Marcia Morales Howard
2012Annual
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What was filed
34
investments
6
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Morales Construction Co, Inc
- MIC Holdings Inc
- American Cancer Society = Duval County Unit Advisory Board (non-profit)
- Wolfson Children's Hospital Women's Board (non-profit)
- St. Vincent's Hospital Women's Council (non-profit)
- Community Hospice of Northeast Flonda
- The Florida Bar
- Bank of America - salary
As filed
Wachovia, now Wells Fargo (bank accts) — Interest
Southside Warehouse, Inc. Stock (See Part Vil
Paragon Life / Met Life Variable Life Policy — Interest
MIC Holding (See Part VIII)
T. Rowe Price 401(K) — Int/Div
TRP RST Balanced
TRP Stable Value Fund
Bombardier 401(k) — Int/Div
DWS Real Estate Securities Fund
eeelnvestment Co. of America Fund/A
Washington Mutual Investors Fund/A
Growth Fund of America/A
e-Perkins Small Cap Value (See Part VIL)
Franklin Small Mid Cap Growth Fund/A
e<Euro Pacific Growth Fund/A
DFA Emerging Markets
State Street EAFE International Index Fund
State Street S&P 500 Index (See Part Vil
Wells Fargo 401(k) — Int/Div
Stable Fund
Southland Life Insurance Policy — Interest
Morgar Professional Center
Banco Bilbao — Int/Div
Brokerage Account
Ready Assets Prime Money (See Part Vil. — Int/Div
wwe<lnterline Brands Inc — None — Sold
w-Demand Deposit Account (See Part Vil) — Open
Webb Investments Inc — None — Closed
Everbank — Interest
Bank of America Account — Interest
Wells Fargo stock — Int/Div
Condominium - Jacksonville, FL (See Part Vil) — None
Community First (Bank Account) — Interest — Open
Bank of America Stock (See Part VII) — None
Ofhcer/Director, Morales Construction Co, Inc
Director, MIC Holdings Inc
Bowrd Member, American Cancer Society = Duval County Unit Advisory Board (non-profit)
Board Member, Wolfson Children's Hospital Women's Board (non-profit)
Member, St. Vincent's Hospital Women's Council (non-profit)
Board Member, Community Hospice of Northeast Flonda
Agreement — 2003 — McGuireWoods LLP 401K) (administered by T,. Rowe Price)
Reimbursement — The Florida Bar — 21112 - 622/12 — Orlando, Florida — Federal Judicial Roundtzble — Travel expenses
Spouse's income — 2012 — Bank of America - salary
Part | - The Irrevocable Trust disclosed on Line 8 1s an unfunded trust.
Part VII, Co. B(2), Lines 2, 4, and 22 - the type of income is partnership income.
Part VII, Line 25, Merrill Lynch appears to huve renamed this fund.
Part VII, Line 27, this item represents the proceeds of the stock sold in line 26.
Part VII, Line 32, this item represents
1/4 interest in a condominium,
Part VII, Line 34, this is a restricted stock award
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.