Barry Kurren

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 65

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 5

    spouse income

Named parties

  • Federal Magistrate Judges Association
  • Law Law and Economics Center
  • Tesoro Petroleum Corporation « pension
  • Tesoro Hawaii Corporation - pension
  • Hawaun Dental Service - salary
  • First Insurance Company of Hawaii - consulting fees
  • First Hawaiian Bank - consulting fees

As filed

Trust #1 — Int/Div

Schwab Money Market Fund

Oakmark International Fund C11

Dodge & Cox Stock Fund

HGM Preferred

Oakmark Equity Income Fund

Jensen Portfolio Class J

RBS*M Preferred

Real Property #1 - Honolulu, Hawaii

Loomis Sayles Bond Fund

Treasury Bills

Treasury Notes

Hawan State Revenue Bonds

Hawaii State General Obligation Bonds

Honolulu General Obligation Bonds

Hawan State Special Purpose Revenue Bouds

Honolulu Revenue Bonds

Homolulu Water Revenue Bonds

Puerto Rico Revenue Bonds

American Century Tax Free Bond Fund

IRA%] — Ime

Schwab Money Market Fund

Schwab Large-Cap Growth Fund

Schwab Dividend Equity Fund

Federated Total Return Bond Fund — Sold

Metropolitan West Total Return Bond Fund

Schwab Core Equity Fund

Manning & Napier World Opportunity Fund

Pinco Total Return Fund

Harbor Intemational Fund

Hodges Small Cap Fund

IRA #2 — Int

Schwab Money Market Fund

American Century Government Bond Fund

American Century short Term Bond Fund

American Century Inflation Adjusted Bond Fund

Heartland Value Plus Fund

Sound Shore Fund

Ishares Emerging Markets Index ETF

Cohen & Steers Realty Fund

Toequeville International Value Fund

Ishares S&P Smallcap Index ETF

Ishares S&P Index ETF

Ishares MSCI EAFE Index ETF

Schwab International Equity ETF

Schwab International SCAP ETF

IRA #3 — Int/Div

Fidelity Magellan Fund

Fidelity Asset Manager Growth Fund

Purmtan Fund

Fidelity Cash Reserves

IRA #4 — Int/Div

Vanguard Prime Money Market Fund

Vanguard Balenced Index Fund — Sold

HDS 401K — Int/Div

Thomburg International Value Fund

Pimco Total return Inst. Fund

MFS Government Securities Fund

Vanguard Developed Markets Index Fund

BHP Common Stock — Int/Div

First Hawaiian Bank Account — Interest

TIAA-CREF — Distribution

Hawaii Innovation Growth Fund — None

Capital One Bank Account — Interest — Closed

Amencan Express Bank Account — Interest

Reimbursement — Federal Magistrate Judges Association — Sept. 18-20 — Washington, D.C — Executive Board Meeting — Transportation, meals, hotel

Reimbursement — Law Law and Economics Center — BE Ih Bs rat Ang Ul TR HN wa Civil Justice Issues

Spouse's income — 2013 — Tesoro Petroleum Corporation « pension

Spouse's income — 2013 — Tesoro Hawaii Corporation - pension

Spouse's income — 2013 — Hawaun Dental Service - salary

Spouse's income — 2013 — First Insurance Company of Hawaii - consulting fees

Spouse's income — 2013 — First Hawaiian Bank - consulting fees

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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Barry Kurren | Frix