Peter G. Cary
2017Annual
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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.