John A. Mendez
2017Annual
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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.