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.