Peter G. Cary

2017Annual

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

What was filed

  • 26

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • State-Federal Judicial Council: a not-for-protit unincorporated association of Maine state and federal judges.
  • a LLC (family LLC which owns a vacation home),
  • The Nathan & Henry B. Cleaves Law Library: a not-for-profit 501{c)(3) corporation.
  • Family Trust (revocable for part of the vear and irrevocable for the remainder)
  • National Conference of } Bankruptcy Judges
  • self employed consultant and Mame International Trade Center (salary)

As filed

Blackrock Strat Income — Int/Div

Blackrock Credit Strategies — Int/Div

Blackrock Credit Strategies — Buy

Blackrock Total Return CL — Int/Div

Blackrock Total Return CL — Buy

Metro West Mutual Fund — Int/Div

Metro West Mutual Fund — Sold (part)

PIMCO Foreign Bond Fund Mutual Fund — Int/Div

PIMCO Foreign Bond Fund Mutual Fund — Sold (part)

DFA Intemational Core Equity — Int/Div

DFA Intemational Core Equity — Sold (part)

DFA US Core Equity — Int/Div

DFA US Core Equity — Sold (part)

DFA Emerging Markets Core — Int/Div

DFA Emerging Markets Core — Buy

Charles Schwab US REIT — Int/Div

Charles Schwab US REIT — Sold (part)

Schwab International — Int/Div

Schwab Short Term US — Int/Div

Schwab US Broad Market — Int/Div

Schwab US Broad Market — Sold (part)

Deposit (cash) account — Interest

KevBank. NA Accounts — Interest

EEE. LLC

Real Estate in Cumberland County, Maine (Appraisal date = 10/30/13) — Ret

Peoples United Bank checking account — Int/Div

Treasurer, State-Federal Judicial Council: a not-for-protit unincorporated association of Maine state and federal judges.

Member; Registered Agent, a LLC (family LLC which owns a vacation home),

Advisory Director, The Nathan & Henry B. Cleaves Law Library: a not-for-profit 501{c)(3) corporation.

Trustee, Family Trust (revocable for part of the vear and irrevocable for the remainder)

Reimbursement — National Conference of } Bankruptcy Judges — 10/08/2017 10112017 — Las Vegas, NV — Conference — accomodations

Spouse's income — 2017 — self employed consultant and Mame International Trade Center (salary)

Part 1, line 4 : One of my family members is a beneficary of this trust. | served as a non-compensated trustee. The trust was a revocable trust from January |,

2017 until the settlor’s death on April 23, 2017 when the trust became an irrevocable trust for the remainder of the year.

In October of 2018, 1 received & letter of inguiry from the Committee on Financial Disclosure of the Judicial Conference of the United States (the Committee”)

regarding the "Schwab US Aggregate Bond” asset listed on line 16 of Part VII of my 2016 amended report dated 02/03/2018. The Committee correctly noted

that | omitted that asset on my 2017 report. The reason that | did not include that asset on my 2017 report is that the asset was fully sold in 2016 as | attempted to

report on line 21 of Part VI of my 2016 amended report dated 02/03/2018

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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