Trish M. Brown

2011Annual

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Pull out the substance of this filing.

What was filed

  • 57

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Part VII
  • Oregon Division, U.S. Fencing Association
  • Debtor-Creditor Section, Oregon State Bar
  • National Conference of Bankrupty Judges
  • FIDELITY NATIONAL MANAGEMENT - SALARY

As filed

MORGAN STANLEY SMITH BARNEY ROLLOVER IRA (name change only) — Int.

Cons Staples Sel Sect SPDR FD — Buy (add'l)

Health Care Sel Sect SPDR FD — Buy (add'l)

Bond of John Hancock Life Insurance Co. — Redeemed

Industrial Sel Sec SPDR Fd — Buy (add'l)

Industrial Sel Sec SPDR Fd — Buy (add'l)

Ishares S&P Glbl Engy Sctr Index — Buy (add'l)

Vanguard Extended Mkt ETF

Powershares S&P High Quality fka Powershares Val Line ... — Part VII

AllianceBemstein Inc FD

MFS Charter Income TR SBI

Ishares MSCI PAC Ex-Japan IDX

Vanguard Growth ETF

Vanguard Value ETF Index

Powershares QQQ TR

IShares SP Smallcap 600 Index

Standard & Poors Midcap 400

SPDR S&P Midcap 400 ETF Trust fka Standard & Poors... — Part VII

Ishares Barclays Agency Bnd Fd — Part VII

Powershares Widhill Clean Energy

Ishares IBOXX Invest Gr Cor, Fd

Ishares MSC Emergmg Mkts Fd

Ishares DJ LS RI Est Index

Ishares S&P Pref Stk Indx

Ishares Barclays MBS Bond Fund

Vanguard MSCI EAFE ETF fka Vanguard Europe Pacific

Vanguard Dividend Appreciation

SPDR S&P Inter DVD ETF

ISHARES BARCLAYS 1-3 YEAR CRED

INTEL COMMON STOCK — Int/Div

DISNEY COMMON STOCK — Int/Div

MEDTRONICS COMMON STOCK — Int/Div

NIKE COMMON STOCK — Int/Div

PEPSI COMMON STOCK — Int/Div

Chevron Texaco Corporation/Common Stock — Int/Div

American Funds: INVEST. COMPANY OF AMERICA - MUTUAL FUND — Int/Div — Sold

American Funds: EUROPACIFIC GROWTH FUND - MUTUAL FUND — Int/Div

AQUILLA TAX FREE TRUST - MUTUAL FUND — Int/Div

OREGONIAN FEDERAL CREDIT UNION «PORTLAND. OR — Interest

St. Helens Comm. Fed. Credit Union Accounts-St. Helens, OR — Interest

WELLS FARGO BANK ACCOUNTS PORTLAND. OR — Interest

BANK OF AMERICA < PORTLAND. OR — Interest

PAINEWEBBER RMA - PORTLAND. OR — Interest

Oregon College Savings Plan TIAFF Cref Age Base Portfolio — Int/Div — Sold (part)

Oregon College Savings Plan TIAFF Cref Age Base Portfolio — Sold (part)

SEI INVESTMENTS « ROLLOVER IRA — Int/Div

SEI Prime Obligation Fund

SEI Large Cap Value Fund

SEI Large Cap Growth Fund

SEI Small Cap Growth Fund

SEI Small Cap Value Fund

SEI International Equity Fund

SEI Emergmg Markets Equity Fund

Karen Rennick Dyal/Marc Dyal - Personal loan/note/trust deed — Interest — Matured — Part VII

Northwest Mutual Financial Network (whole life insurance) — Int/Div — Part VII

FIDELITY NATIONAL FINANCIAL GROUP 401K) PROFIT SHARING PLAN — Int/Div — Part VII

Oakmark Equity & Income

President, Oregon Division, U.S. Fencing Association

Reimbursement — Debtor-Creditor Section, Oregon State Bar — INT to Y1T7/11 — Bend, OR — Debtor-Creditor Annual Meeting — Transportation, lodging and meals

Reimbursement — National Conference of Bankrupty Judges — 8/28/11 to 8/29/11 — Indianapolis, IN — Site Visit for Site Selection Committee — Flight

Spouse's income — 2011 — FIDELITY NATIONAL MANAGEMENT - SALARY

1

Part VII, line 9. page 4. The full name of the former investment was Powershares Val Line Time SL

2

Part VII, line 18, page 5. The full name of the former investment was Standard & Poors Midcap 400.

3

Part VIL, line 19, page 5. This was inadvertently omitted from the report filed on June 4, 2012, although was contained in all previous drafts.

4

Part VIL, line 54, page7. The loan to Karen Rennick Dyaland Mark Dyal was paid in full.

5

Part VII, line 55, page 7. No premium payment exceeded $1,000.00.

6.

Part VII, line 56, page 7. Acquisitions of investments within Fidelity National Financial Group 401(k) Profit Sharing Plan did not exceed $1,000 on a per

ira

suction basis,

7. Ishares MSCI Growth Index FD was sold in full on October 19, 2009, and inadvertently not reported. The value code would have been "K". There was a loss

so the gain code would have been "A".

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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