John A. Mendez

2017Annual

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Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Sacramento County Department of Health and Human Services-salary
  • Self Employed (Clinical Psychologist)

As filed

Cash/Money Market , Morgan Stanley — Interest

Clearbndge Large Cap Growth C — Int/Div

Clearbridge Mid Cap Care C — hvy

TRAK Morgan Stanley Mutual Fund — Int/Div

Sacramento Mumicipal Utility Dist. Mum Bond — Interest

Altna Group Inc. common stock — Int/Div

Exxon Mobil Corp. common stock — Int/Div

Hewlett Packard common stock — Int/Div

HSBC Holdings PLC SPON ADR New common stock — Int/Div

Kraft Foods Group Inc. common stock — Int/Div

Mondelez Intl. Inc. common stock — Int/Div

Phizer lnc. common stock — Int/Div

Philip Morris Intl. Inc. common stock — Int/Div

Proctor & Gamble common stock — Int/Div

Johnson & Johnson common stock — Int/Div

Medtronics PLC SHS common stock — Int/Div

Morgan Stanley (IRA )--cash equivalents — Interest

Morgan Stanley (IRA) TRAK Mutual Fund — Int/Div

Wells Fargo Bank Accounts — Interest

Spouse's income — 2017 — Sacramento County Department of Health and Human Services-salary

Spouse's income — 32007 — Self Employed (Clinical Psychologist)

In response to the August 27, 2018 letter from the Committee the following amendments were made pursuant to recommendations made by Ms. Amy Brow. (Ms.

Brow was very helpful and provided excellent advice and assistance to me).

Part VII, line 2--the word "Fund" was deleted. This is a checking/cash account within the Morgan Stanley Brokerage account. It operates just like a bank account.

Checks are written out of this account and cash, dividends and interest ure deposited into this account on a monthly basis. There are no investments in this account

Part VII, line 5--the word "Funds" was changed to "Fund". The TRAK account is one mutual fund that anyone can purchase. Wit

1 this fund, Morgan Stanley

buys and sells the assets which make up the fund but we do not exercise any control over the assets that Morgan Stanley determines are in this mutuyl fund, 1used

the exact same description of this asset on my 2017 FDR that | did on my 2016 FDR (which wus accepted by the Committee).

Part VIL, line 19--the word "Funds” was changed to "Fund". See explanation 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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John A. Mendez | Frix