Ask Donna

Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 2

    reimbursements

  • 0

    income

  • 6

    spouse income

Named parties

  • Trust
  • Wells Fargo Bank
  • Citi Bank American Express
  • CIti Bank Mastercard
  • George Mason School of Law
  • Searle Institute -Northwestermn School of Law
  • Self Employed (consultant/clinical psychologist)
  • ERM, San Diego, CA {consulting)
  • Center For Creative Leadership, La Jolla ,CA
  • Dynamic Consulting, San Diego, CA
  • Innolect, Inc., Tega Cay, SC
  • The Broad Residency, Los Angeles, CA

As filed

San Diego Gas & Electric (Sempra) — Int/Div

Oppenheimer Capital Appreciation Mutual Fund - IRA — Sold

Fidelity Funds - IRA — Int/Div

Leap Wireless Communications (Common Stock)

Trust #2 — Distribution

MSDW Dividend Growth Securities Fund

AIlIM Advisor Real Estate Fund

Franklin Calif Trax Free Income Fund

MFS MidCap Growth Fund

Putnam Research Fund

Putnam Intemational Voyager Fund

Reserve Primary Fund Class R

MFSValClass B — Int/Div

American AMCAP Class C — Distribution

John Hancock US Glob Leaders Growth Class C — Int/Div

Putnam Tax Smart Equity Class B — Int/Div

Phoenix Strategic Theme Class B --Simple ; IRA — Sold

Real Propery (3)-Vacant Lot, San Diego ,CA XxX

Co-Trustee, Trust

Liability — Wells Fargo Bank — Mortgage - Investment Real Property

Liability — Citi Bank American Express — Credit Card

Liability — CIti Bank Mastercard — Credit Card

Reimbursement — George Mason School of Law — April 17 - 23,2009 — Tucson, AZ — CLE Program — Room, Meals, and Transportation

Reimbursement — Searle Institute -Northwestermn School of Law — November 8 - 13, 2009 — Chicago, IL — CLE Program — Room, Meals, and Transportation

Spouse's income — 2009 — Self Employed (consultant/clinical psychologist)

Spouse's income — 2009 — ERM, San Diego, CA {consulting)

Spouse's income — 2009 — Center For Creative Leadership, La Jolla ,CA

Spouse's income — 2009 — Dynamic Consulting, San Diego, CA

Spouse's income — 2009 — Innolect, Inc., Tega Cay, SC

Spouse's income — 2009 — The Broad Residency, Los Angeles, CA

Part VIL.

Item 34 was previously owned but not reportable.

Item 4 sold and replaced with item 36,

Item S sold and replaced with item 37.

Items 31 and 32 sold and replaced with item 38.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.