Marilyn Shea-Stonum

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 38

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • and Keough Funds--no
  • to other funds
  • Way
  • Ed. Trust asset
  • account
  • Educational Trust
  • National Conference of Bankruptcy Judges
  • Bankruptcy Judges
  • "Bankruptcy Judges
  • Cleveland Metropolitan Bar Association
  • Case Western Reserve Lniversity - salary

As filed

Cardinal Health Inc — Int/Div

Carefusion Comp. (X) — None

Bemstein US Strategic Value (Sanford Burnstein Equity) Fund — None — with line 9) — and Keough Funds--no

American Funds AMCAP Fund A - — Int/Div

American Funds American Mutual Fund A — Int/Div

TIAA CREF - Retirement Plan — Int/Div

JDR&P Balanced Fund — with line 10) — to other funds

Dodge & Cox Stock Fund — Int/Div

Jones Day Brandywine Fund — Int/Div

DWS Investment Trust Capital Growth FD CLA — Int/Div

Barr Laboratories <IRA — None

Microchip Technologies — Int/Div — Sold (part)

Qualcomm Inc stock — Int/Div — Donated — Way

Columbia Growth & Income Fund-Z — Ine

Valley Savings — Int/Div — Ed. Trust asset

First Merit — Int/Div — Ed. Trust asset

Baron Partmers Fund — Int/Div

Key Bank, N.A — Int/Div — depsts — account

Fidelity Value Fund — Int/Div — Buy (add'l)

Pioneer Value Fund — Int/Div

Amgen Incorporated — Int/Div

AIM Energy Fund C1 A — Int/Div

Alger SMidcap Growth Fd C1 A — Int/Div

Rental m Orange Co, CA acquired in April 2011 for S400K — Rent

Baron Partners Fund — None

Blackrock Allcap Global — Int/Div

Columbia Marsico 21st Century Fund C1 A — None

Dreyfus S&P Stars Oppty fd C1 A — None

Fidelity Val Discovery — Int/Div

shares MSCI AUS Index Fund (X) — Int/Div

Keeley Small Cap Fund CIA — None

New York St. Twy Aut Note (X) — Interest — Matured

Pioneer Value Fund CIA — None

T Row Price Latin — Int/Div

Wells Fargo Advantage small/mid cap Viaue Fund — Int/Div

fractional interest in oil well operated by Sun Oil Co. — Rovalty

Berkshire Hathaway B Fund — None

Schwab Money Market — Int/Div

Trustee, Educational Trust

Chair, 2012 National Conference of Bankruptcy Judges’ Education } Program, National Conference of Bankruptcy Judges

Agreement — 1994 — Jones, Day, Reavis & Pogue Retirement Plan (no control)

Reimbursement — Bankruptcy Judges — for 2012 Education Program Planning Committee

Reimbursement — "Bankruptcy Judges — A TN eR rr asta iat ot He ary we orate tan tH and at NCBJ Endowment Board meeting: reinbursement of expenses

Reimbursement — Cleveland Metropolitan Bar Association — 5/17-18 — Cleveland — Educational — Presenter at O'Neill Institute; exp reimbursement

Reimbursement — National Conference of Bankruptcy Judges — 10020-27 — San Diego, CA — Educational — Expense reimbursement ofr attendance at 2012 Education Program which chaired

Spouse's income — 2012 — Case Western Reserve Lniversity - salary

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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Marilyn Shea-Stonum | Frix