Cindy K. Jorgenson

2015Annual

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Pull out the substance of this filing.

What was filed

  • 185

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Arizona Public Safety Retirement System (retired)

As filed

Morgan Stanley Managed IRA - SPDR Trust Series {fka) — Int/Div — Sold

Morgan Stanley Managed IRA - Doral Bank CD San Juan PRCD — Interest — Redeemed

Morgan Stanley Managed IRA GOLDCORP INC — Int/Div — Sold

Morgan Stanley Managed IRA - SPDR S&P Midcap 400 ETF Trust (ka) — Int/Div — Sold

Morgan Stanley Managed IRA - Newmont Mining Corp (New) — None — Sold

Morgan Stanley Managed IRA - Shares US Technology ETF (fka) — None — Sold

Morgan Stanley Managed IRA - [Shares US Consumer SER ETF (ka) — Int/Div — Sold

Morgan Stanley Managed IRA - 1Shares US Financials ETF (fka) — None — Sold

Morgan Stanley Managed IRA - [Shares Global Healthcare ETF (fka) — None — Sold

Morgan Stanley Managed IRA - Vanguard Dividend Appreciation FD (fka) — None — Sold

Morgan Stanley Managed IRA - [Shares SP SomatllCap 600 Index (ka) — None — Sold

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Sold

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Sold (part)

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Sold (part)

Morgan Stanley Managed IRA - Vanguard Large Cap ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Cons Staples Sel Sect SPDR FD — Int/Div — Buy

Morgan Stanley Managed IRA - Cons Staples Sel Sect SPDR FD — None — Buy (add'l)

Morgan Stanley Managed IRA - Cons Staples Sel Sect SPDR FD — None — Sold (part)

Morgan Stanley Managed IRA - Cons Staples Sel Sect SPDR FD — None — Buy (add'l)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — Int/Div — Buy

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Buy (add'l)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Buy (add'l)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Sold (part)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Sold (part)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Sold (part)

Morgan Stanley Managed IRA - Cons Discret Select SPDR Fund — None — Sold

Morgan Stanley Managed IRA - The Financial Sel Sect SPDR FD — Int/Div — Buy

Morgan Stanley Managed IRA - The Financial Sel Sect SPDR FD — None — Sold

Morgan Stanley Managed IRA - The Financial Sel Sect SPDR FD — None — Buy

Morgan Stanley Managed IRA - The Financial Sel Sect SPDR FD — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSC Australia ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Shares MSC Australia ETF — None — Sold

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — Int/Div — Buy

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Sold (part)

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Buy

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Sold (part)

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Buy

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - 1Shares MSC Japan ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSC Switzerland CAPD ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Shares MSC Switzerland CAPD ETF — None — Sold

Morgan Stanley Managed IRA - IShares US Consumer Goods ETF (ka) — Int/Div — Sold (part)

Morgan Stanley Managed IRA - IShares US Consumer Goods ETF (ka) — None — Buy (add'l)

Morgan Stanley Managed IRA - IShares US Consumer Goods ETF (ka) — None — Buy (add'l)

Morgan Stanley Managed IRA - IShares US Consumer Goods ETF (ka) — None — Sold (part)

S10. — None — Buy

S10. — None — Sold (part)

Morgan Stanley Managed IRA - [Shares US Energy ETF (fka) — Int/Div — Sold

Morgan Stanley Managed IRA - [Shares US Energy ETF (fka) — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares US Energy ETF (fka) — None — Sold (part)

Morgan Stanley Managed IRA - [Shares US Energy ETF (fka) — None — Sold

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — Int/Div — Buy

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — None — Sold (part)

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares MSCI PAC EX-JPN ETF — None — Sold (part)

Morgan Stanley Managed IRA - Shares Select Dividend ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Shares Select Dividend ETF — None — Sold (part)

Morgan Stanley Managed IRA - Shares Select Dividend ETF — None — Sold

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — Int/Div — Buy

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Sold (part)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard FTSE Developed Mkts — None — Buy (add'l)

Morgan Stanley Managed IRA Powershares Aero & Def PTF — Int/Div — Buy

Morgan Stanley Managed IRA Powershares Aero & Def PTF — None — Buy (add'l)

Morgan Stanley Managed IRA Powershares Aero & Def PTF — None — Buy (add'l)

Morgan Stanley Managed IRA Powershares Aero & Def PTF — None — Sold (part)

Morgan Stanley Managed IRA Powershares Aero & Def PTF — None — Buy

Morgan Stanley Managed IRA - Global X MLP & Energy INFR ETF — None — Buy

Morgan Stanley Managed IRA - Global X MLP & Energy INFR ETF — None — Sold (part)

Morgan Stanley Managed IRA - Global X MLP & Energy INFR ETF — None — Sold

Morgan Stanley Managed IRA - Global X FTSE Nordic REgion ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Global X FTSE Nordic REgion ETF — None — Sold (part)

Morgan Stanley Managed IRA - Global X FTSE Nordic REgion ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Global X FTSE Nordic REgion ETF — None — Sold (part)

Morgan Stanley Managed IRA - Shares MSCT United Kingdom — Int/Div — Buy

Morgan Stanley Managed IRA - Shares MSCT United Kingdom — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSCT United Kingdom — None — Sold (part)

Morgan Stanley Managed IRA - Shares MSCT United Kingdom — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSCT United Kingdom — None — Buy

Morgan Stanley Managed IRA - Barclays ETN & Select MLP ETN — None — Buy

Morgan Stanley Managed IRA - Barclays ETN & Select MLP ETN — None — Sold

Morgan Stanley Managed IRA - Deutshe X- Trackers MSCI EAF — Int/Div — Buy

Morgan Stanley Managed IRA - Deutshe X- Trackers MSCI EAF — None — Buy (add'l)

Morgan Stanley Managed IRA - Deutshe X- Trackers MSCI EAF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares US Home Construct ETF — Int/Div — Buy

Morgan Stanley Managed IRA - [Shares US Home Construct ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares US Home Construct ETF — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan SM Cap Div — Int/Div — Buy

Morgan Stanley Managed IRA Wisdomtree Japan SM Cap Div — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan SM Cap Div — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree Japan SM Cap Div — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — Int/Div — Buy

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree Japan Hedge FQ — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — Int/Div — Buy

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Buy (add'l)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Sold (part)

Morgan Stanley Managed IRA Wisdomtree LG Cap Div ETF — None — Buy

Morgan Stanley Managed IRA - First Trust AMEX Biotech — Int/Div — Buy

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Buy (add'l)

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Sold (part)

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Buy (add'l)

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Sold (part)

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Buy (add'l)

Morgan Stanley Managed IRA - First Trust AMEX Biotech — None — Buy (add'l)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — Distribution — Buy

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Buy

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Buy (add'l)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Buy (add'l)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Buy (add'l)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Sold (part)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Sold (part)

Morgan Stanley Managed IRA - ISHA Hedged MSC Germany — None — Sold (part)

Morgan Stanley Managed IRA - 1SHares ASIA SOETF — Int/Div — Buy

Morgan Stanley Managed IRA - 1SHares ASIA SOETF — None — Buy (add'l)

Morgan Stanley Managed IRA - 1SHares ASIA SOETF — None — Sold

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — None — Sold (part)

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — None — Sold (part)

Morgan Stanley Managed IRA - Shares MSCT ASIA Ex-Japan ETF — None — Sold (part)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — Distribution — Buy

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Sold (part)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Sold (part)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Sold (part)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Buy (add'l)

Morgan Stanley Managed IRA - Wisdomtree Europe Hedged Equity — None — Sold (part)

Morgan Stanley Managed IRA - Powershares S&P 500 High Diy — Int/Div — Buy

Morgan Stanley Managed IRA - Powershares S&P 500 High Diy — Sold

Morgan Stanley Managed IRA Powershares S&P 500 X-Rate — Int/Div — Buy

Morgan Stanley Managed IRA Powershares S&P 500 X-Rate — None — Sold (part)

Morgan Stanley Managed IRA Powershares S&P 500 X-Rate — None — Buy (add'l)

Morgan Stanley Managed IRA - Powershares KBW Bank Portfolio — Int/Div — Buy

Morgan Stanley Managed IRA - Powershares KBW Bank Portfolio — None — Sold (part)

Morgan Stanley Managed IRA - Powershares KBW Bank Portfolio — None — Buy (add'l)

Morgan Stanley Managed IRA - Powershares KBW Bank Portfolio — None — Buy (add'l)

Morgan Stanley Managed IRA - Powershares KBW Bank Portfolio — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares Dow Jones Us ETF — None — Buy

Morgan Stanley Managed IRA - [Shares Dow Jones Us ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares Dow Jones Us ETF — None — Sold

Morgan Stanley Managed IRA - Vanguard European MSCI ETF — Int/Div — Buy (add'l)

Morgan Stanley Managed IRA - Vanguard European MSCI ETF — None — Buy (add'l)

Morgan Stanley Managed IRA - S&P 500 Index Fund — Int/Div — Buy

Morgan Stanley Managed IRA - S&P 500 Index Fund — None — Buy (add'l)

Morgan Stanley Managed IRA - S&P 500 Index Fund — None — Sold (part)

Morgan Stanley Managed IRA - S&P 500 Index Fund — None — Buy (add'l)

Morgan Stanley Managed IRA - [Shares MSCT Ttaly Capped ETF — None — Buy

Morgan Stanley Managed IRA - [Shares MSCT Ttaly Capped ETF — None — Sold

Morgan Stanley Managed IRA - Powershares Europe Curr HED Ly — Int/Div — Buy

Morgan Stanley Managed IRA - Powershares Europe Curr HED Ly — None — Buy (add'l)

Morgan Stanley Managed IRA - Market Vectors Oil Service — Int/Div — Buy

Morgan Stanley Managed IRA - Market Vectors Oil Service — None — Buy

Morgan Stanley Managed IRA - Vanguard FTSE Europe ETF — Int/Div — Buy

Morgan Stanley Managed IRA - Shares MSCI EAFE Growth ETF — Int/Div — Buy

Morgan Stanley Bank Deposit (fka) — Interest

Arena Pharmaceuticals — None — Sold

Wells Fargo Bank Accounts — Interest

Spouse's income — 2015 — Arizona Public Safety Retirement System (retired)

Regarding part VII, lines 1,4,6-11.46, and 52 marked with (fka) - these investments were previously disclosed on the 2014 report however either had a name

change or were listed as a consolidated asset.

Line 10 was formerly known as Vanguard Specialized Div however the correct name is Vanguard Dividend Appreciation.

Line 183 was formerly known as Citibank Bank Deposit Program and is now called Morgan Stanley Bunk Deposit.

The 2014 report listed assets known as Smith Barney or Citibank or Citigroup. These assets were transitioned to the Morgan Stanley investment platform when

Morgan Stanley acquired Smith Bamey mn 2015.

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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Cindy K. Jorgenson | Frix