Maxine M. Chesney

2017Annual

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Pull out the substance of this filing.

What was filed

  • 115

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • Famuly Trust #1
  • Hills of Eternity Memorial Park
  • American Assn for Advancement of Science
  • San Francisco City & County Emplovees' Retirement System - Pension
  • California Judges” Retirement System - Pension
  • California Judges” Retirement System - Survivor Benefit

As filed

Common Stock - Advanced Polymer — None

Mutual Fund - Columbia CA Tax - Exempt — Interest

Bond - Calipatria CA Redev Agy — Interest — Sold (part)

Bond - Sequoia CA Hospital District — Interest

Bank Accts. - Wells Fargo — Interest

Common Stock - Cisco Systems — Int/Div — Sold (part)

IRA - Raymond James (H)

Common Stock - Berkshire Hathaway Hldg Co. CLB — None

Common Stock - Alphabet Inc — None

Common Stock - American Express — Int/Div — Sold

Common Stock - Merck & Co. — Int/Div

Common Stock - Johnson & Johnson — Int/Div — Sold

Mutual Fund - Dodge & Cox Income — Int/Div

Mutual Fund - FPA New Income — Int/Div

Common Stock - Apple Inc — Int/Div

Bond Fund - T. Rowe Price — Int/Div

Common Stock - Verizon — Int/Div

Common Stock - General Electric — Int/Div

Common Stock - Facebook, Ine — None

Common Stock - Celgene Comp. — None

Bond - Cal. Ed Facs. Rev — Interest

Bond - Pomona Cal. Redev. Agy Tax Alloc — Interest

Bond - Kern Vy Healthcare Dist CA — Interest — Sold (part)

Bond - Bell Comnty Redev Agy CA Tax — Interest — Redeemed

Common Stock « Microsoft — Int/Div

Bond - CA Ed Facs — Interest

Common Stock - American Express — Int/Div — Sold (part)

Common Stock - Berkshire Hathaway CL A — None

Bond - Valley Sanitary Dist CA — Interest — Redeemed

Common Stock - Berkshire Hathaway CL B — None

Common Stock - Farmers & Merchants Bank Long Beach — Int/Div

Common Stock « Oracle Corp. — Int/Div

Bond - Hercules CA Imp't Bd — Interest

Bond - Mojave Desert & Min CA Waste Mgmt — Interest

Bond - Woodland CA Redev Agy — Interest

Bond - Holtville CA Redev Agy — Interest

Bond - Riverbank CA Redev Agy — Interest

Bond - Long Beach CA Fin, Auth — Interest

Bond - CA Stwde Cmntys Rev — Interest

Bond - Banning CA Fin'g Auth — Interest — Redeemed

Bond - Daly City CA Hsg Dev — Interest

Bond - CA Stwde Comntys Dev Auth — Interest

Common Stock - Alphabet Inc — None

Bond - CA St. G.O. Unhd. — Interest

Bond - Lake Elsinore CA Pub Fin'g — Interest

Bond - CA St. Ref. G.O. Unltd — Interest — Sold (part)

Bond - CA St. Ref. G.O. Unltd — Redeemed

Bond - Sacto Cty Ca Arpt Sys — Interest

Common Stock « Johnson & Johnson — Int/Div — Sold (part)

Common Stock « Clorox — Int/Div

Common Stock «- Merck & Co. — Int/Div

Bank Acct. - Provident Credit Umon — Interest

Common Stock « Chevron Com. — Int/Div — Sold (part)

Corp. Bond - Dow Chemical — Interest

Mutual Fund - FPA New Incom — Int/Div — Buy (add'l)

Corp. Bond - Time Warner — Interest

Mutual Fund - Dodge & Cox Income — Int/Div

Bond - Chula Vista CA Elem Sch Dist — Interest

Bond - Chino CA Redev Agcy — Interest

Corp. Bond - G.E. Cap. Corp. — Interest

Common Stock « Apple lnc — Int/Div

Bond Fund - T. Rowe Price — Int/Div

Corp. Bond - Hewlett-Packard — Interest

Corp. Bond - Pitney Bowes — Interest — Redeemed

Corp. Bond - CSX Corp. — Interest

Corp. Bond - Anheuser Busch — Interest

Corp. Bond - Internat’] Paper — Interest

Corp. Bond - Wells Fargo — Interest — Redeemed

Bank Deposit Acct. - Raymond James — Interest

Common Stock « Phillips 66 — Int/Div

Money Mkt Acct - Hilltop Securities — Interest

Corp. Bond - Bank of America — Interest

Corp. Bond - Bank of America — Interest

Bond - Rowland CA Uni Sch. Dist — Interest

Bond - Dept. of Vets Affairs Home Purch Rev. A — Interest — Sold (part)

Bond - San Gorgonio Mem. Healthcare — Interest

Bond - Chula Vista CA Partn — Interest

Common Stock - Gilead Sciences — Int/Div

Common Stock - Verizon — Int/Div

Common Stock - Walt Disney Co — Int/Div

Common Stock « Abbvie. Inc — Int/Div

Bond - CA Stwide Comnty Dev Auth — Interest

Bond - Mt San Jacinto CA Crnnty G.O — Interest

Bond - Rio CA Elem Sch Dist G.O. — Interest

Bond - Bakersfield CA City Sch Dist — Interest

Bond - Merced CA Sch Dist G.O. — Interest

Common Stock - General Electric — Int/Div

Common Stock - Kinder Morgan Inc — Int/Div

REIT « lron Mtn Inc — Int/Div

Common Stock - Facebook, Inc — None

Common Stock - Celgene Corp — None

Common Stock « AI&T, Inc — Int/Div

Corp. Bond - Advance Auto Parts — Interest

Corp. Bond - Coming, Inc — Interest

Corp. Bond - Arrow Electronics, Inc — Interest

Corp. Bond - American Express Co, — Interest

Corp. Bond - Autozone, Inc — Interest

Corp. Bond - ConocoPhillips — Interest — Sold (part)

Corp. Bond - ConocoPhillips — Redeemed

Corp. Bond - Kinder Morgan, Inc — Interest

Bond - CA Levee Area Pub. Fin — None

Bond - Amador Water Agy CA Water Rev — None

Bond - Stockton CA Redev. Agy Successor — None

Bond - Washington TWP CA Health G.O Ref. — Interest

Bond - W. Contr Costa CA Unif. Sch. Dist — Interest

Common Stock - FedEx Comp — None — Buy

Corp. Bond « Nordstrom, Inc — Interest — Buy

Corp. Bond - Avnet, Inc — Interest — Buy

Corp. Bond - Abbott Labs — Interest — Buy

Corp. Bond - Marke! Corp — Interest — Buy

Corp. Bond - O'Reilly Automotive — Interest — Buy

Corp. Bond «- KLA-Tencor Corp. — Int/Div — Buy

Bond - N. Cal. Transmission AG — Interest — Buy

Bond - Santa Clara CA Unif, Sch. Dist — None — Buy

Corp. Bond - General Electric Co — Interest — Buy

Trustee, Famuly Trust #1

Agreement — 02/26/93 — With SF City & Cty Employees” Retirement System for pension payable monthly until death, based on former employment with SF Dist. Atty.

Agreement — 10129/05 — With State of California Judges’ Retirement System for retirement benefits payable monthly until death, based on former employment as SF Superior Court Judge

Liability — Hills of Eternity Memorial Park — Burial Expenses

Reimbursement — American Assn for Advancement of Science — November 2-3. 2017 — Tucson, AZ — Judicial Seminar — Meals

Income — 27 — San Francisco City & County Emplovees' Retirement System - Pension — S15.854.00

Income — 2007 — California Judges” Retirement System - Pension — S117.742.00

Income — 2007 — California Judges” Retirement System - Survivor Benefit — $56,785.00

Spouse's income — 2017 — California Judges” Retirement System - Pension

All Family Trust #1 assets are included in Part VIL

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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Maxine M. Chesney | Frix