Patricia Ann Millett

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 66

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 7

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Piskulich
  • The pn Trust dated February 25, 1998 as amended.
  • Ihe: Living l'rust dated February 25, 1998, as amended
  • Tim Chapman
  • Stanford Umversity Law School
  • Umversity of Virginia Law School
  • Columbia University Law School
  • New York University
  • William & Mary School of } Law
  • Harvard Law School
  • Flonda International : University
  • New York University Teaching stupend for DA New Appellate Judges Seminar (7/16-21/20178)
  • Georgetown Law School teaching compensation ( 1/18-4/.26/2017)
  • Flonda 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 (Hy

First Eagle SoGen Overseas A Fund — None — Sold

FMI Large Cap Fund — None — Sold

TIAA-CREF Growth & Income Retirement — None — Sold

Keeley Small Cap Value Fund — None — Sold

Mainstay ICAP Select Equity Fund — None — Sold

Principal Inv. FD High Yield Fund - A — None — Sold

Hartford Schroders US Small Cap Opportunities Fund — None — Sold

Columbia Acom Select Fund Z — None — Sold

Schwab 1000 Index Fund — None — Sold

Janus Perkins Mid Cap Value - T — None — Sold

TCW Total Return Mortgage Backed Fund — None — Sold

Wells Fargo Stable Value Fund — None — Sold

WF Stable Fund — Int/Div — Buy

FID FDM idx 2025 INV — Int/Div — Buy

FID FDM idx 2025 INV — 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 Growth Fund of America £29 Plan (HY

Growth Fund of America S29A — Int/Div — Buy (add'l)

Growth Fund of America S29A — Sold (part)

Growth Fund of America S29A — Sold (part)

American Funds Income Fund of America £29 Plan (H)

Income Fund of America S29A — Int/Div — Buy (add'l)

Income Fund of America S29A — Sold (part)

Income Fund of America S29A — Sold (part)

Brokerage Account #1 (H)

Lockheed Martin Corp - Common — Int/Div

Brokerage Account #2 (H)

Raymond James Bank — Interest

First Eagle Global Fund — Int/Div

Frankhn Income Fund — Int/Div

T. Rowe Price Capital Appreciation Fund — Int/Div

Brokerage Account #3 UTMA (H)

T. Rowe Price Capital Appreciation Fund — Int/Div

Brokerage Account 24 UTMA (H)

T. Rowe Price Capital Appreciation Fund — Int/Div

Trust #1 (H)

Real Estate, Chesterfield, Missouri (2000 $198.000) — None — Sold — Piskulich

pm Prudential (H)

AST Academic Strategies Asset Alloc Port — Interest

mmm Revocable Trust Liv Trust Jackson Na (H)

JNL/Lazard Emerging — None

JINL/Mellon S&P 400 — None

INL/Mellon Cap Small Cap — None

JINL/Mellon Tech — None

INL/Mellon Healthcare — None

INL/Invesco China-India — None

INL/Mellon Cap Europe — None

INL Tactical ETF Growth — None

INL/Lazard IntlStratEq — None

INL/MMRS Conservative — None

pn Brokerage- - non-retirement (H)

Healthcare Trust Am — Int/Div

Exxon Mobile Corp — Int/Div

Oppenheimer Steelpath MLP — Int/Div

Oppenheimer Global — None

pm Brokerage -- retirement (H)

Highland Global Alloc — Int/Div — Sold

Putman Absolute Return 700 — None

Principal Global Diversivied Income — Int/Div

Putnam Mult Cap Core — Int/Div

Highland Small Cap — None — Buy

Trustee, The pn Trust dated February 25, 1998 as amended.

Trustee, Ihe: Living l'rust dated February 25, 1998, as amended

Gift — Tim Chapman — Framed Lithograph of The Beatles — $1,500.00

Reimbursement — Stanford Umversity Law School — 2/10-112017 — Stanford, CA — Stanford Supreme Court ut Midterm Conference — Transportation

Reimbursement — Umversity of Virginia Law School — 3/24-2612017 — Charlottesville, VA — Wm. Minor Lile Moot Court Competition judge — Transportation

Reimbursement — Columbia University Law School — 4/4/2017 — New York, NY — Moot Court Competition udger — Transportation & meals

Reimbursement — New York University — 7162172017 — New York, NY — JA New Appelliste Judges Seminar — Transportation & meals

Reimbursement — William & Mary School of } Law — 9/15-16/2017 — Williamsburg, VA — Supreme Court Preview Pane! Member — Transportation

Reimbursement — Harvard Law School — 10/26-27/2017 — Cambridge, MA — Moot re-enactment judge — Lodgmg, transportation & meals

Reimbursement — Flonda International : University — 11/15-1672017 — Miami, FL — Moot court competition judge — Transportation & meals

Income — 10713/2017 — New York University Teaching stupend for DA New Appellate Judges Seminar (7/16-21/20178) — S1.800.00

Income — 052017 — Georgetown Law School teaching compensation ( 1/18-4/.26/2017) — SK.625.00

Spouse's income — 2017 — Flonda Sugar Cane League, Inc. — spouse's salary

(1) Part |, Positions, Line 2: The only reportable asset is real estate as indicated in Part VII, Line 42 (Real Estate, Chesterfield, MO).

(2) Part VII, Lines 45-55: These assets are in Revocable Living Trust; 1am Trustee and a named beneficiary. 1 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.

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