Alan Angus McDonald

2004

Ask Donna

Pull out the substance of this filing.

What was filed

  • 105

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 9

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Sundown M
  • Ins Company
  • Sayre
  • Family LLC
  • Shockley
  • Klingeman
  • toadult daughter
  • gain
  • Note #1
  • Note #2
  • CHIAWANA INC
  • M&M RENTALS. A PARTNERSHIP
  • Farm Credit Services
  • David Newman
  • Shinn Family LLC
  • W.G. Meyer, Jr
  • U.S. Bank
  • Allen/Meyer/McDonald
  • Misc. payables
  • US. Bank
  • Capital Equipment Lease
  • note (Chiawana Orch) Part VII, Line 5

As filed

LORD ABBETT AFFIL.A-formerly AFFILIATED FUND) — Int/Div

Misc bank accounts (formerly Bakn of the West, Yakima) — Interest

RENTAL PROPERTY, SELAH, WA — Rent — Gift — Sundown M

MARUDO ASSOCIATES (1/2 INTEREST) LAND DEVELOP. — Rent

CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Rent — Bought — Ins Company

CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Sayre

CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Family LLC

CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Shockley

CHIAWANA ORCHARDS (1/4 int)Bent,Grant, Yak & Frank Co — Bought — Klingeman

CHIAWANA INC (1/4 int) fruit warehouse, Yakima, WA — Rent

AMERICAN EXPRESS, common stock — Int/Div

BOEING, INC, common stock — Int/Div — gift — toadult daughter

US BANCORP, common stock — Int/Div

PYPER JAFFRAY, common stock — None

SAN FRANCISCO AIRPORT IMPR BOND, 8.5% 11/1/09 — None — redemption

INTERMOUNTAIN PWR AGENCY, 7/1/2008, bond — None — redemption

P'SHIP, 1/3 int, Yakima, WA, cold storage "MPM" — Rent

P'SHIP, 1/2 int, Yakima, WA, wood apple bin rentals-"M&M" — Rent

LEHMAN BROS. HOLDINGS, INC, common stock — Int/Div

BADGER POCKET VISTA RANCH, Kittitas Co. WA — Rent

OWATONNA MN IDR SIDELL, muni bond 1.375% — Interest — Sale — gain

GOLDENDALE WA WTR SWR REV REF 5.65% 5/1/13. tax free — Interest

TOPPENISH WA GO, 4.55%, 7/01/2004, muni- bond — Interest — Redeemed — gain

NUVEEN SENIOR INC FD, common stock — Int/Div

ALTRIA GRP, common stock — Int/Div

SAFECO CORP., common stock — Int/Div

TOPPENISH WA GO B/E, muni-bond, 4.35% 12/1/04 — Interest — Redeemed — gain

CADBURY SCHWEPPES, pfd stock — Interest

COSTCO, common stock — Int/Div

ROYAL DUTCH PETE CO., commons tock — Int/Div

GREATER BAY BANKS, pfd stock, 9% 8/31/2006 — Interest

ALLIANCE BERNSTEIN, mutual fund — Int/Div

CHEVRON TEXACO, common stock — Int/Div

PRINCIPAL FINANCIAL GROUP, common stock — Int/Div

AMGEN, common stock — None

CISCO SYS, common stock — None

CITIGROUP, common stock — Int/Div

GENERAL ELECTRIC, common stock — Int/Div

INTEL CORP, common stock — Int/Div

INTERNATIONAL BUSINESS MACHINE, common stock — Int/Div

ADC TELECOMMUNICATIONS, common stock — None

MUNDER NETNET-B common stock — None

MUNDER POWER PLUS, common stock — None

INTRADO, common stock — None — Sale — gain

US BANK ACCOUNTS — Int/Div

MEDTRONIC, common stock — Int/Div

CHOEN & STEERS, common stock — Int/Div

LATICE SEMI-CONDUCTOR, common stock — None — Sale — gain

GABELLI DIVIDEND, common stock — Int/Div — Bought

CALAMOS CONV, common stock — Int/Div

TOBACCO SETTLEMENT, Wa, 6.5% tax exempt bond — Interest

AMERIVEST PPTYS, common stock — Int/Div

MADISON CLAYMORE COVERED CALL FUND — Int/Div — Bought

FANNIEMAE — None — Bought

IRA, DAIN RAUSCHER BROKERAGE ACCOUNT — Int/Div

Misc FNMA REMIC, collateralized obligation — Bought

Misc FNMA REMIC, collateralized obligation — Sale

Bristol Myers Squibb, common stock

Great Hall - cash equivalent

Exxon Mobil Corp, commonstock

General Electric, common stock

Pfizer, common stock — Sale — gain

Nicholas Applegate, tax fixed income bond

Fidelity Advisor Ser VII Tech Fd CI T, mutial fund — Sale — gain

Nuveen Pref/conv. Fund, bond — Bought

Nuveen Pref/conv. Fund, bond — Sale — gain

Jundt Opportunity Fd, mutual fund — Exchange — Note #1

Flaherty & Crwmrine, bond

Oppenheimer Strategic Inc. Fd, mutual fund — Sale — gain

Govt Nat' Mtg Assn, 9%, 9/15/08, coll. Obligation

Boston Scientific Corp, common stock — Sale

Medtronic Inc, common stock — Bought — Note #2

Medtronic Inc, common stock — Sale — gain

Merck & Co., common stock — sale — gain

Nisource Inc., common stock

Jundt Mid-Cap Growth Fund CL B, mutual fund — Exchange — Note #1

Viacom, common stock — Sale — gain

Chevron Texaco, common stock

Lily Elil & Co., common stock — sale — gain

Greater Bay Banks, 9%, pfd stock

Fidelity Equity Value, Cl B, mutual fund — sale

Gamerica Capital-B, mutual fund

Tyco Intl Ltd, common stock

Cohen & Steers Premium, common stock — Bought

Cohen & Steers Premium, common stock — sale

Enerplus Res Fund, common stock — sale

Chittenden Capital 8% Pfd, bond

Crosstex Energy Lp — Bought

Crosstex Energy Lp — sale

Crosstex Energy Lp — sale

Markwest Energy Partners, LP — sale

Calamos Convertible Opp & Inc Fund — Bought

Capitol Lease Funding — Bought

Cimarex Energy Co — Bought

Gabelli Div & Inc. Fund — Bought

New York Mtg Tr — Bought

Technology Investment Cap. Corp. — Bought

Tortoise Energy Corp. — Bought

Verizon Communications — Bought

XM Satellite Radio — Bought

Eaton Vance Enhanced Equity Inc Fund — Bought

Fannie Mae — Bought

Copano Energy — Bought

RMRF.IR.E. Fund — Bought

Fidelity Adv Mid-Capp 11 - Cl. B — Bought

STOCKHOLDER, CHIAWANA INC

PARTNER, M&M RENTALS. A PARTNERSHIP

Liability — Farm Credit Services — Term Note (Chiawana Inc) Part Vii, Line 10

Liability — Farm Credit Services — Note/Debt (Chiawana Orch) Part Vii, Line 5

Reimbursement — David Newman — note (Chiawana Inc) Part VII, Line 10

Reimbursement — Shinn Family LLC — note (Chiawana Orch) Part VII, Line 5

Reimbursement — W.G. Meyer, Jr — note (Chiawana Inc) Part VII, Line 10

Reimbursement — U.S. Bank — operating line (Chiawana Orch) Part VII, Line 5

Reimbursement — Allen/Meyer/McDonald — notes (Chiawana Orch) Part VII, Line 5

Reimbursement — Misc. payables — revolving (Chiawana Orch) Part VII, Line 5

Reimbursement — Misc. payables — revolving (Chiawana Inc) Part VII, Line 10

Reimbursement — US. Bank — operating line (Chiawana Inc) Part VII, Line 10

Reimbursement — Capital Equipment Lease — equipment (Chiawana Orch), Part VII, Line 5

Income — "1 — JUHLO, HULL 5 JUUSC Oo

Spouse's income — Perez — note (Chiawana Orch) Part VII, Line 5

IA. CERI1IFICA LIVIN.

I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if

any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld

because it met applicable statutory provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been

reported are in compliance with the provisions of 5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

7

Signature

Date

Z

05

NOTE: ANY INDIVIDUAL WHO KNOWIN

A ID

FULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY

BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure

Administrative Office of the United States Courts

Suite 2-301

One Columbus Circle, N.E.

Washington, D.C. 20544

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.

Alan Angus McDonald | Frix