Claire Eagan
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
38
investments
6
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #1 See #4 in Part VII and Note m Part VIII
- Trust £2 See 45 in Part VII and Note in Part VII
- Oklahoma Medical Research Foundation (non-profit medical research organization)
- Sumt Francs of Assisi Tuition Assistance Trust (non-profit educational assistance organization)
- Samt Clare of Assisi Disadvantaged Schools Trust (non-profit educational assistance organization)
- University of Tulsa College of Law Dean's Advisory Board (private educational institution)
- Washington Mutual and Homeside Lending, Inc.)
- Advanced Medical Instruments, Inc. - Salary
As filed
Investor Fund / Bank of Oklahoma, N.A — Interest
Property #1 « Tulsa, OK — None
Property #2 - Highland Beach, FL — None
Trust #1 (See Note VII — None
Trust #2 (See Note VII — None
Schwab #1 < IRA
Schwab Money Market Fund — None
Russell Emerging Markets Fund — Int/Div
Russell Global Equity Fund — Int/Div
Baron Partners Fund — None
Royce Premier Fund — Int/Div
PIMCO Total Retum — Int/Div
Jensen Portfolio Class — Int/Div — Sold (part)
Loomis Savies Global Markets — Int/Div
Artisan Int'l Fund — Int/Div
JP Morgan Highbridge — None — Buy
Rovee Global Value Fd Invst — Int/Div — Buy
Nuance Concentrated Value — Int/Div — Buy
Artisan Int'l Small Cap — Int/Div
Dodge & Cox Int'l — Int/Div
American Century Equity {Zero ending balance) — Int/Div — Sold
Nuveen Tradewinds GL {Zero ending balance) — None — Sold
Managers Fixed Income — Int/Div — Sold (part)
Managers Fixed Income — Sold (part)
PIMCO All Asset All Auth Instat — Int/Div
Schwab #2 - Investment Acct
Schwab Money Market Fund — None
Exxon Corp. - Common — Int/Div
Genvec — None
Russell Emerging Markets — Int/Div — Buy (add'l)
Schwab #3 -< IRA
Schwab Money Market — None
Rydex Biotechnology — None — Sold (part)
Russell Emerging Markets — Int/Div
Schwab 24 < IRA(TMS)
Schwab Money Market Fund — None
Schwab Strategic TR US — Int/Div — Sold (part)
Schwab Strategic TR US — Buy (add'l)
Trustee, Trust #1 See #4 in Part VII and Note m Part VIII
Trustee, Trust £2 See 45 in Part VII and Note in Part VII
Director, Oklahoma Medical Research Foundation (non-profit medical research organization)
Trustee, Sumt Francs of Assisi Tuition Assistance Trust (non-profit educational assistance organization)
Trustee, Samt Clare of Assisi Disadvantaged Schools Trust (non-profit educational assistance organization)
Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution)
Liability — Washington Mutual and Homeside Lending, Inc.)
Spouse's income — 2012 — Advanced Medical Instruments, Inc. - Salary
NOTE - New funds added to an investment account are listed under that investment account header/line item.
#4 Trust # 1 - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual who is still living
There are no other Trust assets.
us
Trust # 2 - The Trust was created in 2000 to receive, hold and distribute certain assets. No assets were received, held, or distributed in 2012,
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.