividend — Redeemed (part)

IRA-TRowePrice-New Era — Dividend — Redeemed (part)

IRA-TRowePrice-Science&Technology — Dividend — Redeemed (part)

IRA-TRowePrice-Spectrum income — Dividend — Redeemed (part)

Maryland Supplemental Retirement Plans — Int./Div. — see note Part VIII

WellsFargo bank accounts — Interest

IRA-FirstFinancialCreditUnion (cash equivalent) — Dividend — see note Part VIII

MetLife whole life — Dividend

TRowePrice MdTaxFreeBondFund — Dividend

IRA-DelawareStrategicIncomeFundClassA — Dividend

NewPerspFdClassA (American Funds) — Dividend

Farm Trust (H)

Real Property Frederick, MD — None — see note part VIII

TRowePrice529CollegeSavingsPlan- Portfolio 2027 — Int./Div. — Buy (add'l) — see note part VIII

TRowePrice529CollegeSavingsPlan- Portfolio 2027 — Buy (add'l)

TRowePrice-529collegesavingsplan-- Portfolio 2027 — Int./Div. — Buy (add'l)

TRowePrice-529collegesavingsplan-- Portfolio 2027 — Buy (add'l)

IRA- FranklinLifeSmartRetirementIncomeFundCla — Dividend — Redeemed (part)

MetLife annuity fixed rate — Int./Div.

MetLife annuity fixed rate — Int./Div.

Hilltop Securities brokerage account (H)

HilltopSecurities cash account — Interest

AT&T common stock — Dividend

TRUISTFinlCorp common stock — Dividend

Eli Lilly & Co common stock — Dividend

Exxon Mobil Corp common stock — Dividend

Johnson&Johnson common stock — Dividend

JPMorganChae&Co common stock — Dividend

Merck&CoInc common stock — Dividend

PPGIndInc common stock — Dividend

VerizonComm common stock — Dividend

WWGraingerInc common stock — Dividend

3M common stock — Dividend

UrstadtBiddlePropertiesIncClassA — Dividend

DWSMgdMunBondFundClassA — Dividend

CommtyDevAdminMdRevB2011B — Interest

WashCoMdPubImpBd2011 — Interest

MontCoMdRevBd2011A — Interest

AnnapMdGOPubImpt&RevBd2012 — Interest

MicrochipTechInc common stock — Dividend

Helmerich&PayneInc common stock — Dividend

AnneArundelCoMdConsGenObBd2014 — Interest

MdStateDeptTransConstBd2015 — Interest

MdHlth&HigherEdRevBd — Interest

AnnapMdWtr&SwrRevBd — Interest

TRowePrice529collegesavingsplan - Portfolio 2030 — Interest — Buy (add'l)

TRowePrice529collegesavingsplan - Portfolio 2030 — Buy (add'l)

TRowePrice529collegesavingsplan-Portfolio 2033 — Int./Div. — Buy (add'l)

TRowePrice529collegesavingsplan-Portfolio 2033 — Buy (add'l)

TRowePrice529collegesavingsplan - Portfolio 2033 — Int./Div. — Buy (add'l)

TRowePrice529collegesavingsplan - Portfolio 2033 — Buy (add'l)

TRowePrice529collegesavingsplan-Portfolio 2033 — Int./Div. — Buy (add'l)

TRowePrice529collegesavingsplan-Portfolio 2033 — Buy (add'l)

M&T bank accounts — Interest

TRUSTEE, FARM TRUST

VICE-PRESIDENT, HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MARYLAND

Spouse's income — 2020 — RETIREMENT PENSION - CITY OF BALTIMORE

Spouse's income — 2020 — RETIREMENT PENSION - STATE OF MARYLAND

Part VII line 6 This is a 457(b) plan. I have amended the name to be Maryland Supplemental Retirement Plans. I believe the plan is administered by Nationwide

Investment Services Corporation. It is not self-directed. Neither I nor my spouse can select individual stocks, bonds, or other assets within the plan.

Part VII line 8 This IRA is a cash-equivalent account at a financial institution. It has no stocks, bonds, mutual funds, or assets other than cash.

Part VII lines 13-14 The real property that was an asset of the estate transferred by deed dated May 7, 2012, into a trust (Farm Trust) of which I am Trustee. It is

not income-producing. Appraisal was date of death of owner August 23, 2011.

Part VII lines 15,17,47,49,51,53 For all the 529 Plans only the level of risk, not the individual assets, can be selected.

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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