Marian Harrison
2011Annual
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What was filed
34
investments
3
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
0
spouse income
Named parties
- note mn Part VII
- Trust No.
- National Conference of Bankruptcy Judges
- Northwestern Mutual
- Amcrican Express
- NCB)
As filed
Coca Cola Stock — Int/Div
UBS Bank USA Deposit Acct — None
John Hancock #1 (Trust No. 1) — None
John Hancock #2 Policy — None
Northwestern Mutual Policy - Whole Life — Int/Div
Savings Account- U.S. Community Credit Union — Interest
SunTrust Checking Account #1 — None
SunTrust Checking Account #2 — None
UBS Bank USA Dep. Acct. - IRA — Interest
Henderson Global Invest. Int'l Opport. Fund A -IRA — Int/Div
Amencan Funds Grwth. Fund Class F - IRA — None — Sold
Fidelity Adv. Strateg. Inc. Fund Class A IRA — Int/Div
UBS Pace Money Mkt. Fund Class P - IRA — Int/Div
Oppenheimer Int'l Bond Fd. Class A - IRA — Int/Div
Davis New York Venture Fd. Class A - IRA — Int/Div — Sold (part)
Columbia Mid Cap Value Fund A - IRA — Int/Div — Sold
American Funds Cap, Inc. Bldr. Fund Class F «IRA — Int/Div — Sold
Apple, Inc. - IRA — None
Touchstone Mid Cap Grwth Fund Class A IRA — Int/Div
Google, Inc. « IRA — None
Johnson & Johnson - IRA — Int/Div
NY Times Co. - IRA — None
Mainstay Funds Hi Yid Corp. Bond A - IRA — Int/Div
UBS Select Prime Inv Fund - IRA — Int/Div — note mn Part VII
Alger Spectra Fund Class A - IRA — Int/Div — Buy
Pamassus Fund - IRA — Int/Div — Buy
Royce Special Equity Fund « IRA — Int/Div — Buy
Virtus Prem Alpha Sector Fund - IRA — Int/Div — Buy
Blackrock Global Alloc Fund A - IRA — Int/Div — Buy
BHP Billiton LTD Spon Adr « IRA — Int/Div — Buy
BHP Billiton LTD Spon Adr « IRA — Buy (add'l)
Siemens AG. Spon Adr - IRA — None — Buy
Siemens AG. Spon Adr - IRA — Buy (add'l)
Siemens AG. Spon Adr - IRA — Buy (add'l)
Trustee (Insurance Trust), Trust No.
Member Board of Directors, National Conference of Bankruptcy Judges
Member Finance Committee, National Conference of Bankruptcy Judges
Liability — Northwestern Mutual — Insurance Policy Loan
Liability — Amcrican Express — Credit Card
Reimbursement — NCB) — 04/04/2011 04/05:2011 — Palm Desert, CA — Mid-Year Meeting — Transportation, meals, hotel
Reimbursement — NCB) — 10/11:2011 10/15/2011 — Tampa, FL — Annual Meeting — Transportation, meals, hotel
1. Part VIL INVESTMENTS and TRUSTS. Line 24. UBS Select Prime Inv. Fund is a money market fund and transactions need not be reported in Column D.
Transactions were mistakenly reported on the 2010 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.