Karen E. Scott
2018Annual
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What was filed
42
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Constitutional Rights Foundation - Orange County
- Raytheon Missile Systems (salary)
As filed
Brokerage Account #1 (H)
Dreyfus Appreciation Fund — Distribution — Buy (add'l)
Dreyfus Opportumstic Small Cap Fund — istnibution
Dreyfus Technology Growth Fund — Distribution
Dreyfus CA AMT-free Muni Bond Fund — Int/Div
TD-Ameritrade Money Market — Interest
US Bank — Interest
Brokerage Account #2 (H)
American Funds Balanced R6 — Int/Div
Fidelity Adv Tech Inst — Int/Div
Columbia Small Cap Fund Z — Int/Div
Columbia Mid Cap Value Z — Int/Div
Franklin Small-Mid Cap Growth ADV — Int/Div
American Funds Euro Pacific Gr R6 — Int/Div
Vanguard Institutional Index — Int/Div
NW Mutual Life Insurance -adjustable — Int/Div
NY Life - Whole Life Policy #1 — Int/Div
NY Life - Whole Life Policy #2 — Int/Div
Chase Bank (H)
Checking #1) — Interest
Checking #2 — Interest
Savings — Interest
Brokerage Account #3 (H)
Hamris Oak MRK Global — Int/Div
Janus Balanced N — Int/Div
NT Aggreg. Bond Index — Int/Div
NT S&P S00 Index — Int/Div
PIM Total RT Inst — Int/Div
TRP Inst. Small Cap STK — Int/Div
Brokerage Account 24 (H)
American Funds Balanced Fund — Int/Div — Buy (add'l)
American Funds Capital Income Builder — Int/Div
American Funds Growth Fund — Int/Div
Northrop Grumman common stock — Int/Div
Brokerage Account #5 (H)
American Funds - AM Balanced — Distribution
American Funds - Euro Pac Growth — istnbution
Fidelity Small Cap Index — Distribution
JP Morgan Mid Cap Growth — Distribution
Wells Fargo Spec Mid Cap — Distribution
T.Rowe Price Growth Stock — istnbution
Vanguard Inst. Index Fund — Distribution
Judicial Advisory Board Member, Constitutional Rights Foundation - Orange County
Spouse's income — 2018 — Raytheon Missile Systems (salary)
Part I, line 2: Trust #1W owns the assets listed in Part VI at lines 5, 6, and 7.
Part 1, Tine 3: Trust #28 does not own any reportable assets.
Part VIL, lines 8-15 and lines 35-42: On November 1, 2018, as part of a change in administration for this 401(k) account, all the investments in Brokerage Account
#2 were liquidated and reinvested per a set formula in the funds identified in Brokerage Account #4. As a result, the value of all the funds in Brokerage Account
#2 at the end of 2018 was zero.
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.