Ronald Bush
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
112
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- J.A. "Bert" Eggleson Farms, Inc
As filed
Brokerage Account #1 (H)
JP Morgan, AMJ — Int/Div — Buy (add'l)
JP Morgan, AMJ — Buy (add'l)
SPDR Dow Jones. RWR — Int/Div
Vanguard Info. Technology, VGT — Int/Div — Sold (part)
ISHARES Health Care Providers, IHF — Int/Div — Sold (part)
POWERSHS ETF Sr. Loan Portfolio, BKLN — Int/Div — Sold
ISHARES ETF Core MSC. IEFA — Int/Div
ISHARES ETF Core Emerging Mrkts, EMG — Int/Div — Sold (part)
ISHARES ETF Core Emerging Mrkts, EMG — Sold
ISHARES ETF Floating Rate Bond, FLOT — Int/Div — Buy (add'l)
SPDR Fil Select Shares of Beneficial Interest, XLF — Int/Div — Buy (add'l)
SPDR Barclay's ETF 0-5 High Yield Index, SINK — Int/Div — Sold (part)
SPDR Barclay's ETF 0-5 High Yield Index, SINK — Sold
VANGUARD RUSSELL 1000 ETF, VONE — Int/Div — Sold (part)
VANGUARD RUSSELL 1000 ETF, VONE — Buy (add'l)
VANGUARD Industrials. VIS — None — Sold
Wisdomtree Japan HDGD Equity, DXJ — Int/Div — Sold
ISHARES NASDAQ Biotechnology, IBB — None — Sold (part)
ISHARES NASDAQ Biotechnology, IBB — Sold
Vanguard Corp Bond ETF, VCSH — Int/Div
Deutsche X-Trackers MSC Europe. DBEU — Int/Div — Buy (add'l)
Barclays Bank Ipath ETN Bloomberg, DJP — None — Buy (add'l)
Barclays Bank Ipath ETN Bloomberg, DJP — Sold
SPDR Consumer Select Shares of Ben Int. XLY — Int/Div — Buy
SPDR Consumer Select Shares of Ben Int. XLY — Buy (add'l)
ISHARES Short Maturity Bond ETF NEAR — Int/Div — Buy
Deutsch X TRK MSCI EAFE HDG ETF DBEF — Int/Div — Buy
ISHARES 7-10 Year Treasury Bond, IEF — Int/Div — Buy
ISHARES MSCI Emg. Mrkt. ETF, EEMA — None — Buy
US Bank accounts — None
Federal Credit Union account — Interest
New York Life insurance policy — Int/Div
US. Savings Bond — Interest — Redeemed
IBM (UGTMA held for benefit of children) — Int/Div
Bank of Commerce common stock — Int/Div
Charles Schwab Investment Account — Int/Div
as. — Interest
Pepco common stock — Int/Div
AMC Government Sec. Fund — Int/Div
JP Morgan Common Stock — Int/Div
MDU Resources Common Stock — Int/Div
Idaho "IDEAL" 529 college savings fund (select risk only) — Int/Div
Am. Funds VCSP College savings AM 529 (select risk only) — Int/Div
LA. Eggleson Farms, Inc. (family business 1/7 ownership) — Int/Div
Bank of Idaho common stock — Int/Div
Dominion Resources common stock — Int/Div
General Electric common stock — Int/Div
Microsoft common stock — Int/Div
Brokerage Account #2 (child's college savings) (H)
MSCI Emerging Markets Index Fund, EEM — Int/Div
Barclay's Bond 1-3 yr credit, CSJ — Int/Div
MSC! EAFE Index Fund, EFA — Int/Div
SPDR Dow Jones. RWR — Int/Div
Momingstar Large Core Index Fund, JKD — Int/Div
Brokerage Account #3 (retirement) (H)
Vanguard Info. Tech, VGT — Int/Div — Sold (part)
Healthcare Providers Index Fund. IHF — Int/Div — Sold (part)
SPDR Dow Jones REIT. RWR — Int/Div — Sold (part)
JP Morgan Exch. Traded MLP, AMI — Int/Div — Buy (add'l)
JP Morgan Exch. Traded MLP, AMI — Buy (add'l)
POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Sold
VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)
VANGUARD RUSSELL 1000 ETF VONE — Sold (part)
ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy (add'l)
ISHARES ETF Core Emerging Markets EMG — Int/Div — Sold (part)
ISHARES ETF Core Emerging Markets EMG — Sold
ISHARES ETF Core MSCI. IEFA — Int/Div
SPDR BARCLAY'S ETF 0-5 Cash Constrained, SINK — Int/Div — Sold
ISHARES ETF short maturity bond, NEAR — Int/Div — Buy (add'l)
Vanguard Corp. Bond ETF, VCSH — Int/Div
Deutsche X-Trackers ETF Europe, DBEL — Int/Div — Buy (add'l)
Barclays Bank Ipath ETN Bloomberg, DJP — None — Buy (add'l)
Barclays Bank Ipath ETN Bloomberg, DJP — Sold
SPDR Fin'l Select Ben. Int. XLF — Int/Div — Buy
SPDR Consumer FD. XLY — Int/Div — Buy
ISHARES 7-10 Yr. Treasury Bond, IEF — Int/Div — Buy
ISHARES MSCI Emg. Mrkt. ETF IV EEMA — None — Buy
Brokerage Account #4 (JA, Eggleson Farms, Ine.) (H)
Boise State Univ. Revenue Bond — Interest — Redeemed
SPDR Dow Jones REIT. RWR — Int/Div — Sold (part)
SPDR Dow Jones REIT. RWR — Buy (add'l)
Vanguard Info. Tech, VGT — Int/Div — Sold (part)
Vanguard Info. Tech, VGT — Buy (add'l)
ISHARES Healthcare Providers Index Fund, IHF — Int/Div — Sold (part)
JP Morgan Exch. Trad. Ntalerian MLP AMJ — Int/Div — Buy (add'l)
JP Morgan Exch. Trad. Ntalerian MLP AMJ — Buy (add'l)
JP Morgan Exch. Trad. Ntalerian MLP AMJ — Buy (add'l)
POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Sold
ISHARES ETF Core MSC. IEFA — Int/Div — Buy (add'l)
ISHARES ETF Core Emerging Markets EMG — Int/Div — Buy (add'l)
ISHARES ETF Core Emerging Markets EMG — Sold (part)
ISHARES ETF Core Emerging Markets EMG — Sold
ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy (add'l)
ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)
ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)
SPDR Barclays ETF 0-5 High Yield, SINK — Int/Div — Sold
VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)
VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)
ISHARES ETF Short Maturity Bond, NEAR — Int/Div — Buy (add'l)
ISHARES ETF Short Maturity Bond, NEAR — Buy (add'l)
Vanguard Corp Bond ETF Short Term Corp., VCSH — Int/Div — Buy (add'l)
Deutsche X-Trackers ETF MSCI Europe. DBEU — Int/Div — Buy (add'l)
Barckays BAnk Ipath ETN Bloomberg, nip — None — Buy (add'l)
Barckays BAnk Ipath ETN Bloomberg, nip — Buy (add'l)
Barckays BAnk Ipath ETN Bloomberg, nip — Sold
ISHARES MSCI Emg. Mrkt., EEMA — None — Buy
SPDR Select Fin'l ETF, XLF — Int/Div — Buy
SPDR Select Fin'l ETF, XLF — Buy (add'l)
SPDR Consumer Select Fund, XLY — Int/Div — Buy
SPDR Consumer Select Fund, XLY — Buy (add'l)
ISHARES 7-10 Year Treasury Bond ETF IEF — Int/Div — Buy
President & Director, J.A. "Bert" Eggleson Farms, Inc
Agreement — 2008 — State of Idaho District Judge Retirement Plan (no control)
Section 1, Line 1: 1am the president and a director of JA. "Bert" Eggleson Farms, Inc., a closely held Oregon corporation. The company’s stock is entirely owned
by me and my siblings. Taccept no fees for my work as an officer or director of the corporation.
Section VII, Line 2: The 2014 Report, Section VII, Line 2, listed an Idaho Housing and Finance revenue bond and stated it was redeemed in part on 1/1/14 for a
"J" value and an "A" gain code. It should have stated in Column D that the bond was redeemed in full on 1/1/14 for 4 "J" value and an “A” gain code. Because
it was redeemed on the first day of 2014 there was no corresponding income to report in Column B, nor was there a value to report in Column C at the end of the
2014 reporting period. Because the bond was redeemed in 2014, it is not included on the 2015 Report. 1 ask that this notation be considered an amendment to the
2014 Report.
Section VII, Line 35: The value reported for this stock 1 hold for the benefit of my children decreased from a "K" to a "J" value, with no corresponding transaction
in Column D, because 1 no longer hold a controlling interest for one of my older children. I now hold only the controlling interest for my minor child and that
amount is in the "J" category.
Section VIL, Line 41: This investment was reported in 2008, 2009, and 2010. On the 2010 Report it appeared at Section VIL Line 19. It was removed as a separate
entry from the 2011 Report and included in Brokerage Account #1 at Line 10, with an explanation in Section VIII of the 2011 Report stating: "This holding was
listed on Line 19 of the 2010 Report but was transferred into Brokerage Account [#1] before it was sold." That entry was incorrect. This separate holding of JP
Morgan common stock, appearing on Line 19 of the 2010 Report, was not transferred into a brokerage account but instead was held separately and continuously
from 2010 through the present day. Accordingly, it 1s now included on Line 41 of the 2015 Report as 4 separate holding, but does not have a corresponding
purchase date because it was purchased before my first financial disclosure report was filed in 2008. This stock should have been included as a separate holding
in the 2011, 2012, 2013, and 2014 reports, with each year stating in Column B a dividend with an "A" amount, and listing in Column C a "J" value based on a "1"
methodology. | ask that this explanation be considered a formal amendment to the 2011, 2012, 2013, and 2014 reports to correct this error.
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.