Ask Donna

Pull out the substance of this filing.

What was filed

  • 9

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • note in Part VIII
  • State of California, Public Employees Retirement System, Retirement B enefits
  • State of California, Judges Retirement System, Retirement Benefits

As filed

Wells Fargo Bank Account — None — note in Part VIII

Common stock- General Electric — Int/Div

Common stock- AT&T — Int/Div

Common stock- Microsoft — Int/Div

Wachovia Bank N.A. Accounts — Interest — note in Part VIII

Common stock - Direct TV Group — None — Buy

Washington Mutual Bank, FA Account — None — note in Part VIII

Legacy Treasury Direct (U.S. Treasury Bill) — Interest — Redeemed

Common stock- Fannie Mae — Int/Div — Buy

Income — 12/31/08 — State of California, Public Employees Retirement System, Retirement B enefits — $1.034.12

Income — 12/31/08 — State of California, Judges Retirement System, Retirement Benefits — $142,938.24

1) Part VII, page 1, line 1: The Wells Fargo Bank account is a non-income producing checking account.

2) Part VII, page 1, line 5: Wachovia Bank N.A. was acquired by Wells Fargo Bank in 2008.

3) Part VII, page 1, line 7: Washington Mutual Bank was acquired by J.P. Morgan Chase in 2008. This account is a non-income producing checking account.

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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Robert J. Timlin | Frix