Joy Flowers Conti

2014Annual

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Pull out the substance of this filing.

What was filed

  • 78

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 12

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • W. Edward Sell Amencan Inns of Court
  • Federal Judges Association
  • Allegheny County Board of Directors
  • Pennsvivamia Bar Assocation
  • EDiscovery Intelligence
  • Sedona Conference
  • George Mason University School of Law
  • Huron Legal Institute
  • American Bar Associaton
  • American College of Bankruptcy
  • Academy of Trial Lawyers of Allegheny County
  • The Masters Conference
  • Ontario Bar Association
  • Georgetown University Law Center
  • Ross, Sinclaire & Associates, LLC - Salary

As filed

TRC Companies Stock

BROKERAGE ACCOUNT #1

Federated PA Muni Service (Money Market) — Int/Div

Red Mountain Resource Inc Stock — None

ROTH IRA ROLLOVER ACCOUNT #1 ACCOUNT #1 — Int/Div

Pershing Government Money Market Fund

Deere & Co Stock

Lee Street Investors LLC Class B Units

Sanchez Energy Corp Stock

Prospect Cap Corp Stock

Newcastle Invt Corp (REIT)

GDL Fund — Sold

Knox Cnty, KY Hospital Bond (5.875% due 12/01/36) — Sold

New Residential Invt Corp Stock (REIT) — Sold

1 VI Inc Stock — Buy

1 VI Inc Stock — Sold

New Media Inv Group Stock — from line 1)

Atlas Resource Partners LP — Buy

Atlas Resource Partners LP — Sold

New SR Invt Group Inc (REIT) — from line 10)

RETIREMENT PLAN 22 — Int/Div

CREF Stock Fund (Part VII) — Sold (part)

TIAA Traditional Annuities

TC Intl Eq-Rtmit Fund

TC Small Cap Eq-Rtmt Fund

Vanguard Extended Mkt Index Fund

Vanguard REITIndex Signal Fund

CREF Money Market — Open

ROTH IRA ROLLOVER ACCOUNT 13 — Int/Div

Pershing Government Money Market Fund

Navidea Biopharmaceuticals Stock

Knox Cnty, KY Hosp Bond (5.875% due 12/01/36) — Sold

Lee Street Investors LLC Class B Units

Sanchez Energy Corp Stock

Springfield OH Summit County Bond (6.125% due 9/01/40)

American Intl Group Stock

Boeing Co Stock — Buy (add'l)

Viasat Inc Stock

Federated International Leaders Fund — Buy

JP Morgan Value Advantage Fund — Buy

IRA ROLLOVER ACCOUNT 26 — Int/Div

S&T Bancorp Stock

Janney Advantage Insured Sweep (Money Market)

MELLON BANK: ACCOUNTS — None

CITIZENS BANK: ACCOUNTS — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

NORTHWESTERN: WHOLE LIFE INS POLICY — None

METROPOLITAN LIFE: WHOLE LIFE POLICY — None

GENERAL AMERICAN: WHOLE LIFE POLICY — None

MASSACHUSETTS MUTUAL: WHOLE LIFE POLICY — None

METROPOLITAN LIFE: WHOLE LIFE POLICY — None

NORTHWESTERN: WHOLE LIFE INS POLICY — None

HUNTINGTON BANK ACCOUNT — None

SIMPLE IRA ACCOUNT #1} — Int/Div

Pershing Government Money Market Fund

Nuance Commumcations Inc Stock

Prospect Cap Corp Stock

American Intl Group Inc Stock

Newcastle Invt Corp Stock (REIT)

1 VI Inc Stock — Buy

1 VI Inc Stock — Sold

New Media Inve Group Inc Stock — from line 6&0)

Boeing Inc Stock — Buy

Navidea Biopharmaceuticals Inc Stock — Buy

New SR Invt Group Inc (REIT) — from line 60)

JP Morgan Value Advantage Fund — Buy

BROKERAGE ACCOUNT #2

Federated PA Mum Cash (Money Market) — Int/Div

Pa St Fin Auth Rev Rfdg Penn Hills Bond (0% due 12/1723) — None

Canonsburg-Houston Pa Sewer Bond (3.55% due 12/1/14) — Interest — Sold

Cambria Cnty Pa IDA Bond (4% due wi) — Interest

Pa St Higher Educ Facs Bond (5.125% due 40133 — Interest — Redeemed

ROTH IRA ROLLOVER ACCOUNT #7 — None

Safe-T-Shade LLC

SEVENTH STREET INVESTMENT LP — None

AMG CELEBRATIONS — None

TAASERA INC STOCK — None — Buy

Counselor, W. Edward Sell Amencan Inns of Court

At-Large Director, Federal Judges Association

Ex-Officio Member, Allegheny County Board of Directors

Reimbursement — Pennsvivamia Bar Assocation — January 28-February 3,2014 — St. Thomas, VI — Mid-year Meeting — Lodging, Transportation, Meals

Reimbursement — EDiscovery Intelligence — February 26-27, 2014 — Atlanta, GA — E-Discovery Seminar — Lodging, Transportation, Meals

Reimbursement — Sedona Conference — April 9-11, 2014 — San Francisco, CA — Mid-year Meeting — Lodging, Transportation, Mcals

Reimbursement — George Mason University School of Law — April 27.29.2014 — Charleston, SC — Judicial Symposium — Lodging, Transportation, Meals

Reimbursement — Huron Legal Institute — April 30-May , 2014 — Washington, DC — E-Discovery Advocacy Institute — Lodging, Transportation, Meals

Reimbursement — American Bar Associaton — May 15-16, 2014 — New York, NY — National Institute on E- Discovery — Lodgmg, Transportation, Meals

Reimbursement — American College of Bankruptcy — June 4, 2014 — Philadelphia, PA — Educational Event — Transportation, Meals

Reimbursement — Academy of Trial Lawyers of Allegheny County — October 1-3, 2014 — Farmington, PA — Annual Masters of Trial Advocacy Retreat — Lodging, Meals

Reimbursement — The Masters Conference — October 20-21, 2014 — Washington, DC — E-Discovery Seminar — Lodgmg, Transportation, Meals

Reimbursement — EDiscovery Intelligence — October 21-23, 2014 — Atlanta, GA — E-Discovery Seminar — Lodging, Transportation, Meals

Reimbursement — Ontario Bar Association — October 29-30, 2014 — Toronto, Canada — E-Discovery Institute — Lodging, Transportation, Meals

Reimbursement — Georgetown University Law Center — November 19-21, 2014 — Washington, DC — Advanced E-Discovery — Lodging, Transportation, Mcals

Spouse's income — 2014 — Ross, Sinclaire & Associates, LLC - Salary

Additional Information for Part VII {Investments and Trusts):

From prior years:

There is no Retirement Plan # |

There is no IRA Rollover/Roth IRA Rollover Account # 2, 4 or §

Current year:

Line 22 - Retirement Plan #2 - CREF Stock Fund

On 12/01/14 some shares of CREF Stock Fund were sold and transferred to the CREF Money Market Fund. This retirement plan was funded from

1976 through 1982, years

before the reporting individual became a judge. Because this 1s a retirement plan with no IRS reporting requirement for individual transactions,

records do not exist for the

original cost basis or subsequent reinvestments of the CREF Stock Fund shares that were transferred during 2014, Accordingly, no gain information

can be computed or

reported.

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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