Ursula Mancusi Ungaro
2020
Ask Donna
Pull out the substance of this filing.
What was filed
150
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Miami Federal Credit Union Cash Account (H) — Interest
Lincoln Annuity (H)
Lincoln Annuity — None
AMERICAN FUNDS GROWTH FUND - CLASS 4 — None
AMERICAN FUNDS GROWTH-INCOME FUND - CL — None
AMERICAN FUNDS INTERNATIONAL FUND - CL — None
DELAWARE VIP SMALL CAP VALUE - SVC CLA — None
DELAWARE VIP VALUE SERIES - SVC CLASS — None
FIDELITY VIP II CONTRAFUND - SERVICE C — None
FIDELITY VIP STRATEGIC INCOME PORTFOLI — None
FRANKLIN MUTUAL SHARES VIP FUND - CLAS — None
LVIP DIMENSIONAL/VANGUARD TOTAL BOND S — None
LVIP SSGA SMALL/MID CAP 200 - SV CL — None
LVIP T R PRICE GROWTH STOCK - SV CL — None
Lvip Western Asset Core Bond Fund Serv — None
TEMPLETON GLOBAL BOND VIP FUND - CLASS — None
Meg Green Account- Fidelity (H)
Fidelity Master Account — Dividend
Fidelity Master Account — Distributed (part)
Hawaii St — Interest
Regional Transn Dist Colo Sale — Interest
Connecticut St Revolving Fd — Interest — Sold (part)
Phoenix Ariz Civic Impt Corp — Interest
Central Fla Expwy Auth Sr Lien — Interest
Mesa Cnty Colo Vy Sch Dist No — None
New York State Dormitory Autho — Interest
Virginia College Building Auth — Interest
Lincoln Neb Elec Sys Rev — Interest
King Cnty Wash Swr Rev — Interest
Riley Cnty Kans Uni Sch Dist N — Interest — Buy
Franklin Cnty Wash Sch Dist — None — Sold
Hurst Euless Bedford Tex Indpt — None — Sold
Larimer Weld & Boulder Cntys C — None — Sold
Maricopa Cnty Ariz Sch Dist No — Interest — Sold
Reedy Creek Impt Dist Fla — None — Sold
Snohomish Cnty Wash Pub Util D — None — Sold
SPDR® Blmbg Barclays Intl Trs Bd ETF — None — Sold
West Lafayette Ind Sch Bldg — Interest — Sold
WCM Focused International Growth Instl — None — Sold (part)
WCM Focused International Growth Instl — Buy (add'l)
Nuveen Strategic Municipal Opps I — Dividend — Sold (part)
Nuveen Strategic Municipal Opps I — Sold (part)
WCM Focused Emerging Markets Instl — None — Sold (part)
WCM Focused Emerging Markets Instl — Buy (add'l)
DoubleLine Income I — Dividend — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Dividend — Buy
Vanguard Tax-Exempt Bond ETF — Sold (part)
Vanguard Tax-Exempt Bond ETF — Sold (part)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
AMG GW&K Small/Mid Cap I — None — Sold (part)
AMG GW&K Small/Mid Cap I — Buy (add'l)
Polen Growth Institutional — None — Buy
Templeton Global Total Return Adv — Dividend — Buy (add'l)
Templeton Global Total Return Adv — Sold (part)
Templeton Global Total Return Adv — Sold
Templeton Global Bond Adv — Dividend — Buy
Eaton Vance Emerging Markets Local Inc — Dividend — Buy
Eaton Vance Emerging Markets Local Inc — Buy (add'l)
JPMorgan Equity Income — Dividend — Buy
DFA US Large Company I — Dividend — Sold (part)
ARK Innovation ETF — None — Buy
ARK Innovation ETF — Buy (add'l)
ARK Innovation ETF — Sold
ARK Next Generation Internet — None — Buy
ARK Next Generation Internet — Buy (add'l)
ARK Next Generation Internet — Sold
Hartford Schroders Tax-Aware Bond — Dividend — Buy
Hartford Schroders Tax-Aware Bond — Buy (add'l)
Hartford Schroders Tax-Aware Bond — Sold (part)
Hartford Schroders Tax-Aware Bond — Sold (part)
Hartford Schroders Tax-Aware Bond — Sold
HSBC Premier Savings Account (H) — Closed
Suntrust Checking/Savings (H) — Interest
Miami Federal Credit Union Cash Account (H) — Interest
Lincoln Annuity (H)
Lincoln Annuity — None
AMERICAN FUNDS GROWTH FUND - CLASS 4 — None
AMERICAN FUNDS GROWTH-INCOME FUND - CL — None
AMERICAN FUNDS INTERNATIONAL FUND - CL — None
DELAWARE VIP SMALL CAP VALUE - SVC CLA — None
DELAWARE VIP VALUE SERIES - SVC CLASS — None
FIDELITY VIP II CONTRAFUND - SERVICE C — None
FIDELITY VIP STRATEGIC INCOME PORTFOLI — None
FRANKLIN MUTUAL SHARES VIP FUND - CLAS — None
LVIP DIMENSIONAL/VANGUARD TOTAL BOND S — None
LVIP SSGA SMALL/MID CAP 200 - SV CL — None
LVIP T R PRICE GROWTH STOCK - SV CL — None
Lvip Western Asset Core Bond Fund Serv — None
TEMPLETON GLOBAL BOND VIP FUND - CLASS — None
Meg Green Account- Fidelity (H)
Fidelity Master Account — Dividend
Fidelity Master Account — Distributed (part)
Hawaii St — Interest
Regional Transn Dist Colo Sale — Interest
Connecticut St Revolving Fd — Interest — Sold (part)
Phoenix Ariz Civic Impt Corp — Interest
Central Fla Expwy Auth Sr Lien — Interest
Mesa Cnty Colo Vy Sch Dist No — None
New York State Dormitory Autho — Interest
Virginia College Building Auth — Interest
Lincoln Neb Elec Sys Rev — Interest
King Cnty Wash Swr Rev — Interest
Riley Cnty Kans Uni Sch Dist N — Interest — Buy
Franklin Cnty Wash Sch Dist — None — Sold
Hurst Euless Bedford Tex Indpt — None — Sold
Larimer Weld & Boulder Cntys C — None — Sold
Maricopa Cnty Ariz Sch Dist No — Interest — Sold
Reedy Creek Impt Dist Fla — None — Sold
Snohomish Cnty Wash Pub Util D — None — Sold
SPDR® Blmbg Barclays Intl Trs Bd ETF — None — Sold
West Lafayette Ind Sch Bldg — Interest — Sold
WCM Focused International Growth Instl — None — Sold (part)
WCM Focused International Growth Instl — Buy (add'l)
Nuveen Strategic Municipal Opps I — Dividend — Sold (part)
Nuveen Strategic Municipal Opps I — Sold (part)
WCM Focused Emerging Markets Instl — None — Sold (part)
WCM Focused Emerging Markets Instl — Buy (add'l)
DoubleLine Income I — Dividend — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Dividend — Buy
Vanguard Tax-Exempt Bond ETF — Sold (part)
Vanguard Tax-Exempt Bond ETF — Sold (part)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
Vanguard Tax-Exempt Bond ETF — Buy (add'l)
AMG GW&K Small/Mid Cap I — None — Sold (part)
AMG GW&K Small/Mid Cap I — Buy (add'l)
Polen Growth Institutional — None — Buy
Templeton Global Total Return Adv — Dividend — Buy (add'l)
Templeton Global Total Return Adv — Sold (part)
Templeton Global Total Return Adv — Sold
Templeton Global Bond Adv — Dividend — Buy
Eaton Vance Emerging Markets Local Inc — Dividend — Buy
Eaton Vance Emerging Markets Local Inc — Buy (add'l)
JPMorgan Equity Income — Dividend — Buy
DFA US Large Company I — Dividend — Sold (part)
ARK Innovation ETF — None — Buy
ARK Innovation ETF — Buy (add'l)
ARK Innovation ETF — Sold
ARK Next Generation Internet — None — Buy
ARK Next Generation Internet — Buy (add'l)
ARK Next Generation Internet — Sold
Hartford Schroders Tax-Aware Bond — Dividend — Buy
Hartford Schroders Tax-Aware Bond — Buy (add'l)
Hartford Schroders Tax-Aware Bond — Sold (part)
Hartford Schroders Tax-Aware Bond — Sold (part)
Hartford Schroders Tax-Aware Bond — Sold
HSBC Premier Savings Account (H) — Closed
Suntrust Checking/Savings (H) — Interest
Additional Explanations: Although not required, I am reporting the following: I own a 1. l % limited partnership interest in Mt. Blue Ltd. Parmers which owns a
2.73% interest in another entity, the Shopping Center Partnership. I did not report this interest until 2010 because, during my entire tenure, it has never had a value
of $1,000 or more. In other words, there has not been a secondary market for my interest at any time during my service as a District Judge. However, it carries
the potential for a tax liability (the amount of which and timing I cannot predict). Although I am not obligated to report this interest as an asset I am continuing to
report it in an abudance of caution because I am concerned that some tax liability could arise in connection with this interest. It should be noted, however that I
have no information from the general partner and no information regarding the partnership from any other source that suggests any current tax liability exposure. I
am relying simply on my knowledge of current economic conditions, my undestanding of the tax liabilities that can be associated with limited partnership interests
gernerally and my knowledge of the history of these entities.
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.