Mary Hannah Lauck
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
53
investments
3
positions
2
gifts
0
agreements
2
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Wells Fargo Custodial Accounts
- Federal Bar Association
- State-Federal Judicial Council of Virgina
- Dana DiCarlo and Scott Plank
- Dana DhCarlo
- American Express
- Bank of America
- Virgima Women Attorneys Association
As filed
CREF Stock R2 — None
CREF Growth R2 — None
Wells Fargo bank accounts — Interest
Wells Fargo Custodial bank accounts — Interest
Brokerage account #1 (H)
Exxon — Int/Div
International Business Machines — Int/Div
Pfizer — Int/Div
Under Armor, Inc — None
Verizon — Int/Div
Brokerage account #2 (H)
AT&T — Int/Div — Sold
Baxala — Int/Div — Sold
Baxter Int'l Inc — Int/Div — Sold
Celgene Corp — None
ConocoPhillips — Int/Div
Dun & Bradstreet Corp Del New — Int/Div
Dunkin Brands Group Inc — Int/Div
Eaton Corp — istrnibution
Exxon Mobil Corp — Int/Div
General Electric Company — Int/Div
International Business Machines — Int/Div
Lowes Compames — Int/Div
Nuance Communications Inc — None
Ommicon — Int/Div
Paypal Holdings — None
Pfizer — Int/Div
Target Corp — Int/Div — Sold
Travelers Cos Inc Com — Int/Div — Sold
Under Armor, Inc. CL A-split into 2 classes — None
Under Armor, Inc. CL C-split into 2 classes — None
US Bankcorp Del Com New — Int/Div
Verizon — Int/Div — Sold
Wells Fargo & Co New — Int/Div — Sold
Berkshire Bank. Pittsfield MA CD — None — Buy
Home Depot Inc Bond — Interest — Redeemed
Int'l Paper Co Bond — Interest — Redeemed
Kohl's Corp Bond — Interest
Fidelity Tax Free Money Market — Interest
Fidelity Government Cash Reserves — Interest
GE SSP program (retirement) (H)
GE Stock Fund — Int/Div
GE US Eqty fund — Int/Div
GE Income Fund — Int/Div
TIAA CREF (retirement) (H)
TIAA Traditional — None
CREF Equity Index R2 — None
CREF Social Choice R2 — None
AT&T (Custodian) — Int/Div
Pepco Holdings (Custodian) — Int/Div — Sold
BNY Mellon (Custodian) — Int/Div
Domimon Resources — Int/Div — Sold
VAS529 College Savings Plan, prepaid, age- based, no control — None
Custodian, Wells Fargo Custodial Accounts
Board Member, Federal Bar Association
Council Member, State-Federal Judicial Council of Virgina
Gift — Dana DiCarlo and Scott Plank — Roundtrip transportation for family for week stay at friends” residence — $5,800.00
Gift — Dana DhCarlo — Weekend trip for farmly: lodging and entertainment — $3,000.00
Liability — American Express — Credit card
Liability — Bank of America — Credit card
Reimbursement — Virgima Women Attorneys Association — 10/72016-10082016 — Charolottesville VA — Speaker / presenter conference and CLE — hotel room
Part VII:
All securities in Brokerage account #1 were transferred in kind to Brokerage account #2. Items 4 - 8 in Brokerage #1 now appear as items 18, 20, 25, 28 and 29
(security was split into two classes), and 31.
Item 33 is a certificate of deposit that paid no interest in the reporting period, but will pay interest on maturity in 2017.
Brokerage #2 Items 37 and 38: the cash fund for the account was changed from 37 Fidelity Tax Free Money Market to 38 Fidelity Government Cash Reserves
through an exchange of fund shares,
TIAA CREF retirement funds items 45-48 now include "R2" in fund title. The CREF funds were reclassified into three distinct funds based on the fee structure.
The fund compositions have not changed.
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.