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Pull out the substance of this filing.

What was filed

  • 36

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Constitutional Rights Foundation - Orange County
  • Trust #1W
  • Trust #2S
  • Raytheon Missile Systems (salary)

As filed

Savings — Interest

CD

Brokerage Account #1 (H)

Dreyfus Appreciation Fund — Distribution — Buy (add'l)

Dreyfus Opp. Small Cap Fund — Distribution

Dreyfus Tech. Growth Fund — Distribution

Dreyfus CA Muni Bond Fund — Dividend

TD-Ameritrade Money Market — Interest

US Bank — Interest

Brokerage Account #2 (H)

American Funds AM Balanced — Distribution

T. Rowe Price Growth Stock I — Distribution

Fidelity Small Cap Index — Distribution

Wells Fargo Spec Mid Cap — Distribution

JP Morgan Mid Cap Growth — Distribution

American Funds Euro Pacific Growth — Distribution

Vangard Inst. Index Fund — Distribution

NW Mutual Life Ins - adjustable — Int./Div.

NY Life - Whole Life Policy #1 — Int./Div.

NY Life - Whole Life Policy #2 — Int./Div.

Chase Bank (H)

Checking #1J — Interest

Checking #2 — Interest

Brokerage Account #3 (H)

American Funds New Perspect. — Dividend

Janus Balanced N — Dividend

NT Aggreg. Bond Index — Dividend

NT S&P 500 Index — Dividend

PIM Total RT Inst. — Dividend

TRP Inst. Small Cap STK — Dividend

Brokerage Account #4 (H)

American Funds Balanced Fund — Dividend

AF Capital Income Builder — Dividend

AF Growth Fund — Dividend

CB&T Cust. — Dividend

Northrop Grumman common stock — Dividend

Judicial Advisory Board Member, Constitutional Rights Foundation - Orange County

Trustee, Trust #1W

Trustee, Trust #2S

Spouse's income — 2019 — Raytheon Missile Systems (salary)

Part I, line 2: Trust #1W owns the assets listed in Part VII at lines 5, 6, and 7.

Part I, line 3: Trust #2S does not own any reportable assets.

Part VII, line 8: Brokerage Account #2 was identified as Brokerage Account #5 in my 2018 report.

Part VII, line 23: This CD was funded by money trasferred from the savings account listed at line 22. It did not produce income in 2019.

Part VII, line 25: This fund was previously called "Harris Oak MRK Global" in my 2018 report.

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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