Eileen S. Willett

2015Annual

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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

  • 74

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • _
  • Elected Officials’ Retirement Plan--defined benefit peasion plan annual income received as a retired Superior Court Judge, State of Arizona
  • salary as employee py

As filed

Bank of America accounts — Interest

AZ State Credit Union accounts — Interest

Menwest Credit Umion accounts — Interest

Maricopa County Deferred Compensation 457 (b)Plan (H)

Universal Life Insurance Plan 1: Nationwide Retirement Solutions — Interest

Nationwide Maricopa Fixed Option — Int/Div

mmm Restricted Stock Units (formerly Stock Options") — None

GE Capital Bank CDs (mature 2019) — Interest

Rental property #1, IEm— (2013 $286,500) — Rent — Sold — _

Charles Schwab IRA (H)

Apple, Inc. (APPL) stock, common — Int/Div

Intel Corp (INTC) stock, common — Int/Div

Invensense Inc (INVN) stock. common — None — Sold

PIMCO INCM CL D (PONDX) — Int/Div

Metropolitan West High Yield Bond M (MWHYX) — Int/Div — Sold

Doubleline Total Return BD FD CL N (DLTNX) — None — Sold

Ridgeworth SEIX Float Rate High Inc (SAMBX) — Int/Div

Blackrock Util & Infras (BUD — Int/Div

Schdwab Fundamental GLBL Real Eastate Index Fund (SFREX) — Int/Div — Buy

SPDR S&P Dividend ETF (SDY) (LY)

Schwab Fundamental US Large Co Index ISFINX(Y)

Sch US DIV Equity ETF (SCHD) (Y)

Vanguard Wellesley Income Fund Investor Share (VWINX) (Y)

Fudelity Contra Fund (FCNTX) (Y)

Gabelli Small Cap Growth Fund Cl AAA (GABSX)(Y)

mm 401(K) Plus Plan (H)

Tier Life Cycle Funds: Target Date 2020 — None — Sold

Tier Life Cycle Funds: Income Plus Life Strategy — None — Buy (add'l)

Tier Life Cycle Funds: Income Plus Life Strategy — Sold

Tier 2 Core Funds: Total Stock Market Index (Y)

Tier 2 Core Funds: Reit Index (Y)

Tier 2 Core Funds: Inf] Protected Bond (Y)

Tier 2 Core Funds: Interest Income Fund — None — Sold (part)

Tier 2 Core Funds: Interest Income Fund — Sold (part)

Tier 2 Core Funds: Interest Income Fund — Sold (part)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

Tier 2 Core Funds: Interest Income Fund — Buy (add'l)

S10. — Buy (add'l)

Tier 3 Expanded Choice Funds: Large-Cap Value Indx — None — Sold

Tier 3 Expanded Choice Funds: Small-Cap Value Indx — None — Buy

Tier 3 Expanded Choice Funds: Small-Cap Value Indx — Sold

Tier 3 Expanded Choice Funds: Long-Term Corp Bond (Y)

Tier 3 Expanded Choice Funds: European Stock Index — None — Buy

Tier 3 Expanded Choice Funds: pms — Int/Div — Buy

Tier 4 Mutual Fund Window: DFA Glob Real Estate (Y)

Tier 4 Mutual Fund Window: Vang Wellesley ADM — Int/Div — Sold

Tier 4 Mutual Fund Window: PIM ALL A ALL Auth! (Y)

Tier 4 Mutual Fund Window: Vang Star wy)

Tier 4 Mutual Fund Window: PIM EM Mkts BD Inst (Y)

Tier 4 Mutual Fund Window: PIM TOT RT Inst (Y)

Tier 4 Mutual Fund Window: Vang Intm INV GR ADM — Int/Div — Sold

Tier 4 Mutual Fund Window: VANG GNMA ADM — Int/Div — Buy

Tier 4 Mutual Fund Window: VANG GNMA ADM — Sold

Charles Schwab One Brokerage Account (Hy

Federated Short Term Income Inst Share (FSTIXKY)

US Treasury Note — Interest

AT&T Ine (T) stock, common (Y)

Getty Realty Corp New REIT (GTY) — Int/Div

GE Capital Retail BA NKA Synchrony Bank CD pm — Interest

Schwab Monthly Income FD Enhanced Payout (SWKRX) — Int/Div

Vova Prime Rate Trust (PPR) — Int/Div

pm Stock. Common (X) — None

Agreement — 2014 — Elected Officials Retirement Plan participant with the State of Arizona as a retired Superior Court Judge. no control

Agreement — 2014 — Arizona Department of Administration Dental plan participant through the Elected Officials Retirement Plan as a retired Superior Court Judge, no control

Income — 2015 — Elected Officials’ Retirement Plan--defined benefit peasion plan annual income received as a retired Superior Court Judge, State of Arizona — $93. 484 22

Spouse's income — 2015 — salary as employee py

The following investments reported in Part VII, denoted with (Y), were sold prior to the end of my initial reporting period and while | was exempt from reporting

transactions: #20-25, #30-32, #54, #57, #59-62, #67, #69.

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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Eileen S. Willett | Frix