Filing ID #10020962

f inancial D iScloSure r ePort
Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information
name:

Hon. Kathy Castor

Status:

Member

State/District:

FL14

filing information
filing type:

Annual Report

filing year:

2017

filing Date:

05/10/2018

ScheDule a: aSSetS anD "unearneD" income
asset

owner value of asset income
type(s)

income

tx. >
$1,000?

Apple Inc. (AAPL) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

Bank of America Checking [BA]

JT

$100,001 $250,000

Interest

$1 - $200

c
d
e
f
g

Bank of America Corporation (BAC) [ST]

JT

$15,001 - $50,000 Dividends

$201 $1,000

c
d
e
f
g

Bank of America Savings [BA]

JT

$15,001 - $50,000 Interest

$1 - $200

c
d
e
f
g

Boeing Company (BA) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

CL 529 ⇒
Vanguard 500 Index 529 [5P]

DC

$50,001 $100,000

Tax-Deferred

b
c
d
e
f
g

DC

None

Tax-Deferred

b
c
d
e
f
g

DC

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

LOCATION: FL

CL 529 ⇒
Vanguard Conserv Growth (Agg Age-Based) [5P]
LOCATION: FL

CL 529 ⇒

 asset

owner value of asset income
type(s)

income

Vanguard Small Cap Index [5P]

tx. >
$1,000?
b
c
d
e
f
g

LOCATION: FL

CL 529 ⇒
Vanguard Total Inter Stock [5P]

DC

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

DC

None

Tax-Deferred

b
c
d
e
f
g

CL Retirement ⇒
Vanguard 500 Index Investor [MF]

DC

$1,001 - $15,000

Dividends

$1 - $200

b
c
d
e
f
g

E*Trade Savings [BA]

JT

$1 - $1,000

Interest

$1 - $200

c
d
e
f
g

Franklin Resources, Inc. (BEN) [ST]

JT

$1,001 - $15,000

Dividends

$1 - $200

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

None

Dividends

$1,001 $2,500

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

$1,000,001 $5,000,000

Dividends

$50,001 $100,000

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin Rising Dividends [MF]

JT

$100,001 $250,000

Capital Gains,
Dividends

$5,001 $15,000

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

None

Dividends

$5,001 $15,000

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

$50,001 $100,000

Capital Gains,
Dividends

$1,001 $2,500

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

$50,001 $100,000

Capital Gains,
Dividends

$2,501 $5,000

b
c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

$50,001 $100,000

Capital Gains,
Dividends

$2,501 $5,000

b
c
d
e
f
g

Intel Corporation (INTC) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

$100,001 $250,000

Dividends

$1,001 $2,500

b
c
d
e
f
g

LOCATION: FL

CL 529 ⇒
Vanguard Windsor Fund [5P]
LOCATION: FL

IRA ⇒
T Rowe Price Equity Index 500 [MF]

 asset

owner value of asset income
type(s)

income

tx. >
$1,000?

IRA ⇒
T Rowe Price European Stock [MF]

$15,001 - $50,000 Dividends

$201 $1,000

b
c
d
e
f
g

IRA ⇒
T Rowe Price Global Stock [MF]

$50,001 $100,000

Dividends

$201 $1,000

b
c
d
e
f
g

IRA ⇒
T Rowe Price Growth & Income [MF]

$50,001 $100,000

Dividends

$201 $1,000

b
c
d
e
f
g

IRA ⇒
US Treasury Money Fund [BA]

$1 - $1,000

Interest

$201 $1,000

b
c
d
e
f
g

DC

$50,001 $100,000

Tax-Deferred

b
c
d
e
f
g

JL 529 ⇒
Vanguard Income (Agg Age-Based) [MF]

DC

None

Tax-Deferred

b
c
d
e
f
g

JL 529 ⇒
Vanguard Int Accum Port [5P]

DC

None

Tax-Deferred

b
c
d
e
f
g

DC

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

DC

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

DC

None

Tax-Deferred

b
c
d
e
f
g

JL Retirement ⇒
Vanguard Index 500 Fund [MF]

DC

$1,001 - $15,000

Dividends

$1 - $200

c
d
e
f
g

Merck & Company, Inc. Common Stock (MRK) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

Pfizer, Inc. (PFE) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

Spouse 401K ⇒

SP

None

Tax-Deferred

JL 529 ⇒
Vanguard 500 Index 529 [5P]
LOCATION: FL

LOCATION: FL

JL 529 ⇒
Vanguard Small Cap Index [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Total Inter Stock [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Windsor Fund [5P]
LOCATION: FL

b
c
d
e
f
g

 asset

owner value of asset income
type(s)

income

Morley Stable Value V Fund [MF]
Spouse 401K ⇒
Oppenheimer Developing Markets A Fund [MF]

SP

tx. >
$1,000?
b
c
d
e
f
g

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
SP
Principal Global Investors LargeCap S&P 500 Index [MF]

$250,001 $500,000

Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

$250,001 $500,000

Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

$250,001 $500,000

Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

$250,001 $500,000

Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
T Rowe Price Blue Chip Growth Fund [MF]

SP

$15,001 - $50,000 Tax-Deferred

b
c
d
e
f
g

Spouse 401K ⇒
T Rowe Price International Discovery Fund [MF]

SP

$50,001 $100,000

Tax-Deferred

b
c
d
e
f
g

The Blackstone Group L.P. Common Units Representing
Limited Partnership Interests (BX) [ST]

JT

$1,001 - $15,000

Dividends

$1 - $200

c
d
e
f
g

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

$250,001 $500,000

Dividends

$5,001 $15,000

b
c
d
e
f
g

Vanguard Joint Retirement ⇒
Vanguard US Value Fund [MF]

JT

$100,001 $250,000

Capital Gains,
Dividends

$5,001 $15,000

b
c
d
e
f
g

Walt Disney Company (DIS) [ST]

JT

None

Dividends

$1 - $200

b
c
d
e
f
g

Wells Fargo Checking [BA]

DC

$1,001 - $15,000

Interest

$1 - $200

c
d
e
f
g

Wells Fargo Savings [BA]

DC

$1,001 - $15,000

None

* Asset class details available at the bottom of this form. For the complete list of asset type abbreviations, please visit
https://fd.house.gov/reference/asset-type-codes.aspx.

ScheDule B: tranSactionS

c
d
e
f
g

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

Apple Inc. (AAPL) [ST]

JT

03/15/2017

S

$1,001 - $15,000

c
d
e
f
g

Boeing Company (BA) [ST]

JT

02/14/2017

S

$15,001 - $50,000

c
d
e
f
g

CL 529 ⇒
Vanguard Conserv Growth (Agg Age-Based) [5P]

DC

01/18/2017

S

$15,001 - $50,000

c
d
e
f
g

DC

07/21/2017

P

$15,001 - $50,000

DC

01/18/2017

S
$15,001 - $50,000
(partial)

DC

07/21/2017

P

$15,001 - $50,000

DC

01/18/2017

S

$15,001 - $50,000

CL Retirement ⇒
Vanguard 500 Index Investor [MF]

DC

11/28/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

06/15/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

06/21/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

06/29/2017

P

$50,001 $100,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

07/7/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

07/12/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒

JT

07/13/2017

P

$15,001 - $50,000

LOCATION: FL

CL 529 ⇒
Vanguard Small Cap Index [5P]
LOCATION: FL

CL 529 ⇒
Vanguard Total Inter Stock [5P]

c
d
e
f
g

LOCATION: FL

CL 529 ⇒
Vanguard Total Inter Stock [5P]
LOCATION: FL

CL 529 ⇒
Vanguard Windsor Fund [5P]
LOCATION: FL

c
d
e
f
g

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

07/21/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

08/4/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

08/4/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

10/6/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin California High Yield Municipal Fund [MF]

JT

10/13/2017

S

$15,001 - $50,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

Monthly

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

Bi-weekly

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

06/29/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

07/7/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

07/12/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

07/13/2017

P

$100,001 $250,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

10/6/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Income Fund - A [MF]

JT

10/13/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Rising Dividends [MF]

JT

Monthly

P

$1,001 - $15,000

Franklin California High Yield Municipal Fund [MF]

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

Franklin Templeton Joint Retirement ⇒
Franklin Rising Dividends [MF]

JT

08/4/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

Bi-weekly

S
$1,001 - $15,000
(partial)

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

06/15/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

06/21/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

06/29/2017

S
$100,001 (partial) $250,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

07/7/2017

S
$100,001 (partial) $250,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

07/12/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin U.S. Gov Securities Fund [MF]

JT

07/13/2017

S

$100,001 $250,000

c
d
e
f
g

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

08/7/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

07/21/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

07/24/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

08/4/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Franklin Utilities Fund - Advisor Class [MF]

JT

10/6/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

06/21/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒

JT

06/26/2017

P

$1,001 - $15,000

DESCRIPTION: Bi-weekly until 7/13/2017

 asset

owner Date

tx.
type

amount

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

07/6/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

07/10/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

07/13/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

07/21/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

07/24/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

08/4/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

10/6/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Mutual Global Discovery Fund - Class Z [MF]

JT

12/22/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

06/12/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

06/19/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

07/7/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

07/10/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

07/12/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

07/21/2017

P

$1,001 - $15,000

Mutual Global Discovery Fund - Class Z [MF]

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

08/4/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

10/6/2017

P

$15,001 - $50,000

Franklin Templeton Joint Retirement ⇒
Mutual Shares - Z [MF]

JT

12/22/2017

P

$1,001 - $15,000

Franklin Templeton Joint Retirement ⇒
Vanguard 500 Index 529 [5P]

JT

01/18/2017

S
$50,001 (partial) $100,000

JT

07/17/2017

P

$1,001 - $15,000

JT

07/21/2017

P

$50,001 $100,000

JT

01/18/2017

S

$1,001 - $15,000

JT

01/18/2017

S
$15,001 - $50,000
(partial)

Intel Corporation (INTC) [ST]

JT

02/14/2017

P

$1,001 - $15,000

Intel Corporation (INTC) [ST]

JT

02/14/2017

S

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

10/4/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

10/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

10/2/2017

P

$1,001 - $15,000

IRA ⇒

09/26/2017

P

$1,001 - $15,000

cap.
gains >
$200?

c
d
e
f
g

LOCATION: FL

Franklin Templeton Joint Retirement ⇒
Vanguard 500 Index 529 [5P]
LOCATION: FL

Franklin Templeton Joint Retirement ⇒
Vanguard 500 Index 529 [5P]
LOCATION: FL

Franklin Templeton Joint Retirement ⇒
Vanguard Income (Agg Age-Based) [5P]

c
d
e
f
g

LOCATION: FL

Franklin Templeton Joint Retirement ⇒
Vanguard Small Cap Index [5P]

c
d
e
f
g

LOCATION: FL

c
d
e
f
g

 asset

owner Date

tx.
type

amount

T Rowe Price Equity Index 500 [MF]
IRA ⇒
T Rowe Price Equity Index 500 [MF]

09/19/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

09/14/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/16/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/15/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/9/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/8/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/7/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/4/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

08/1/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/28/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/27/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/26/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/24/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/21/2017

P

$15,001 - $50,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/20/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

07/14/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

06/27/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

06/20/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

05/31/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

04/12/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

03/31/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

03/21/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Equity Index 500 [MF]

02/28/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

10/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

10/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

09/26/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

09/19/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

IRA ⇒
T Rowe Price European Stock [MF]

09/14/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/9/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/7/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/4/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

08/1/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

07/28/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price European Stock [MF]

07/27/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

10/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

10/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

09/26/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

09/19/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

09/14/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

IRA ⇒
T Rowe Price Global Stock [MF]

08/16/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

08/15/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

08/8/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Global Stock [MF]

08/7/2017

P

$15,001 - $50,000

IRA ⇒
T Rowe Price Growth & Income [MF]

12/14/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

10/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

10/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

09/14/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

09/19/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

09/26/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/1/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/2/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/3/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/4/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/7/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

IRA ⇒
T Rowe Price Growth & Income [MF]

08/8/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/9/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/15/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

08/16/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

07/24/2017

P

$15,001 - $50,000

IRA ⇒
T Rowe Price Growth & Income [MF]

07/26/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

07/27/2017

P

$1,001 - $15,000

IRA ⇒
T Rowe Price Growth & Income [MF]

07/28/2017

P

$1,001 - $15,000

IRA ⇒
US Treasury Money Fund [MF]

02/28/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

03/14/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

03/31/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

04/12/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

05/23/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

06/20/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒

07/14/2017

S

c
d
e
f
g

$1,001 - $15,000

 asset

owner Date

US Treasury Money Fund [MF]

tx.
type

amount

(partial)

cap.
gains >
$200?
c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

07/20/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

07/21/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

07/24/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

07/26/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

07/28/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/1/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/2/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/3/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/4/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/7/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/9/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

08/16/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

09/14/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

09/19/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

IRA ⇒
US Treasury Money Fund [MF]

09/26/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

10/2/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

IRA ⇒
US Treasury Money Fund [MF]

10/3/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

DC

01/17/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

DC

01/18/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

DC

07/21/2017

P

DC

12/8/2017

S
$1,001 - $15,000
(partial)

DC

01/18/2017

P

$100,001 $250,000

DC

07/21/2017

P

$15,001 - $50,000

DC

07/21/2017

S
$100,001 (partial) $250,000

c
d
e
f
g

DC

08/1/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

DC

09/5/2017

S
$1,001 - $15,000
(partial)

c
d
e
f
g

JL 529 ⇒
Vanguard 500 Index 529 [5P]
LOCATION: FL

JL 529 ⇒
Vanguard 500 Index 529 [5P]
LOCATION: FL

JL 529 ⇒
Vanguard 500 Index 529 [5P]

$50,001 $100,000

LOCATION: FL

JL 529 ⇒
Vanguard 500 Index 529 [5P]

c
d
e
f
g

LOCATION: FL

JL 529 ⇒
Vanguard Int Accum Port [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Int Accum Port [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Int Accum Port [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Int Accum Port [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Int Accum Port [5P]
LOCATION: FL

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

JL 529 ⇒
Vanguard Int Accum Port [5P]

DC

12/8/2017

S

$15,001 - $50,000

c
d
e
f
g

DC

01/18/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

DC

07/21/2017

P

DC

01/18/2017

S
$15,001 - $50,000
(partial)

DC

07/21/2017

P

$1,001 - $15,000

DC

01/18/2017

S

$1,001 - $15,000

c
d
e
f
g

Merck & Company, Inc. Common Stock (MRK) [ST]

JT

02/14/2017

S

$1,001 - $15,000

c
d
e
f
g

Pfizer, Inc. (PFE) [ST]

JT

02/14/2017

S

$1,001 - $15,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

Bi-weekly

S
$1,001 - $15,000
(partial)

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

07/10/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

08/3/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

08/7/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

08/8/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

LOCATION: FL

JL 529 ⇒
Vanguard Small Cap Index [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Small Cap Index [5P]

$1,001 - $15,000

LOCATION: FL

JL 529 ⇒
Vanguard Total Inter Stock [5P]

c
d
e
f
g

LOCATION: FL

JL 529 ⇒
Vanguard Total Inter Stock [5P]
LOCATION: FL

JL 529 ⇒
Vanguard Windsor Fund [5P]
LOCATION: FL

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

08/14/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

08/15/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

09/13/2017

S
$15,001 - $50,000
(partial)

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

09/18/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

09/25/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

09/29/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

10/2/2017

S
$50,001 (partial) $100,000

c
d
e
f
g

Spouse 401K ⇒
Morley Stable Value V Fund [MF]

SP

10/3/2017

S

$250,001 $500,000

c
d
e
f
g

Spouse 401K ⇒
Oppenheimer Developing Markets A Fund [MF]

SP

10/3/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal Global Investors LargeCap S&P 500 Index [MF]

SP

Bi-weekly

P

$1,001 - $15,000

Spouse 401K ⇒
Principal Global Investors LargeCap S&P 500 Index [MF]

SP

08/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal Global Investors LargeCap S&P 500 Index [MF]

SP

09/29/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal Global Investors LargeCap S&P 500 Index [MF]

SP

10/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal Global Investors LargeCap S&P 500 Index [MF]

SP

10/3/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

07/25/2017

P

$1,001 - $15,000

 asset

owner Date

tx.
type

amount

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

07/26/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

07/27/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/3/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/7/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/8/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/14/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

08/15/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

09/13/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

09/18/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

09/25/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

09/29/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

10/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal International Equity Index Sep Acct [MF]

SP

10/3/2017

P

$50,001 $100,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

Bi-weekly

P

$1,001 - $15,000

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

08/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

09/29/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

10/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal MidCap Separate Account [MF]

SP

10/3/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

02/27/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

03/13/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

03/20/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

03/27/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

04/3/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

04/10/2018

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

04/17/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

05/17/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

05/22/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

05/30/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

06/12/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

06/19/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

06/26/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/6/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/10/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/12/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/13/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/18/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

07/26/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

08/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

08/3/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

08/7/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

08/15/2017

P

$1,001 - $15,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

09/13/2017

P

$1,001 - $15,000

Spouse 401K ⇒

SP

09/25/2017

P

$1,001 - $15,000

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

09/29/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

10/2/2017

P

$15,001 - $50,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

10/3/2017

P

$50,001 $100,000

Spouse 401K ⇒
Principal US Property Sep Acct [MF]

SP

12/29/2017

P

$1,001 - $15,000

Spouse 401K ⇒
T Rowe Price Blue Chip Growth Fund [MF]

SP

10/3/2017

P

$15,001 - $50,000

Spouse 401K ⇒
T Rowe Price International Discovery Fund [MF]

SP

10/3/2017

P

$50,001 $100,000

Spouse 401K ⇒
T Rowe Price International Discovery Fund [MF]

SP

12/18/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

03/21/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

06/22/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

07/17/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

08/7/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

09/19/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard Index 500 [MF]

JT

12/22/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard US Value Fund [MF]

JT

07/17/2017

P

$1,001 - $15,000

Principal US Property Sep Acct [MF]

cap.
gains >
$200?

 asset

owner Date

tx.
type

amount

cap.
gains >
$200?

Vanguard Joint Retirement ⇒
Vanguard US Value Fund [MF]

JT

08/7/2017

P

$1,001 - $15,000

Vanguard Joint Retirement ⇒
Vanguard US Value Fund [MF]

JT

12/18/2017

P

$1,001 - $15,000

Walt Disney Company (DIS) [ST]

JT

08/4/2017

S

$1,001 - $15,000

* Asset class details available at the bottom of this form. For the complete list of asset type abbreviations, please visit
https://fd.house.gov/reference/asset-type-codes.aspx.

ScheDule c: earneD income
Source

type

amount

Butler Weihmuller Katz Craig

Spouse Salary

N/A

ScheDule D: liaBilitieS
None disclosed.

ScheDule e: PoSitionS
Position

name of organization

Vice President/Director

Castor-Bell-Lewis Family Foundation

ScheDule f: agreementS
None disclosed.

ScheDule g: giftS
None disclosed.

ScheDule h: travel PaymentS anD reimBurSementS
None disclosed.

ScheDule i: PaymentS maDe to charity in lieu of honoraria
None disclosed.

ScheDule a anD B aSSet claSS DetailS
CL 529 (Owner: DC)

c
d
e
f
g

 LOCATION: FL
CL Retirement (Owner: DC)
Franklin Templeton Joint Retirement (Owner: JT)
IRA
JL 529 (Owner: DC)
LOCATION: FL
JL Retirement (Owner: DC)
DESCRIPTION: Julia's Vanguard Retirement Account
Spouse 401K (Owner: SP)
Vanguard Joint Retirement (Owner: JT)

excluSionS of SPouSe, DePenDent, or truSt information
iPo: Did you purchase any shares that were allocated as a part of an Initial Public Offering?

j Yes n
k
l
m
n
i No
j
k
l
m
trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not
be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

j Yes n
k
l
m
n
i No
j
k
l
m
exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or
dependent child because they meet all three tests for exemption?

j Yes n
k
l
m
n
i No
j
k
l
m

certification anD Signature
b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the
c
d
e
f
g
best of my knowledge and belief.
Digitally Signed: Hon. Kathy Castor , 05/10/2018