Julie Sneed
2015Annual
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Pull out the substance of this filing.
What was filed
39
investments
0
positions
2
gifts
0
agreements
1
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Federal Bar Association, Tampa Bay Chapter
- Missoun Higher bducation Loan Authority (Mohela)
- Akerman LLP (former law firm), salary
- State of Florida - Salary
As filed
IRA Z(H)
Pershing Government Account — None — Buy (add'l)
Pershing Government Account — Sold (part)
Principal SmallCap Growth Fund Class — Int/Div — Buy (add'l)
Principal LargeCap Growth Fund Class — Int/Div — Buy (add'l)
Principal Core Plus Bond Fund Class *MER* with Bond & Mortgage Sec — Int/Div — Sold (part)
Principal Bond & Mortgage Securities Fund Class 1 *MER* with Core PI — Int/Div — Buy (add'l)
Principal MidCap Value Fund Class — Int/Div — Buy (add'l)
Principal Intemational Fund Insti. Class — Int/Div — Buy (add'l)
Principal SmallCap S&P 600 Index Fund Class — Int/Div — Buy (add'l)
Principal MidCap S&P 400 Index Fund Class — Int/Div — Buy (add'l)
Principal MidCap Fund Institutional Class — Int/Div — Buy (add'l)
Principal LargeCap Value Fund Class — Int/Div — Buy (add'l)
Principal LargeCap S&P S00 Index Fund Class — Int/Div — Buy (add'l)
Principal Intl Emerging Mkts Fund Class — Int/Div — Buy (add'l)
Principal Diversified Int'l Fund Class — Int/Div — Buy (add'l)
Principal SmallCap Value 11 Fund Institutional Shares — Int/Div — Buy (add'l)
Principal Capital Appreciation Fund Class 1 — Int/Div — Buy (add'l)
Principal Short-Term Income Fund Class — Int/Div — Buy (add'l)
Principal Government & High Quality Bond Fund Class — Int/Div — Buy (add'l)
Principal Government & High Quality Bond Fund Class — Buy (add'l)
Principal Income Fund Class — Int/Div — Buy (add'l)
Principal High Yield Class — Int/Div — Buy (add'l)
Principal Global Real Estate Sec Fund Inst] Class — Int/Div — Buy (add'l)
Principal Intemational Value Fund Inst! Class — Int/Div — Buy (add'l)
Frunklin Templeton Investments
Templeton Growth Fund - Advisor Class — Int/Div
American Funds VCSP/CollegeAmerica
Capital World Growth and Income-529A — Int/Div
The Growth Fund of America-529A — Int/Div
Florida Central Credit Union — Interest
Florida Prepaid College Plan — None
TIAA-CREF Retirement Portfolio
TIAA Traditional — Int/Div — Buy (add'l)
CREF Equity Index — None — Buy (add'l)
CREF Growth — None — Buy (add'l)
TIAA Real Estate — Int/Div — Buy (add'l)
T Rowe Inst Lrg Cap Grw — None — Buy
CRFF Money Market — None — Buy (add'l)
Gift — Federal Bar Association, Tampa Bay Chapter — Judicial Robe — $400.00
Gift — Federal Bar Association, Tampa Bay Chapter — Judicial mvestiture reception contribution (paid to Flondian Palace Hotel) — $2,006.00
Liability — Missoun Higher bducation Loan Authority (Mohela) — Student loans
Income — /156/15 — Akerman LLP (former law firm), salary — SO1.560.69
Spouse's income — 2015 — State of Florida - Salary
Part VII - INVESTMENTS and TRUSTS:
Line 6 - Principal Bond & Mortgag3e Securities Fund Class I merged with Principal Core Plus Bond Fund Class I. The surviving fund was Principal Core Plus
Bond Fund Class 1.
Line 26 - 27 - Franklin Templeton Investments was inadvertently omitted from the initial amended report dated January 14, 2016.
Line 28 - 30 - American Funds VCSP/CollegeAmerica was inadvertently omitted from the initial amended report dated January 14, 2016.
Line 31 - Florida Central Credit Union was inadvertently omitted from the inital amended report dated January 14, 2016.
Line 32 - Florida Prepaid College Plan was inadvertently omitted from the mitial amended report dated January 14, 2016.
Line 33 - 39 - TIAA-CREF Retirement Portfolio was inadvertently omitted from the initial amended report dated January 14, 2016.
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.