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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.