Marco Antonio Hernandez
2011Annual
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Pull out the substance of this filing.
What was filed
41
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
2
spouse income
Named parties
- Vision Action Network
- State of Oregon, Judicial Salary
- Standard Insurance, Disability Benefits
- State of Oregon, Unemployment Benefits
As filed
Bank of America Accounts — Interest
Oregon Savings Growth Plan-Deferred Compensation — None
Life Path 2020 Portfolio Fund
Stable Value Option
Intermediate-Bond Option
Large Company Value Stock
Stock Index Option
Large Co Growth Stock Option
Intemational Stock Option
Small’'Mid-Size Co. Stock Option
Putmam IRA — None
Pumam Voyager Fund CI-A
Washington County Deferred Comp — None
Maxim MFS International Value Portfolio
Maxim Index 600 Portfolio
Ridge Worth Small Cap Growth Stock-1
Ariel Appriecation Fund
Davis New Your Venture Fund-R
Federated Capital Appreciation, A
Maxim Stock Index Portfolio
Oppenheimer Capital Appreciation A (y)
Maxim American Century Growth Portfolio x)
Maxim Bond Index Portfolio
Maxim Loomis Sayles Bond Portfolio
David Evans Stock (common) — None
David Evans 401(k) — None
Bank of America Stable Value (v)
Riversource Stable Capital A (x)
Vanguard Int-Term Bd Idx Sig
Dodge and Cox Balanced (y)
Vanguard Wellington Admiral (x)
American Growth Funds RS (y)
Mainstay Large Cap-Growth (x)
Baron Growth Retail Fund BGRFX (vy)
Prudential Jennison Sm CO Z (x)
DEE! Stock
David Evans ESOP — None
Standard Insurance Stock (common) — Int/Div
Trust! — None
Met Life Universal Life Policy
Sterling Savings Bank Account
Committee Member, Vision Action Network
Agreement — 1993 — Oregon Public Employees Retirement System-Retirement Account: full benefits upon retirement age 65
Income — 2011 — State of Oregon, Judicial Salary — S21, 169.60
Spouse's income — 2011 — Standard Insurance, Disability Benefits
Spouse's income — 2011 — State of Oregon, Unemployment Benefits
Regarding Part VII:
Lines 3-10 reflect fund categories for a deferred compensation account. The account is a 457 plan. It is managed by the State of Oregon Savings Growth Plan.
Each item listed reflects investment categories as opposed to mutual funds. | can select the categories. However, | have no control over the individual
investments within the categories. The Oregon Savings Growth Plan controls the make-up of the categories.
Line 1 is a Pumam IRA. the Putnam IRA is comprised entirely of a mutual fund. It is called Voyager Fund CI-A
Line 21 was elimmated. The money in line 21 was transferred into line 22. The transfer was made by the account administrator. My wife and | had no part in the
decision to transfer
We are not aware of the specific date of the transfer.
Line 27 was eliminated. The money in line 27 was transferred into line 28. The transfer was made by the account administrator. My wife and 1 had no part in the
decision to transfer.
We are not aware of the specific date of the transfer.
Line 30 was eliminated. The money in Tine 30 was transferred into line 31, The transfer wis made by the account administrator.
. My wife and 1 had no part in the
decision to transfer.
We are not aware of the specific date of the transfer.
Line 32 was eliminated. The money in line 32 was transferred into line 33. The transfer was made by the account administrator.
. My wife and 1 had no part in the
decision to transfer,
We are not aware of the specific date of the transfer.
Line 34 was eliminated. The money in line 34 was transferred into line 35, The transfer was made by the account administrator. My wife and | had no part in the
decision to transfer,
We are not aware of the specific date of the transfer.
Line 34 is Trust I. The reported income and value correspond with this beneficiary's share of Trust 1.
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.