Philip Ray Martinez

2005

Ask Donna

Pull out the substance of this filing.

What was filed

  • 8

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Judicial Relations Committee, State Bar of Texas
  • Capitol One
  • State Bar of Texas

As filed

IRA#I (Traditional)

Washington Mutual Investors — Int/Div

Europacific Growth Fund — Int/Div

IRA#2 (Roth)

Investment Co. of America — Int/Div — Sale

New Perspective Fund — Int/Div — Sale

Centennial Money Market Fund — Int/Div

Teacher Retirement System of Texas — None

Chairman, Judicial Relations Committee, State Bar of Texas

Agreement — 1. — Texas County and District Retirement System; pension

Agreement — 2. — Employees Retirement System of Texas; pension

Liability — Capitol One — Credit Card

Reimbursement — State Bar of Texas — February 4 Judiciary Relations Committee Meeting - Austin (Travel)

In preparing this year's report, I noticed for the first time that I omitted reporting the Part Sale of mutual funds during the last reporting period. The 2004 FDR

should have indicated that a part sale occurred of both the Investment Company of America and the New Perspectives Mutual Funds in the Roth IRA account. The

sale occurred on December 15, 2004 and the appropriate value code would be "J".

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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Philip Ray Martinez | Frix