Jon Steven Tigar
2014Annual
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Pull out the substance of this filing.
What was filed
63
investments
5
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
3
spouse income
Named parties
- Trust #1
- Trust #2
- Trust #3
- Trust #4
- Trust 45
- Matthew Bender -- Publishing royalties
- The Durfee Foundation - Salary
- Orange County Community Foundation - honorarium - $250
- Stanford University - honorarum - S150
As filed
Driehaus Emerging Markets Growth Fund — None — Sold
Fidelity International Discovery Fund — None — Sold
PRIMECAP Odyssey Aggressive Growth Fund — Int/Div
RidgeWorth Intermediate Bond Fund — None — Sold
RidgeWorth Seix Floating Rate Hi Inc — Int/Div — Buy
Schwab Fundamental Int'l Small Co. Index Fund — Int/Div — Buy
TIAA-CREF Traditional Annuity — None
Vanguard Dividend Appreciation Index Fund — Int/Div
Vanguard Mid-Cap Index Fund — None — Sold
Vanguard Small-Cap Growth Index Fund — Int/Div
Schwab Money Market Accounts -- Cash — Interest
Bank of America Accounts — Int/Div
Trost #1 — Int/Div
Avery Dennison Common Stock
Eaton Vance Tax- Managed Emerging Markets Fund
Fidelity Intemational Discovery Fund
Nuveen Real Estate Securities Fund Class A
OQakmark Global Fund
PIMCO Total Return Fund 11
PRIMECAP Odyssey Aggressive Growth Fund
Ridgeworth Intermediate Bond Fund
RS Partners A Fund
Schwab 1000 Index Fund
Vanguard Dividend Appreciation Index Fund
Vanguard Mid-Cap Index Fund
Vanguard Prime Money Market Fund (X) — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Small-Cap Growth Index Fund 1X)
Wasatch Small Cap Growth Index Fund
Trust #2 — Int
Avery Dennison Common Stock
Driehaus Emerging Markets Growth Fund
Fidelity International Discovery Fund
PRIMECAP Odyssey Aggressive Growth Fund
RidgeWorth Intermediate Bond Fund
Vanguard Dividend Appreciation Index Fund
Trust £3 — Int/Div
Century Small Cap Select Fund
Fidelity International Discovery Fund
PRIMECAP Odyssey Aggressive Growth Fund
RidgeWorth Intermediate Bond Fund
Trust #4 — Int/Div
Avery Denmison Common Stock
RidgeWorth Intermediate Bond Fund
Vanguard Dividend Appreciation Index Fund
Trust #5 — Int/Div
Century Small Cap Select Fund
Driehaus Emerging Markets Growth Fund
Fidelity Intemational Discovery Fund
PRIMECAP Odyssey Aggressive Growth Fund
RidgeWorth Intermediate Bond Fund
Vanguard Dividend Appreciation Index Fund
Trust #6 (X) — Int/Div
Arbitrage Fund Class
DFA Global Real Estate Securities
PIMCO Commodity Real Return Strategy Fund
Vanguard 500 Index Fund
Vanguard Extended Market Index Fund
Vanguard FTSE All-World Ex-US Index Fund
Vanguard Short Term Investment Grade Fund
Vanguard Small Cap Index Fund
Director, Trust #1
Director, Trust #2
Director, Trust #3
Director, Trust #4
Director, Trust 45
Income — 2014 — Matthew Bender -- Publishing royalties — $4.206.73
Spouse's income — 2014 — The Durfee Foundation - Salary
Spouse's income — 2014 — Orange County Community Foundation - honorarium - $250
Spouse's income — 2014 — Stanford University - honorarum - S150
The assets marked with an (X) in Trust #1 in Part VII formerly also appeared at lines 8 and 9 of the 2013 Financial Disclosure Form. These assets were listed
twice in error, They are held in the trust and now appear accurately on this disclosure form. They were not transferred
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.