Sheri Bluebond
2011Annual
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Pull out the substance of this filing.
What was filed
38
investments
3
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
2
spouse income
Named parties
- Jewish Big Brothers Big Sisters of Los Angeles
- Los Angeles Bankruptcy Forum
- Trust No.
- Cahforni Bankruptcy Forum
- National Conference of Bankruptcy Judges
- Pructising Law Institute
- Kibel Green Inc. - Salary
- GlassRamer Advisory & Capital Group LLC - Salary
As filed
Microsoft. common stock — Int/Div
Cisco, common stock — Int/Div
General Electric. common stock — Int/Div
Phizer. common stock — Int/Div
Juniper. common stock — None
Fidelity CA Portfolio 2024 — Interest — Sold
TIAA-CREF Active Age Based Portfolio <8 — Interest — Buy
El Paso Electric (Common Stock) (X) — None — Sold
Trust #1
Capstone Turbine Corp., common stock — None
Broadcomm, common stock — Int/Div
Wells Fargo Bank (Accounts) — Interest
Stamps.com, common stock — None
Schwab CA Tax-Free (Muni) Money Markt Mutual Fund — Int/Div
America First Absolute Mutual Fund — Distribution — Buy
16. — Int/Div
Permanent Portfolio Mutual Fund — istrnibution — Buy
18 — Int/Div
First Eagle Global Mutual Fund — Int/Div
20. — Distribution
Loomis Sayles Bond Fund — Int/Div
American Capital World Bond Fund (aka American FD Capital) — Int/Div
Kinetics Paradigm Mutual Fund — None — Sold
DFA Inflation Prot'd Securities Mut Fund — Int/Div
2s — Distribution
Fairholme Fund Mutual Fund — None — Sold
Hussman Strategic Growth Fund — Int/Div
Sextant Int'l Mutual Fund — None — Sold
I Assets
San Diego Cty Cr. Union (Accts) (see Pt VII, Note ) — None
Union Bank (Account) {see Pt VII, Note nH — None
Ameritrade (Account) (see Pr VILL, Note 1) — None
E-Trade (Account) {see PL VIL Note 1) — None
Phycor 201(k) (see Pr. VIII, Note 1) — None
Bridge Harb. Mgt, Inc., stock (see Pr. VII Notes 1 & 2) — None
BH Channelview, LLC, membshp mt. {see VII, Notes 1 & 2) — None
BH Vincent, LLC, membshp int. (see Pt VII, Notes 1&2) — None
BH Bellvue, LLC, membshp int. (see Pt VIII Notes 1 & 2) — None
Member, Board of Directors, Jewish Big Brothers Big Sisters of Los Angeles
Member, Board of Trustees, Los Angeles Bankruptcy Forum
Trustee, Trust No.
Reimbursement — Cahforni Bankruptcy Forum — 05/19-5/22 — Squaw Valley, CA — Speaker at Annual Cont — Hotel, Meals, Tuition
Reimbursement — National Conference of Bankruptcy Judges — 1000-10018 — Tampa, FL — Attendance at Annual Cont — Hotel
Reimbursement — Pructising Law Institute — 117 — Sun Francisco, CA — Speuker at Basics of Bankruptcy Program — Asrfare, Airport Parking, Mileage, Meals, Taxi, Tips
Spouse's income — 2011 — Kibel Green Inc. - Salary
Spouse's income — 2011 — GlassRamer Advisory & Capital Group LLC - Salary
NOTE 1:
The only information available to me concerning assets is that which was contained on a balance sheet
prepared is of September 3, 2003 that was attached as a schedule to the premarital agreement that we signed on September §, 2003.
The entries that appear on lines | through 28 of Part VII of this Report refer to my assets (with the exception of lines 6 and 7, which refer to 529 accounts that
10
‘The entries that appear ou lines 30 through 38 of Part VII of this Report refer to
assets and reflect values as
of September 3, 2003, as this is the only information available to me. 1 do not have information as to the specific funds or stocks contained within the brokerage
accounts or 401(k) accounts identified on lines 32 through 34 of Part VII of this Report, and 1 do not have, and will not obtain, any interest in any of these assets or
any income or proceeds that may be generated by these assets.
NOTE 2:
An explanatory note on
balance sheet reflects that the values reflected for the assets described on lines 35 through 38 of Part VII
of this Report "are based on the allocation of an anticipated sales price for all four interests totaling $24,000." | believe that the assets described on these lines
may have been sold since September 3, 2003, but | do not have access to this information or any details concerning the sale and do not have any interest in any
proceeds that may have been generated thereby, 1 also believe that, shortly after our marriage,
closed certain of his bank accounts and opened new
bank accounts at Wells Fargo and ING. Again, I do not have any information concerning the bakiunee on deposit in any of these new accounts or any income
generated by these accounts and do not have any interest in any funds on deposit in these accounts.
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.