Roanne L. Mann
2016Annual
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What was filed
42
investments
3
positions
2
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- explanation Part vii
- Relative #1
- 'wo nonreportable bank accounts opened for dependent children
- Life imsurance trust (unfunded)
- Federal Bar Council
- Self-employed (law parter)
As filed
FMA ACCOUNT #1
Morgan StanleyMoney Mkt — Interest
Clearbridge All Cap Value A — Int/Div
IRA ACCOUNT #1
Morgan Stanley Money Mkt. Funds — Interest
Treasury strips/bonds — None — Sold (part)
Treasury strips/bonds — Sold (part)
Clearbridge All Cap Value A — Int/Div
Clearbridge Dividend Strat A — Int/Div
Clearbridge Agg. Growth A — Int/Div
FMA ACCOUNT #2.
Morgan Stanley Bk. Dep. Program — Interest
US Treasury bills — Interest — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
US Treasury bills — Buy (add'l)
US Treasury bills — Sold (part)
US Treasury bills — Buy (add'l)
CGSH PARTNERS INV.SERIES B — Distribution
IRA ACCOUNT #2.
Maoney Mkt. Funds Morgan Stanley — Interest
Avis Budget Grp. common stock — None
Duke Energy Comp. Holding Co. common stock — Int/Div
Spectra Energy Corp. common stock — Int/Div
Wyndham Worldwide common stock — Int/Div
FIDELITY TOPS ACCOUNT (retirement):
Vanguard Target 2025 — None — Buy
Vanguard Target 2025 — Buy
Vanguard Target 2025 — Buy — explanation Part vii
TD Bank Account #1 — Interest
TD Bank Account #2 — Interest
JPMorgan Chase Bank Account — None
IRA ACCOUNT #3
Money Mkt Funds Morgan Stanley — Interest
Clearbridge Agg. Growth — Int/Div — Buy
Davis NY Venture Y — Int/Div — Buy
S10.
Power of Attormey (not exercised), Relative #1
Custodian Trustee, 'wo nonreportable bank accounts opened for dependent children
Trustee, Life imsurance trust (unfunded)
Gift — Federal Bar Council — 11/23/16 Thanksgiving Luncheon — $475.00
Gift — Federal Bar Council — 5/9/16 Law Day Dinner — $475.00
Spouse's income — 2016 — Self-employed (law parter)
Part 1, line 3 - trust has no reportable assets
Part VII, line 34 - rollover in funds
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.