Susan Ritchie Bolton

2003

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 60

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Sonoma National Bank, Ca
  • Hewlett Foundation and the General Service Foundation

As filed

IBM common stock — Int/Div

Merrill Lynch Bank USA — Interest

Bank of America, Arizona — Interest

Merrill Lynch Single Premium Life-Insurance — None

Philadelphia Life Insurance Company-Insurance — None

U.S. Savings Bonds — None

Oakhurst Managed Assess-Mutual Fund — Int/Div

MLF Retirement Plus-Annuity — None

Transamerica Landmark Annuity — None

Allianz Franklin-Annuity — None

Nelson II Freeway Limited Partnership — None

Sasser Interest Limited Partnership — None

US Treas. Inflation Note . — buy

Retirement Reserves Money Market Fund — redeemed

Prinicipal Treasury Zero Coupon Bond — redeemed

U.S. Treasury Note

Resolution Funding Corp. Zero Coupon Bond

ML Eurofund-mutual fund

ML International Equity-mutual fund

Putnam New Opportunities-mutual fund

Providian Bank - CD — redeemed

US Treasury Inflation Note — buy

Resolution Funding Corp-zero coupon bond

US Treasury-zero coupon bond

Financing Corp.- zero coupon bond

Merrill Lynch IRA

ML Bank USA

US Treasury zero coupon bonds

Pepsico common stock

Yum Brands common strock

Petsmart common stock

Fidelity Puritan mutual fund — Int/Div

Janus Balanced mutual fund — Int/Div

Vanguard Growth Index Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Prime Cap Fund — Int/Div

Vanguard Life Strategy Growth Fund — Int/Div

Vanguard Profit Sharing Plan — 1

Total Stock Market Index Fund

Growth Index Fund

Vanguard IRA — Int/Div

Growth Index Fund

Vanguard IRA, — Int/Div

Total Stock Market Fund

Maricopa Cty. Hospital Dist. #1 Muni Bond — redeemed

Central AZ Water Conservation Dist. Muni Bond — None

AZ Dept. of Transportation Muni Bond — None

Maricopa Cty. Hospiwl Dist. #1 Muni Bond — Interest

Salt River Project Muni Bond — Interest

Maricopa Cty School Dist #93 Cave Creek Imp. Muni Bond — None — redeemed

Maricopa Cty.School No 40 Glendale Muni Bond — None

Maricopa Cty.School Dist. No 14 Creighton Muni Bond — None — redeemed

Memillville IN muni bond zero coupon — None

Intermountain Power Agency Muni Bond zero coupon — None

Tllinois DFA zero coupon muni bond — None

Ten acres, Oroville, CA (1972, $5,000) — None

Arizona Elected Officials Retirement Plan — pension

Arizona State Retirement System — None

Keyport Keyannuity — None

Keyport Keyannuity — None

Secretary

Agreement — 1989 — oo Mba Lead SALE Rod REVRS vo Arizona Elected Officials Retirement Plan (pension plan from prior employment as a state court judge)

Liability — Sonoma National Bank, Ca — Mortgage On One-Third Interest In Office Codominium (Pt. Vii Line 13)

Reimbursement — Hewlett Foundation and the General Service Foundation — Nov. 5-8, 2003 - Sacramento, CA - conference for complex water litigation (transportation. meals and hotel)

J A A TRRISSE——————

A

B

C

D

Income during

Gross value at end of

Transactions during reporting period

Description of Assets

reporting period

reporting period

(including trust assets)

®

@)

m

@)

[40]

If not exempt from disclosure

3)

@

(2)

5)

Place "(X)" after each asset exempt

Anrount

Type

(e.g

Value

Value

Type (e.g.

Date:

Value | Gain

Identity of

from prior disclosure

Code 1

div. rent. or

Code 2

Method

buy, sell,

Month -

Code 2 | Code |

buyer/seller

Code 3

merger,

(A-H)

me)

(-P)

Day

(-p)

(A-H)

(if private

Q-w)

redeniption)

transaction)

Jt———————————————

EB ———

91.

-First Midwest Bank CD

buy

2/18

J

a

—

[E———US—

92

—Pepsico common stock

—

—

[USEC RS———

93

—-Yum Brands common stock

——

a —————]

[EE ———

94

—Wal-Mart common stock

—Oppenheimer Income Trust mutual fund

E

a

es

Raa] EE

96.

--Treasury Bank CD's (2)

buy

9/8

rere

—

-

a

97

—~CD MBNA Bank

redeemed

8/28

a

[ERRRIR—

98

—CD MBNA Bank

——

es

tate

J

99

--US Treasury Inflation Note

——

cme

errr | c——— |

None

100.

Maricopa Cty Hosp. Dist. #1

EL IUVUHEI SN

J at] Da]

None

101.

Maricopa Cty School Dist #014 Creighton

|

Le |

6/6

102.

U.S. Savings Bonds

buy

—

ER

J ee] Lo ea

8/2

103.

U.S. Savings Bonds

buy

p_—

LP a]

9/7

104.

U.S. Savings Bonds

buy

No

ae] [ESSERE

FF FO

9/21

10s. - US. Saving Boris

buy

——

eee | ee

——

1

income/Giain Codes:

A =51,000 or less

= $1,001-82,500

C =8250] 53.000

D

=$5,001-515,000

E =$15,001-850,000

(See Columns B1 and D4)

F

= $50.00 (-$100,000

= $100,001-$1,000,000

HI =$§1,000,001-$5,000,000

H2 = More than $5,000,008

2. Value Codes:

J

L

= $50,001-$100,000

M = $100,001-$250,000

= $15,000 or less

=$15,001-850,000

{See Columns C1 and D3)

N

= $250,000-8500,000

= §500,001-81,000,000

Pl =3$1,000,001-$5.000.000

P2 =$5,000,001-$25,000,000

P3 = §25,000,061-550,000.000

P4 = $More than $50,000,000

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.

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