Susan Yvonne Illston

2014Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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.

Susan Yvonne Illston | Frix