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.

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