Michael G. Williamson
2013Annual
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What was filed
46
investments
2
positions
0
gifts
2
agreements
1
debts
18
reimbursements
0
income
1
spouse income
Named parties
- Stetson University College of Law
- West Services, Inc. (Publisher)
- Capital One
- The Florida Bar
- American Conference Institute
- American College of Bankruptcy
- American Bankruptcy Institute
- Nanonal Conference of Bankruptcy Judges
- American Conference : Institute
- The Southern District of Florida
- Jacksonville Bankruptcy Bar Association
- The Flonda Bar
- Commercial Law League of America
- State of Florida - Salary
As filed
Schwab-Homestead RE. Tax Account — Interest
Money Market Account — Interest
Schwab-Joint Tenants Account — Int/Div
Money Market Account — None
Harley Davidson Common Stock — Int/Div
AllianzValveMark Annuity — Int/Div
Phoenix Universal Life Ins. — Int/Div — Sold (part)
MFSIRA — Int/Div — Sold (part)
MFS Growth Fund-A
Venture Ammuty — Int/Div — Redeemed
Schwab IRA — Int/Div — Sold (part)
DFA Emerging Markets Core Equity Portfolio — Sold (part)
DFA Emerging Markets Core Equity Portfolio — Buy (add'l)
DFA Emerging Markets Value Portfolio — Sold (part)
DFA Two Year Global Fixed Income Portfolio — Buy (add'l)
DFA US Large Co. Portfolio — Sold (part)
DFA US Large Co. Portfolio — Sold (part)
DFA US Large Co. Portfolio — Sold (part)
DFA US Large Cap Value Portfolio — Sold (part)
DFA US Large Cap Value Portfolio — Sold (part)
DFA US Large Cap Value Portfolio — Sold (part)
DFA US Micro Cap Portfolio — Sold (part)
DFA US Small Cap Value Portfolio — Sold (part)
DFA US Small Cap Value Portfolio — Sold (part)
Pimco Commodity Real Return Strategy FD Inst! — Buy (add'l)
Pimoeo High Yield Spectrum Inst!
Vanguard Total BD Mkt Index Signal — Sold (part)
Vanguard Total BD Mkt Index Signal — Buy (add'l)
Vanguard Inflation Protected Securities Fund — Sold
DFA Intl Vector Egty Port — Sold (part)
DFA Intl Vector Egty Port — Sold (part)
DFA International Core Equity Portfolio — Sold (part)
DFA Global Real Estate Securities Portfolio — Buy (add'l)
AQR Diversified Arbitruge — Buy (add'l)
DFA Short Term Extended Quality Port Inst! — Sold (part)
DFA Short Term Extended Quality Port Inst! — Buy (add'l)
DFA Short Term Extended Quality Port Inst! — Buy (add'l)
DFA Short Term Extended Quality Port Inst! — Sold (part)
AQR Risk Balanced Cmdy Strat CL — Buy (add'l)
Vanguard Inflation Protected Secs Adm Shr — Buy
Vanguard Inflation Protected Secs Adm Shr — Sold (part)
DFA Short Duration Real Return Port Inst — Buy
SunTrust bank accounts — Interest
Smart $29 College Savings Pla: mum mex — Int/Div
Aggressive Growth Portfolio D
MassMutual Life Ins. (X) — Int/Div
Adpmunct Professor, Stetson University College of Law
Co-Author of Bankruptcy Law Manual, West Services, Inc. (Publisher)
Agreement — 5/202013 — Adjunct Professor, Stetson Lmiversity College of Law: Teach bankruptcy course one semester per year beginning Spring 2014 (January-April 2014).
Agreement — 21732014 — Co-Author of Bankruptcy Law Manual published by West Services, Inc.: Prepare annual updates
Liability — Capital One — Credit Card
Reimbursement — The Florida Bar — 1972013-1/112013 — Orlando, FL — Mid-Year Meeting — Transportation, lodging, meals
Reimbursement — ceremony of Bankrupty Judge Charles Case
Reimbursement — American Conference Institute — 1731/2013-2/2/2013 — New York, NY — Conference Panelist — Transportation, lodging, meals
Reimbursement — American College of Bankruptcy — 282013292013 — Ameha Island, FL — Eleventh Crcunt Retreat — Transportation & lodging
Reimbursement — American Bankruptcy Institute — 3/7/2013-3/92013 — St. Petersburg, FL — Seminar Panclhist — Transportation, lodging, meals
Reimbursement — Nanonal Conference of Bankruptcy Judges — 482013492013 — Phoenix, AZ — Mid-Year Meeting — Transportation, lodging, meals
Reimbursement — The Florida Bar — 4/17/2013-4721/2013 — Yountville, CA — Business Law Section Executive Council Retreat — Iransportation, lodging, meals
Reimbursement — The Florida Bar — 2/25/2013-426/2013 — Tampa, FL — Semmar Panclist — Meals
Reimbursement — American Conference : Institute — 4/282013-4/302013 — Washington, DC — Conference Panelist — Transportation, lodging, meals
Reimbursement — The Southern District of Florida — SC ATS A A. A meals
Reimbursement — The Florida Bar — 6/26/2013-6/28/2013 — Boca Raton, FL — Annual Meeting — Transportation, lodging, meals
Reimbursement — American Bankruptcy Institute — 7/18/2013-7/20/2013 — Amelia Island, FL — Workshop Speaker — Transportation, lodging, meals
Reimbursement — Jacksonville Bankruptcy Bar Association — 8/2272013-8/24/2013 — Ponte Vedra, FL — Semmar Panelist — Transportation, lodging, meals
Reimbursement — The Flonda Bar — S302003-92/2013 — Boca Raton, FL — Busmess Law Section Retreat — Transportation, lodgimg, registration meals
Reimbursement — American Bankruptcy Institute — 9/272013-9282013 — Washington, DC — Semmar Panchist — Transportation & meals
Reimbursement — Commercial Law League of America — 10029201 3- 100300201 — Atlanta, GA — NCBJ Conference Panclist — Transportation, lodging, meals
Reimbursement — Nanonal Conference of Bankruptcy Judges — 10/312013-11722013 — Atlanta, GA — Annual Conference — Transportation, lodging, meals
Reimbursement — The Flonda Bar — 11/7/2013-11/8/2013 — Mia, FL — Seminar Panelist — Transportation, lodging, meals
Spouse's income — 2013 — State of Florida - Salary
Part I: See additional information provided in Part 11 and in the next two explanatory comments, below.
Part 11, Line 1: Compensation is within the limitation set forth in Section 3(x) of the Judicial Conference Regulations on Gifts, Ourside Earned Income, Honoraria
and Employment; and prior approval was sought and obtained as required by Section S(a)($).
Part 11, Line 2: Royalties do not constitute outside earned income, pursuant to Section 3(b) of the Judicial Conference Regulations on Gifts, Ourside Earned
Income, Honoraria and Employment.
Part TI1-A: There was no income received during this reporting period on account of the Agreements disclosed in Part 11.
Part VII, Line 46: The annual statements on this msurance policy describe it as a term life policy, and accordingly it was not included in prior years' reports.
However, this year's annual statement reflects an amount for "Net Cash Value" for the policy (derived from dividends), and a small taxable interest distribution
was made.
NOTE: This 2013 Amended Report is being filed in response to a Letter of Inquiry dated December 1, 2014. This Amended Report contains the following
correction:
Part VII, Line 26: The asset description in the original 2013 Report was "Pimco High Yield Fund Institutional Class." However, as reflected in the 2012 Report,
Part VII, Line 21, that asset was sold on 3/26/12, and thus should not have been listed in the 2013 Report. Part VII, Line 26, of this 2013 Amended Report has
been amended to list the correct asset, which is "Pimco High Yield Spectrum Inst."
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.