Sheri Bluebond
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
82
investments
2
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Los Angeles Bankruptcy Forum
- Trust No.
- California Bankruptcy Forum Conference
- Nanonal Conference of Bankruptcy Judges
- GlassRamer Advisory & Capital Group LLC -- Salary
As filed
67 — Distribution
Microsoft. common stock — Int/Div
Cisco, common stock — Int/Div — Sold (part)
General Electric. common stock — Int/Div
Phizer. common stock — Int/Div
Scholarshare Active Age-Based Portfolio SK (form. TIAA-CREF) — Interest
Trust #1
Capstone Turbine Corp., common stock — None
Broadcomm. common stock — Int/Div
Wells Fargo Bank (Accounts) — Interest
Stamps.com, common stock — None
First Eagle Global Mutual Fund — Int/Div
12. — Distribution
Loomis Savles Bond Fund (Retail Shares) — Int/Div
14. — Distribution
Loomis Savles Global Bond Inst] Fund — Int/Div — Sold (part)
Loomis Savles Global Bond Inst] Fund — Sold
Fidelity Municipal Money Market Mutual Fund — Int/Div
18 — Distribution
Templeton Frontier Mrtks Fd Adv Cl — Int/Div — Buy (add'l)
20. — Distribution
Fidelity Advisor Real Estate CL Mut Fund — Int/Div
n — Distribution
Fidelity Municipal Income Fund — Int/Div — Sold
Fidelity California Municipal Income Fund — Int/Div — Buy
Fidelity California Municipal Income Fund — Buy (add'l)
Fidelity California Municipal Income Fund — Buy (add'l)
DWS California Tax Free Income Class S — Int/Div — Sold
DWS Managed Municipal Bond CL S — Int/Div — Buy
Templeton Global Bond Class A — Int/Div — Buy (add'l)
Templeton Global Bond Class A — Buy (add'l)
Templeton Global Bond Class A — Sold
Invesco Int'l Growth Fund CL RS — Int/Div
Artisan Value Fund Investor CL — Int/Div
u — Distribution
Artisan Small Cap Fund Investor CL — None
Credit Suisse Commd Rim Strigy Inst'l SH — None — Sold (part)
Credit Suisse Commd Rim Strigy Inst'l SH — Sold
Fidelity Small Cap Value Fund — Int/Div
19 — Distribution
Fudelity Growth Company Fund — Int/Div
41 — istnbution
Fidelity Advisor New Insights CL — Distribution — Sold (part)
Fidelity Low Priced Stock Fund — Int/Div
a4 — Distribution
IShares TR Russell 1000 Index Fund — Int/Div
IShares TR Russell Midcap Index Fund — Int/Div
IShares TR Russell Midcap Value Index Fund — Int/Div
Perkins Mid Cap Valve Fund Class T — None — Sold (part)
Perkins Mid Cap Valve Fund Class T — Sold
MFS Int'l Diversification Fund A — Int/Div
MFS Int'l Value Fund CL A — Int/Div
52 — Int/Div
Morgan Stanley Global Real Estate Port P — Int/Div
Oppenheimer Dev Markets Fd Class Y — Int/Div
$5 — Distribution
T Rowe Price Small Cap Stock Advisor CL — istrnibution
Prudential Jennison Mid Cap Growth CL A Fund — Distribution
Vanguard Index FDS Vanguard Value Vipers — Int/Div
Vanguard Index FDS Vanguard Growth Vipers — Int/Div
Wells Fargo Short Term Muni Inc. -Inst — Int/Div — Buy (add'l)
Wells Fargo Short Term Muni Inc. -Inst — Buy (add'l)
Wells Fargo Short Term Muni Inc. -Inst — Sold (part)
Wells Fargo Muni Bond Fd-Admm CL — Int/Div — Buy
Wells Fargo Muni Bond Fd-Admm CL — Distribution — Sold (part)
Fidelity Emerging Markets Fund — Int/Div — Buy
Franklin Int'l Small Cap Growth Advisor — Int/Div — Buy
Oppenheimer Int'l Bond Fund CL Y — Int/Div — Buy
Sector Spdr TR SHS Ben Int'l Fin'l Cross Fund — Int/Div — Buy
Sector Spdr TR SHS Ben Int'l Fin'l Cross Fund — Buy (add'l)
Aberdeen Emerging Markets Fd Inst] SV YL — Int/Div — Buy
Aberdeen Emerging Markets Fd Inst] SV YL — Sold
I Assets
San Diego Cty Cr. Union (Accounts) See Pt. VIII, Note — None
Union Bank (Account) See Pt. VILL Note — None
Ameritrade (Account) See Pr VIL Note — None
eTrade (Account) See Pr. VIII Note — None
Phycor 401(k) See Pr. VIII, Note — None
Bridge Harb. Met, lnc. stock (See Pt. VIII, Notes 1 & 2) — None
BH Channelview, LLC (membership int.) (See Pr. VIII, Notes 1 & 2) — None
BH Vincent, LLC (membership int.) (See Pt. VIII, Notes 1 & 2) — None
BH Bellvue, LLC (membership int.) (See Pt. VIL Notes 1 & 2) — None
Member, Board of Trustees, Los Angeles Bankruptcy Forum
Trustee, Trust No.
Reimbursement — California Bankruptcy Forum Conference — 05/16 to 05/19/2013 — San Diego, CA — Speiker at Annual Conference — Hotel, Meals, Tuition
Reimbursement — Nanonal Conference of Bankruptcy Judges — 10729 10 1102/2013 — Atlanta, GA — Attendance at Annual Meeting and Conference — Hotel
Spouse's income — 2013 — GlassRamer Advisory & Capital Group LLC -- Salary
NOTE 1:
The only information available to me concerning JEN assets is that which was contained on a balance sheet
prepared as of September 3, 2003 that was attached is a schedule to the premarital agreement that we signed on September 5, 2003.
The entries that appear on lines | through 72 of Part VII of this report refer to my assets (with the exception of line 5, which refers to 529 accounts that belong
to)
The entries that appear on lines 74 through 82 of Part VII of this report refer to JNM assets and reflect values as of
September 3, 2003, as this is the only information available to me. | do not have information as to the specific funds or stocks contained within the brokerage
accounts or 401(k) accounts identified in lines 76 through 78 of Part VIT of this report, and 1 do not hive, and will not obtain, any interest in any of these assets or
any income or proceeds that may be generated by these assets.
NOTE 2;
An explanatory note on [Jl Scptember 3, 2003 balance sheet reflects that the values shown for the assets described on lines 74 through 82 of Part VIL
of this report "are based on the allocation of an anticipated sales price for all four interests totaling $24.000.% 1 believe that the assets described on these lines
may have been sold since September 3, 2003, but | do not have access to this information or any details concerning the sale and do not have any mterest in any
proceeds that may have been generated thereby. 1 also believe that, shortly after our marriage, [EN closed certain of his bank accounts and opened new
bank accounts at Wells Fargo and ING. Again, I do not have any information concerning the balince on deposit in any of these accounts or any income generated
by these accounts and do not have any interest in any funds on deposit in these accounts.
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.