Andrew Jay Kleinfeld
2011Annual
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What was filed
54
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
2
spouse income
Named parties
- Trust #1
- Metropolitan Life Insurance Co. (Deferred Comp)
- Prudential Life Insurance Co. (Deferred Comp)
- Self emploved writer and educational consultant - See Part VIII
- State of Alaska - Retirement
As filed
Morgan Stanley - Money Mkt Account — Int/Div
Radio Shack Common Stock — Int/Div
DWS Funds — Int/Div
Keogh Plan - Admimistered by ABA — Int/Div
Black Rock Total Return Fund — Int/Div
403(b) and IRA Rollover Plans w/ Vanguard — Int/Div
AT&T Common Stock — Int/Div — Sold
Qwest Common Stock (Now Centurylink) — Int/Div
Am Elect Power Common Stock — Int/Div
Verizon Common Stock — Int/Div — Sold
Northrop Grumman, Common Stock — Int/Div
Denali State Bank Accounts — Interest
Morgan Stanley Global Infrastructure Fd UTLOX (Trust #1) — Interest — Sold
U.S. Savings Bonds (Trust £1) — Interest
Morgan Stanley Tax Exempt Sec Tr TAXDX (Trust #1) — Interest — Sold
Franklin Fed Tax Free Inc Fd FKTIX (Trust E10) — Interest — Sold
Franklin Tax Free Tr FKITX (Trust!) — Int/Div — Sold
Met Life - Trust Interests — Int/Div
Northern Growth Equity Fund NOGEX {Trust #1) — Int/Div — Sold
Northern Income Equity Fund NOIEX (Trust #1) — Int/Div
Northern Int'l Growth Equity Fund NOIGX (Trust #1) — Int/Div
TIAA-CREF Retirement Annuity — Int/Div
Northern Money Mrt Account (Trust #1) — Interest
Transamerica Whole Life Policy — Interest
Transamerica Whole Life Policy — Interest
AK State Housing Fin Corp — Interest
Kitsap Caty Wash GO — Interest
Mat-Su AK Port — Interest
Wells-Evergreen Money Market — Interest
Fidelity Investments Deferred Comp — Interest
Fairpoint Commumication, Inc stock — Int/Div
Symetra Invest Serv Cash Acct — Interest
Calamus Growth Fund CGRIX — Int/Div
Amencan Funds Euro Growth Fnd AEGFX — Int/Div
Fairhome Fund FAIZX — Int/Div
First Eagle Sogen Fds SGIIX — Int/Div
Growth Fnd America GFAFX — Int/Div
Janus Perkins Mid CapValue Fd Inv IMVAX — Int/Div
Legg Mason Pirs Equity Tr SAGYX — Int/Div
Looms Sayles Invt Fds Bond Fd LBSRX — Int/Div
PIMCO FDS Pac Invt Mgmt Ser Total Return Fd Inst] C1 PTTRX — Int/Div
Davis NY Venture Fd Inc C1 Y DNVYX — Int/Div
MCF SPDR Gold Tr Gold Shares GLD (Trust #1) — None — Buy (add'l)
MFO Pimeo Fds Pac Invt Mgmt PCRIX (Trust #1) — Int/Div
MFO Vanguard Fixed Inc Secs VIPSX (Trust #1) — Int/Div
MFC Ishares Tr MSC] Emerg Mks EEM (Trust #1) — Int/Div
MFB N Funds Stk Index Fd NOSIX (Trust ‘#1 — Int/Div — Buy (add'l)
MFB N Multi Mgr Mid Cap Fd NMMCX (Trust #1) — Int/Div — Buy (add'l)
Fromber Commumecations Common Stock — Int/Div
Huntmgton Ingalls Industries Stock — Int/Div — from line 11)
MFC Shares Tr Barclays Fd CSJ (Trust 21) — Int/Div — Buy
MFC Ishares Tr Dow Fd DVY (Trust 21) — Int/Div — Buy
MFB Northern Fd NMMLX (Trust 21) — Int/Div — Buy
MFB Northern Fds Bd Index Fd NOBOX (Trust #1) — Int/Div — Buy
Co-Trustee, Trust #1
Income — 2011 — Metropolitan Life Insurance Co. (Deferred Comp) — S21.936.00
Income — 2001 — Prudential Life Insurance Co. (Deferred Comp) — $20,652.00
Spouse's income — 2011 — Self emploved writer and educational consultant - See Part VIII
Spouse's income — 3201 — State of Alaska - Retirement
Various stocks (including, but not limited to, Qwest, American Electric, AT&T, Northrup Grumman, Fairpoint, and Verizon) accrue additional shares through
dividend reinvestment programs,
Judge Kleinfeld (Person Reporting) is 4 Co-Trustee of a trust (Trust #1). Northern Trust Bunk of Florida is the Co-Trustee. Judge Kleinfeld receives income
and has the power to invade principal subject to a standard. The trust was estublished pursuant to Judge Kleinfeld's 0 state plan, with his 00 as the
beneficiaries. The descriptions of the assets controlled by the trust are listed in Part VII of the disclosure report. and are followed by a (Trust #1) designation.
In 2011 Person Reporting's | eceived compensation and royalties for articles written, research provided, or conferences attended from the University of
Alaska
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.