Janis Lynn Sammartino

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 473

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Association of Business Trial Lawyers of San Diego
  • Lows M. Welsh Inn of Court Chapter, American Inns of Court
  • PARENT PLUS LOANS
  • California State Judges Retirement

As filed

CVS Caremark Corp

Coach Inc — Buy

AT&T Inc (<A)

FISERV — Int/Div

TEVA — Int/Div

PRUDENTIAL — Int/Div

Wells Fargo Capital

MITEK — Int/Div

EURO PACIFIC GROWTH FUND (AFPGX) (IRA) — None — Sold

INVESTMENT CO OF AMERICA (AIVSX)H (IRA) — None — Sold

AMERICAN GEN LIFE INS CO POLICY CASH VALUE — None

RENTAL PROPERTY. SAN DIEGO, CA (TRUST — None

MORGAN STANLEY SELECT UMA IRA — None — Buy

TRUST #2 (MS ACTIVE ASSETS ACCT) xX) — Int/Div

FTR stock (pref)

2QK stock (pref)

Municipal Bonds:

CA St Various Purp

Santee CA Pub Fing Auth Lease Rey

Orange CA Redev Agy Tax Alloc Ref

CA St Pub Wks Brd Leas E Rev

Turlock CA Uni Sch Dist

CA St. Genl Oblig Ser-2L

Bamning CA Util Auth Wastew

CA St Var Purp Gen Oblig

Galt Schs Jt Pwrs Auth

Liberty Calif Un High Sch Dist Ref — Buy

CA St Genl Oblig Ser-1

MS Bank Acct

TRUST #3 (SPECTRUM ASSET MGMT ) (XxX) — Int/Div

MS Bank account

Preferred stocks.

Aegon

Arch Cap Grp

Bank of America

Barclay's Bank

Commonwealth REIT

Credit Suisse

Deutsche Bank — Buy (add'l)

Digital Realty

Duke Realty Corp

First Niagara Fin Grp — Buy

Goldman Sachs Group

HSBC Holdings

Ing Group NV 06.375 — Buy

Ing Group NV 6.125

Ing Group NV 7.2

Ing Group NV 7.375

Ing Group NV 7.05 — Buy (add'l)

Kimco Realty

Metlife Inc

Partnerre Lid

Prudential PLC

PS Business Park

Public Storage — Buy (add'l)

Public Storage — Buy (add'l)

Public Storage — Sold (part)

Realty Income Corp

Regency Centers

Renaissancere

Roval Bk Scot — Buy

Santander Fin

UBS stock

Vomado Realty — Buy (add'l)

Wachovia

Weingarten Realty

Wells Fargo

Fixed Rate Capital Securities.

Weingarten Realty Invest

Commonwealth REIT

Countrywide Capital IV

Wells Fargo Capital VII

JP Chase Capital XI

PNC Capital Trust

Everest Resource Capital Trust 11

JP Morgan Chase Cap XIV

BAC Capital Trust Ser V

Prudential Financial Inc

Entergy Texas Inc

Ameriprise Financial Inc

Vomado Rlty LP

JP Chase Cap XXVIII

Entergy Louisiana LLC

JPMorgan Chase Capital XX1X

Entergy Arkansas Inc

Entergy Louisiana LLC

FPL Group Capital Trust i

Natl Rural Unl

Berkley WR Corp

General Elec Cap Corp

Markel Corp

General Elec Cap Corp 6.05%

Gen Elec Cap Corp 6.00%

PPL Capital FDG

US Bancorp PFD

LLoyds Bankling

Entergy Mississippi Inc 6%

Qwest Corp

BAC Capital Trust X

BAC Capital Trust 6.875%

Lomcast Corp

Viacom linc

CBS Corp

Comcast Corp 6.625%

Telephone and Data Systems

Telephone and Data Systems Inc

United States Cellular Corp

Goldman Sachs Group Inc. (<111)

Goldman Sachs Group Inc. {-184)

DTE Energy Co Ser

Merrill Lynch Cap TR 11 6.45%

Dominion Resources Inc Ser A

Scana Corp 7.700%

USB Capital VIII

Protective Life Corp

USB Capital XI

Memill Lynch Capital Trust

USB Capital X11 6.30%

Wachovia Cap Trust IX

Wells Fargo Cap 6.25%

Fifth Third Cap Trust 7.250

Fifth Third Capital Trust 7.25%

Xcel Energy Inc

M&T Capital Trust IV 8.5%

PNC Capital Trust E

Suntrust Cap IX 7.875%

Nextera Energy Capital

Money Market Fund

TRUST #4 (MS SELECT UMA BASIC SECURITIES ACCTHY IX) — Int/Div

Morgan Stanley Bank Account

Common stocks:

Affiliated Mgrs Group Inc

Allergan Inc

Alhance Data Systems Corp

Allianz SE

Alstom ADR — Buy

Altera CP — Sold (part)

Alumma Ltd

Ametek Inc — Buy

Anglogold Ashanti Ltd

ANSYS Inc — Sold (part)

Apple Inc — Sold (part)

Astruzeneca PLC — Buy (add'l)

Axis Capital Holdings Ltd — Buy (add'l)

Barrick Gold Corp

Baxter Intl Inc

Cameco Comp

Carrefour SA

Catalyst Health Solutions

Celgene Comp

Centrais Elec

Church & Dwight Co

Citrix Systems — Sold (part)

Coach Inc — Buy (add'l)

Cognizant Tech Solutions

Concho Res Inc

DAI NIPPPN

DAIICHI Sankyo Co

Danaher Corp

Decker Outdoor Corp

Denbury Resources Inc — Buy (add'l)

East Japan Ry Co

Electricite de France

Embraer

EMC Corp — Buy (add'l)

Express Scripts Inc

Finmeccanica Spa Roma

Fupfilm Hidgs Corp

Gazprom O A O Spon ADR

Gilead Science

Glaxosmithkline PLC

Gold Fields Lud

Google Inc

Hachijuni Bank Ltd

Home Retail Group ADR

Idex Corp Delaware

1 Tool Works Inc — Buy

Intercontinentalexchange Inc

Ishares Russell 2000 Index Fd — Sold (part)

Ishares Russell 2000 Index Fd — Sold (part)

Ishares Russell 2000 Index Fd — Sold (part)

Ishares Russell 2000 Index Fd — Sold

Ishares Russell 2000 Index Fd — Sold (part)

Ishares Russell 2000 Index Fd — Buy

Johnson Controls Inc

Kinross Gold Corp

Korea Electric Power Corp

Marine Harvest Asa

MS&AD Ins Group — Buy (add'l)

MSC Ind! Direct Co

Netapp Inc

Netlogic Microsystems Inc

Newcrest Minining Lid

Nexen Inc

Nintendo Co Lid

Nippon Telegraph& Telephone

Nokia Cp

Oreilly Automotive Inc

Occidental Petroleum Corp — Buy

Oracle Corp

Panasonic Corp

Pepsico Inc

Polyus Gold Int] Ltd

Praxair Inc — Buy (add'l)

Precision Castparts Corp

Priceline.com Inc

Proctor & Gamble

PT Telekomunikasi Indonesia

Qualcomm Inc — Buy

Riverbed Tech Inc — Buy

Rohm Co Lud

Ross Stores Inc — Buy

Sanofi ADR

Schlumberger Lid

Sekisui House Lid

Seven & Holdgs Co

Shiseido Lid

Siemens Aktiengesellschaft

SK Telecom Co

Societe Generale Sp ADR

Soutwestern Energy Co

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold

SPDR Barclays Capital — Buy

SPDR Barclays Capital — Buy (add'l)

SPDR Barclays Capital — Buy (add'l)

SPDR Barclays Capital — Buy (add'l)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Buy (add'l)

SPDR DJIA Trust — put)

SPDR DJIA Trust — Sold (part)

SPDR DJIA Trust — Sold (part)

SPDR DJIA Trust — Sold

SPDR DJIA Trust — Buy

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold

SPDR Trust Series — Buy

SPDR Trust Series — Sold (part)

Stericycle Inc

Sumitomo Mitsui Tr Hidgs

Swisscom Ag ADR — Buy (add'l)

Talisman Energy Inc

Target Comp

Telcom Italia

TNT Express Ny

Toyota Motor Cp

Transocean Ltd

UBS Ag New

VF Corp — Buy

Verifone Systems Inc — Buy

Visa Inc

Vodafone Gp

Wacoal Cp

Waste Connections

Wolters Kluwer

Lazard Emerging Markets Open Mutual Fund

TRUST #5 (MS FID SVCS ACTIVE ASSETS ACCT m (X) — Int/Div

MS Active Assets Money Trust

Common Stocks:

Anglogold Ashanti Ltd — Buy (add'l)

AON Corp

Apache Corp

Aurico Gold Inc — Buy

Barrick Gold Corp — Sold (part)

Barrick Gold Corp — Sold (part)

CA Incorporated

Cisco Sys Inc — Buy

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Convergys Corp — Buy (add'l)

Delphi Automotive — Buy

Delphi Automotive — Buy (add'l)

Denbury Resources Inc — Buy (add'l)

Denbury Resources Inc — Buy (add'l)

FBR & Co

FBR & Co — Buy (add'l)

Genworth Fimancial Inc

Guess Inc — Buy

Guess Inc — Buy (add'l)

Guess Inc — Buy (add'l)

Hartford Fin Sers Grp — Buy (add'l)

Hartford Fin Sers Grp — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

Hess Corp

Ingersoll-Rand PLC

Interpublic Group of Cos Inc — Buy (add'l)

JP Morgan Chase

Loews Corp — Sold (part)

MKS Instruments — Buy (add'l)

Mattson Tech Inc

Motorola Solutions Inc — Sold (part)

Motorola Solutions Inc — Sold (part)

Motorola Solutions Inc — Sold (part)

Motorola Solutions Inc — Sold (part)

Noble Energy Inc

NRG Energy Inc

Paccar Inc — Buy

Paccar Inc — Buy (add'l)

Pfizer hx — Sold (part)

Pitney Bowes Inc — Sold (part)

PMC Sierra Inc — Buy (add'l)

PMC Sierra Inc — Buy (add'l)

PMC Sierra Inc — Buy (add'l)

PMC Sierra Inc — Buy (add'l)

PMC Sierra Inc — Buy (add'l)

PMC Sierra Inc — Buy (add'l)

Private Bancorp Inc — Buy (add'l)

Private Bancorp Inc — Buy (add'l)

Redwood Trust Inc

Reinsurance Group of America — Sold (part)

Reinsurance Group of America — Sold (part)

Salix Pharm Ld — Buy (add'l)

Salix Pharm Ld — Buy (add'l)

R¥3] — Buy (add'l)

R¥3] — Buy (add'l)

Sanofi ADR

Talisman Energy Inc — Buy (add'l)

Talisman Energy Inc — Buy (add'l)

Adb6 — Buy (add'l)

Teva Pharmaceuticals — Buy

RETH — Buy (add'l)

RETH — Buy (add'l)

RETH — Buy (add'l)

Trinity Ind Delaware — Sold (part)

Unumprovident Corp

Vertex Pharmaceuticals — Buy

Viacom Inc — Sold (part)

Viacom Inc — Sold (part)

TRUST #6 (MS FID SVCS ACTIVE ASSETS [mm (X) — Int/Div

MS Active Assets Money Trust

Common Stocks:

Abbott Laboratones — Buy (add'l)

Abbott Laboratones — Buy (add'l)

American Water Works Co — Buy (add'l)

American Water Works Co — Sold (part)

AT&T — Buy (add'l)

BCE Inc

BK Montreal — Buy (add'l)

Cincinnati Financial Ohio

Cinemark Holdings Inc

Digital Realty Trust Inc — Buy (add'l)

Donnelley RR & Sons — Buy (add'l)

Eli Lilly & Co

Energy Transfer Partners — Buy (add'l)

Energy Transfer Partners — Buy (add'l)

Enerplus Corp — Buy (add'l)

Enerplus Corp — Buy (add'l)

Enterprise Prod Priners LP — Buy (add'l)

Enterprise Prod Priners LP — Buy (add'l)

Enterprise Prod Priners LP — Sold (part)

Enterprise Prod Priners LP — Buy

Glaxosmithkline PLC — Buy (add'l)

ARO. — Buy (add'l)

HJ Heinz Co

HCP Inc — Buy (add'l)

assy — Sold (part)

Intel Corp

International Paper — Buy

Johnson & Johnson — Buy (add'l)

Kinder Morgan Energy — Buy (add'l)

Limited Brands Inc — Buy

Maxim Integrated Products Inc — Buy (add'l)

Maxim Integrated Products Inc — Sold (part)

Meadwestvaco Comp — Buy

Merck & Co — Buy (add'l)

Microchip Technology Inc — Sold (part)

Natl Gnd Transco — Buy (add'l)

Nisource Inc — Buy (add'l)

Nisource Inc — Buy (add'l)

Northeast Utilities — Sold (part)

Nustar Energy LP — Buy (add'l)

Oneok Partners LP — Buy (add'l)

Plizer hx — Buy (add'l)

Plains All American Piplin

Seadnill Ld — Buy (add'l)

Spectra Energy Corp — Buy (add'l)

Statoil ASA — Buy (add'l)

Statoil ASA — Buy (add'l)

Telefonica SA ADR — Buy (add'l)

Telefonica SA ADR — Buy (add'l)

Telefonica SA ADR — Buy (add'l)

Valley Natl Bancorp — Buy

Valley Natl Bancorp — Buy (add'l)

Valley Natl Bancorp — Buy (add'l)

Vodafone GP PLC — Buy

Williams Co Inc — Buy

Windstream Corp — Buy (add'l)

YPF Sociedad ADS — Buy

TRUST #7 (MS ACTIVE ASSETS ACCT) xX) — Int/Div

MS Bank Account

Bank of America Corp stock (common)

Ing Groep stock (pref)

CA St Genl Oblig Build America Mun Bond

Corporate Bonds:

Bank of America 8.0" fixed div

Bank of America 8.125% fixed D IV

Goldman Sachs Capt 11

JPMorgan Chase

Wells Fargo Co

Unitedhealth Group Inc

General Elec Cap Corp

Amerncan Express

Conocophillips

Altria Group Inc

AT Inc (<AQS)

Wellpoint Inc

Caterpillar Fil

Dell Inc

Rio Tinto fmance USA Ltd

Morgan Stanley (<CE3)

Donnelley & Sons

Morgan Stanley (-BRY)

Boston Scientific Corp

Lomcast Corp

Barclays Bank PLC — Buy

Prologis Trust

Marathon Oil Corp

General Electric Co

Goldman Sachs Group Inc

Verizon Communications

Kraft Foods Inc

Frontier Communications

TYCO International Finan

Boeing Co

Indiana Michigan Power

Lonllard Tobacco Co

Altria Group Inc

Step Up Callable Notes

General Elec Cap Corp — Buy

Countrywide Alternative Loan Trust

JP Morgan Mortgage Trust (-AK6)

JP Morgan Mortgage Trust {-AE0)

Government Securities:

FNMA 09-19 TD

FHR 3249CB

Mutual Funds:

Blackrock Energy Res — Buy

Blackrock Strat Inc Opport — Buy

Blackrock Strat Inc Opport — Buy (add'l)

Blackrock Strat Inc Opport — Buy (add'l)

Highland Floating RT Opport

Oppenheimer SR Floating Rate — Buy

Oppenheimer SR Floating Rate — Buy (add'l)

Templeton Global Bond Fd — Buy

AIP GIbl L/S P Hedge Fund — Buy (add'l)

Chair, Judicial Advisory Board, Association of Business Trial Lawyers of San Diego

President, Lows M. Welsh Inn of Court Chapter, American Inns of Court

Liability — PARENT PLUS LOANS — UNSECURED LOANS FOR COLLEGE TUITION

Spouse's income — 2011 — California State Judges Retirement

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.

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