James P Donohue

2011Annual

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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Special Olympics of Washington
  • Federal Magistrate Judges Assocution
  • Bank of America
  • US Bank
  • Federal Magistrate Judges Association
  • Group Health Cooperative monthly pension through the entire vear

As filed

WELLS FARGO COMPASS ETF — Int/Div — Sold (part)

WELLS FARGO CASH ACCOUNT — Interest — Buy

WELLS FARGI CASH ACCOUNT — Interest — Closed

EATON VANCE NATL LTD MAT MUNI INCM C - EZNAX — Distribution

EATON VANCE NATL LTD MAT MUNI INCM B - ELNAX — None

AMERICAN FUNDS TAX EXEMPT BONDS C-TEBCX — Distribution

WELLS FARGO ADV MUNI BD C WMFCX — istrnibution

CAPITAL INCOME BUILDER B -CIBBX — Distribution

FIDELITY ADV EQUITY INC FD FEIRX — Distribution

PRUDENTIAL INVT PORT INC ASSET ALLOC B - PBFBX — Distribution

PRUDENTIAL ASSET ALLOC A - PIBAX — Distribution

WELLS FARGO ASSET ALLOC B FABFX — Distribution

FIDELITY VIP EQUITY-INC. PORT — None

FIDELITY VIP GROWTH PORT — None

ING T-ROWE PR. GR. EQ PORT — None

ING SMALL CO PORT — None

ING INDEX PLUS MID CAP PORT — None

ING T-ROWE PRC DIVRSD MD CAP — None

VALIC — None

WACHOVIA BANK SWEEP — Interest

OPPENHEIMER FDS ROCHESTER NAT MUN CL C (symbol ORNCX) — Int/Div — Sold

FIRST EAGLE SOGEN GOLBAL FD, CL { hd — Int/Div — Buy

T-Rowe Pr. 2015 Ret Fnd. — None

Board of Directors, Special Olympics of Washington

Board of Directors, Federal Magistrate Judges Assocution

Liability — Bank of America — Credit Card

Liability — US Bank — Line of Credit

Reimbursement — Federal Magistrate Judges Association — Feb 28-March 2 — Washington D.C — Board Meeting — Lodging and food

Spouse's income — Group Health Cooperative monthly pension through the entire vear

Part VII, lines 1 and 2: The mdividual funds in the Wells Fargo Compass ETF program were the subject of the vast majority of the financial interests reported on

prior Financial Disclosure Reports. In a phone call to the FDR office of the AO this year, | was advised that the indiviudal funds and the trading action on those

individual funds that comprise the ETF program did not have to be individually racked and reported. Hence, the report is substantially smaller than the past. The

Compass ETF otherwise covers the investments reported in lines 1-69, and 86-140.

Part VII, line 4. On the effective date of closure, the funds were rolled over into my TSP account. It is my understanding that TSP account transactions do not

need to be reported.

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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James P Donohue | Frix