Claire Eagan

2012Annual

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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.

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Claire Eagan | Frix