Anthony W. Ishii

2014Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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