Cormac J. Carney
2010
Ask Donna
Pull out the substance of this filing.
What was filed
61
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- Chapman Law School
- American Bar Association
As filed
Wells Fargo Bank Accounts — Interest
Wells Fargo Bank Account (Y)
Wells Fargo CD (Y)
Home Savings CD — Interest
Home Savings Account — Interest
Vanguard Wellington Fund — Int/Div
Vanguard Health Fund — Int/Div
Columbia Strategic Investor Fund — Int/Div
Janus Global Technology — None
American Century- Ultra — Int/Div
County Deferred Comp. Plan - Stable Value Fund — Int/Div
IRA Brokerage — Int/Div
Clipper Fund CFIMX
BRKB
TGOT
Mernidian Growth Fund- MERDX
Schwab Intl Index Fund - SWINX
Tweedy Browne Global Value Fund TBGVX
401(k) — None
Davis NY Venture - NYVRX
JP Morgan Smart Retirement 2020 Select
Brokerage Account
Capital Income Bldr FD - CIBCX — Int/Div
American Funds Growth Fund — Int/Div
Investco) Van Kampen Equity Small Caps — Int/Div
Washington Mutual Investors Fund WSHCX — Int/Div
American Funds New Perspective Fund — Int/Div
Putnam CA Tax Exempt Income FD CLC — Int/Div
IRA Rollover — Int/Div
Growth FD Amer Inc - GFACX
Franklin Rising Dividends - FRDTX
Capital World Growth & Income CWGCX
Pimco Total Retum - PTTCX
Amer Balanced Fund - BALCX
Invesco) VK Global Franchise Fund VGFCX
529 Savings Plan #2 — Int/Div
American Funds - Growth Fund
American Funds - Growth Fund — Sold (part)
Washington Mutual Investors Fund
American Funds - Capital Income Builder — Sold (part)
American Funds - Balanced Fund
American Funds - Bond Fund
529 Savings Plan #3 — Int/Div
American Funds - Growth Fund
American Funds - New Perspective Fund
American Funds - Capital Income Bilder
American Funds - Balanced Fund
American Funds - Bond Fund
Variable Life Insurance — Int/Div
NW Mutual - Mid Ca Grth Stock
NW Mutual Growth Stock Fund
NW Mutual Index 400 Stock Fund
Russell Non-US Fund
Russell Real Estate Securities Fund
Small Cap Value
Domestic Equity
Inherited IRA (X) — Distribution
Inherited IRA (X) — Buy
PRPFX — Buy
FDRXY — Buy
JP Morgan - Intrepid Mid Cap Fund — Int/Div — Sold
Dean's Council, Chapman Law School
Reimbursement — American Bar Association — April 21-23, 2010 — New York, New York — Speaker — Transportation, Meals, Hotel
Reimbursement — American Bar Association — August 6-10, 2010 — San Francisco, CA — Speaker — Transportation, Meals, Hotel
1. Part VII: Item 30: The Plan's trustees replaced Fidelity Advisor Freedom 2020 with JP Morgan Smart Retirement 2020 Select.
2. Part VII: Item 76: This fund was inherited and sold.
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.