Eileen S. Willett
2017Annual
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What was filed
44
investments
0
positions
0
gifts
2
agreements
0
debts
0
reimbursements
3
income
1
spouse income
Named parties
- Elected Officials’ Retirement Plan--defined benefit peasion plan annual income received as a retired Superior Court Judge, State of Arizona
- Officials’ Retirement Plan employee contribution Superior Court Judge, State of AZ
- Elected Officials’ Retirement Plan employee contribution reflected in line 2 above
- sulary us employee oy
As filed
Bank of America cash accounts — Interest
Ome AZ Credit Union cash accounts — Interest
Menwest Credit Umon cash accounts — Interest
Maricopa County Deferred Compensation 457 (b)Plan (H)
Nationwide Maricopa Fixed Option — Int/Div — Sold
Wm Restricted Stock Units — None
Marcus:by Goldman Sachs (formerly Goldman Sachs Bank USA ash accts — Interest
Wells Fargo cash account — Interest
Charles Schwab IRA (H)
Apple, Inc. (APPL) stock, common — Int/Div
Intel Corp (INTC) stock, common — Int/Div
PIMCO INCM CL D{(PONDX) — Int/Div
Ridgeworth SEIX Float Rate High Inc (SAMBX) — Int/Div
Blackrock Util & Infras (BUI) — Int/Div
Schwab Fundamental GLBL Real Eastate Index Fund (SFREX) — Int/Div
Allianzgi Equity and CNV (NIE) — Int/Div
Liberty All Star Equity(L'SA) — Int/Div
Deposit account — Interest
mm 401(K) Plus Plan (H)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — None — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Core Building Block Funds(FKATier 2 Core Funds): Interest Income Fund — Buy (add'l)
Expanded Choice-Mutual Funds: Vang Wellington ADM(VWENX) — Int/Div
Expanded Choice-Mutual Funds: Vang Div Growth Inv (VDIGX) — Int/Div
Core Building Blocks -Funds: Global RE Stock Index — None
Expanded Choice-Mutual Funds: Fidelity Dividend GR K (FDGKX) (X) — Int/Div
Expanded Choice-Mutual Funds:Pimco Invi GRD BD Inst(PIGIX) (X) — Int/Div
Charles Schwab One Brokerage Account (Hy
General Electric Co (GE) — Int/Div
US Treasury Note — Interest
Getty Realty Corp New REIT (GTY) — Int/Div
Synchrony Bank CD — Interest
Schwab Monthly Income FD Enhanced Pavout (SWKRX) — Int/Div
Vova Prime Rate Trust (PPR) — Int/Div
0 Stock, Common 00 — Int/Div
Agreement — 2014 — Elected Officials Retirement Plan participant with the State of Arizona as a retired Superior Court Judge. no control
Agreement — 2014 — Arizona Department of Administration Dental plan participant through the Elected Officials Retirement Plan as a retired Superior Court Judge, no control
Income — 1207 — Elected Officials’ Retirement Plan--defined benefit peasion plan annual income received as a retired Superior Court Judge, State of Arizona — $94 956.60
Income — Officials’ Retirement Plan employee contribution Superior Court Judge, State of AZ
Income — Elected Officials’ Retirement Plan employee contribution reflected in line 2 above
Spouse's income — 20:7 — sulary us employee oy
1 Restricted Stock Options reflected in Part VII at line 6 may vest over time. | have reported in Part VII (C)1) the gross value of matured vested shares for this
reporting period.
Part T11-A at line 2 reflects reimbursement by my former employer of excess mandatory contributions into my defined benefit pension plan which were deducted
from my pay over the course of my employment until retirement in 2014. The interest on those funds is reflected in Part I-A at line 3. This reimbursement of
excess pension plan contributions deducted from salary was paid to all Judges of the Maricopa County Superior Court who were hired before the date at which
contribution rates were correctly increased.
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.