Trish M. Brown
2012Annual
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What was filed
56
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Part VII
- Part VIL
- 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
Health Care Sel Sect SPDR FD
Industrial Sel Sec SPDR Fd
Ishares S&P GIbl Engy Scr Index
Vanguard Extended Mkt ETF
Powershares S&P High Quality fka Powershares Val Line ...
AllanceBemstein Inc FD
MFS Charter Income TR SBI
Ishares MSC PAC Ex-Japan IDX
Vanguard Growth ETF
Vanguard Value ETF Index
Powershares QQQ TR
IShares SP Smallcap 600 Index
SPDR S&P Midcap 400 ETF Trust fka Standard & Poors — Part VII
Ishares Barclays Agency Bnd Fd
Powershares Widhill Clean Energy
Ishares IBOXX Invest Gr Cor. Fd
Ishares MSCI Emerging Mkts Fd
Ishares DJ LS RI Est Index
Ishures S&P Pref Stk Indx — Buy (add'l)
Ishares Barclays MBS Bond Fund
Vanguard MSCI EAFE ETF fka Vanguard Europe Pacific
Vanguard Dividend Appreciation — Buy (add'l)
SPDRS&P Inter DVD ETF
ISHARES BARCLAYS 1-3 YEAR CRED — Sold (part)
Pimco Total Return ETF — Buy
Ishares DJ US Home Construct — Buy
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: 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)
SELINVESTMENTS « 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 Emerging Markets Equity Fund
Northwest Mutual Financial Network (whole life insurance) — Int/Div — Part VII
FIDELITY NATIONAL FINANCIAL GROUP 401K) PROFIT SHARING PLAN — Int/Div — Part VIL
Oakmark Equity & Income — Sold — Part VII
Vanguard Wellington Admir — Buy — Part VII
FNF 401K Stock Fund — Buy — Part VII
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 15, page 4. Standard & Poors Midcap 400 and SPDR S & P Midcap 400ETF Trust fka Standard & Poors... were madvertently reported in 2011
as two different holdings. Standard & Poors Micap 400 is the former name of fhe holding. The audit feature indicated 1 should complete Column D(1) for each
transaction. There were no additional transactions invelveing this fund,
2. Part VIL, line 52, page 7. No preium payment exceeded $1,000.00.
3. Part VIL line 53, page 7. Acquisitions of investments within Fidelity National Financial Group 401(k) Profit Sharing Plan did not exceed $1,000 on a per
transaction basis,
4. Part VIL, lines 54 and 55, page 7. Oukmark Equity & Income was dropped as an option in the Fidelity National Financial Group 401k) Profit Sharing Plan
and was replaced by Vanguard Wellington Admir. The sale of Oakmark Equity & Income resulted in a loss. At the same time, previous cash contnbutions by
Fidelity National Financial Group as employer matches were changed to company stock. No investments exceed $1,000 on a per transaction basis.
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.