Ask Donna

Pull out the substance of this filing.

What was filed

  • 64

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 3

    income

  • 2

    spouse income

Named parties

  • Las Familias del Pueblo (a not-for-profit corporation)
  • Journalists Hemisphere Conference
  • Retirement Benefits, State of California
  • Retirement Benefits, State of California Judges
  • West Services Inc
  • Retirement Plan of Citibank
  • Retirement Plan of Honeywell

As filed

Cal Westen Life Ins Co — Interest

L.A. Financial Credit Union — Interest — Closed

Washington Mutual Bank Accounts — Interest — Closed

U.S. Treasury Bills — Interest — Reinvest

U.S. Treasury Bills — Reinvest

U.S. Treasury Bills — Reinvest

U.S. Treasury Bills — Reinvest

U.S. Treasury Bills — Purchase

U.S. Treasury Bills — Reinvest

U.S. Treasury Bills — Purchase

United Airline Stock — None

Wachovia Bank Accounts — Interest

Brokerage Account #1

Sweep Account — Interest

Agilent Technology Stock — None — Sell

Citigroup Stock — Int/Div — Buy

Coca Cola Stock — Int/Div

Hewlett Packard Stock — Int/Div

Microsoft Stock — Int/Div

Nokia Stock — Int/Div

IBM Stock — Int/Div

Sara Lee Stock — Int/Div — Buy

Hanesbrands Inc Stock — None — Sell

Mastercard Inc Stock — Int/Div

Paterson-UTI Energy Inc Stock — Int/Div

Brokerage Account #2

Sweep Account — Interest

Honeywell Stock — Int/Div

Cisco Stock — None

Pfizer Stock — Int/Div

Merck Stock — Int/Div

International Paper Stock — Int/Div

TYCO International LTD Stock — Int/Div — Sell

EXXON Mobile Corp Stock — Int/Div

3M Company Stock — Int/Div

Intel Stock — Int/Div

Clorox Company Stock — Int/Div — Buy

Newel Rubbermaid Inc Stock — Int/Div — Buy

Citigroup Inc Stock — None — Buy

Brokerage Account #3

Wachovia Bank Deposit Sweep Option — Interest

Sovereign Bank CD — Interest — Redemption

Western Bank CD — Interest — Redemption

Mercantile Bank CD — Interest — Redemption

Cape Cod Bank CD — Interest — Buy

Cape Cod Bank CD — Redemption

Capmark Bank CD — None — Buy

Doral Bank CD — None — Buy

Enterprise Bank CD — None — Buy

Franklin Bank CD — None — Buy

Lehman Commercial Bank CD — None — Buy

Stillwater Bank CD — None — Buy

Brokerage Account #4

Wachovia Bank Deposit Sweep Option — Interest

First Bank Puerto Rico CD — Interest — Redemption

CALIF INFRASTRUCTURE & ECONOMIC DEV BK REV BOND — Interest — Redemption

PITTSBURGH CALIF REDEV AGY TAX ALLOC SUB BOND — Interest — Redemption

SAN JOSE CALIF REDEV TAX ALLOC MRGD AREA RDV PRJ BOND — Interest — Redemption

CALIF ST VAR PURP GEN OBLIGATION BOND — Interest — Redemption

LOS ANGELES CNTY CALIF PUB WKS FING AUTH REV SER A BOND — Interest — Redemption

Firstbank CD — None — Buy

New Frontier Bank CD — None — Buy

Washington Mutual CD — None — Buy

Pyramax Bank CD — None — Buy

Director, Las Familias del Pueblo (a not-for-profit corporation)

Agreement — 6/76 — ox =m Employee's Retirement Benefit (Los Angeles County) i = =< (@)

Agreement — 2.6/76 — = ~~. mo oO Ril Employee's Retirement Benefit (State of California) o = ~— = -~ a

Agreement — 3.6/92 — JOT de nS x State Judge's Pension S oS i)

Reimbursement — Journalists Hemisphere Conference — slit ie a

Income — 2007 — Retirement Benefits, State of California — $2,343

Income — 2007 — Retirement Benefits, State of California Judges — $41,083

Income — 2007 — West Services Inc — $12,555

Spouse's income — 2007 — Retirement Plan of Citibank

Spouse's income — 2007 — Retirement Plan of Honeywell

1. VII. INVESTMENTS AND TRUSTS, Bng2 -- Wachovia bought World Savings.

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.

Arthur L. Alarcon | Frix