Gregory A. Presnell
2015Annual
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What was filed
182
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Crrande Quay Homeowners Assoc
- Akerman, LLP Jaw firm compensation
As filed
1mm — Interest
SunTrust Bank Account 21 (GP) — Interest
SunTrust Bank Account 22 (CB) — Interest
SunTrust MMA — Interest
H-TD Ameritrade GP Trust
Vanguard Sm Cap. Index — Int/Div
Vanguard S&P S00 fund — Int/Div
Vanguard Developd Mkt — Int/Div
Vanguard Windsor 11 — Int/Div
Vanguard Inter-Term T/E Bond — Int/Div
Vanguard Short-Term Bd. Index — Int/Div
Vanguard Tips Bd — Int/Div
iShares S&P Natural Resources — Int/Div
iShares Barclays Tips — Int/Div
iShares S&P S00 Index — Int/Div
iShares MSC Emer. Mkt. ICX — Int/Div
iShares MSC EAFE Idx — Int/Div
iShares Russell 2000 Idx — Int/Div
iShares 2017 S&P AMT-free — Int/Div
iShares 2016 S&P AMT -free — Int/Div
iShares 2015 S&P AMT-free — Int/Div — Redeemed
Nuveen Muni. Val — Int/Div
Vanguard Div. Appr. ETF — Int/Div
Vanguard Emer. Mkt, ETF — Int/Div
Vanguard Total Stock Mtk. ETF — Int/Div
Vanguard Div. Gr — Int/Div
Fidelity Tax Free Bd — Int/Div
Harbor International — Int/Div
Lazard Emer. Mkt — Int/Div
Looms Sayles Bond — Int/Div — Sold
Pimco Emer. Mkt Bond — Int/Div — Sold
T Rowe Price Div. Gr — Int/Div
SEI High Yield Bd — Int/Div
iShares GSCI Commod. — Int/Div
Goldman Sachs Bk, 2018 — Interest
Fla BOE Bd — Interest
DFA Ilnt'd Term Mum Bond — Int/Div
DFA Short Term Muni Bond — Int/Div
iShares Tr. 2018 STP AMT Free — Int/Div
Wells Fargo — Int/Div
Pimco All Asset — Int/Div
Kraft Foods — Int/Div
Unilever — Int/Div
iShares S&P Midcap 400 Index — Int/Div
Vanguard Consumer Staples Idx — Int/Div
Vanguard Utilities Index — Int/Div
Vanguard Developed Markets Index — Int/Div
iShares iBoxx Corp Bond — Int/Div
Dodge & Cox Income — Int/Div
Lord Abbett Short Duration Income — Int/Div
iShares Barclays 3-7 year treasury — Int/Div
Vanguard 500 Index Fd — Int/Div
Vanguard Mid-Cap Index — Int/Div
TD Ameritrade Money Mkt Acct (4) — Int/Div
H-TD Amentrade CB Trust
Vanguard Prime MM Fd. and Cash — Int/Div
Vanguard Equity Income Fd — Int/Div
Vanguard Sm, Cap. Index Fd — Int/Div
Vanguard Inflation Protected Sec — Int/Div
Vanguard Inter. Term Tax Ex — Int/Div
iShares S&P AMT-free 2015 — Int/Div — Redeemed
Powershares QQQ — Int/Div
Vanguard Div. Appr. ETF — Int/Div
Vanguard Emer. Mkt ETF — Int/Div
US Tres. Strip, 2015 — None — Matured
Fidelity Tax Free Bd — Int/Div
Dodge & Cox Inte’ — Int/Div
Harbor Int'l — Int/Div
Lazard Emer Mkt — Int/Div — Sold
Loomis Sayles Bd — Int/Div
Pimco Emer. Mkt. Bond Inst — Int/Div — Sold
Vanguard Div. Gr. (1) — Int/Div
iShares Amt, 2017 — Int/Div
iShares Amt. 2016 — Int/Div
US Treas. 2016 — Interest
US Treas. Strip, 2016 — None
US Treas. Strip, 2017 — None
FPA Crescent — Interest
City Bk SLC — Interest — Matured
GE Cap. 2018 — Interest
Nuveen Mun. Value Fund — Int/Div
iShares Russell 1000 Gr — Int/Div
iShares Russell 1000 Val — Int/Div
Alliance Bern Muni — Int/Div
iShares Russ. 2000 — Int/Div
iShares MSC Emer. Mkt — Int/Div
iShares Barclays Tips — Int/Div
iShares S&P NA Nat. Resource — Int/Div
iShares MSC EAFE — Int/Div
Fidelity NASDAQ — Int/Div
iShares DJ Select Div — Int/Div
Goldman Sachs Bk USA — Int/Div
Fidelity Cash/TD mm — Int/Div
Chevron — Int/Div
General Electric — Int/Div
Johnson & Johnson — Int/Div
iShares Tr 2018 S&P AMT Free — Int/Div
Vanguard Short Term Tax Exempt — Int/Div
Verizon — Int/Div
Lord Abbett Short Duration (1) — Int/Div
Dodge & Cox Income Fund — Int/Div — Sold
Vanguard Emerging Markets Stock Index — Int/Div
H-Vanguard Annuity (CB) (3)
Money Market Portfolio — None
Total Bond Market Index Portfolio — None
Short Term Investment Grade Portfolio — None
Diversified Value Portfolio — None
Equity Income Portfolio — None
Equity Index Portfolio — None
Growth Portfolio — None
Mid-Cap Index Portfolio — None
Small Company Growth Portfolio — None
International Portfolio — None
Total Stock Market Index Portfolio — None
High Yield Bond Portfolio — None
Balanced Portfolio — None
REIT Index Portfolio — None
Jetport Ltd., Orange County, FL — None
Wetherbee Ltd, Orange County, FL — None
Airport Industrial, Ltd., Orange County, FL — None
H-IRA (CB)
iShares Russell 1000 Gr — Int/Div
iShares Russell 1000 Val — Int/Div
iShares Russell 2000 Index — Int/Div
S&P Nat Resources — Int/Div
iShares Barclays Tips — Int/Div
iShares Barclays Age. Bd. Fd — Int/Div
iShares Barclays 7 Yr. Treas. — Int/Div
Dodge & Cox Inter] — Int/Div
iShares MSC Emer. Mkt — Int/Div
Pimco Emer. Bond — Int/Div
Fidelity Cash/TD cash — Int/Div
Lord Abbett Short Duration Fund — Int/Div
Dodge and Cox Income Fund — Int/Div
Vanguard Consumer Staples — Int/Div
H-IRA-Fidelity (GP)
Fidelity Cash Reserves /TD — Int/Div
Harbor Int’) — Int/Div
Pimco Emerg. Mkts. Bd — Int/Div
Vanguard Explorer — Int/Div
iShares Russell 2000 Val — Int/Div
iShares Barclays US TIPS Bond Fd — Int/Div
iShares Barclays US Age. Bd. Fd — Int/Div
Loomis Sayles Bond — Int/Div
iShares GCSI Comm. Idx — None — Sold
iShares MSC Emer. Mkt — Int/Div
iShares Russ 1000 Gr — Int/Div — Sold (part)
Lazard Emer. Mkt — Int/Div
US Tips 4/16 — Interest
T Rowe Price Div. Gr — Int/Div
Vanguard Div. App. ETF — Int/Div — Sold
US Tr. Strip, 2017 (8/17) — None
US Tr. Strip. 2018 (8/18) — None
US Tr. Strip, 2019 (8/19) — None
US Tr. Strip 2019 (8/19) — None
US Tr. Strip, 2020 — None
US Tips - 2016 — Interest
Vanguard Div. Gr — Int/Div
Goldman Sachs CD — Interest
DFA Large Cap Value — Int/Div
Dodge & Co Int'l Stock — Int/Div
Wells Fargo — Int/Div
iShares Russell 2000 Index — Int/Div — Sold
Dodge and Cox Income Fund — Int/Div
US 11PS 2019 — Interest
US Tr. Strip 2015 — None — Matured
US Strip 8/16 — None
US Strip 11/17 — None
US Strip 11/17 — None
US Strip 8/18 — None
US Strip 11/18 — None
H-Akerman, LLC (CB) (2)
Vanguard 500 Index — Int/Div
Ridgeworth Sm. Cap. — Int/Div
Pimco Real Return — Int/Div
Harbor Int'l — Int/Div
Oakmark Fund — Int/Div
Federated Capital — Int/Div
Artisan Mid-Cap Val — Int/Div
Lazard Emer. Mkt — Int/Div
Janus Venture — Int/Div
Metropolitan West Total Return — Int/Div
Secretary, Crrande Quay Homeowners Assoc
Spouse's income — 2015 — Akerman, LLP Jaw firm compensation
Notes
1: These two positions were transferred to GAP trust on 4/15/14 for estate planning purposes.
2. Thisismy 0 401(k) account. The income includes dividends und capital gains,
3. Thisismy | Vanguard Variable Annuity. It is an insurance product issued by Transamerica Life Ins, which does not reflect interest, dividends or capital
gains,
The only information provided to me is the beginning and ending value for cach position held in the account. The year-end value of these positions has been
reported on this form.
4, The 2015 report should have been compared to the Second Amended report dated December 4, 2014,
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.