John Alfred Jarvey
2007
Ask Donna
Pull out the substance of this filing.
What was filed
13
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
1
spouse income
Named parties
- George Mason Law & Economics Center
- University of lowa - College of Law
- Self-Employment Piano Teacher
As filed
Legg Mason Part Fundamental Value Fund Class A-See Part VII — Int/Div — Exempt
Legg Mason Part Fundamental Value Fund Class A-See Part VII — Distribution — Distri
Legg Mason Partners Cap Growth Fund Class B-See Part VII — Int/Div — Convers
LeggMason Part Large Cap Growth Fund Class A-See Part VII — Int/Div — Conversi
Legg Mason Part Social Awareness Fund Class A-See Part VIII — Int/Div — Conversi
Legg Mason Partn Social Awareness Fund Class B-See Part VIII — Int/Div — Convers
LeggMason Part Fundamental Value Fund Class A-See Part VIII — Int/Div
Legg Mason Part Large Cap Growth Fund Class B-See Part VIII — Int/Div — Convers
Legg Mason Part Social Awareness Fund Class A-See Part VIII — Int/Div
US Bank-Self jpg) Checking Accoun — Interest
Legg Mason Part Cap Growth Fund Class A — Int/Div — Conversi
Reimbursement — George Mason Law & Economics Center — Captiva Island, FL
Income — August '07 — University of lowa - College of Law — $5,000.00
Spouse's income — 2006-2007 — Self-Employment Piano Teacher
Part I11.A. - Additional non-investment income was received by filer as United States Government salary for services as a United States Magistrate Judge
(01/01/07-03/14/07) and a United States District Judge (03/15/07-12/31/07).
All from Part VII:
1. John IRA-Mutual Funds
2. The only asset in this trust was a residence located in Maple Grove, MN. The asset was gifted to the trust on July 9,.2003, by
but the trust pays a
mortgage on the residence and 1 fund 1/5 of the mortgage payments. The purchase price of the residence was $320,000. The mortgage is for $120,000. Therefore,
my interest in the
Trust is ($320,000 minus $120,000 divided by 4) or $40,000. The home was sold in August 2007 and the trust assets were distributed in
October 2007. 1 received $39,500.
3. John IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1had no involvement in this involuntary conversion. No
income resulted from the conversion. 1 learned of the conversions on 5/13/08.
4. John IRA-Mutual Funds:
5. John IRA-Mutual Funds
6. John IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1 had no involvement in this involuntary conversion. No
income resulted from the conversion. 1 learned of the conversions on 5/13/08.
7. GD IRA -Mutual Funds
8
IRA-Mutual Funds: This asset was converted on 01/04/07 by the Fund to Class A shares. 1 had no involvement in this involuntary conversion. No
income resulted from the conversion. 1leamed of the conversions on 5/13/08. The Class A shares to which the Class B shares were converted are listed in
paragraph 13.
9. GD IRA -Mutual Funds
10. Firstar Bank became US Bank many years ago. 1 nadverntly neglected to note this name change.
11. Firstar Bank became US Bank many years ago. I inadvertently neglected to note this name change.
12. ans the owner of whole life insurance policies on
purchased by QI in 1993. These were inadvertently omitted from prior
statements. 1 learned that they should be listed at a June 2007 FJC seminar.
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.