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.