Marcia Morales Howard

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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Marcia Morales Howard | Frix