Mark W. Bennett
2013
Ask Donna
Pull out the substance of this filing.
What was filed
125
investments
0
positions
0
gifts
0
agreements
0
debts
10
reimbursements
3
income
0
spouse income
Named parties
- Drake University School of Law
- Shreveport Bar Association
- Drake University Law School
- Haas Institute
- Mmnesota CLE
- Minnesota Sentencing Commssion
- Polk County Bar Association
- Hofstra University
- Aspen Publishing
- William S. Richardson School of Law
As filed
Non-IRA (Fidelity)
ANTX — None
Berkshire Hathaway — None — Buy (add'l)
Berkshire Hathaway — Buy (add'l)
First Eagle Global Class C — None
Invesco Intl. Small Co. — None — Sold
Hennessey Focus Fund — None
Permanent Portfolio — None — Sold
Surcbeam Corp. — None
Vanguard Index FDS — None
Rollover IRA (Fidelity)
Apple, Inc — Int/Div — Buy
Apple, Inc — Buy (add'l)
Apple, Inc — Sold (part)
Berkshire Hathaway — None
Fidelity Cash Reserves — Int/Div
Fidelity Real Estate Income — Int/Div — Sold (part)
Fidelity Real Estate Income — Sold (part)
Fidelity Real Estate Income — Sold
First Eagle Global Class € — None — Sold (part)
First Eagle Global Class € — Sold (part)
Iva Worldwide Fund — Int/Div — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Iva Worldwide Fund — Sold (part)
Oakmark Intemational Small Cap — Int/Div
Permanent Portfolio — None — Sold (part)
Permanent Portfolio — Sold
Wasatch International Growth — None — Buy
Wasatch International Growth — Buy (add'l)
Roth IRA (Fidelity) *
Apple, Inc — Int/Div — Buy
Wasatch International Growth — None — Buy
Miscellaneous Holdings
lowa College Savings Account ** — None
lowa College Savings Account ** — None
CKG ACCT; Fidelity, Boston MA — Interest
Wells Fargo Checking Account — Interest
lowa/Nebraska State Bank Checking Account — Interest
REINSURANCE AGREEMT; Ist Colony Life Ins. Co. — None
Belcour Pension Invest V1 — None — Closed
LMTD PTRSHIP; Riverfront Ass'n; Des Moines ** — None — Closed
IRA Fidelity [EN
Amana Mutual Fund — Int/Div — Sold (part)
Amana Mutual Fund — Sold
Amencan Century All Cap Growth **# — None — Sold
American Century Mid Cap — Int/Div
Baron Real Estate Fund Retail — None — Buy
Baron Real Estate Fund Retail — Sold (part)
Berkshire Hathaway Inc DEL CL B — None — Buy (add'l)
Berkshire Hathaway Inc DEL CL B — Buy (add'l)
Berkshire Hathaway Inc DEL CL B — Buy (add'l)
Berkshire Hathaway Inc DEL CL B — Sold (part)
Berkshire Hathaway Inc DEL CL B — Sold (part)
Berkshire Hathaway Inc DEL CL B — Sold (part)
Berkshire Hathaway Inc DEL CL B — Buy (add'l)
Berkshire Hathaway Inc DEL CL B — Buy (add'l)
Fidelity Cash Reserves — Int/Div
Fidelity Japan Smaller Co's — Int/Div — Buy (add'l)
Fidelity Japan Smaller Co's — Buy (add'l)
Fidelity Japan Smaller Co's — Buy (add'l)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Japan Smaller Co's — Sold (part)
Fidelity Real Estate Income — Int/Div — Sold (part)
Fidelity Real Estate Income — Sold (part)
Fidelity Select Energy — Int/Div
First Eagle Global Class — Int/Div
First Eagle Global Class C — None
First Eagle U.S. Value — None — Buy
Harbor International — None — Sold
Hennessy Japan — Int/Div
Invesco International Small Co. CL — Int/Div
IVA Worldwide Fund — None — Sold (part)
Mamnstay Marketfield Fund — Int/Div — Buy (add'l)
Market Vectors *4++ — Int/Div — Sold
Market Vectors *4++ — Buy
Market Vectors *4++ — Sold (part)
Matthews China Fund — Int/Div — Buy (add'l)
Matthews China Fund — Sold (part)
Matthews China Fund — Sold (part)
MFS Emerging Markets — Int/Div — Sold
Oakmark Equity & Income FD — None
Permanent Portfolio — None — Sold (part)
Permanent Portfolio — Sold (part)
Permanent Portfolio — Sold (part)
Permanent Portfolio — Sold (part)
Pimco All Asset Fund — Int/Div — Sold
Proshares — None — Sold (part)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Buy (add'l)
Proshares — Sold
Proshares — Buy (add'l)
Proshares — Sold (part)
Proshares — Sold
Robeco Boston Priners — None — Sold (part)
TCW Emerging Markets — Int/Div — Sold (part)
TCW Emerging Markets — Sold
Thornburg Investment Income Builder — Int/Div — Buy (add'l)
Thornburg Investment Income Builder — Sold (part)
Thornburg Investment Income Builder — Buy (add'l)
Vanguard Inflation — Int/Div
Wasatch Core Growth — None — Buy
Wasatch Core Growth — Sold (part)
Wasatch Frontier Emerging Small Co's — Int/Div — Buy
Wasatch Intemational Growth — None — Buy (add'l)
Wasatch Intemational Growth — Buy (add'l)
Wasatch Intemational Growth — Sold (part)
Wasatch Intemational Growth — Buy (add'l)
Wasatch Intemational Growth — Buy (add'l)
Wasatch Intemational Growth — Sold (part)
Wasatch Intemational Growth — Buy (add'l)
Wasatch Long/Short Fund — None — Sold (part)
Wasatch Long/Short Fund — Buy (add'l)
IRA Smith Barney JN *****
Reimbursement — Practice Section of the ABA Leadership Academy — Yr Sa
Reimbursement — Drake University School of Law — 2.17-2.19 — Des Moines, TA — Co-teaching law class — mileage, lodging
Reimbursement — Shreveport Bar Association — 2.26-2.28 — Shreveport, LA — Shreveport Bar Association Luncheon — airfare, lodging, meals
Reimbursement — Drake University Law School — 4.21 — Des Moines, [A — Co-tcaching law class — mileage, lodging
Reimbursement — Haas Institute — 4.25.4.26 — Chicago, IL — Mind and Science and Law Meeting — airfare, lodging, meals
Reimbursement — Mmnesota CLE — 5.20-5.21 — St. Paul, MN — Employment Law Institute — airfare, lodgmg, meals
Reimbursement — Minnesota Sentencing Commssion — Minnesota Sentencing Commission Seminar
Reimbursement — Polk County Bar Association — 9.30-10.2 — Lakeland, FL — Florida-Polk County Trial Lawyers Conference — airfare, lodging, meals
Reimbursement — Labor & Employment Law Section Annual Meeting
Reimbursement — Hofstra University — 10.20-10.22 — Long Island, NY — Hofstray Symposium — airfare, lodging, meals
Income — 2013 — Aspen Publishing — $2,013.00
Income — 2013 — Drake University Law School — $3.700.00
Income — 2013 — William S. Richardson School of Law — S1.500.00
*Line 35, The Fidelity Roth IRA, was opened in the third quarter of 2013
**Lines 40-41 arc lowa College Savings Plans. Aggressive Growth Portfolio, no control
***Line 52, American Century All Cap Growth, was purchased on June 13, 2012, but inadvertantly left off that report.
***+Line 85, Market Vectors, was purchased on January 5, 2012, but madvertantly left off that report.
*##2+* Line 129, The Smith Bamey Account [JI . was completely dissolved 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.