Benson Everett Legg
2008
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What was filed
46
investments
3
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Custodial Accounts at Legg Mason
- Custodial Accounts at T.Rowe Price
- Custodial Accounts at Smith Bamey
- Chase
- Bank of America
- Legg Mason Inc (CEO of Legg Mason Capital Mannagement)
As filed
T.Rowe Price New Horizons, UTMA #] — Int/Div — Buy (add'l)
T.Rowe Price New Horizona, UTMA #2 — Int/Div — Buy (add'l)
Smith Bamey (Bank Deposit)-IRA #1 — Interest
Smith Bamey (LMNVX)-IRA #1 X — Int/Div — Buy (add'l)
Smith Bamey (LMNOX)-IRA #1 X — Int/Div — Buy (add'l)
Smith Barney (Amazon.com)-IRA #2 — None
Smith Bamey (Bank Deposit)- IRA #2 -D reyfus Money Market — Interest
Smith Bamey (LMNVX)-IRA #2 X — Int/Div — Buy (add'l)
Smith Bamey (LMNOX) - IRA #2 X — Int/Div — Buy (add'l)
Smith Bamey (LMNVX)-IND #2 — Int/Div — par)
Smith Bamey (LMNVX)-IND #2 — None — Buy (add'l)
Smith Bamey (LMNOX)-IND #2 — Int/Div — Sold (part)
Smith Bamey (LMNOX)-IND #2 ; — None — Buy (add'l)
Smith Bamey (LMNSX)-IND #2 — None — Buy
Smith Bamey (Amazon)-IND #2 — None
Smith Bamey (Cell Genesys)-IND #2 — None
Smith Bamey (Qualcomm)-IND #2 — Int/Div
Smith Bamey (Legg Mason Inc)-IND #2 — Int/Div — Buy (add'l)
Smith Bamey (Legg Mason Inc)-IND #2 — None — Buy (add'l)
Smith Barney (Municipal MM) Deposit)-IN D#2 — Int/Div
Legg Mason 401K (Special Investment) — None
Legg Mason 401K (Value/Inst) — None — Buy (add'l)
Deutsche Bank Options (Legg Mason) #2 — None
Legg Mason Phantom Stock Plan — Int/Div — Buy (add'l)
River Hotel, Baltimore, MD — ec
Pioneer Natural Resources — Int/Div
HCW Drilling Partnership Units 1980-1 Unpriced Security — None
HCW Drilling Partnerships Units 1979-1 Unpriced Security — None
Koger Partnership, LTD — None
Legg Mason ESPP (The Bank of NY Mell on) — Int/Div — Buy (add'l)
Legg Mason Inst Funds #1 (Value Trust), UTMA #1 — None — Buy
Legg Mason Inst Funds #1 (Oppr Trust), UTMA #1 — Int/Div — Sold (part)
Legg Mason Inst Funds #1 (Oppr Trust), UTMA #1 — None — Buy (add'l)
Legg Mason Inst Funds #2 (Value Trust), UTMA #2 — None — Buy
Legg Mason Inst Funds #2 (Oppr Trust), UTMA #2 — Int/Div — Sold (part)
Legg Mason Inst Funds #2 (Oppr Trust), UTMA #2 — None — Buy (add'l)
Smith Bamey UTMA #1 X — None
Smith Bamey UTMA #2 X — None
Smith Bamey Grat, (Legg Mason) X — Int/Div — to line 18)
Smith Bamey Grat. (Bank Deposit — Interest
Legg Mason Capital Management Research Fund _ — Int/Div
Smith Bamey (Bank Deposit)- IRA #3 — Int/Div
SmithBamey(LMOPX)-IRA #3 X — Int/Div — Buy (add'l)
Smith Bamey (Bank Deposit) — Interest
Smith Bamey (Bank Deposit) — Int/Div
Smith Bamey (CD) — None
UTMA Trustee, Custodial Accounts at Legg Mason
UTMA Trustee, Custodial Accounts at T.Rowe Price
UTMA Trustee, Custodial Accounts at Smith Bamey
Liability — Chase — Revolving credit card
Liability — Bank of America — Revolving credit card
Liability — Bank of America — Revolving credit card
Spouse's income — 2008 — Legg Mason Inc (CEO of Legg Mason Capital Mannagement)
Part VII. Investments and Trusts:
Smith Barney (LMNSX) - IND #2 (item 14) is a newly established account.
Legg Mason Inst Funds #1 (Value Trust), UTMA#I (item 31) is a newly established account.
Legg Mason Inst Funds #2 (Value Trust, UTMA #2 (item 34) is a newly established account.
Legg Mason Capital Management Research Fund (item 41) is a newly established account.
Smith Bamey (Bank Deposit) - IRA #3 (item 42) is a newly established account.
Smith Barney (LMNOPX) - IRA #3 X (item 43) is a newly established account.
Smith Bamey (Bank Deposit) (item 44 & 45) is a newly established account.
Smith Barney (CD) (item 46) is a newly established account.
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.