Roger T. Benitez
2007
Ask Donna
Pull out the substance of this filing.
What was filed
119
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Carr JR
- JR
- EEE ——— Tmm————
- Sycuan Band of Kumeyaii Nation- Indpendent Contractor fees- tutoring
As filed
Parcel 2 El Centro, Ca (98,026) — Rent
Parcel 3 El Centro, Ca (106,694) — Rent
Parcel 4 Salton City, Ca (2,508) — None
EC State Street Building, LLC Note — Interest
Northern Life Annuity/ING — Interest
Intel Corp common stock — Int/Div
Intel Corp common stock — sale
Cisco Systems-common stock — Int/Div — sale
Pfizer Inc.-common stock — Int/Div — sale
General Electric-common stock — Int/Div
Mirant Corp-common stock — None — buy
Microsoft Corp-common stock — Int/Div — sale
Proctor & Gamble-common stock — Int/Div
Citigroup-common stock — Int/Div
Amgen-common Stock — None — sale
Ei Dupont-common stock — Int/Div
Bank of America-common stock — Int/Div — sale
Berkshire Hathaway B-common stock — None — buy
Sirius Satellite Radio-common stock — None — buy
Citadel Broadcasting-common stock — None — buy
Alcoa Inc.-common stock — Int/Div — buy
Amerigas Partners LP Unit-limited partnership interest — Int/Div — buy
Countrywide Financial Corp-common stock — Int/Div — buy
EMC corp-commor stock — None — buy
Progress Energy, Inc. -common stock — Int/Div — buy
Spectra Energy Corp-common stock — Int/Div — buy
Wells Fargo Bank-common stock — None — buy
Wells Fargo Bank-common stock — buy
Washington Mutual- common stock — None — buy
Washington Mutual- common stock — None — saje
Lehman Brothers Holding-cominon stock — None — buy
Lehman Brothers Holding-cominon stock — None — sale
Smith Barney Money Funds (Westen Asset Fund class A) — Int/Div
Smith Barney Bank Deposit Program — Int/Div
Franklin Fund-small cap growth fund I class — Int/Div
Valic Fixed Account Plus — Int/Div
AIG Valic Mid Cap Fund (Wellington) — Int/Div
Valic Small Cap Special Value-Evergreen/Putnam — Int/Div
Valic International Small Cap Equity/ AIG — Int/Div
Valic Midcap Strat. GR./Morgan Stanley — Int/Div
World Savings(now Wachovia) IRA — Interest
Washington Mutual — Interest
Washington Mutual — Interest
Washington Mutual — Interest
San Diego Community Credit Union IRA — Interest
San Diego Credit Union savings — Interest
Bank of America aggregate — Interest
San Diego National Bank — Interest
San Diego National Bank — Interest — closed
San Diego National Bank — Interest — closed
San Diego National Bank — Interest
MW Carr Trust
Bank of America (aggregate) — Interest
Crowell, Weedon
AEE/Common Stock — Int/Div
AEE/Common Stock — distribution — Carr JR
AEE/Common Stock — distribution
Saddleback Unified School Bond — Int/Div — distribution
Crowell Weedon Money Fund — Interest — distribution
Crowell Weedon Money Fund — distribution — Carr JR
World Savings (aggregate) — Interest — closed
Franklin- Templeton Income Fund class A — Int/Div — distribution — JR
Franklin- Templeton Income Fund class A — distribution
Walt Disney, Co - common stock — Int/Div
Pitney Bowes, Inc.-common stock — Int/Div
Ford Motor Company-common stock — None — sale
Ford Motor Company-common stock — buy
Ford Motor Company-common stock — buy
Valero Energy Corp.-common stock — Int/Div — saie
Citibank- Bank Deposit — Interest
Chevron Corp.-common stock — Int/Div — sale
Applied Matenals, Inc. Delaware-common stock — Int/Div — buy
Berkshire Hathaway B-common stock — None — buy
Sirius Satellite Radio-common stock — None — buy
Citadel Broadcasting-common stock — None — buy
Citadel Broadcasting-common stock — buy
Alcoa Inc.-common stock — Int/Div — buy
Amerigas Partners LP Unit-limited partnership interest — Int/Div — buy
Countrywide Financial Corp-common stock — Int/Div — buy
Countrywide Financial Corp-common stock — buy
EMC corp-common stock — None — buy
Progress Energy, Inc. -common stock — Int/Div — buy
Spectra Energy Corp-common stock — Int/Div — buy
Wells Fargo Bank-common stock — None — buy
Wells Fargo Bank-common stock — buy
Washington Mutual- common stock — None — buy
Washington Mutual- common stock — None — sale
Lehman Brothers Holding-common stock — None — buy
Lehman Brothers Holding-common stock — None — sale
Smith Barney Money Funds (Western Asset Fund class A) — Int/Div
Franklin Fund-small cap growth fund I class — Int/Div
Valic Fixed Account Plus — Int/Div
AIG Valic Mid Cap Fund (Wellington) — Int/Div
Valic Small Cap Special Value-Evergreen/Putnam — Int/Div
Valic International Small Cap Equity/ AIG — Int/Div
Valic Midcap Strat. GR./Morgan Stanley — Int/Div
World Savings(now Wachovia) IRA — Interest
Washington Mutual — Interest
Washington Mutual — Interest
Washington Mutual — Interest
San Diego Community Credit Union IRA — Interest
San Diego Credit Union savings — Interest
Bank of America aggregate — Interest
San Diego National Bank — Interest
San Diego National Bank — Interest — closed
San Diego National Bank — Interest — closed
San Diego National Bank — Interest
Trust#l (X)
Bank of America (aggregate) (X) — Interest
Crowell, Weedon (X)
ceva AEE/Common Stock (X) — Int/Div
ceva AEE/Common Stock (X) — distribution
ceva AEE/Common Stock (X) — distribution
Saddleback (X) Unified School Bond — Int/Div — distribution
Crowell Weedon Money Fund (X) — Interest — distribution
Crowell Weedon Money Fund (X) — distribution
World Savings (aggregate) (X) — Interest — closed
Franklin Templeton Income Fund class A XxX) — Int/Div — distribution
Franklin Templeton Income Fund class A XxX) — distribution
5., EEE ——— Tmm————
Spouse's income — 2007 — Sycuan Band of Kumeyaii Nation- Indpendent Contractor fees- tutoring
Part VII Line 28 was added. Part VII line 47 was deleted. This change was necessary to more accurately reflect the name of the account.
Part VII Line 22 was added to reflect an omission.
Part VII Lines 66 through 66 were amended to list asset as previously exempt.
Part VII Line 67 was amended to show value at end of reporting period.
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.