John A. Mendez
2014Annual
Ask Donna
Pull out the substance of this filing.
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.