Trish M. Brown
2013Annual
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Pull out the substance of this filing.
What was filed
73
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Part VIL
- Part VII
- Bankrupty Judges
- Bankrupcy Judges
- FIDELITY NATIONAL MANAGEMENT - SALARY
As filed
MORGAN STANLEY SMITH BARNEY ROLLOVER IRA (name change only) — Int.
Cons Staples Sel Sect SPDR FD
Health Care Sel Sect SPDR FD
Industrial Sel Sec SPDR Fd — Buy
Ishares S&P GIbl Engy Scr Index
Vanguard Extended Mkt ETF
Powershares S&P High Quality fka Powershares Val Line ...
AllanceBemstein Inc FD
MFS Charter Income TR SBI
Ishares MSC PAC Ex-Japan IDX
Vanguard Growth ETF
Vanguard Value ETF Index
Powershares QQQ TR
IShares SP Smallcap 600 Index
SPDR S&P Midcap 400 ETF Trust fka Standard & Poors
Ishares Barclays Agency Bnd Fd
Powershares Widhill Clean Energy
Ishares IBOXX Invest Gr Cor. Fd
Ishares MSCI Emerging Mkts Fd
Ishares DJ LS RI Est Index — Buy (add'l)
Ishures S&P Pref Stk Indx — Buy (add'l)
Ishares Barclays MBS Bond Fund
Vanguard MSCI EAFE ETF fka Vanguard Europe Pacific
Vanguard Dividend Appreciation
SPDRS&P Inter DVD ETF — Sold
ISHARES BARCLAYS 1-3 YEAR CRED
Pimco Total Return ETF
Ishares DJ US Home Construct
Ishares Dow Jones EPAC SCU DV — Buy
INTEL COMMON STOCK — Int/Div
DISNEY COMMON STOCK — Int/Div
MEDTRONICS COMMON STOCK — Int/Div
NIKE COMMON STOCK — Int/Div
PEPSI COMMON STOCK — Int/Div
Chevron Texaco Corporation/Common Stock — Int/Div
American Funds: EUROPACIFIC GROWTH FUND - MUTUAL FUND — Int/Div
AQUILLA TAX FREE TRUST - MUTUAL FUND — Int/Div
OREGONIAN FEDERAL CREDIT UNION «PORTLAND. OR — Interest
St. Helens Comm. Fed. Credit Union Accounts-St. Helens. OR — Interest
WELLS FARGO BANK ACCOUNTS PORTLAND. OR — Interest
BANK OF AMERICA « PORTLAND. OR — Interest
PAINEWEBBER RMA - PORTLAND. OR — Interest
Oregon College Savings Plan TIAFF Cref Age Base Portfolio — Int/Div
SELINVESTMENTS « ROLLOVER IRA — Int/Div — Part VIL
SEI Prime Obligation Fund — Sold
SEI Large Cap Value Fund — Sold
SEI Large Cap Growth Fund — Sold
SEI Small Cap Growth Fund — Sold
SEI Small Cap Value Fund — Sold
SEI International Equity Fund — Sold
SEI Emerging Markets Equity Fund — Sold
UBSIRA ROLLOVERDT — Int/Div
UBS Bank USA Dep Acct — Open
UBS Bank USA Dep Acct — Sold (part) — Part VII
Columbia Acorn Fund, Class A — Buy
Henderson GFlobal Investors Intl Opportunities Fund A — Buy
ING Global Real Estate Fund, Class A — Buy
Oppenheimer Developing Markets Fund Class A — Buy
Royce Special Equity FD — Buy
Touchstone Sands Capital — Buy
Virtas Premium Alpha Sector Fund A — Buy
Franklin/Templeton Global Bond Fund A — Buy
Loomis Savles Bond Fund Class Retail — Buy
Lord Abbett Short Duration Income Fund Class A — Buy
TCW Emereging Marketes Income Fund Class N — Buy
First Eagle Global Fund Class A — Buy
FT-Franklin Income A — Buy
Mainstay Marketfield Fund — Buy
Charles Schwab Investor Checking — Int
Northwest Mutual Financial Network (whole life insurance) — Int/Div — Part VII
FIDELITY NATIONAL FINANCIAL GROUP 401K) PROFIT SHARING PLAN — Int/Div — Part VII
Vanguard Wellington Admir
FNF 401K Stock Fund
Reimbursement — Bankrupty Judges — Finance Committee and Board of Governors — te «ame Nutedh «gay 1, vlies mee fe a ae is
Reimbursement — Bankrupcy Judges — TY an ha By aR SGA Yo ah Ly +t Meeting, and Board of Governors Meeting — a a Lr HE aE RS a ey re ground trunsportion
Spouse's income — 2013 — FIDELITY NATIONAL MANAGEMENT - SALARY
1. Part VII, line 44-51, page 6. This IRA account was rolled over to a new IRA account at UBS Financial Services identified in lines 52-68, page 7. The IRA
sustained an overall loss and SEI could not give me a breakdown by fund.
2. Part VII, line 54, page 7. Money market account, Funds used to purchase asset described in line 68, page 7.
2. Part VIL, line 70, page 8. No premium payment exceeded $1,000.00.
3, Part VII, line 71, page 8. Acquisitions of investments within Fidelity National Financial Group 401(k) Profit Sharing Plan did not exceed $1,000 on a per
transaction basis,
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.