Matthew William Brann

2014Annual

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Pull out the substance of this filing.

What was filed

  • 41

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Harewood Group, LLC
  • Matthew W. Brann, PC
  • College of William and Mary Law School
  • New York Intellectual Property Law Association

As filed

Harewood Group, LLC — Distribution

Brokerage Account #)

Charles Schwab & Co., Inc. Money Market Account — Interest

Alpine Total Dynamic Dividend Fund — Int/Div

Annaly Capital Management Common Stock — Int/Div

Ferrellgas Partners, LP Common Stock — Distribution

First Trust Energy Income and Growth Fund — Int/Div

KKR & Co, LP (formerly KKR Financial Hidgs LLC) Common Stock — Int/Div

New York & Co. Inc. Common Stock

Pfizer Incorporated Common Stock — Int/Div — Buy

Pimco Income Strategy Fund 11 — Int/Div

Ares Capital Corp. Common Stock — Int/Div

Spectra Energy Corp. Common Stock — Int/Div

Tupperware Brands Corp. Common Stock — Int/Div

Vanguard Natural Resources, LLC Common Stock — Int/Div — Buy

Venzon Commumcations, Inc. Common Stock — Int/Div

Wells Fargo & Co. Common Stock — Int/Div

Xerox Corp. Common Stock — Int/Div

Minois Tool Works. Inc. Common Stock — Int/Div

Delaware Foundation Moderate Allocation Fund A — Int/Div

Gabelli Asset Fund — Int/Div

Neuberger Berman Guardian Fund Investor Class — Int/Div

Wells Fargo Advantage Ultra Short-Term Municipal Income Fund — Int/Div

Roth IRA #1

Hartford Capital Appreciation Fund Class A — Int/Div

SEP-IRA

Vanguard Dividend Growth Fund — Int/Div

Vanguard REIT Index Fund — Int/Div

Vanguard Mid Cap — Int/Div — Buy

Charles Schwab & Co, Inc. Money Market Account — Interest

American Funds: The Investment Co, of America A (IRA) — Int/Div

529A #4)

American Funds: The Investment Co. of America — Int/Div

American Funds: The Growth Fund of America — Int/Div

S29A #2

American Funds: The Investment Co. of Amenca — Int/Div

Chemung Canal Trust Co, Accounts — Interest — Closed

Citizen & Northern Bank Accounts — Interest — Open

Perdido Housing Corp. Municipal Bond (Florida) — Interest

1/3 mterest in real estate, Bradford County Pennsylvania — None

1/3 nterst in mineral estate, Bradford County, Pennsylvania (X) — Rovalty

Member, Harewood Group, LLC

President, Matthew W. Brann, PC

Reimbursement — College of William and Mary Law School — February 14-16, 2014 — Williamsburg, VA — Spong Moot Court Tournament — Hotel room lodging for two nights, dinner and lunch.

Reimbursement — New York Intellectual Property Law Association — March 28-29, 2014 — New York, NY — Patent Bar dinner — Hotel room lodging for one night, dinner parking, mileage and toll reimbursement

Part |, Page 1, Line 2-— Matthew W. Brann, PC was a professional corporation formed under the laws of the Commonwealth of Pennsylvania and served as a

partner in the law firm of Brann, Williams, Caldwell & Sheetz during the later part of the period in which 1 was affiliated with this firm. 1 retired from Brann,

Williams, Caldwell & Sheetz on January 16, 2013 and entered on duty as a United States District Judge on January 17, 2013. This professional corporation

continued in existence during a portion of the year 2014 because final tux clearmaces had not yet been received from the Commonwealth of Pennsylvania,

Department of Revenue. This professional corporation wus dissolved according to Pennsylvania law on September 15, 2014.

Part VII, Page 1, Column 40---1/3 interest in real property, Bradford County, Pennsylvania was inadvertently omitted from the 2013 financial disclosure report.

Part VII, Page I, Column 411.73 interest in mineral estate interest, Bradford County, Pennsylvania was not disclosed in the 2013 financial disclosure report

in light of the fact that this interest did not have any particular value that year. It is listed in the current financial disclosure report because the mineral estate

generated income during year 2014 in the form of a oil and gas lease renewal/extension payment (inaccurately listed as a “royalty” due to the desciptive limitations.

of the software). Additionally, in sections C(1) and (2) of this column, no gross value is listed because the gross value is unknown; no income has been received

from this mineral estate aside from the renewal lease payment described in the prior sentence.

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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