Mary Hannah Lauck

2014Annual

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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

  • 50

    investments

  • 4

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Wells Fargo Custodial Accounts
  • Federal Bar Association
  • State-Federal Judicial Council of Virgina
  • Professionalism Advisory Committee
  • Dana DiCarlo and Scott Plank
  • IEEE - ='ary and benetis

As filed

Wells Fargo bank accounts — Interest

Wells Fargo Custodial bank accounts — Interest

Brokerage account #1

Exxon — Int/Div

International Business Machines — Int/Div

Pfizer — Int/Div

Under Armor, Inc — None

Verizon — Int/Div

Brokerage account #2

AT&T — Int/Div

Baxter Int'l Inc — Int/Div — Buy

Celgene Corp — None — Sold (part)

Cisco Sys Inc — Int/Div — Sold

Coach Inc — Int/Div — Sold

ConocoPhillips — Int/Div

Devon Energy Corp New — Int/Div — Sold (part)

Dun & Bradstreet Corp Del New — Int/Div

Dunkin Brands Group Inc — Int/Div — Sold (part)

EMC Corp Mass — None

Eaton Comp — Int/Div

General Electric Company — Int/Div — Buy

International Business Machines — Int/Div

Lowes Companies — Int/Div — Sold (part)

Nuance Communications Inc — None

Ommicon — Int/Div

Target Corp — Int/Div

Travelers Cos Inc Com — Int/Div — Sold (part)

US Bankcorp Del Com New — Int/Div

Wells Fargo & Co New — Int/Div — Sold (part)

Canadian Imperial Bank Bond — Interest

Home Depot Inc Bond — Interest

Int'l Paper Co Bond — Interest

Kohl's Corp Bond — Interest — Buy

SunTrust Bank Atlanta CD — Interest — Redeemed

Fidelity Tax Free Money Market — Interest

GE SSP program (retirement)

GE Stock Fund — Int/Div

GE US Eqty fund — Int/Div

GE Income Fund — Int/Div

TIAA CREF (retirement)

TIAA Traditional — None

CREF Stock — None

CREF Growth — None

CREF Equity Index — None

CREF Social Choice — None

AT&T (Custodian) — Int/Div

Pepco Holdings (Custodian) — Int/Div

BNY Mellon (Custodian) — Int/Div

Dommion Resources — Int/Div

VAS29 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

Member, Professionalism Advisory Committee

Gift — Dana DiCarlo and Scott Plank — Weekend trip, personal consultation, meals — $7,850.00

Spouse's income — 2014 — IEEE - ='ary and benetis

Part VII Line 49 Dominion Resources was in fact reported in the prior 2013 Annual Report on Line 92 (where it appears with an (X) as it exceeded the reporting

threshhold in that year)

Part VII Line 7 Under Armor Inc. stock. This is correctly listed as having income "None." It is common stock that pays no dividend.

Part VII Lines 41-45 TIAA-CREF retirement funds. As | read the Filing Instructions, these are correctly listed.

In prior years,. my accountant and 1 tried to establish whether there wis income in the TIAA-CREF accounts, but when I spoke to TIAA-CREF we were told that

they do not identify income; they only report the change in investment value during the year. When we contacted the Committee in regard to the 2013 Annual

Report and explamed the situation, we were referred by a staff member to page 47 in the instructions and told to report it as we are currently doing.

Page 47 of the Filing Instructions states "Certain retirement and investment funds do not credit income to the individual accounts, but instead report a “unit value"

to participants. If no income is reported as having been credited to the filer's account, leave Column B( 1) blank and enter "None" in Column B(2).

The TIAA-CREF statements do not identify any amounts as income. The statements list only beginning balances, additions (retirement contributions by the

participant and the school during the period), gain/loss, and ending balances.

Because the Filing Instructions state that "Filers are not required to disclose as income any increase or decrease in the value of their account resulting solely from

the change in market value of assets.” I do not think there 1s any income that is reportable. TIAA-CREF reports only plan contributions and the change in value

during the year.

We have sought feedback from the Committee as to my reading of these instructions for purposes of this amendment. We have not received an answer as of the

due date for this amendment.

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