Cathy Ann Bencivengo

2016Annual

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Pull out the substance of this filing.

What was filed

  • 63

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • San Diego Chapter of the Association of Business Trial Lawyers
  • Bloomberg BNA and Wiley Rein LLP
  • The Sedona Conference
  • Association and Klarquist Sparkman LLP
  • Thermo Fisher Scientific = Salary & Commission

As filed

IRA #2 (Edward Jones)

Edward Jones Cash Reserves — None

Columbia Small Cap Value Il — Int/Div

Dodge & Cox Income Fund — Int/Div — Buy (add'l)

Dodge & Cox Income Fund — Sold (part)

Dodge & Cox Stock Fund — Int/Div

Fundamental Investors Fund — Int/Div

Hotchkis & Wiley Mid Cap Val — Int/Div

JPMorgan Core Bond Fund Select — Int/Div — Buy (add'l)

Lomis Sayles Invt Grade Bd — None — Sold

MFS Value Fund — Int/Div

Victory Munder Mid Cap Core Growth Fund — None — Sold

Franklin Mutual Global Discovery Fund — Int/Div — Sold (part)

Oppenheimer Intl Growth Fund — Int/Div

Invesco Comstock Fund — Int/Div — Buy (add'l)

JPM Fed Money Market Inst C1 — None

Artisan Intl Value Fund — Int/Div

Alger Small/Mid Cap Growth — None — Sold

Europacific Growth Fund — Int/Div

T.Rowe Price Intl Discovery — Int/Div — Sold (part)

Harbor Capital Appreciation — Int/Div

Rainer Mid Cap Equity — None — Sold

Delaware US Growth — Int/Div — Sold (part)

T.Rowe Price Int Lrge Cp Gr — None — Sold

Primecap Odyseey Stock Fund — Int/Div

Artisan Mid Cap Value Fund — Int/Div — Buy

Brown Cap Mgt Small Co Fund — Int/Div — Buy

Causeway Intl Value Fund Intl — Int/Div — Buy

Dfa US Small Cap Value Fund — Int/Div — Buy

Eaton Vance Atlanta Cap SMID — Int/Div — Buy

PIMCO Funds High Yield Fund Intl Cl — Int/Div — Buy

401K #2 (Thermo Fisher)

Dodge & Cox Stock — Int/Div

Thermo Fisher Scientific Inc — Int/Div

Pimco Total Return Inst) — None — Sold

Dodge & Cox Intl Stock — None — Sold

SSGA S&P 500 Index CL C — Int/Div

Jenmison Inst] US Sm Cap Eq — Int/Div — Buy

Brokerage Acct, 42

Fundamental Investors — Int/Div

New World Growth Fund of America — Int/Div

LT. Account (Schwab)

Palomar Pomerado Health Mum Bonds — None

Temple City California Unifed School District Muni Bonds — None

Growth Fund of Amenca — Int/Div — Buy

Invesco Energy Fund — Int/Div — Buy

Money Market Charles Schwab — Interest

Brokerage Acct. #4 (Schwab)

Columbia Seligman Comm & Info Fund — Int/Div

Matthews Asian Growth & Inc Fund — Int/Div

Victory Munder Index S00 Fund — Int/Div

Oakmark Equity Income Fund — Int/Div

Parmassus Equity Income — Int/Div

Permanent Portfolio — Int/Div

Reynolds Blue Chip — Int/Div

Yacktman Focused Fund — Int/Div

IRA #1

VIAVI Solutions Common Stock — Int/Div

Fidelity Intl Discovery Mutual Fund — Int/Div

IRA #3 (Schwab)

Deposit Account/Cash Reserves — None

Parnassus Equity Income — Int/Div

Chase — Interest

Member of Board of Governors, San Diego Chapter of the Association of Business Trial Lawyers

Reimbursement — Bloomberg BNA and Wiley Rein LLP — 01/142016 — San Francisco, CA — Judicial Panclist at Patent Law Conference — air and local transportation, parking

Reimbursement — The Sedona Conference — 02/10:2016 02/122016 — Pasedena, CA — Judicial Panelist at Patent Law Conference — ground transportation, parking, meils and lodging

Reimbursement — Association and Klarquist Sparkman LLP — M/17/2016 — Patent Law Conference — meals and lodging ~~

Spouse's income — 2016 — Thermo Fisher Scientific = Salary & Commission

VIL Investments and Trusts

Part VII, Line $8: This entry regarding stock was previously reported as "IDS Uniphase Corp." The company name changed to "VIAVI Solutions."

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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Cathy Ann Bencivengo | Frix