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What was filed

  • 0

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • UNITED MEDICAL CENTER, HOME HEALTH SERVICES ERE EEE EE a rr—————————————————
  • Lockheed Martin Corp Master Retirement Trust

As filed

MEMBER, ADVISORY BOARD, UNITED MEDICAL CENTER, HOME HEALTH SERVICES ERE EEE EE a rr—————————————————

Spouse's income — 2008 — Lockheed Martin Corp Master Retirement Trust

VII. IN VESTMEN TS and TRUSTS - income, value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)

[] NONE (No reportable income, assets, or transactions.)

A

B

C

D

Description of Assets

Income during

Gross value at end of

Transactions during reporting period

(including trust assets)

reporting period

reporting period

Mm

2)

4)

(2)

m

(2)

(3)

@)

(5)

Place "(X)" after each asset

Amount

Type (e.g.,

Value

Value

Date

Value

Gain

Code 1

Type (e.g.,

Identity of

exempt from prior disclosure

div, rent,

Code 2

Method

buy, sell,

Month -

Code 2 | Code |

buyer/seller

(A-H)

orint.)

Up)

Code 3

redemption)

Day

ap)

(A-H)

(if private

Q-w)

transaction)

I. TRUST #2

Cc

Int/Div.

K

T

| 2. -AMERICAN NATL BANK ACCOUNT |

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| 3. -WELLS FARGO BANK ACCOUNT |

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4

TRUST #3

B

Int./Div. | M |

|

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-EXCEL ENERGY, INC.

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-AMERICAN NATL BANK ACCOUNT

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| 7 -FIDELITY CASH RESERVES

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L

’

NEW YORK LIFE INS. WHOLE LIFE | Cc | Dividend

|

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9

UNITED SERVICES AUTO ASSOC.

A

T

Distribution | J

|

| 10. WYOMING DEFERRED COMP

| D

Interest | M | T |

|"

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13

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14

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15

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16

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17

1. Income Gain Codes:

A =$1,000 or less

B =$1,001 - $2,500

C =$2,501 - $5,000

D =$5,001 - $15,000

E =$15,001 - $50,000

(See Columns Bl and D4)

F =$50,00! - $100,000

G =$100,001 - $1,000,000

111 =$1,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

J=$15,000 or less

K =$15,00! - $50,000

L =$50,001 - $100,000

M=5100,001 - $250,000

(See Columns C1 and D3)

N =$250,001 - $500,000

0 =3$500,001 - $1,000,000

Pl =$1,000,001 - $5,000,000

P2 =$5,000,001 - $25,000,000

P3 =$25,000,001 - $50,000,000

P4 =More than $50,000,000

3. Value Method Codes

R =Cost (Real Estate Oly)

S =Assessment

T =Cash Market

Q =Appraisal

(See Column C2)

U =Book Value

V =Other

W =Estimated

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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