Deanell Reece Tacha
2009
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Pull out the substance of this filing.
What was filed
19
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Stanley
- disclosure (5) Identity of buyersseller {if private transaction)
- Stanley Morgan Stanley Morgan Stanley
As filed
Putnam Voyager Funds IRA — Int/Div
TIAA Retirement Fund — Int/Div
Putnam Global Growth IRA Fund — Int/Div
Bureau of Lectures & Concert Artists (sole stockholder) — Int
Real Estate-Dec. Co — Rent
Reece Family Agriculture Lc — None
MSDW International Value Equity Fund IRA — None — Sold — Stanley
MSIF Mid Cap Growth IRA — None — Sold — Stanley
MSIF US Small Cap VLU IRA — None — Sold Sold — Stanley
X)" afier cach asset exempt from prior disclosure — Int/Div — Type cg. buy, sell, merger, redemption) — disclosure (5) Identity of buyersseller {if private transaction)
MSDW Equally Weighted S&P 500 IRA — None — Sold — Stanley
MSDW S&P 500 Index IRA (merged with above-MSDW Equally Weighted S&P)
MSDW Mid Cap Value IRA (merged with MS Intern’ Value) — None — Sold — Stanley
Van Kampen Comstock IRA — Int/Div — Buy — Stanley
MSIF (US) Core Fixed Inc IRA — Int/Div — Buy Sold Sold — Stanley Morgan Stanley Morgan Stanley
MSIF Active Intern’l Altoc IRA — Sold — Stanley
MSIF US Real Estate Portfolio IRA — Int/Div — Buy Sold Buy Buy — Stanley
MS Focus Growth Fund — None — Sold — Stanley
Blackrock US Opportunites — None — Buy Sold — Stanley
Tacha, Deanell R.
May 12, 2010
FINANCIAL DISCLOSURE REPORT (Cont'd)
VII. INVESTMENTS and TRUSTS - income, value, transactions
A
B.
C
D
[ncome
Gross value
Transactions during reporting period
Description of Assets
during
at end of
(including trust assets)
reporting period
reporting period
(2)
[88]
(2)
(1
if
not
cxem
from disclosure
(0
Type
Value
Type
Date: Month-
0)
(3)
pt
4)
(5)
Place "(X)" afier each asset
Amt.
(c.g.
Value
Method
buy, self,
(e.g.
Value
Gam
Identity of
exempt from prior disclosure
Codel
rent or
div,
Codc2
Code3
Day
Code
Cudel
buyer/sclier
merger,
(J-P)
tA-H)
(if private transaction)
{A-H)
int.)
U1)
(Q-W)
redemption)
25 Pimco Total Return
A
Div.
J
Buy
5/27/09
Part.Sale
6/03/09
Morgan Stanley
Buy
6/30/09
Part.Sale
7/06/09
Morgan Stanley
7/31/09
Buy
Buy
8/31/09
Buy
9/30/09
10/30/09
Buy
Buy
11/30/09
Buy
12/09/09
Buy
12/31/09
26
Nuveen Tradewinds Value
None
Buy
5/27/09
6/03/09
Opportunity A
Buy
Part.Sale
7/06/09
Morgan Stanley
Buy
10/16/09
27
Div.
Thornburg Intern’l Value A
Buy
5/27/09
Part.Sale
6/03/09
Morgan Stanley
6/26/09
Buy
Part.Sale
7/06/09
Morgan Stanley
Buy
9/25/09
28
Columbia Marsico Growth A
A
Div.
K
6/27/09
K
Buy
Buy
6/03/09
Buy
6/17/09
Sold
7/06/09
Morgan Stanley
Sold
7/17/09
Morgan Stanley
Buy
12/10/09
29
E V Large Cap Value A
Div.
K
T
Buy
5/27/09
K
Sold
6/03/09
Morgan Stanley
6/09/09
Buy
Sold
7/06/09
Morgan Stanley
Sold
7/17/09
Morgan Stanley
9/09/09
12/30/09
[uy
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