Malcolm Francis Marsh
2010
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What was filed
84
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- 20.000
- 40,000
- 2.000
- 35,000
- 10.000
- 5.000
- 100.000
- 50.000
- 25.000
- 45.000
- 20,000
- 10,000
- 15,000
- 55,000
- 55.000
- 25,000
- 40.000
- 35.000
- 50,000
- 60.000
- Pioneer Trust Bank
As filed
SMITHBARNEY FINANCIAL MANAGEMENT ACCOUNT
report as West. Asset Muni. Money Mkt Fund
MUNICIPAL BONDS
Forest Grove Ore Rev Rfdg & Campus, Due 5/1/2036 — Interest
Oregon St. Bd Bk Rev Ore Eco Comm Dev Dept, 01/01/2025, — Interest
Umatilla Co. Ore. Hosp., 12-01-2030 — Interest — Sold — 20.000
Ore St. Health HSF Ed & Cultural, 11-15-2032 — Interest — Sold — 40,000
Clack Cnty Ore Sch Dist (Lk Osw), 06/01/2026 — Interest — Sold — 2.000
OHSU Rev Ser A MSF MBIA, 07/01/2032 — Interest — Sold — 35,000
Ore. St. Dept. Admin Svcs, due 05/01/2028 — Interest — Sold — 10.000
OR St Vets Welfare, Ser. B, Due 10/01/2042 — Interest — Sold (part) — 5.000
OR St. Bd Higher Ed G/O, Due 08/01/2028 — Interest — Sold — 100.000
Portland City OR Ltd/Tax Conv. Ctr, Ser. A, Due 06/01/2030 — Interest
OR St Dept Transn Hwy User Tax Rev, Bk Entry Due 11/15/2028 — Interest
Ore St Dpt of Transportation, Lien A, Due 11/15/2028 — Interest
Salem Ore Hosp Fac Auth Rev, Due 8/15/2030 — Interest — Sold — 50.000
Portland, OR Swr Sys Rev Ist Lien Ser A, 6-15-2027 — Interest — Sold — 25.000
Ore. St. Dept of Transp Hwy User, Lien A, Due 11/15/2030 — Interest — Sold — 45.000
Ptld OR Swr Sys Rev Rfdg, 1st Lien-Ser A, Due 6-15-2033 — Interest
Clackamas Co OR Sch Dist #12, North Clack, Due 6-15-2030 — Interest — Sold — 20,000
Clackamas Cnty Ore Hosp Facs, Due 5/1/2021 — Interest — 10,000
State of OR, Board of Education, Due 8/1/2023 — Interest — 20,000
State of Oregon, Board of Education, Due 8/1/2027 — Interest — Sold — 15,000
Jackson County Ore Schl District, Due 6/15/2023 — Interest — Sold — 55,000
Puerto Rico Electric Power, Due 7/1/2019 — Interest — Sold — 55.000
Oregon St. Dept Admin Services, Due 11/12026 — Interest — 10,000
Washing County Ore Rfdg, Due 7/1/2039 — Interest — Sold — 35,000
Florence Ore Rfdg, Due 12/1/2030 — Interest — Buy — 25.000
Port Portland Int'l Airport, Due 7/1/2026 — Interest — Buy — 25.000
Puerto Rico Cmwlth Hwy & Transn, Due 7/1/2026 — Interest — Buy — 25.000
Portland Ore Urban Renewal, Due 6/15/2023 — Interest — Buy — 25.000
Tillamook Bay Ore Cmnty College, Due 6/15/2026 — Interest — Buy — 25.000
Ore StDept Admin Svcs Lottery, Due 4/1/2025 — Interest — Buy — 25,000
Lake Oswego Ore Ser A, L/T, B/E, Due 6/1/2029 — Interest — Buy — 25.000
SMITHBARNEY FINANCIAL MANAGEMENT ACCOUNT
Citibank NA Bank Deposit Program — Interest
MUNICIPAL BONDS
Ore. St. Hsg & Cmnty Svcs Dept, Due 1/1/2023 — Interest — Sold — 10,000
Forest Grove Ore Ref Rfdg & Campus, 05/01/2036 — Interest — Sold — 40.000
ORE St. Hith HSF Ed! & Cultural 11/15/2032 — Interest
OHSU Rev Ser. A. MSF, MBIA, 07/01/2032 — Interest — Sold — 35.000
Ore. St. Veterans Welfare Service, Due 10/01/2042 — Interest
Bend OR full faith & credit obligs, due 12/1202 — Interest — Sold — 45.000
Portland City OR Ltd. Tax Conv. Ctr Ser A, Due 6-1-2030 — Interest
OR St Dept Transn Hwy User, Due 11-15-2028 — Interest — Sold — 50.000
Ore St Dpt of Transp., Lien A Due 11/15/2028 — Interest — Sold — 45.000
Ptld OR Swr Sys Rev First Lien, Due 6/15/2029 — Interest — Sold — 35.000
Ptld OR Swr Sys Rev Ist Lien,Ser A.6/152027 — Interest
Salem OR Hosp Fac Auth Rev, Due 8/15/2030 — Interest — Sold — 50,000
Oregon State Ser 87A B/E, Due 12/1/2026 — Interest — Sold — 40.000
Ore St Dept of Transp Hwy User, Due 11/15/2030 — Interest
Ptld OR Swr Sys Rev A Rfdg, due 6/15/2033 — Interest — Sold — 25.000
Clackamas Co OR Sch Dist #12, North Clack. due 6-15-2030 — Interest
Clackamas Cnty Ore Hosp Facs, Due 5/1/2021 — Interest — 10,000
Puerto Rico Hwys & Tmsptn Au, Due 7/1/2036 — Interest — 60.000
State of Ore, St. Bd of Education, Due 8/1/2031 — Interest — Sold — 50.000
Key Bank Private Bank — Interest
U.S. Bank Checking Acct — Interest
U.S. Bank Money Market Acct, transferred to Ckg act ABOVE — Interest — Closed
1L.RA.. MORGAN STANLEY SMITH — Interest
BARNEY CGM IRA CUSTODIAN, SELF DIRECTED
DISTRIBUTION TAKEN IN 2010
CORPORATE BONDS
HSBC Fin Corp HSBC Fin Intemotes; MAT: 2/15/2015 — Interest — 15,000
SBC Communications Inc. Mat 6/15/2016 — Interest — Sold — 25.000
Goldman Sachs Group Inc Mat: 1/15/2017 — Interest — 25.000
General Elec Cap Corp; Mat: 2/15/2017 — Interest — 25,000
Hartford Finl Svcs Group SR NTS; Mat: 3/15/2017 — Interest — 50.000
Coca Cola Co Notes Reg; Mat: 11/15/2017 — Interest — Sold — 25,000
Walmart Stores Inc; Mat: 2/1/2019 — Interest — Sold — 25.000
Textron Inc: Mat: 10/01/2019 — Interest — Sold — 35,000
Bankof America Corp Sub Intemotes; Mat: 3/15/2020 — Interest — 50.000
Dow chem Co. Medium term; Mat:09/15/2020 — Interest — Sold — 35,000
Fortune Brands, Inc., Due 11-15-2021 — Interest — Buy — 35,000
Fortune Brands, Inc., Due 11-15-2021 — Interest — Sold (part) — 15,000
RR Domnelley & Sons Co., Due 6/15/2020 — Interest — Buy — 60.000
Hartford Financial Services Group, Due 3/30/2020 — Interest — Buy — 35,000
Genworth Financial, Due 5/22/2018 — Interest — Buy — 35,000
GOVT & GSE BONDS
Fed Home Loan Bank Cons; Mat: 5/18/2016 — Interest — 20.000
Fed Home Loan Bank Cons.; Mat: 12/16/2016 — Interest — 20,000
Fed. Nat'l Mtg Assn Debs; Mat: 5/11/2017 — Interest — 25.000
Fed. Nat'l Mtg Assn Debs; Mat 6/12/2017 — Interest — 25.000
Pioneer Trust Bank (See P. 1, Positions) — Interest
Grantor/Trustee of Intervivos Trust, Pioneer Trust Bank
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.