Benson Everett Legg

2009

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Pull out the substance of this filing.

What was filed

  • 11

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Custodial Accounts at T.Rowe Price
  • Custodial Accounts at Morgan
  • American Express
  • Bank Of America
  • Legg Mason Inc (CEQ of Lege NM
  • ACUZEN EF INUZ VY IL J0 WT
  • Revolving credit card

As filed

MorganStnley Smith Bamey(Biosant Pharm) IND #2 X — None

Morgan Stanley Smith Barney (Qualcomm) ; IND #2 ] — Int/Div

Morgan Stunley Smith Barney (Bank Deposit) IND #2 — Interest

Deutsche Bank Options (Legg Mason) #2 Y

Legg Mason 401K (Special Tavestmeat) — Int/Div — Buy (add'l)

Pioneer Nutral Resources — Int/Div

Legg Mason Inst Funds #1 (Value Trust), UTMA #1 — Int/Div — Buy (add'l)

Legg Mason Inst Funds #1 (Oppr Trust). UTMA #1 — None

Morgan Staniey Smith Barney GRAT(Legg Mason) Y

Morgan Stanley Smith Barney GRAT (Bank Deposit) Y — Int/Div — Closed

Morgan Stanley Smith Barney (Bank Deposit) — Interest

UTMA Trustee, Custodial Accounts at T.Rowe Price

UTMA Trustee, Custodial Accounts at Morgan

Liability — American Express — Revolving Credit Card

Liability — Bank Of America — Revolving Credit Cad

Income — 2009 — Legg Mason Inc (CEQ of Lege NM — son Capital Mannagement)

Spouse's income — ACUZEN EF INUZ VY IL J0 WT

Spouse's income — Chase — Revolving credit card

Part VIII. Investments and Trusts:

Smith Bamey changed their name from Smith Barney to Morgan Stunley Smith Barney in 2009.

Morgan Stanley Smith Barney (Bank Deposit) IRA #1 Y (item 3) - Previously closed 2008.

Morgan Stanley Smith Barney (Cell Genesys) - IND #2 (item 18) Cell Genesys was acquired through an all stock racrger by Biosante Pharmaceuticals in 2009

(item 19).

The Biosante Pharmaceuticals shares were received in exchange for the Cell Genesys shaves (item 18). (item 18) will ne longer be included in future reports.

Deutsche Bank Options (Lege Mason) 2 Y (item 23) - Previously closed 2008.

Morgan Stanley Smith Bamey UTMA #1 Y (ite 37) - Previously closed and were crvoncously reported in 2008.

Morgas Stanley Smith Barney UTMA #2 Y (item 38) - Previosly closed and were ereoncously reported in 2008.

Morgan Stanley Smith Barney GRAT (Legg Mason) Y (item 39) - Previously closed 2008

Morgan Stanley Stith Barney GRAT. (Bank Deposit) Y (item 40) was closed mn 2009 and funds were transierved into Morgan Stanley Sauth Barney (Bank

Deposit) IND #2 tiem 22).

(item 40) will no Jonger be included in future reports.

LMM Income Opp Fund (item 44) 1s a newly established account,

LMCM Smeali Cap Fund LLC (item 43) is a newly established account.

LMCM Systematic Value Fund LLC (item 46) is a newly established account.

Morgas Stanley Smith Barney (LMASX) IRA #4 (iiem 49) is a newly established account.

Morgan Sunley

Smith Barney {CD)Y ~ (item 51) was closed in 2009, CD's matured in 2009 and funds were deposited into Morgan Stanley Smith Bamey (Bunk

Deposit} {item

Morgan Stanley

Smith Barney {CD} Y - (item S1) wilt no longer be included in future reports.

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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Benson Everett Legg | Frix