Trish M. Brown
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
71
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Part VIL
- Part VII
- Oregon State Bar
- Bankrupcy Judges
- FIDELITY NATIONAL MANAGEMENT - SALARY
As filed
MORGAN STANLEY SMITH BARNEY ROLLOVER IRA (name change only) — Int.
Cons Staples Sel Sect SPDR FD (XLP) — Int/Div
Health Care Sel Sect SPDR FD (XLV) — Int/Div
Industrial Sel Sec SPDR Fd (XLh — Int/Div
Vanguard Extended Mkt ETF (VXF) — Int/Div
Powershares S&P High Quality (SPHQ) — Int/Div
AllianceBemstein Inc FD (ACYY) — Sold
MFS Charter Income TR SBI (MCR) — Int/Div
Vanguard Growth ETF (VUG) — Int/Div — Buy (add'l)
Vanguard Growth ETF (VUG) — Buy (add'l)
Vanguard Value ETF Index (VTV) — Int/Div — Buy (add'l)
Powershares QQQ TR (QQQ) — Int/Div
IShares SP Smallcap 600 Index (UR) — Int/Div
SPDR S&P Midcap 400 ETF Trust (MDY) — Int/Div
Ishares Barclays Agency Bnd Fd (AGZ) — Sold
Powershares Widhill Clean Energy (PBW) — Int/Div
Ishares IBOXX Invest Gr Cor. Fd (LQD) — Int/Div
Ishares DJ US RI Est Index (1YR) — Int/Div
Ishares S&P Pref Stk Indx (PFF) — Int/Div
Ishares Barclays MBS Bond Fund (MBB) — Int/Div
Vanguard FTSE Developed Markets {(VEA) — Int/Div
Vanguard Dividend Appreciation (VIG) — Int/Div
Pimeo Active Bond fka Total Return ETF (BND) — Int/Div
Ishares DJ US Home Construct (1TB) — Int/Div
Ishares MSC Asia Ex-Japan ETC (AAX)) — Int/Div
Utilities S4 Sect SPDR Fund (XLU) — Int/Div — Buy
INTEL COMMON STOCK — Int/Div
DISNEY COMMON STOCK — Int/Div
Medtronic PLC — Int/Div
COMMON STOCK — Int/Div
PEPSI COMMON STOCK — Int/Div
Chevron Texaco Corporation/Commen Stock — Int/Div
American Funds: EUROPACIFIC GROWTH FUND - MUTUAL FUND — Int/Div — Sold (part)
AQUILLA TAX FREE TRUST - MUTUAL FUND — Int/Div
OREGONIAN FEDERAL CREDIT UNION «PORTLAND. OR — Interest
St. Helens Comm. Fed. Credit Union Accounts-St. Helens, OR — Interest
WELLS FARGO BANK ACCOUNTS PORTLAND. OR — Interest
BANK OF AMERICA < PORTLAND. OR — Interest
UBS Bank Account fka PAINEWEBBER RMA - PORTLAND. OR — Interest
Oregon College Savings Plan TIAFF Cref Age Base Portfolio — Int/Div
Agressive Portfolio — Int/Div
UBS IRA ROLLOVERDT — Int
UBS Bank USA Dep Acct — Interest
Henderson Global Investors Int Opportunities Fund A (HFOIX) — Int/Div
Oppenheimer Developing Markets Fund Class A (ODVYX) — Int/Div
Touchstone Sands Capital (CFSIX) — Int/Div
Templeton Glbal Fund (TGBAX) — Int/Div — Sold (part)
Loomis Sayles Bond Fund Class Retail (LSBDX) — Int/Div
First Eagle Global Fund (SGX) — Int/Div
Franklin Income ADV (FRIAX) — Int/Div
Diamond Hill Small Midcap (DHMIX) — Int/Div
AIG Focused Div Strategy fka Sun America Foc. Div. Strategy (FDSWX) — Int/Div
Principal Preferred Securities (PPSPX) — Int/Div
RMB Mendon Financial Services Fund (RMBKX) — Int/Div
Virtus Real Estate Securities Fund {PHRIX) — Sold
Double Line Total Return Fund Instl (DBLTX) — Int/Div
INY Science & Technology (ISTIX) — Distribution — Buy
Charles Schwab Investor Checking — Int/Div
Charles Schwab Investment Acct — Int/Div — Buy
Charles Schwab Investment Acct — Buy
Charles Schwab Investment Acct — Buy
Charles Schwab Investment Acct — Buy
Charles Schwab Investment Acct — Buy
Charles Schwab Investment Acct — Buy
Northwest Mutual Financial Network (whole life insurance) — Int/Div — Part VIL
FIDELITY NATIONAL FINANCIAL GROUP 401k) PROFIT SHARING PLAN — Int/Div — Part VII
Vanguard Wellington Admir — Int/Div
FNF 401K Stock Fund — Int/Div — Part VII
“av — Part VII
Black Knight Frozen Stock Fund — Int/Div — from line 68) — Part VII
ONNE Frozen Stock Fund — Int/Div — from lime 68) — Part VII
Reimbursement — Oregon State Bar — 0407/17 to 04/08/17 — Vancouver, WA — Northwest Bankruptcy Institute — Mileage and parking
Reimbursement — Bankrupcy Judges — Meeting, and Board of Governors Meeting — ground transportion
Spouse's income — 2017 — FIDELITY NATIONAL MANAGEMENT - SALARY
1. Part VIL, line 65, page 7. No premium payment exceeded $1,000.00.
2, Part VII, line 66, page 7. Acquisitions of investments within Fidelity National Financial Group 401(k) Profit Sharing Plan did not exceed $1,000 on a per
transaction basis,
3. Part VIL, line 68, page 7. Partial spinoff of FNF 401K Stock Fund to Black Knight Frozen Stock Fund (line 70).
4. Part VII, line 69, page 8. Partial spinoff of FNF 401K Stock Fund to CNNE Frozen Stock Fund (line 71),
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.