Anna J. Brown
2003
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
2
positions
0
gifts
1
agreements
1
debts
1
reimbursements
0
income
2
spouse income
Named parties
- end in 2003
- Part VIII
- U.S. District Court of Oregon Historical Society
- Toys for Kids
- United Mileage Plus Visa
- Oregon Association of Defense Counsel
- Oregon Public Employees Retirement System
- Ing Life Ins. & Annuity Co
As filed
Massachusetts Mutual Life Ins. Co. (Variable Life) — None
Bank of America Checking, Lake Oswego, Or — None
Bank of America Savings, Lake Oswego, OR — Interest
Clackamas Federal Credit Union Savings, Oregon City, OR — Interest
Ing Life Ins. & Annuity Co. (successor to Aetna Defer.Comp) — None — end in 2003
MML Investors Services, Inc, NFS/FMTC IRA - (Cash equiv.) » — None — out — Part VIII
Oppenhemmer Money Market Class A — None — in — Part VIII
Oppenhemmer Money Market Class A — Sold — Part VIII
Oppenheimer Strategic Income Class A — None — in — Part VIII
American Amcap Fund Class C — None — Buy
American Capital Income Builder C — None — Buy
American Capital Income Builder C — Buy
American Washington Mutus] investors C — Buy
American Washington Mutus] investors C — Buy
Prime Fund - Capital Reserves — None — Buy
Prime Fund - Capital Reserves — Sold
Director, U.S. District Court of Oregon Historical Society
Honorary Board Member, Toys for Kids
Agreement — 1999 — Retirement Plan, Judges in P.E.R.S., monthly benefits payable at age 65 on stetutory forumula (no control)
Liability — United Mileage Plus Visa — Geer Al Aea Credit Card
Reimbursement — Oregon Association of Defense Counsel — June 13-14, Sunriver, Oregon, food and lodging to participate in Moot Court Prescatation @ Annual Meeting,
Spouse's income — 2003 — Oregon Public Employees Retirement System
Spouse's income — 2003 — Ing Life Ins. & Annuity Co
At the end of the 2002 reporting period, the cash/cash equivalents in the Oppenheimer Money Market account and the Oppenheimer Strategic Income
Class A account were held in a new IRA account, identified as the "MML Investors Services, Inc., NFS/FMTC IRA” in Item 13, Part VII, 2002 report.
On June 30, 2003, a portion of the Oppenheimer Money Market account (value code M) was sold, leaving a value (code L) at the end of the reporting
period. The funds in the Oppenheimer Strategic Income Class A account remained in value code K throughout the reporting period. For ease of future
tracking, [ have identified these two accounts separately on this report and shown the assets from the NFS/FMTC IRA as "transferred out" of that account
-
-
and "in" to these accounts effective 1/1/03.
—
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.