Anthony W. Ishii
2014Annual
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What was filed
21
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
2
spouse income
Named parties
- THE A & JISHII TRUST
- California Judges Retirement System
- Califormia Public Emplovees' Retirement System
- Fresno County Emplovees' Retirement Association
As filed
Ishii Bros. Inc. Common Stock — None
Invesco Van Kampen Comstock Fund — Int/Div
Rancon Realty Fund V — None
Wells Fargo Bank Accounts — Interest
Davis New York Venture A — Int/Div
Morgan Stanley Focus Growth Fund — Int/Div
Templeton Foreign Fund A — Int/Div
Morgan Stanley Private Bank NA — Interest
AT&T Inc. Common Stock — Int/Div
Alcoa Inc. Common Stock — Int/Div
Cisco Sys. Inc. Common Stock — Int/Div
General Electric Co. Common Stock — Int/Div
Trost #1 — Int/Div
Morgan Stanley Bank Account — Interest
AT&T Inc. Common Stock — Int/Div
Cisco Svs. Inc. Common Stock — Int/Div
General Electric Co. Common Stock — Int/Div
Davis New York Venture € — Int/Div
Kaiser Aluminum Corp Common Stock — Int/Div
American Wa Mutual A (X) — Int/Div
Franklin Gold & Prec Metals A (X) — Int/Div
Co-Trustee, THE A & JISHII TRUST
Agreement — 1994 — Cahforma Judges Retirement System: retirement benefits based upon age and years of service
Income — 2014 — California Judges Retirement System — $100,350.00
Spouse's income — 2014 — Califormia Public Emplovees' Retirement System
Spouse's income — 2014 — Fresno County Emplovees' Retirement Association
Additional Information and Explanations regarding entries in Part VIL Investments and Trusts:
On August | 1, 2014, Jl Jl and | created a Trust as part of an estate plan, Certain assets, or portions of assets listed in Part VII, INVESTMENTS and TRUSTS
in my Calendar Year 2013 Annual Report were transferred into the Trust. This transfer of assets into the Trust were transactions solely between myself and my
I aud no consideration was paid or received by anyone.
Assets listed in my Calendar Year 2013 Annual Report that were fully transferred into the Trust in 2014 were reported in that Report as:
Item 8 - Morgan Stanley Bank Account
Ttem 14 - Davis New York Venture C
Item 15 - Kaiser Aluminum Corp. Common Stock
As to these assets, | have deleted them as separate Items and | have now listed them under Trust #1 in my Calendar Year 2014 Annual Report.
Assets listed in my Calendar Year 2013 Annual Report that were partially transferred into the Trust in 2014 were reported in that Report as:
Item 10 - AT&T Inc. Common Stock
Item 12 - Cisco Sys. Inc. Common Stock
Item 13 - General Electric Co. Common Stock
As to these assets, I have kept them as separate Items in my Calendar Year 2014 Report because a portion of them remain outside the Trust and are still separately
reportable; and 1 have also included a portion of them under Trust #1 to reflect the fact that a portion was transferred ito the Trust and are now reportable as Trust
assets.
Becasue of these changes, some of the Item Number sequences from my Calendar Year 2013 have changed in my current report.
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.