Susan Yvonne Illston
2013Annual
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Pull out the substance of this filing.
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.