James Travis Trimble jr
2010
Ask Donna
Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- CONTROL
As filed
Cal Fed. Emp. Credit Union (Savings Acct) — Interest
Capital One — Interest
Raintree Assoc, Ltd Partnership — None
U.S. Savings Bonds - Series EE — None
Exxon Corp. Stock — Int/Div
Equitable Life (S. Prem) — None
Barksdale Federal Credit Union — Interest
Fidelity Protfolio Advisory Service IRA — Distribution — CONTROL
LPL Strategic Asset Mgmt (IRA) — Distribution — CONTROL
LPL Strategic Asset Mgmt — Int/Div — Buy — CONTROL
Fidelity Asset Mgr-50% — Int/Div — Buy — CONTROL
As per my Financial Disclosure Report dated 3/31/2010 for 2009 the major portion of my assets
have been placed with Fidelity Portfolio Advisory Services and LPL Strategic Asset
Management. It is my sincere belief that these organizations qualify as “widely held investment
funds”. They purchase and sell for my account at will without any input whatsoever from me.
Their holdings vary widely in number and types of funds and/or companies. I exercise no
oversight regarding the purchase and sale of assets in any of these funds, but simply receive and
review the reports at various intervals.
As stated in my March 31, 2010 report, I was advised by the Financial Disclosure Office that it
would not be necessary to list each individual mutual fund and/or corporation, but would satisfy
reporting dictates by stating the value of the holding in each investment fund and income
received during the year from said fund. I further indicate that I have no control over how the
assets in the funds are managed and invested. To be more specific, not only do I not exercise
control, but I do not have the ability to exercise control over the financial interests held by the
above named funds.
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.