Robert G. Klausner
2005
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Pull out the substance of this filing.
What was filed
60
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Note 1 in Part VII
- Note 1 in Part VIII
- Note 1 in Part A011
- Note 1 in Part via
- Note 1 in Part Via
- Note 1 in Part Vio
- Note 2 in Part VII
- Note 2 in Part VIII
- Note 1 in Part vi
- Lhe FT on © oi 1% rN
- JR ge 0 ¥ Pox = Toy Co
- "Ty [===] fit 2] 3 co]
- State of California - Judges' Retirement
As filed
Accesspoint Co. CommonStock — None — Sell
American Express Co. — Int/Div — Distribution — Note 1 in Part VII
American Mutual Fund of American Fund — Int/Div
American High-Income Muni Bond Fund — Int/Div
AT&T Common Stock — Int/Div — Sell
Bank of America Account — Interest
Bank of America Common Stock — Int/Div
BellSouth Corporation — Int/Div — Distribution — Note 1 in Part VII
Bond Fund of America — Int/Div
BL PLC Spons ADR — Int/Div — Distribution — Note 1 in Part VIII
Caterpilar Inc. Common Stock — Int/Div — Sell
Charles Schwab Account — Int/Div
Chevron Texaco Corp. — Int/Div — Distribution — Note 1 in Part VII
Eagle Wireless Common Stock — None
Edison Intemational Common Stock — Int/Div
Europathic Growth Fund — Int/Div
Exxon Common Stock — Int/Div — Distnbution — Note 1 in Part VII
Fed. Courts and Records Credit Union Account — Interest
First Clearing Corp. Acct. Now: WACHOVIA Securities — Interest
Goodyear Common Stock — Int/Div — Sell
Growth Fund of America Fund — Int/Div
Jackson National Life Ins. — Interest
Lucent Common Stock — None
Mesa Royality Tust UBI — None — Distribution — Note 1 in Part A011
Microsoft Common Stock — Int/Div
Newmont Mining Corp. — Int/Div — Distribution — Note 1 in Part via
Nuveen Calif. Select Quality Muni. Fund Inc. — Int/Div — Distribution — Note 1 in Part VIII
PG&E Common Stock — Int/Div
Questar Corp. — Int/Div — Distnbution — Note 1 in Part Via
SBC Common Stock (merged w/ATT on 11/18/05 — Int/Div — Distnbution — Note 1 in Part VII
Scudder Cal. Tax Free Bond — Int/Div
Sempra Energy — Int/Div — Distribution — Note 1 in Part Vio
Small Cap World Fund — Int/Div
Valero Energy Corp. — Int/Div — Distribution — Note 1 in Part Via
Vodafone Group Common Stock — Int/Div — Distribution — Note 1 in Part VIII
TRUST ‘A’ — Int/Div
American Express Co, — Distribution — Note 1 in Part VIII
AT&T Corp. — Sell — Note 2 in Part VII
Bank Deposit Program
Bank of America
BellSouth Corp. — Distribution — Note 1 in Part VIII
BP PLC Spons ADR — Distribution — Note 1 in Part VIII
Chevron Texaco Corp. — Distribution — Note 1 in Part VIII
Delphi Corp. — Sell — Note 2 in Part VIII
Edison International — Sell — Note 2 in Part VIII
Exxon Mobile Corp. — Distribution — Note 1 in Part VIII
General Motors Corp. — Sell — Note 2 in Part VIII
JP Morgan Chase & Co — Sell — Note 2 in Part VIII
Lehman Brothers Holdings, Inc — Sell — Note 2 in Part VIII
Mesa Royality Trust UBI — Distribution — Note 1 in Part vi
Newmount Mining Corp. — Distribution — Note 1 in Part VII
Nuveen Calif. Select Quality Mun Fund Inc. — Distribution — Note 1 in Part VII
Questar Corp. — Distribution — Note 1 in Part VIII
Raytheon Company — Sell — Note 2 in Part VIII
Raytheon Company — Distribution — Note 1 in Part VII
Scudder California Tax Free Fund Class A — Sell — Note 2 in Part VII
Sempra Energy — Distribution — Note 1 in Part VIII
Unocal Corp. — Sell — Note 2 in Part VIII
Valero Energy Corp — Distribution — Note 1 in Part VII
Vodafone — Distribution
2, Lhe FT on © oi 1% rN
3., JR ge 0 ¥ Pox = Toy Co
4., "Ty [===] fit 2] 3 co]
Agreement — 2002 — California Judges' Retirement
Income — 2005 — State of California - Judges' Retirement — $105,813.00
NOTE 1 - This stock was distributed from TRUST "A" to my individual account.
NOTE 2 - This stock was sold by The TRUST for administrative costs and taxes. Ido not know exact dates of transactions, so value is estimated
as of June, 2005.
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.