Mary Hannah Lauck

2016Annual

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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.

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Mary Hannah Lauck | Frix