Stephen M. McNamee
2007
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What was filed
29
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- UNIFORM GIFT TO MINORS ACT WHICH WAS CLOSED IN MAY 2005 AND REOPENED IN MARCH 2006
- DISTRICT JUDGES ASSOCIATION, 9TH CIRCUIT COURT
- STATE OF ARIZONA, 2006 INCOME TAX REFUND
- HEALTH CARE EXCEL - BOARD MEMBER
As filed
IRA,US BANK, PHOENIX, AZ-CD — Interest
IRA,US BANK, PHOENIX, AZ-CD — Interest
MERRILL LYNCH-IRA #1
ML BANK USA — Int/Div
MFS VALUE FD CL A — Int/Div
MERRILL LYNCH-IRA #2
ML BANK USA — Int/Div
PIMCO COMMODITY REAL RETURN STRATFDCL A — Int/Div
MLJWH STRATEGY ALLOCATION FDLP — None
MERRILL LYNCH-IRRA #1 — Sell
ML BANK USA — Int/Div
AMERICAN EURO PACIFIC — Int/Div
CALAMOS GROWTH FUND — Int/Div — Sell
DAVIS NEW YORK VENTURE FD CLY — Int/Div
LORD ABBETT MID CAP — Int/Div
MFS VALUE FD CL A — Int/Div
HARRIS ASSOC LG CAP VALUE FND CLA — Int/Div — Sell
DB COMMODITY INDEX TRACKING FD — Int/Div
ISHARES S&P 500 GROWTH INDX FND — Int/Div — Buy
VANGUARD FTSE ALL WORLD EX US — Int/Div — Buy
CMA BANKING ADVANTAGE ACCOUNT (FORMERLY CKG ACCT) — Interest
ML-CMA, ML-BANKING ADVANTAGE ACCOUNT (UTMA) — Interest
IBM COMMON STOCK — Int/Div
INTERNATIONAL RECTIFIER COMMON STOCK — None
US SAVINGS BONDS — Interest — Sell
FAIRFIELD ESTATES — None
MARRIOT CANYON VILLAS — None
STLUKES HEALTH 403(B)7:
VANGUARD 500 INDEX FD — Int/Div — Participant
UNIFORM GIFT TO MINORS ACT WHICH WAS CLOSED IN MAY 2005 AND REOPENED IN MARCH 2006
PRESIDENT, DISTRICT JUDGES ASSOCIATION, 9TH CIRCUIT COURT
Income — 2007 — STATE OF ARIZONA, 2006 INCOME TAX REFUND — $2,993
Spouse's income — 2007 — HEALTH CARE EXCEL - BOARD MEMBER
PART VII LINE 31 - VESTED PARTICIPANT 01/01 ST. LUKES 403(B) PLAN W/ REGULAR MONTHLY CONTRIBUTIONS
PART IIIA LINE 1- INDICATES STATE TAX REFUND RECEIVED IN 2007. SAME AMOUNT WAS INADVERTENTLY REPORTED IN PRIOR
DISCLOSURE REPORT ON THE ACCRUAL BASIS. 2005 STATE TAX REFUND ACTUALY RECEIVED IN 2006 WAS 2,785.
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.