William Duane Benton
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
46
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Freedom's Frontier National Hentage Area
- Rotary International
- Pepperdine Law School
- State of Missoun - judicial retirement
As filed
Equifax Inc. common stock — Int/Div — Sold (part)
GE common stock — Int/Div
Federated Clover Value Fund A — Int/Div
Oppenheimer Main Street Fund A — Int/Div
Wells Fargo Emerging Growth Fund A (formerly "Small Cap”) — Distribution
US Bancorp common stock — Int/Div
MOST 529 plan fund #1-Vanguard Aggressive Growth Portfolio — None
MOST 529 plan fund #2-Vanguard Interest Accumulatn Portfoli — Interest
AIG American General universal life policy — Interest
IRAZI — Int/Div
Hewlett Packard common stock
Wells Fargo (formerly Wachovia) Bank deposit program
Blackrock Energy & Resources Portfolio C
American Capital Income Builder Fund C
Lord Abbett Bd-Deb (
IRA#2 — Int/Div
WalMart common stock
Hewlett Packard common stock
Federated Clover Value Fund A
American International Group Inc common stock
Peabody Energy Corp. common stock
Titanium Metals Corp. New common stock — Sold
Wells Fargo Co. (formerly Wachovia Corp New) common stock
Blackrock Energy & Resources Portfolio C
Wells Fargo (formerly Wachovia) Bank deposit program
Federated Strategic Value Fund C
Federated Investors Bond Fund
Phzer Inc. common stock — Int/Div
Sirus XM Holdings Inc. (formerly Sirius Satellie Radio) common stock — Int/Div
Blackrock Global Allocation Funds A {formerly B) — Int/Div
Peabody Energy Corp — Int/Div — Sold
Titanium Metals Corp. New — Int/Div — Sold
CBRE Clarion Global Real Estate Income Fund (formerly "ING") — Int/Div — Sold
Chimera Investment Corp — Int/Div
Federated High Income Bond Fund class ( — Int/Div
Lord Abbett High Yield Fund class C — Distribution
Nuveen High Yield Municipal Bond Fund class C — Int/Div
Oppenheimer Global Strategic Income Fund C — Int/Div — Buy
American International Group Inc. common stock — Int/Div — Buy
Clearbridge Energy MLP Total Return Fund Ine. — Int/Div — Buy
Trust #1(X) — Int/Div
Edward Jones money-market fund
American Balanced Fund C1 A
Capital Income Builder Fund A
Franklin Balanced Fund C1 A
Income Fund of America Fund A
Director, Freedom's Frontier National Hentage Area
Reimbursement — Rotary International — Apr. 18-27, 2013 — Chicago IL — meeting of CIvic organization — transportation, meals and hotel
Reimbursement — Pepperdine Law School — Mar, 13-16, 2013 — Malibu CA — teach at Federal Clerkship Institute — transportation, meals and hotel
Income — 2013 — State of Missoun - judicial retirement — S68.775.36
The Vanguard Aggressive Growth Portfolio, listed on line 7 of Part VII, invests in two stock funds: (1) Vanguard Institutional Total Stock Market Index Fund
(70%), and Vanguard Total Internatonal Stock Index Fund (30%). This allocation is made by the MOST plan, not by me.
The Vanguard Interest Accumulation Portfolio, listed on line 8 of Part VII, directs all its assets into Vanguard Short Term Reserves Account, which, in turn,
invests in (1) Vanguard Prime Moncey Market Fund, and (2) funding agreements issued by one or more insurance companies, bunks, and other issuers. This
allocation is made by the MOST plan, not by me, and | do not know any specifics of item (2).
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.