Susan Ritchie Bolton
2011Annual
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What was filed
117
investments
1
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Orgamizanonal Diagnostics LLC ( owned company)
- Sonoma Nanonal Bank, CA
- Orgamzational Diagnostics, L.L.C. - earnings
As filed
LCapital One CD
Blackrock Global
Capital One Bank CD
IBM common stock — Int/Div
FIA Card Services — Interest
Bank of America — Interest
Memill Lynch Single Premium Life- Insurance — None
Philadelphia Life Insurance Company: Insurance — None
US. Savings Bonds — None
Virtus Balanced Fund — Int/Div
MLF Retirement Plus-Annuity — None
Transamerica Landmark Annuity — None
Allianz Franklin- Annuity — None
Nelson Il Freeway Limited Partnership — None
Office condo-1/2 Int-Phx, AZ ("94 60,000-04 30.000) — Reat
Mermill Lynch Basic Retirement Plan-Profit Sharing
JPMorgan Chase CD — Buy
Discover Bank CD — Buy
Kev Bank CD — Buy
GE Cap Retail Bank CD — Buy
GE Money Bank CD — Redeemed
US Treasury Note
US Treasury Inflation Notes (3)
Citibank CD
Amencan Express Cent. Bank CD
Capital One CD
Capital One Bank CD
BMW Bank CD — Redeemed
Mermill Lynch Basic Retirement Plan-Money Purchase — 1
Laptial One Bank CD — Buy
GE Captial Fmancial CD — Buy
Discover Bank CD — Buy
BMW Bank CD — Buy
CIT Bank CD — Buy
Discover Bank CD — Buy
JP Morgan Chase CD — Buy
Discover Bank CD — Buy
Amencan Ex Centurian CD — Buy
Motorola Mobility (see Part VIII)
Motorola Solutions (see Part VII)
GE Money Bank CD — Redeemed
Ally Bank CD — Redeemed
Carolina First Bank CD — Redeemed
Citibank CD
US Treasury Inflation Notes (1 remains, redeemed) — Sold (part)
Motorola common stock(See Part VIII
Nodalone common stock
US Treasury-zero coupon bond — Redeemed
Memill Lynch IRA
CIT Bank CD — Buy
BMW Bank CD — Buy
Sallie Mae Bank CD — Buy
IT Bank CD — Buy
GE Capital Fimancial CD — Buy
GE Captial Financial CD — Buy
American Express Bank CD — Redeemed
JPMorgan Chase Bank CD — Redeemed
Bank of America CD — Redeemed
Discover Bank CD (2) — Redeemed
Bank of America CD — Redeemed
US Treasury Inflation Note
FIA Card Services NA
US Treasury zero coupon bonds (2 remain, 1 redeemed) — Sold (part)
Pepsico common stock
Yum Brands common stock
Wal-Mart common stock
Oppenheimer Income Trust mutual fund
Goldman Sachs Bank CD — Redeemed
Capital One CD
Fidelity Equity Income Fund — Int/Div
Fidelity Magellan mutual fund — Int/Div
Fidelity Value mutual fund — Int/Div
Fidelity Asset Manager mutual fund — Int/Div
Fidelity Puritan mutual fund — Int/Div
Janus Balanced mutual fund — Int/Div
Vanguard Growth Index Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Vanguard Prime Cap Fund — Int/Div
Vanguard Life Strategy Growth Fund — Int/Div
Vanguard IRA
Total Stock Market Index Fund
Growth Index Fund
Vanguard IRA — Int/Div
Total Stock Market Fund
Gilbert AZ Public Facility Muni Bond — Interest
Memillville IN Muni Bond zero coupon — Redeemed
NMhinois DFA zero coupon Muni Bond — None
Oroville, CA (1972, $5,000) — None
Arizona Elected Officials Retirement Plan — pension
Arizona State Retirement System — None
Keyport Keyannuity — None
Keyport Keyvannuity — None
Memill Lynch IRA (SRB)
JPMorgan Chase CD — Buy
BMO Harms Bank CD — Buy
Capital One CD — Buy
Sallie Mae Bank CD — Buy
Goldman Sachs Bank CD — Buy
American Express Bank CD — Redeemed
North America SB CD — Redeemed
Beal Bank CD — Redeemed
BMW Bank CD — Redeemed
Bank of America CD — Redeemed
Discover Bank CD — Redeemed
US Treasury Inflation Note
FIA Card Services NA
US Treasury zero coupon bonds (2 remain, 1 redeemed) — Sold (part)
Huntington National Bank CD
Pepsico common stock
Yum Brands common stock
Oppenheimer Income Trust mutual fund
Capital One CD
Mid-First Bank CD (2) — Interest
US. Savings Bonds — None
U.S. Savings Bonds — None
US Savings Bonds — None
Bank of America Dep Account Preferred — Interest
Secretary, Orgamizanonal Diagnostics LLC ( owned company)
Agreement — 1989 — Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)
Liability — Sonoma Nanonal Bank, CA — Mortgage on one-half interest in office codominium (Pr. VII Tine 12)
Spouse's income — 2011 — Orgamzational Diagnostics, L.L.C. - earnings
On January 4, 2011 Mororola common stock (Partk VII, line 43) was exchanged by the company for shares in Motorola Solutions, Inc. (Part VIL, line 36) and
Motorola Mobility (Part VII, line 37),
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.