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.