Loretta A. Preska

2011Annual

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Pull out the substance of this filing.

What was filed

  • 76

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Fordham Law Alumni Association
  • Trusts #2 Tand 1 1
  • Federalist Society, New York Chapter
  • Fordham University
  • SMU Air Law Symposium
  • Self Emploved Lawyer

As filed

JPMorgan Chase Bank Accounts — Interest

Trust #6 — Int/Div

NWML Whole Life

Trust #7 — Int/Div

Evlico Adjustable Life

NEML Annuity

NWML Whole Life

NWML Whole Life

Law Firm Retirement Account — Int/Div

Fidelity Contrafund

Baron Growth Fund

Fidelity Cash Reserves

Rovee Total Return Fund

Vanguard Midcap Index Fund

Law Firm Capital A/C and Int. in A/R — None

Forrest City Investment Partners — Distribution

NYS Muni Bonds — Interest — Sold (part)

Citibank Accounts — Interest

FL Muni Bonds — Interest — Sold (part)

MAT Bank Accounts — Interest

TX Muni Bonds — Interest

WA Muni Bonds — Interest

PA Muni Bonds — Interest

IL Muni Bonds — Interest

AL Muni Bonds — Interest

Integro Common Stock — None

DE Muni Bonds — Interest

NV Muni Bonds — Interest

Trust #10 — Int/Div

Fidelity Municipal MMF

Eaton Vance Lg Cap Fund — Buy

Eaton Vance Lg Cap Fund — Buy

Eaton Vance Lg Cap Fund — Sold

MS Global Long Short Fund — Buy

Templeton Global Fund

Blackrock Global Fund — Buy

Blackrock Global Fund — Buy

Blackrock Global Fund — Buy

lvy Asset Strategy Fund — Buy

lvy Asset Strategy Fund — Buy

lvy Asset Strategy Fund — Buy

Vanguard Ltd Term Tax Exempt Fund — Buy

Ironshore Common Stock — None

Trust#11 — Int/Div

S+P Midcap SPDRS

Fidelity Cash Reserves

Eaton Vance Large Cap Fund — Sold

Templeton Global Fund

Blackrock Equity Div Fund — Buy

Western Asset Govt MMF — Int/Div

IRA #Y — Int/Div

Fudelity Contrafund — Buy

Fudelity US. Gov't Reserves

Baron Growth Fund

Blackrock Global Allocation Fund — Buy

Pimco Tol Return Fund

Vanguard Midcap Fund

SPDR Midcap 400 ETF

Eaton Vance Lg Cap Fund — Sold

Am Growth Fund of America

lvy Asset Strategy Fund

Royce Total Return Fund

Tweedy Browne Special Value Fund

Spartan 500 Index Fund

Blackrock Equity Dividend Fund — Buy

IRAZ IO — Int/Div

SPDR Midcap 400 — Buy

Fidelity U.S. Gov't Reserves

Baron Growth Fund

Am Growth Fund of America

Tweedy Browne Global Value Fund

Vanguard Midcap Index Fund

lvy Asset Strategy Fund

Fudelity Low Priced Stock Fund — Buy

Blackrock Global Allocation Fund — Buy

BIOC LLC — Distribution

Vice-President, Fordham Law Alumni Association

Co-Trustee/ Trustee, Trusts #2 Tand 1 1

Advisory Board, Federalist Society, New York Chapter

Trustee, Fordham University

Reimbursement — SMU Air Law Symposium — March 30-31, 2011 — Dallas, TX — to give a speech — Lodging, food, travel

Spouse's income — 2011 — Self Emploved Lawyer

= Trusts #4 1 and 2 are no longer reportable. See my March 20, 2012 letter to Judge Bobby R. Baldock.

= Trusts #4 3,4, 8, 9 and 12 are no longer reportable for the same reason,

- Likewise, IRAs ## 7 and & are no longer reportable for the same reason.

= On or about September 23, 2011, certain assets previously in Trust # 10 were given to a trust which is not reportable. Accordingly, assets reported at lines 83, 90

and 93 of last year's report have been deleted.

= On or about September 23, 2011, certain municipal bonds reported on last year's report on lines 59, 61, 63-78, 95, 96 and 111 were given to a trust which is not

reportable. Accordingly, those assets have been deleted or, where lass than the entire position was given, the value reflected on this year’s report has been reduced

to reflect such gift,

= Part VII, line 64 -- This asset was transferred to IRA # 9 from Law Firm Retirement Fund (line 9) on 2/18/11.

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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Loretta A. Preska | Frix