Susan Yvonne Illston
2014Annual
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Pull out the substance of this filing.
What was filed
95
investments
3
positions
0
gifts
0
agreements
4
debts
4
reimbursements
0
income
1
spouse income
Named parties
- Association of Business Tnal Lawyers, Northern California
- a Insurance Policies
- PD Annuities
- Chase
- Citibank
- Schwab Bank
- Wells Fargo
- American Bar Association Antitrust Division
- ChiPs
- American Bar Association-- Antitrust Economics Institute
- Sedona Conference
- JAMS, Inc. - payments
As filed
FPA Crescent Fund
General Electric
Schwab Inst'l Rollover IRA — Int/Div
Aberdeen Emerging Markets Fund
Akre Focus Fund
Baxter International Inc
Comcast — Sold (part)
Covidien — Sold
Devon Energy
Schwab Institutional Rollover IRA
Dodge & CDX International Stock Fund — Buy
Emerson Electric — Sold (part)
Exxon — Sold
General Motors — Buy
GS - Structured Note MSC EM 2014
Harbor Cap Appreciation Fund — Buy (add'l)
Harbor International Fund — Sold (part)
Ishares Biotech Fund — Sold (part)
J.P. Morgan
Johnson and Johnson
Longleaf Partners Fund
Looms Sayles Bond Fund
Loomis Sayles High Income — Sold (part)
Matthews China Small Company Fund — Buy (add'l)
Matthews Pacific Tiger Fund — Buy
Metlife — Sold (part)
Metlife — Sold
Metlife Convert 2012 — Sold (part)
Metlife Convert 2012 — Sold
Microsoft
Occidental Petroleum — Buy
Occidental Petroleum — Sold
Oracle Corp. — Buy
Osterweis Strategic Inc. Fund — Buy
Pimco Total Return Fund
Pimco Unconstrated Bond — Sold
RS Partner Fund
Schlumberger LTD — Buy (add'l)
Schroder International Multicap — Buy
Schwab Advisor Standard (Cash) — Buy (add'l)
Schwab US. Treas. FD (X) — Buy (add'l)
Sequoia Fund
Target Corp — Buy
Target Corp — Sold
T. Rowe Floating Rate Fund fka T. Rowe Price Inst. — Sold (part)
Tweedy Browne Global — Buy (add'l)
Vanguard Corp. Bond ETF — Buy (add'l)
Vanguard Mortgage Backed Sec ETF — Buy (add'l)
Vanguard Mortgage Backed Sec ETF — Sold (part)
Vangaurd Total Bond Market Index
Verizon — Buy
Verizon — Sold
Vodafone Group ADR — Buy (add'l)
Wells Fargo Structured Note S&P 500
Il. Schwab One Brokerage Inst'l — Int/Div
Aberdeen Emerging Markets — Int/Div — Sold
Akre Focus Fund — None
Apple Computer — Int/Div — Sold (part)
Covidien PLC — Int/Div — Sold
GS Gold Mine Linked Note 2016 — None
Halliburton — Int/Div — Sold (part)
Oracle — Int/Div — Sold
Schwab Muni Money Fund — Int/Div
Vangaurd MSCI EM ETF — None — Sold
11 Schwab SEP IRA — hy — Buy
Apple — Int/Div — Buy
Barron Emerging Markets — None — Buy
Schwab Cash Reserves Money Market Account — Int/Div
Third Avenue Real Estate — Int/Div — Buy
Vanguard Corp. Bond ETF — Int/Div — Buy
Vanguard Corp. Bond ETF — Buy (add'l)
Citibank account — Interest
Northwestern Mutual Life Insurance Assets
Northwestern Mut. Life Annuity — Interest
Northwestern Mutual Life [umm Insurance — None
Northwestern Mutual Life mmm Annuities — Distribution
Northwestern Mutual Life Insurance Trust — None
Chase Bank Account — Interest
Wells Fargo Bank account — Interest
Provident Federal Credit Union — Interest
IV. Schwab Living Trust — Int/Div
DOMIX — Int/Div — Buy
DOMIX — Buy (add'l)
DOMIX — Buy (add'l)
DOMIX — Int/Div — Buy
DOMIX — Buy (add'l)
PARMX — Int/Div — Buy
PARMX — Buy (add'l)
PRBLX — Int/Div — Buy
PRBLX — Buy (add'l)
PXWIX — Int/Div — Buy
PXWIX — Buy (add'l)
VFTSX — Int/Div — Buy
VFTSX — Buy (add'l)
Bank of America accounts — Int/Div — Closed
Board of Govemors, Association of Business Tnal Lawyers, Northern California
Custodian, a Insurance Policies
Custodian, PD Annuities
Liability — Chase — Credit Cards
Liability — Citibank — Credit Cards
Liability — Schwab Bank — Credit Cards
Liability — Wells Fargo — Credit Cards
Reimbursement — American Bar Association Antitrust Division — 3/25/14-3/27/14 — Washington, DC — Educational seminar or progam — Travel, food, and lodging reimbursement
Reimbursement — ChiPs — 10/1/14-10/2/14 — Washington, DX — bducational seminar or progam — Travel, food, and lodging reimbursement
Reimbursement — American Bar Association-- Antitrust Economics Institute — 10/6 14-10U8/ 14 — Arlington, DC — Educational seminar or progam — Travel, food, and lodging reimbursement
Reimbursement — Sedona Conference — 11/4/14-117/14 — New Orleans — Educational seminar or progam — Travel, food, and lodging reimbursement
Spouse's income — 2014 — JAMS, Inc. - payments
On November 27, 2015, the Committee sent me a letter highlighting certain issues regarding my 2014 financial disclosure report. In response, | am filing this
amended report which includes the changes to Part VII discussed below, Below | address each issue raised by the Committee in turn,
1. Part VII, line 33. The reference "(add'l)" should be deleted. This was an initial purchase for this account. The confusion was caused by & simultancous sale of
Oracle m Account Il in Part VII, line 62.
2, Part VII, lines 46 and 47 of the 2013 report are the same. It now appears only as GS Gold Mine Linked Note in the 2014 report at Part VII, line 60.
3. Part VII, line 95. The Bank of America accounts were closed on 3/17/14.
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.