Patricia Ann Millett
2020
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Pull out the substance of this filing.
What was filed
130
investments
2
positions
0
gifts
0
agreements
0
debts
6
reimbursements
2
income
2
spouse income
Named parties
- The
- American Law Institute
- Stanford University Law School
- Duke University School of Law
- Georgetown Law School teaching compensation (1/15-4/22/2020)
- Florida Sugar Cane League, Inc. -- spouse's salary
As filed
US Treasury Bonds — Interest
Wells Fargo Bank - Various accounts — Interest
Florida Sugar Cane League, Inc. 401(k) Plan (H)
WF Stable Fund C — Dividend
FID FDM idx 2025 INV — Int./Div. — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
American Funds VCSP/College America 529 Plan (H)
AF U.S. Government Money Market - 529A — Dividend — Buy (add'l)
AF U.S. Government Money Market - 529A — Buy (add'l)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
Brokerage Account #1 (H)
Lockheed Martin Corp - Common — Int./Div.
Brokerage Account #2 (H)
Raymond James Bank — Interest
T. Rowe Price Capital Appreciation Fund — None — Sold
Brokerage Account #3 UTMA (H)
T. Rowe Price Capital Appreciation Fund — Dividend
Brokerage Account #4 UTMA (H)
T. Rowe Price Capital Appreciation Fund — Dividend
Prudential (H)
AST Academic Strategies Asset Alloc Port — Interest
Revocable Trust Liv Trust Jackson Na (H)
JNL/Lazard Emerging — None
JNL/Mellon S&P 400 — None — Sold
JNL/Mellon Cap Small Cap — None — Sold
JNL/Mellon Tech — None
JNL/Mellon Healthcare — None
JNL/Invesco China-India — None — Sold
JNL T.Rowe Price Mgd Vol — None
JNL Tactical ETF Growth — None — Sold (part)
JNL Tactical ETF Growth — None — Sold (part)
JNL/Lazard IntlStratEq — None — Sold
Brokerage- - non-retirement (H)
Oppenheimer Global — None — Sold (part)
Invesco/Oppenheimer Senior Floating Rate CL C — Dividend — Sold
Invesco/Intermediate Term Muni Income — Dividend — Buy
Invesco/Intermediate Term Muni Income — Dividend — Buy
Brokerage -- retirement (H)
Putman Absolute Return 700 — None — Sold (part)
Principal Global Diversivied Income — Dividend — Sold (part)
Putnam Multi Cap Core — Dividend — Sold (part)
Highland Small Cap — None — Sold
Principal Balance — Dividend — Sold (part)
AM Beacon Global Frontier — Dividend
AM Balance Fund — Dividend
Putnam HI Yield — Dividend — Buy
Prinicpal HI Yield — Dividend — Buy
JNL/American Funds New World — None — Buy
JNL/BlackRock Large Cap Growth — None — Buy
JNL/Morgan MidCap Growth — None — Buy
JNL/Invesco Small Cap Growth — None — Buy
JNL/American Fund Balance — None — Buy
JNL/Vanguard Moderate ETF — None — Buy
JNL/Global Multisector Bond — None — Buy
JNL/WMC Gov't Money Market — None — Buy
JNL/WMC Gov't Money Market — None — Sold (part)
JNL/PIMCO Investment Credit Bond — None — Sold
JNL/JP Morgan US Gov't & Quality Bond — None — Buy
JNL/Franklin Templeton Global Multisector Bond — None — Buy
US Treasury Bonds — Interest
Wells Fargo Bank - Various accounts — Interest
Florida Sugar Cane League, Inc. 401(k) Plan (H)
WF Stable Fund C — Dividend
FID FDM idx 2025 INV — Int./Div. — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
FID FDM idx 2025 INV — Buy (add'l)
American Funds VCSP/College America 529 Plan (H)
AF U.S. Government Money Market - 529A — Dividend — Buy (add'l)
AF U.S. Government Money Market - 529A — Buy (add'l)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
AF U.S. Government Money Market - 529A — Sold (part)
Brokerage Account #1 (H)
Lockheed Martin Corp - Common — Int./Div.
Brokerage Account #2 (H)
Raymond James Bank — Interest
T. Rowe Price Capital Appreciation Fund — None — Sold
Brokerage Account #3 UTMA (H)
T. Rowe Price Capital Appreciation Fund — Dividend
Brokerage Account #4 UTMA (H)
T. Rowe Price Capital Appreciation Fund — Dividend
Prudential (H)
AST Academic Strategies Asset Alloc Port — Interest
Revocable Trust Liv Trust Jackson Na (H)
JNL/Lazard Emerging — None
JNL/Mellon S&P 400 — None — Sold
JNL/Mellon Cap Small Cap — None — Sold
JNL/Mellon Tech — None
JNL/Mellon Healthcare — None
JNL/Invesco China-India — None — Sold
JNL T.Rowe Price Mgd Vol — None
JNL Tactical ETF Growth — None — Sold (part)
JNL Tactical ETF Growth — None — Sold (part)
JNL/Lazard IntlStratEq — None — Sold
Brokerage- - non-retirement (H)
Oppenheimer Global — None — Sold (part)
Invesco/Oppenheimer Senior Floating Rate CL C — Dividend — Sold
Invesco/Intermediate Term Muni Income — Dividend — Buy
Invesco/Intermediate Term Muni Income — Dividend — Buy
Brokerage -- retirement (H)
Putman Absolute Return 700 — None — Sold (part)
Principal Global Diversivied Income — Dividend — Sold (part)
Putnam Multi Cap Core — Dividend — Sold (part)
Highland Small Cap — None — Sold
Principal Balance — Dividend — Sold (part)
AM Beacon Global Frontier — Dividend
AM Balance Fund — Dividend
Putnam HI Yield — Dividend — Buy
Prinicpal HI Yield — Dividend — Buy
JNL/American Funds New World — None — Buy
JNL/BlackRock Large Cap Growth — None — Buy
JNL/Morgan MidCap Growth — None — Buy
JNL/Invesco Small Cap Growth — None — Buy
JNL/American Fund Balance — None — Buy
JNL/Vanguard Moderate ETF — None — Buy
JNL/Global Multisector Bond — None — Buy
JNL/WMC Gov't Money Market — None — Buy
JNL/WMC Gov't Money Market — None — Sold (part)
JNL/PIMCO Investment Credit Bond — None — Sold
JNL/JP Morgan US Gov't & Quality Bond — None — Buy
JNL/Franklin Templeton Global Multisector Bond — None — Buy
Trustee, The
Trustee, The
Reimbursement — American Law Institute — 1/15-17/2020 — Philadelphia, PA — ALI Council meetings — Transportation & meals
Reimbursement — Stanford University Law School — 2/7-8/2020 — Stanford, CA — Stanford Supreme Court at Midterm Conference — Transportation
Reimbursement — Duke University School of Law — 2/24-25/2020 — Durham, NC — Moot Court Competition Judge — Transportation
Reimbursement — American Law Institute — 1/15-17/2020 — Philadelphia, PA — ALI Council meetings — Transportation & meals
Reimbursement — Stanford University Law School — 2/7-8/2020 — Stanford, CA — Stanford Supreme Court at Midterm Conference — Transportation
Reimbursement — Duke University School of Law — 2/24-25/2020 — Durham, NC — Moot Court Competition Judge — Transportation
Income — 02/2020 — Georgetown Law School teaching compensation (1/15-4/22/2020) — $8,625.00
Income — 02/2020 — Georgetown Law School teaching compensation (1/15-4/22/2020) — $8,625.00
Spouse's income — 2020 — Florida Sugar Cane League, Inc. -- spouse's salary
Spouse's income — 2020 — Florida Sugar Cane League, Inc. -- spouse's salary
(1) Part VII, Lines 26-65: These assets are in Revocable Living Trust; I am Trustee and a named beneficiary. I have no current financial interest
or income from these assets or from the Living Trust.
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.