Brenda Moody Whinery

2012Initial

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Pull out the substance of this filing.

What was filed

  • 47

    investments

  • 5

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • re- purchased
  • re-purchased
  • back to Partners
  • Mesch, Clark & Rothschild, P.C
  • Mesch, Clark & Rothschild, P.C. - Pension and Profit Sharing Plan
  • 259 N Meyer Assoc. 11
  • 285-295 N Mever Assoc. LLC
  • Estate of Fort Defiance Housing Corp. (Court Appointed Chapter 11 Trustee)
  • Chase Card Services
  • Mesch, Clark & Rothschild, P.C. (stock buyout)

As filed

Bank of America - Accounts — Interest — Exempt

Chase Bank - Accounts — Interest — Exempt

Trust #1 — Exempt

Bank of America - Account — Interest — Exempt

Wells Fargo Brokerage Account - Trust — Exempt

Cash - Wells Fargo — Interest — Exempt

Alenan MLP - Stock ETF — Int/Div — Exempt

Chevron Corp Stock — Int/Div — Exempt

National Retail PPTYS Stock — Int/Div — Exempt

Bank of America Corp Stock — Int/Div — Sold

Ford Motor Credit Co Bond — Interest — Exempt

Goldman Sachs Group Bond — Interest — Exempt

Citigroup Funding Inc Bond — Interest — Exempt

Hartford Financial Services Bond — Interest — Exempt

Morgan Stanley Bond — Interest — Exempt

General Motors Preferred Stock — Int/Div — Exempt

Vanguard Index 500 Trust — Int/Div — Exempt

Golf Links Green Building LLC — Distribution — Exempt

Forbes Warehouse LLC — istmbution — Exempt

NW Ambulatory Building LLC — Distribution — Exempt

Fremont Street LLC — Distribution — Exempt

259 N Meyer Assoc 11 — Distribution — Sold — re- purchased

285-295 N Meyer LLC — Distribution — Sold — re-purchased

Wells Fargo IRA — Exempt

Cash — Interest — Exempt

Walt Disney Co. Stock — Int/Div — Exempt

General Electric Co. Stock — Int/Div — Exempt

Home Depot Inc. Stock — Int/Div — Exempt

Intel Corp Stock — Int/Div — Exempt

Int'l Rectifier Corp Stock — Int/Div — Exempt

Manpower Group Stock — Int/Div — Exempt

Dow Chemical Bond — Interest — Exempt

Pinco FDS Total Return Fund — Interest — Exempt

Mesch. Clark & Rothschild 401(k) — Exempt

Wells Fargo Brokerage Acct Cash — Interest — Exempt

Fremont LLC — Distribution — Exempt

Wattis Runway Drive — istnbution — Exempt

Morgan Stanley Bond — Interest — Exempt

John Hancock Lifestyle Growth Fund — Int/Div — Exempt

Mesch. Clark & Rothschild Stock — None — Sold — back to Partners

529 Account - Washington Mutual Investors Funds-ShareClass C — Int/Div — Exempt

Jackson National Life Annuity — Interest — Exempt

Northwesten Mutual Adjustable Comp Life — Int/Div — Exempt

Vanguard Index 500 — Int/Div — Exempt

Wells Fargo Brokerage Account

Walt Disney Co. Stock — Int/Div — Exempt

Intel Stock — Int/Div — Exempt

Shareholder, President (terminated 12/31/2012), Mesch, Clark & Rothschild, P.C

Trustee (terminated 12/31/2012), Mesch, Clark & Rothschild, P.C. - Pension and Profit Sharing Plan

Partner (terminated 12/31/2012), 259 N Meyer Assoc. 11

Member (termmated 12/31/2012), 285-295 N Mever Assoc. LLC

Creditor Trustee (terminated 1/24/2013), Estate of Fort Defiance Housing Corp. (Court Appointed Chapter 11 Trustee)

Agreement — 2002 — Mesch, Clark & Rothschild 401(k) Retirement Plan (in process of removing funds to qualified rollover accounts)

Liability — Chase Card Services — Credit Card

Income — 2012 — Mesch, Clark & Rothschild, P.C. (stock buyout) — $27.500.00

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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