John A. Mendez

2014Annual

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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

  • 25

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Sacramento County Department of Health and Human Services-salary
  • Fall Creek Counseling Associates--salury

As filed

Cash/Money Market Fund, Morgan Stanley — Interest

Countrywide mortgage and asset backed securities — Interest

Small Cap Equity Legg Mason Mutual Fund — hvy

Clearbridge All Cap Value C — Int/Div

Clearbridge Large Cap Growth C — Int/Div

Clearbridge Mid Cap Core C — Int/Div

TRAK Morgan Stanley Mutual Funds — Int/Div

Sallie Mae Certificate of Deposit — Interest — Matured

Sacramento Municipal Utility Dist. Mum Bond — Interest

Altria Group Inc. common stock (X) — Int/Div

Exxon Mobil Corp. common stock (X) — Int/Div

Hewlett Packard common stock (X) — Int/Div

HSBC Holdings PLC SPON ADR NEW common stock (X) — Int/Div

Kraft Foods Group Inc. common stock (X) — Int/Div

Mondelez Intl. Inc. common stock (X) — Int/Div

Phizer Inc. common stock (X) — Int/Div

Philip Morris Intl. Inc. common stock (X) — Int/Div

Proctor & Gamble common stock (X) — Int/Div

Morgan Stanley {IRA J--cash equivalents — Interest

Morgan Stanley (IRA) Trak Mutual Funds — Int/Div — Buy

Wells Fargo Bank Accounts — Interest

Morgan Stanley 529 College Savings Plan — Interest

Legg Mason SCH CH BAL 50/50 A4 — Sold

Legg Mason SCH CH BAL 50/50 B4 — Sold

Legg Mason SCH CH BAL 50/50 C4 — Sold (part)

Spouse's income — 2014 — Sacramento County Department of Health and Human Services-salary

Spouse's income — 2014 — Fall Creek Counseling Associates--salury

Line 17 in Part VIL Investments and Trusts lists for the first time "Morgan Stanley 529 College Savings Plan". The assets m this Plan are listed on lines 18, 19 and

20. This account was opened on 11/17/09 and, therefore, should have been listed on my 2009, 2010, 201 1 and 2012 Financial Disclosure Statements. The account

is not controlled by me but is controlled by JIN for the benefit of JNIIN . | did not intentionally omit this account from Part VII in my prior reports but

incorrectly believed that it did not have tw be listed since it was not controlled by me,

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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John A. Mendez | Frix