Ask Donna

Pull out the substance of this filing.

What was filed

  • 84

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 2

    spouse income

Named parties

  • San Francisco City & County Employees’ Retirement System - Pension
  • California Judges’ Retirement System - Pension
  • Philips Services Corp. - Class Action Settlement
  • California Judges' Retirement System - Pension
  • Self-employed (arbitration and mediation)

As filed

Common Stock - Advanced Polymer — None

Mutual Fund - RVS CA Tax - Exempt (form erly AXP) — Interest

Bond - Calipatria CA Redev Agy — Interest

Bond - Sequoia CA Hospital District — Interest

Bank Accts., CDs - Wells Fargo — Interest

Common Stock - Intel — Int/Div — Sold

Common Stock - Sun Microsystems — None — Sold

Common Stock - Cisco Systems — None

Bond - Fremont CA Pub. Fin. Auth. — Interest

IRA - Hoefer & Amett — Int/Div

Money Market Fund - Evergreen — Open

Common Stock - Berkshire Hathaway Hldg Co.CLB

Common Stock - KKR Fin'l — Sold

Common Stock - American Express — Sold (part)

Common Stock - Ameriprise Fin'l — Sold

Common Stock - General Electric — Sold

U.S. Govt Bond-Fed.Nat'l Mort. Assn. — Buy

Mutual Fund -Source Cap, Inc

Common Stock-Silver State Bancorp — Sold

Common Stock - Burlington Northern San ta Fe Corp.

Bond - N. Inyo Cnty Cal. Local Hosp — Interest

Bond - Folsom Cal. Spl. Tax Comnty Facs. — Interest

Bond - Cal. Edl. Facs. Rev — Interest — Sold (part)

Bond - Woodland Cal. Fin. Auth. — Interest

Bond - Pomona Cal. Redev. Agy Tax Alloc. — Interest

Common Stock - Walmart Stores — Int/Div

Bond - Placentia CA Redev Agy Hsg — Interest

Bond - LaMirada CA Redev Agy — Interest

Bond - Montclair CA Redev Agy — Interest

Bond - Cudahy CA Redev Agy — Interest

Bond - Kem Vy Healthcard Dist CA — Interest

Bond - Bell Comnty Redev Agy CA Tax — Interest

Bond - Muroc CA Jt Unif Sch Dist — Interest

Common Stock - Abbot Labs — Int/Div — Sold

Common Stock - Home Depot — Int/Div — Sold

Common Stock - Microsoft — Int/Div

Bond - CA Edl Facs — Interest

Bond - Woodland CA Commty Fags — Interest

Bond - Yuba City CA Redev Agy — Interest

Common Stock - Reading Int'l — None

Common Stock - American Express — Int/Div — Sold (part)

Common Stock - Ameriprise Fin'l — Int/Div — Sold

Common Stock - Berkshire Hathaway CL A — None

Real Estate Inves't Trust - KKR Fin'l — None — Sold

Common Stock - West America Bank — Int/Div — Sold

Bond - Plumas CA Elem Sch Dist — Int/Div

Bond - Riverside Cnty CA CTFS Partn — Int/Div

Bond - Valley Sanitary Dist CA — Int/Div

Common Stock - Berkshire Hathaway CL B — None

Common Stock - Farmers & Merchants B ank Long Beach — Int/Div — Sold (part)

Common Stock - General Elecwic — Int/Div — Sold

Common Stock - Oracle Corp. — None

Bond - Bakersfield CA Imp't Bd — Int/Div

Bond - Blythe CA Redev Agy — Interest

Bond - Chula Vista CA Redev Agy — Interest

Bond - Hercules CA Imp't Bd — Int/Div

Bond - Mojave Desert & Mtn CA Waste Mgmt — Int/Div

Money Market Fund - M.L. Stem CA Tax F ree — Int/Div — Closed

Bond-Richmond CA Jt Powers Fin'g — Interest

Bond-Woodland CA Redev Agy — Interest

Bond-Holtville CA Redev Agy — Interest

Bond-Riverbank CA Redev Agy — Interest

Common Stock- Burlington Northern Santa Fe Corp — Int/Div

Common Stock- Silver State Bancorp — None — Sold

Mutual Fund - Source Cap, Inc — Int/Div

Money Market Fund - Evergreen — Int/Div

U.S. Govt Bond - Fed. Home Loan MtgCorp — None — Redeemed

U.S. Govt Bond - Fed. Nat'l Mtg Assn — Interest — Redeemed

Corp. Bond - AmGen Fin — Interest

Corp. Bond - Leucadia Nat'l Corp. — Interest

Bond - Long Beach CA Fin. Auth. — Interest — Buy

Bond - Lancaster CA Fin. Auth. — Interest — Buy

Bond - Indep. Cities CA Lease Fin. Auth — Interest — Buy

Bond - ABAG Fin. Auth. for Nonprofit — Interest — Buy

Bond- ABAG Fin. Auth. Jackson Lab — Interest — Buy

Bond - CA Hith Facs Fin'g Auth. Hope — Interest — Buy

Corp. Bond - Am.Elec. Pwr — Interest — Buy

Corp. Bond - Comcast — Interest — Buy

U.S. Govt. Bond - Fed. Home Loan Bank — Interest — Buy

U.S. Govt. Bond - Fed. Home Loan Mtg — Interest — Buy

U.S. Govt. Bond - Fed. Natl Mort — Interest — Buy

U.S. Govt. Bond - Fed. Natl Mort — Interest — Buy

Corp. Bond - Norwest Fin — None — Buy

Corp. Bond - Kellog Co. — Interest — Buy

Agreement — 02/26/93 — With SF City & Cty. Employees' Retirement System for pension payable monthly until death, based on former emplo yment with SF Dist. Atty. -

Agreement — 10/29/05 — With State of California Judges’ Retirement System for retirement benefits payable monthly until death, based on form er employment as SF Superior Court Judge

Income — 2008 — San Francisco City & County Employees’ Retirement System - Pension — $13.015.00

Income — 2008 — California Judges’ Retirement System - Pension — $105,185

Income — 3.4/15/08 — Philips Services Corp. - Class Action Settlement — $1,827.00

Spouse's income — 2008 — California Judges' Retirement System - Pension

Spouse's income — 2008 — Self-employed (arbitration and mediation)

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.