Ask Donna

Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • [I a PN wm TQ Pe — wa
  • American College of Trial Lawyers
  • University of Montana
  • Buchanan Capital LLC for First Clearing - Pension Plan Distribution
  • The Northem Trust Company for Providence Health System - Retirement Distribution

As filed

American Funds: Growth Fund of America — None — Sold

American Funds: Investment Company of A merica — Int/Div — Sold (part)

American Funds: Washington Mutual — Int/Div

IrwinBankCD 3.2 X — Interest — Buy

Irwin Bank CD 3.2X — None — Matured

Security Bank CD 4.4 X — Interest — Buy

Community Bank CD 3.8 X — Interest — Buy

Macatawa Bank CD 4.55 X — Interest — Buy

Baylk Bank 3.6 X — Interest — Buy

National Rural Utility — Interest

Wachovia Securities Money Market — Interest

American Funds: Capital Income Builder — Int/Div — Sold

FHL Bank 4.5 — Interest — Redeemed

Blackrock Global — Int/Div — Buy

Amcore Bank CD — Interest — Matured

American Bank CD 5.1 — Interest — Matured

World Savings Bank 5.1 — Interest — Matured

World Savings Bank 5.3 — Interest

Capital One Bank 4.4 X — None — Buy

Capital One Bank 4.4 X — Int/Div — Buy

Capital One Bank 4.4 X — None — Sold

Neuberger Berman Real Estate X — Int/Div — Buy

Wisdom Tree HY Euity FD (DHS) — Int/Div

Wisdom Tree Diefa HY DVD Fund X — Int/Div — Buy

Claymore S&P Global Water ETF X — Int/Div — Buy

Blackrock Pref Eq Trust X — Int/Div — Buy

American Funds Money Market X — Int/Div — Buy

American Funds Money Market X — None — Sold

American Funds Money Market X — None — Sold

American Funds Money Market X — None — Sold

First Interstate Bank — Interest

[I a PN wm TQ Pe — wa

Gift — American College of Trial Lawyers — Membership dues and meeting registration fees — $725.00

Reimbursement — University of Montana — 5/22/08-5/23/08 — Missoula, MT — Teach Adv Trial Advocacy — May 22-23, Advanced Trial Advocacy P rogram (room and meals)

Income — 2008 — Buchanan Capital LLC for First Clearing - Pension Plan Distribution — $174.000.00

Spouse's income — 2008 — The Northem Trust Company for Providence Health System - Retirement Distribution

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.

Sam E. Haddon | Frix