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.