Marco Antonio Hernandez

2011Annual

Ask Donna

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Marco Antonio Hernandez | Frix