Andrew Jay Kleinfeld

2005

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Pull out the substance of this filing.

What was filed

  • 44

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 5

    income

  • 2

    spouse income

Named parties

  • Pimco to Allianz
  • Trust #1
  • Wesleyan University, Middletown, CT
  • University of Alaska, Anchorage
  • George Mason University Law & Economics Center
  • State of Alaska, Permanent Fund Dividend
  • Metropolitan Life Insurance Co. (Deferred Comp)
  • Prudential Life Insurance Co. (Deferred Comp)
  • University of Alaaska Anchorage - Honorarium
  • Wesleyan University - Honorarium
  • Self employed writer and educational consultant - See Part VIII
  • University of Alaska - Salary

As filed

Morgan Stanley - Money Mkt Account — Int/Div

Radio Shack common stock — Int/Div

Scudder Investments-Int'l Global Funds — Int/Div

Keogh Plan - Administered by ABA — Int/Div

Merrill Lynch Bond Fund — Int/Div

403(b) Plan w/ ING — Interest

SBC common stock — Int/Div

Qwest common stock — Int/Div

Am Elect Power common stock — Int/Div

Bell South common stock — Int/Div

Verizon common stock — Int/Div

Northrop Grumman, common stock — Int/Div

Denali State Bank Accounts — Interest

Morgan Stanley Utility Fund (Trust #1) — Interest

U.S. Savings Bonds (Trust #1) — Interest

Morgan Stanley US Govt Secutities Tr (Trust #1) — Interest

Morgan Stanley Tax Exempt Sec Tr (Trust #1) — Interest

Franklin Fed Tax Free Inc Fd (Trust #1) — Interest

Franklin Tax Free Tr (Trust #1) — Int/Div

Met Life - Trust Interests — Int/Div

Northern Growth Equity Fund - (Trust # — Int/Div

Norther Int'l Growth Equity Fund (Trust #!) — Int/Div

AIM Equity Cap Dev Funds — Int/Div

AIM Int'l Aggressive Growth Fund — Int/Div

Davis NY Venture Fund — Int/Div

Allianz Capital Apprec — Int/Div — Change — Pimco to Allianz

TIAA-CREF Retirement Annuity — Interest

Davis Ser Inc Growth Opportunity — Int/Div

Evergreen Hi Inc Muni Bond Fnd — Interest

Northern Money Mrt Account (Trust #1 — Interest

Transamerica Occidental Life — Interest

Transamerica Occidential Life — Interest

Ak State Housing Fin Corp — Interest

Kitsap Cnty Wash GO — Interest

Mat-Su GO — Interest

Wachovia cash account — Interest — Closed

Wachovia - Evergreen money market — Interest

Unit 821 Dow Target — Interest — Redemption

Unit 872 Dow target — Interest — Redemption

First Trust Dow Target — Interest — Redemption

Fidelity Investments Deferred Comp — Interest

First Trust Target May — Interest — Buy

46. First Trust Target October — Interest — Buy

First Trust Target November — Interest — Buy

Co-Trustee, Trust #1

Agreement — 2005 — ‘ A " fy ABA Members Retirement Program, no control

Reimbursement — Wesleyan University, Middletown, CT — October 31- November 1, Middletown, CT, Lecture at Wesleyan University ( transportation, meals, lodging)

Reimbursement — University of Alaska, Anchorage — September 16-18, Anchorage Alaska, Board meeting, induction ceremony and speech. (meals, and transportation)

Reimbursement — George Mason University Law & Economics Center — September 7-11, Alexandra Virginia, Participate in George Mason University Judicial Advisory Board Meeting (transportation, meals, lodging)

Income — 2005 — State of Alaska, Permanent Fund Dividend — $ 846

Income — 2005 — Metropolitan Life Insurance Co. (Deferred Comp) — $21936.00

Income — 2005 — Prudential Life Insurance Co. (Deferred Comp) — $ 20652.00

Income — 2005 — University of Alaaska Anchorage - Honorarium — $500

Income — 2005 — Wesleyan University - Honorarium — $1000

Spouse's income — 2005 — Self employed writer and educational consultant - See Part VIII

Spouse's income — 2005 — University of Alaska - Salary

Various stocks (including SBC, Qwest, American Electric, Bell South, Northrup Grumman, and Verizon) accrue additional shares through dividend reinvestment

programs.

Judge Kleinfeld (Person Reporting) is Co-Trustee of a trust (Trust #1). Northern Trust Bank of Florida is the Co-Trustee. Judge Kleinfeld receives income and has

the power to invade principal subject to a standard. The beneficiaries are members of Judge Kleinfeld's

The descriptions of the assets controlled by the

trust are listed in Part VII of the disclosure report and are followed by a (Trust #1) designation.

Person Reporting's QD has received compensation for articles written, research services provided or conferences attended from the following entities: The

Earhart Foundation, Fairbanks Daily News-Miner, Fairbanks North Star Borough School District, Gaudin & Longoria (expert witness), Nichols College, and the

University of Nebraska.

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.

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Andrew Jay Kleinfeld | Frix