Robert H. Whaley

What was filed

131
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Winston & Cashatt Law Firm, Salary

As filed

X) Trust #1, Sutter County, CA — Buy (add'l)

FIDELITY EDUCATION ACCOUNT

NH 100% Equity Contribution — None — Buy (add'l)

NH 100% Equity Contribution — Buy (add'l)

FIDELITY EDUCATION ACCOUNT (X)

NH 100% Equity Contribution (X) — None — Buy (add'l)

NH 100% Equity Contribution (X) — Buy (add'l)

FIDELITY INVESTMENTS IRA.

Fidelity Int'l Discovery Mutual Fund — Int/Div — Sold (part)

Fidelity Canada Mutual Fund — Int/Div — Sold (part)

Fidelity Canada Mutual Fund — Sold (part)

Fidelity Int'l Small Cap Opp Fund Mutual Fund — Int/Div

Fidelity Diversified Int'l Mutual Fund — Int/Div — Sold (part)

Fidelity Diversified Int'l Mutual Fund — Sold (part)

Fidelity New Markets Income Mutual Fund — Int/Div

Spartan Total Mkt Index Investor Class Mu tual Fund — Int/Div

Spartan Int'l Index Investor Class Mutual Fund — Int/Div

Fidelity Large Cap Stock Mutual Fund — None — Sold

Fidelity Capital & Income Mutual Fund — Int/Div

Fidelity Capital Appreciation Mutual Fund — None — Sold

Fidelity Contrafund Mutual Fund — Int/Div — Sold (part)

Fidelity Real Estate Investment Mutual Fu nd — Int/Div

Fidelity Independence Mutual Fund — Int/Div — Sold

Fidelity Fifty Mutual Fund — None — Sold

Fidelity Balanced Mutual Fund — Int/Div — Buy (add'l)

Fidelity Low Priced Stock Mutual Fund — Int/Div

Fidelity Strategic Income Mutual Fund — Int/Div

Fidelity Dividend Growth Mutual Fund — Int/Div — Sold (part)

Fidelity Dividend Growth Mutual Fund — Sold

Fidelity Export & Multinational Mutual Fu nd — Int/Div

FMA Small Company Port Inst'l Mutual F und — Int/Div — Sold

Artisan Int'l Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div

Oakmark Fund I Mutual Fund — None — Sold

Kinetics Small Cap Opportunties Mutual Fu nd — Int/Div

Northem Small Cap Value Mutual Fund — Int/Div

Schwab Small Cap Equity-Invest Shs Mut ual Fund — None

Third Avenue Real Estate Value Mutual Fund — Int/Div

Van Kampen Equity & Income Class C Mutual Fund — Int/Div — Sold

Fidelity Cash Reserves — Int/Div

FIDELITY INVESTMENTS:

Amgen Inc. Common Stock — None

The Ben Franklin Fed S&L Ass'n Common Stock — None

Eaton Vance Tax Advantage Div Income F d Mutual Fund — Int/Div

Zimmer Holdings Inc. Common Stock — None

Fidelity Intemational Discovery Mutual F und — Int/Div

Fidelity Canada Mutual Fund — Int/Div

Fidelity Diversified International Mutual Fu nd — Int/Div

Fidelity New Markets Income Mutual Fund — Int/Div

Fidelity Small Cap Independence Mutual Fund — Int/Div

Fidelity Small Cap Stock Mutual Fund — Int/Div

Fidelity Capital & Income Mutual Fund — Int/Div

Fidelity Contrafund Mutual Fund — Int/Div

Fidelity Mid Cap Growth Mutual Fund — Int/Div

Fidelity Real Estate Investments Mutual F und — Int/Div

Fidelity Balanced Mutual Fund — Int/Div

Fidelity Low-Priced Stock Mutual Fund — Int/Div

Fidelity Strategic Income Mutual Fund — Int/Div

Fidelity Dividend Growth Mutual Fund — Int/Div

Fidelity Leveraged Company Stock Mutual Fund — Int/Div

Fidelity Export & Multinational Mutual Fu nd — Int/Div

Fidelity Value Mutual Fund — Int/Div

American Balanced Class C Mutual Fund — Int/Div

Calamos Growth Fund Class C Mutual Fun d — None

American Growth Fund of America Class C Mutual Fund — Int/Div

Vanguard Index Trust S&P Port Mutual F und — Int/Div

Fidelity Cash Reserves — Int/Div

FIDELITY INVESTMENTS IRA.

Fidelity Cash Reserves — Int/Div

Microsoft Corp. Common Stock — Int/Div — Sold

Fidelity Intl Small Cap Opp Fund — Int/Div

Fidelity Diversified International Fund M utual Fund — Int/Div

Fidelity New Markets Income Mutual Fund — Int/Div

Fidelity Small Cap Stock Mutual Fund — Int/Div

Fidelity Capital & Income Mutual Fund — Int/Div

Fidelity Capital Appreciation Mutual Fund — Int/Div

Fidelity Large Cap Value Mutual Fund — Int/Div

Fidelity Real Estate Investment Mutual Fu nd — Int/Div

Fidelity Total Bond Mutual Fund — Int/Div

Fidelity Balanced Mutual Fund — Int/Div

Fidelity Leveraged Company Stock Mutual Fund — Int/Div

Fidelity Select Technology Mutual Fund — Int/Div

Fidelity Select Health Care Mutual Fund — Int/Div

Oakmark Select Mutual Fund — Int/Div

Vanguard Growth Index Mutual Fund — Int/Div

SMITH BARNEY

Aim Equity - Constellation Mutual Fund — None

Calamos Growth Fund — None

Ltd. Partner, Deming & Ass., Roswell, NM (HUD Project) — None

Ltd. Partner, Deming Apartments, LLC (X) — None

MassMutual: GP Life at 69 — Int/Div

MassMutual: Whole Life — None

CBSS, LLC — None — Buy (add'l)

TRUST #1(Fidelity)

Fidelity Municipal Money Market Fund — Interest

Fidelity Balanced Mutual Fund — Int/Div

Fidelity Contrafund Mutual Fund — Int/Div

Fidelity Dividend Growth Mutual Fund — Int/Div

Fidelity Export & Multint'l Mutual Fund — Int/Div

Fidelity Canada Mutual Fund — Int/Div

Fidelity Int'l Discovery Mutual Fund — Int/Div

Fidelity Strategic Income Mutual Fund — Int/Div

Fidelity Small Cap Stock Mutual Fund — Int/Div

Fidelity Total Bond Mutual Fund — Int/Div

Oakmark Select Mutual Fund — Int/Div

X) Trust #1, Sutter County, CA — Distribution

Spouse's income — 2008 — Winston & Cashatt Law Firm, Salary