Fortunato Pedro Benavides
2006
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What was filed
15
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Chase Bank of TX, Austin TX, Related Ckg & Sav. Acct. — Interest
ChaseBank of TX, Austin, TX; IRA Savings Acct.; — Interest
Principle Financial Group, Common Stock — Int/Div
Van Kampen Mutual Fund-ACEGX — None
Van Kampen Mutual Fund-MGEAX — None
401K-Vanguard Institutional Index — None
401K-Harbor Capital Appreciation Fund — None
401K-EuroPac Growth-RS5 (RERFX) — None
401K-Dodge&Cox Stock Fund — None
SW Airlines Profit Sharing Plan-Harbor Capital Appreciation — None
SW Airlines Profit Sharing Plan-EuroPac Gr. Fund-R5(RERFX) — None
SWAirlines Profit Sharing Dodge& Cox Stock Fund — None
SWAirlines Profit Sharing Vanguard Inst Index Fund — None
Southwest Airlines ESPP Acct. SW Airlines common Stock — Int/Div
Royalty Interest, Starr County, TX — Royalty
1. Van Kampen Mutual Fund (VAGEX) repoged last
ar in Section
Ite: )
ot being reported this year. It was not reportable in previous years. I first
reported it in my 2002 report as it was part o
ortfolio after
However, its market value did not exceed the threshold value for reporting on
December 31, 2002. It never exceeded the threshold value of $1000 i
n tbe su sequent years in which it was reported nor did it generate income which required
reporting.
2. Items 7 and 8 reported inp my 2005 report in Section VII (401K-MLPremier Insitutional Fund and 401K-MS Balanced Institutional Fund) are not reported this
year. On January 30, 2006
eorganized her 401K plan. As aresult, Items 7 and 8 were removed from her 401K account and new funds were added which
were reported for the first time in this report (Items 8 and 9). This redistirbution of her 401K funds through investment transfers did not result in a loss or gain or
a
change the value of her 401K account.
3. Items 12 and 13 reported in my 2005 report in Section VII (SW Airlines Profit Sharing Plan - MS Institutional Fund and sw Airlines Profit Sharing Plan-SW
Airlines Common Stock) are not reported this year. On July 24, 2006,
reorganized her profit sharing account through a series of investment transfers. As
a result, Items 12 and 13 reported on last year's report are no longer in her profit sharing account as of July 24, 2006. New funds were added which were reported
for the first time in this report as Items 11, 12 and |
The redistribution or reorganization of her profit sharing plan was accomplished by investment transfers
which did not result in a gain or loss in the value off
—
rofit sharing plan balance.
4. Items 16 and 17 reported in my-200S report in Section VII should not have been reported as they were not acquired until January 30, 2006. They are included
in this 2006 report for the first time and were acquired as per the explanations provided above. I previously reported this mistake in reporting by letter to the
committee dated July 11, 2006.
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.