Ask Donna

Pull out the substance of this filing.

What was filed

  • 77

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • : Taind = = £5 oy
  • LA Te :
  • Monterey College of Law
  • San Francisco City & County Employees' Retirement System - Pension
  • Calitorma Judges’ Retirement System - Pension
  • California Judges' Retirement System - Pension
  • Self-employed (arbitration and mediation)

As filed

Common Stock - Advanced Polymer — None

Mutual Fund - RVS CA Tax - Exempt (formerly AXP) — Interest

Bond - Calipatria CA Redev Agy — Interest

Bond - Sequoia CA Hospital District — Interest

Bank Accts., CDs - Wells Fargo — Interest

Common Stock - Intel — Int/Div

Common Stock - Sun Microsystems — None

Common Stock - Cisco Systems — None

Bond - Fremont CA Pub. Fin. Auth — Interest

Bond - San Benito Health Care Dist — Interest

IRA - Hoefer & Amett — Int/Div

Common Stock - Amgen — Sell

Common Stock - Berkshire Hathaway Hldg Co.CLB

Common Stock - KKR Fin'l

Common Stock - American Express

Common Stock - General Electric

Mutual Fund -Source Cap, Inc — Buy

Common Stock-Silver State Bancorp — Buy

Common Stock - Burlington Northern Santa Fe Corp. — Buy

Bond - N. Inyo Cnty Cal. Local Hosp. — Interest

Bond - Folsom Cal. Spl. Tax Comnty Facs — Interest

Bond - Cal. Edl. Facs. Rev. — Interest

Bond - El Monte Cal, Pub. Fin — Interest — Sell

Bond - Woodland Cal. Fin. Auth — Interest

Bond - Pomona Cal. Redev. Agy Tax Alloc — Interest

Common Stock - Walmart Stores — Int/Div

Bond - Placentia CA Redev Agy Hsg — Interest

Bond -LaMirada CA RedevAgy — Interest

Bond - Montclair CA Redev Agy — Interest

Bond - Cudahy CA Redev Agy — Interest

Bond - Kem Vy Healthcard Dist CA — Interest

Bond - Bell Comnty Redev Agy CA Tax — Interest

Bond - Muroc CA Jt Unif Sch Dist — Interest

Common Stock - Abbot Labs — Int/Div

Common Stock - Home Depot — Int/Div

Common Stock - Microsoft — Int/Div

Bond - CA Edl Facs — Interest

Bond - Woodland CA Commty Facs — Interest

Bond - Yuba City CA Redev Agy — Interest

Common Stock - Reading Int'l — None

Money Market Fund - Hoefer & Arnett General Mny Mkt — Int/Div — Redeemed

U.S. Treasury Securities — Interest — Redeemed

Common Stock - American Express — Int/Div

Common Stock - Ameriprise Fin'l — Int/Div

Common Stock - Amgen — None — Sell

Common Stock - Berkshire Hathaway CL A — None

Real Estate Inves't Trust - KKR Fin'l — Int/Div — Buy

Common Stock - West America Bank — Int/Div

Bond - Plumas CA Elem Sch Dist — Int/Div

Bond - Riverside Cnty CA CTFS Partn — Int/Div

Bond - Valley Sanitary Dist CA — Int/Div

Common Stock - Berkshire Hathaway CL B — None

Common Stock - Farmers & Merchants Bank Long Beach — Int/Div

U.S.GovtBond - Fed Home Ln Mtg Corp. — Interest — Redeemed

U.S. Govt Bond - Fed Home Ln Mtg Corp. — Interest — Redeemed

Common Stock - Oracle Corp — None

Bond - Bakersfield CA Imp't Bd — Int/Div

Bond - Blythe CA Redev Agy — None

Bond - Chula Vista CA Redev Agy — None

Bond - Hercules CA Imp't Bd — Int/Div

Bond - Mojave Desert & Mtn CA Waste Mgmt — Int/Div

Money Market Fund - M.L. Stem CA Tax Free — Int/Div

Bond-Richmond CA Jt PowersFin'g — Interest — Buy

Bond-Woodland CA Redev Agy — Interest — Buy

Bond-Holtville CA Redev Agy — Interest — Buy

Bond-Riverbank CA Redev Agy — Interest — Buy

Common Stock- Silver State Bancorp — None — Buy

Mutual Fund - Source Cap, Inc — Int/Div — Buy

Money Market Fund - Evergreen — Int/Div — Open

U.S. Govt Bond - Fed. Home Ln Mtg Corp — None — Buy

U.S. Govt Bond - Fed. Home Ln Mtg Corp — Redeemed

U.S. Govt Bond - Fed. Nat'l Mort Assn — None — Buy

U.S. Govt Bond - Fed. Nat'l Mort Assn — Redeemed

U.S. Govt Bond - Fed. Home Loan Mtg Corp — None — Buy

U.S. Govt Bond - Fed. Nat'l Mtg Assn — None — Buy

Corp. Bond - AmGen Fin — None — Buy

Corp. Bond - Leucadid Nat'l Corp — None — Buy

3, : Taind = = £5 oy

LA Te :

Agreement — 02/26/93 — With SF City & Cty. Employees’ Retirement System for pension payable monthly until death, based on former employment with SF Dist.Atty.

Agreement — 10/29/05 — With State of California Judges’ Retirement System for retirement benefits payable monthly until death, based on former employment as SF Superior Court Judge

Reimbursement — Monterey College of Law — Monterey, California

Income — 2007 — San Francisco City & County Employees' Retirement System - Pension — $12,635

Income — 2007 — Calitorma Judges’ Retirement System - Pension — $105,185

Spouse's income — 2007 — California Judges' Retirement System - Pension

Spouse's income — 2007 — Self-employed (arbitration and mediation)

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.

Maxine M. Chesney | Frix