William Joseph Martinez
2011Annual
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What was filed
38
investments
1
positions
5
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- McNamara
- McNamara, Barry Rosem
- Uniform Gift to Minors Act Account at Vanguard Funds
- ColoradoDenver Bar Associations
- Colorado Plaintiff Employment Lawyers Assocation
- McNamarg, Roseman & Kazmierski LLP
- Hispanic National Bar Association
- Colorado Hispamic Bar Association
- Ould Mortgage Company
- Salary from employment with Denver Health
As filed
Rental property; Greenwood Village, CO (2008) ($740,000) — Rent
Commercial Property/30% interest; Denver. CO (2001) SAES0.000 — Rent — Sold — McNamara
E*Trade Brokerage Account
Seagate common stock — Int/Div — Buy
IRA Account #1
Powershares QQQ ETF Shares — Int/Div
Vanguard Growth Index Fund (VGIF) — Int/Div
Account #2
VGIF Shares — Int/Div
IRA Account #3
VGIF Shares — Int/Div
Vanguard Income Index Fund (VIF) Shares — Int/Div
UGMA Account #1
VGIF Shares — Int/Div — Closed
VIIF Shares — Int/Div — Closed
UGMA Account #2
VGIF Shares — Int/Div
VIF Shares — Int/Div
25% partnership share in McNamara, Roseman, — None — Closed — McNamara, Barry Rosem
Martinez & Kazmierski LLP
Hartford Deferred Compensation Plan
SSgA EAFE Index Fund — Int/Div
SSgA DJ Target 2045 Fund — Int/Div
Wells Fargo Checking Acct #1 — Interest
Wells Fargo Checking Acct #2 — Interest
Wells Fargo Checking Acct #3 — Interest
Wells Fargo Checking Acct #4 Law Office operating acct — Interest — Closed
Wells Fargo Savings Acct #1 — Interest
Wells Fargo Savings Acct #2 — Interest
Wells Fargo Colo Tax Free Bond Fund — Int/Div
Wells Fargo Market-Linked Certificates of Deposit — None
Vanguard Investment Acct
Vanguard Mid-Cap Index Fund — None — Buy (add'l)
Vanguard Small-Cap Index Fund — None — Buy (add'l)
Vanguard Long-Term Tax-Exempt Bond Fund — None — Sold (part)
Vanguard Long-Term Tax-Exempt Bond Fund — Sold (part)
Vanguard Long-Term Tax-Exempt Bond Fund — Buy (add'l)
Vanguard Long-Term Tax-Exempt Bond Fund — Buy (add'l)
Custodian, Uniform Gift to Minors Act Account at Vanguard Funds
Gift — ColoradoDenver Bar Associations — Contribution toward cost of Investiture reception — $800.00
Gift — Colorado Plaintiff Employment Lawyers Assocation — Contnbution toward cost of Investiture reception — $1,000.00
Gift — McNamarg, Roseman & Kazmierski LLP — Contnbution toward cost of Investiture reception — $1,100.00
Gift — Hispanic National Bar Association — Conmbution toward cost of Investiture reception — $1,500.00
Gift — Colorado Hispamic Bar Association — Contnbution toward cost of Investiture reception — $750.00
Liability — Ould Mortgage Company — Mortgage on rental property in Greenwood Village, Colo, (Part VII, Line 1H
Spouse's income — 2011 — Salary from employment with Denver Health
Part VII.
Line 3:
(a) 1 previously owned stock in Microsoft Corporation in my E*Trade Brokerage Account. | closed out my position in this stock for the last time on
1171972009 by selling all of my remaining shares of that stock at that time. This transaction had a Value Code of L, and a Gain Code of B; and
(b) I previously owned stock in Intel Corporation in my E*Trade Brokerage Account. | closed out my position in this stock for the last time on
03/05/2010 by selling all of my remaining shares in that stock at that time. This transaction had a Value Code of M, and a Gain Code of C.
Line 13: This UGMA Account was closed in 2011 as it had been opened to save money
#1's college education, and
graduated from college at the
conclusion of the 2011-2012 academic year.
Line 19: My only financial interest in my former law firm which | had at the time | wound up my law practice in February 2011 consisted of my share of the value
of computer equipment, furniture, print and similar equipment used by the firm. My portion was hought out by my three former law partners, Stefan Kazmierski,
Todd McNgmara and Barry Roseman. This transaction had a Value Code of 1.
Line 27: | closed out both my Wells Fargo Operating Account and my Wells Fargo Client Trust Account when | wound up my law practice on February 9, 2011.
Both of these accounts were bank checking accounts, so there was no gain associated with the closure of either of these accounts.
Line 32: On 09/16/2010 1 exchanged all of my remaining shires of Vanguard Limited-Term Tax-Exempt mutual fund for shares of equal value in Vanguard Long-
Term Tax-Exempt mutual fund. This transaction had a Value Code of K, and a Gain Code of A.
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