Gerald Bruce Lee
2009
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
2
positions
0
gifts
2
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- Marshall Brennan Program The American University Washington College of Law
- The American University Washington College of Law
- FG Ty Sai ale YE Jae Association, Richmond, virgin
- Federal Public Defender Conference
- Federal Judges Association Board Meeting
As filed
Wal Man Stores. Inc (IRA) — Int/Div
Opp Quest for Opty A Funit — None — Buy/monthly
Opp Quest for Opty A Funit — Sale
Opp Quest for Opty A Funit — pan)
AIM Constellation Fund — None — Buy/monthly
Vanguard Total Stock Index Fund, [RA — None
Vanguard US Growth IRA — None
Vanguard Capital Opp IRA — None
Fidelity Fund IRA — None
Fidelity Aggressive Growth [RA — None
TIAA CREF Tax Exempt Bond Fund — None — Buy (add'l)
TIAA CREF Tax Exempt Bond Fund — Sold (part)
TIAA CREF Tax Exempt Bond Fund — Sold (part)
TIAA CREF Tax Exempt Bond Fund — Sold (part)
oie 401 (K) Retirement Plan and ust — None — Buy (add'l)
General Electrc — Int/Div — Buy
General Electrc — Sold
Baord of Advisers, Marshall Brennan Program The American University Washington College of Law
Dean's Advisory Council, The American University Washington College of Law
Agreement — 016/99 — ) < Delaware Charter Guarantee Trust Company. IRA FBO Gerald Bruce Lee
Agreement — 5/92 — Virginia Retirement System, government pension, Fairfax Circuit Court
Reimbursement — FG Ty Sai ale YE Jae Association, Richmond, virgin — aviailly 070d. VV — yu HERON 5. ¥ Apia — a alas — Laid JUNTA LIv,, afiaacd, diivu niivuio
Reimbursement — Federal Public Defender Conference — Apnl 17-18, 2010 — Williamsburg. Virgina — Teach — transportation, hotel. and meals
Reimbursement — Federal Judges Association Board Meeting — Mav 2-4, 2009 — Washington, DC — Board meeting — rransportation, hotel. and meals
»
VI. Investments and Trusts
These investments are through Sharebuilder.com
No.21. Walt Disney Stock Less than $1,000.00 per month
No. 22 Russell 3000 Index is purchased monthly. Less than $1,000.00 per month.
No
23. WalMart, Stores, Inc. is purchased monthly. Less than $1,000.00 per month
No
24. Starbucks Corp is purchased monthly. Less than $1,000.00 per month. This stock was sold in February 2009
No
25.6
Less than $1,000.00 pere month
No
260
eneral Milss, oe is nin gone
7
401 (k) Retirement Plan and Trust
No
27. Gen
al Electric stock was purchased in March 2009 and sold in December 2009.
No
20. TIAA CREF Tax Exempt Bond Fund is purchased monthly. Less than $1,000.08 per month
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.