Susan Yvonne Illston

2013Annual

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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

  • 65

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Association of Business Tnal Lawyers, Northern California
  • I nsurance Policies
  • Chase
  • Citibank
  • Schwab Bank
  • Wells Fargo
  • American Bar Association Antitrust Division
  • Association of Business Trial Lawyers
  • Eastern District of Texas Bench and Bar Association
  • JAMS, Inc. - payments

As filed

RS Partner Fund

Schlumberger LTD

Schwab Inst'l Rollover IRA — Int/Div

Aberdeen Emerging Markets Fund

Akre Focus Fund

Baxter International Inc — Buy

Comcast

Covidien

Devon Energy — Buy

Emerson Electric — Sold (part)

Exxon — Sold (part)

FPA Crescent Fund — Buy

General Electric

GS - Structured Note MSC EM 2014

Harbor Cap Appreciation Fund — Buy (add'l)

Harbor International Fund

Ishares Biotech Fund

J.P. Morgan — Sold (part)

Johnson and Johnson — Sold (part)

Longleaf Partners Fund — Sold (part)

Loomis Sayles Bond Fund

Loomis Sayles High Income — Buy

Loomis Sayles High Income — Buy

Matthews China Small Company Fund — Buy

Merck & Company — Sold

Metlife

Metlife Convert 2012 — Buy

Microsoft

Pimco Total Retum Fund

Pimco Unconstrated Bond

Schwab Advisor Standard {Cash )

Schwab US. Treas. FD

Sequoia Fund

T. Rowe Floating Rate Fund fka T. Rowe Price Inst.

Tweedy Browne Global

Vanguard Corp. Bond ETF — Buy

Vanguard Mortgage Backed Sec ETF — Buy

Vangaurd Total Bond Market Index

Vodafone Group ADR

Wells Fargo Structured Note S&P 500

IL Schwab One Brokerage Inst'l

Aberdeen Emerging Markets — Int

Akre Focus Fund — None

Apple Computer — Int/Div — Buy

Covidien PLC — Int/Div

Goldman Sachs — None — Buy

GS Gold Mine Linked Note 2016 — Buy

Halliburton — Int/Div

MV Goldminers — None — Sold

Oracle — None

Schwab Muni Money Fund — Int/Div

Vangaurd MSCI EM ETF — None

1) Schwab SEP IRA

Schwab Cash Reserves Money Market Account — None — Buy

Citibank account — Interest

Bank of America account — Interest

Northwestern Mutual Life Insurance Assets

Northwestern Mut. Life Annuity — Interest

Northwestern Mutual Lie IEEE Insurance — None

Northwestern Mutual Lilie SEE Annuities — Distribution

Northwestern Mutual Life Insurance Trust — None

Chase Bank Account — Interest

Wells Fargo Bank account — Interest

Provident Federal Credit Union — Interest

Selected American Shares — Sold

Board of Govemors, Association of Business Tnal Lawyers, Northern California

Custodian, I nsurance Policies

Custodian

Liability — Chase — Credit Cards

Liability — Citibank — Credit Cards

Liability — Schwab Bank — Credit Cards

Liability — Wells Fargo — Credit Cards

Reimbursement — American Bar Association Antitrust Division — AR/13-4/12/13 — Washington, DC — Educational seminar or progam — Travel, food, and lodging reimbursement

Reimbursement — Association of Business Trial Lawyers — 1004/13 1006/13 — Laguna Nigel, CA — bducational seminar or progam — Travel, food, and lodging reimbursement

Reimbursement — Eastern District of Texas Bench and Bar Association — 13113110113 — Plano, TX — Educational seminar or progam — Travel, food, and lodging reimbursement

Spouse's income — 2013 — JAMS, Inc. - payments

On December 1, 2014, the Committee sent me a letter highlighting certain issues regarding my 2012 and 2013 financial disclosure reports. 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 tum.

1. Part VII, p. §, line 25 of 2013 Report. MetLife Convert 2012 was previously bought on 05/09/11, but erroneously omitted from prior reports,

2. Part VIL, p. 5, line 34 of 2013 Report. T. Rowe Floating Rate Fund was formerly known as T. Rowe Price Inst., which was bought on 09/13/11 and correctly

reported on the 2011 Report. They are the sume financial instrument.

3.Part VII, p. 7, line 54 of 2013 Report. Schwab Cash Reserves Money Market Account is the only asset in the new SEP-IRA.

4. Part VII, p.5, line 34 of 2012 Report. Selected American Shares was sold on 08/03/12 for $24,864.59 but was not included on the 2012 Report.

5. Part VII, p. 6, line 36 of 2012 Report, See comment (2) above.

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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