Orlando Luis Garcia

2011Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 91

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Employees Retirement System of Texas (state legislative pension-paid in monthly mstallments)
  • Northeast ISD - salary
  • Northern Trust Company - annuity

As filed

BLACKROCK ALL-CAP GLOBAL RESOURCE — Int/Div — Buy (add'l)

BLACKROCK ALL-CAP GLOBAL RESOURCE — Sold (part)

BLACKROCK ALL-CAP GLOBAL RESOURCE — Buy (add'l)

BLACKROCK ALL-CAP GLOBAL RESOURCE — Sold (part)

BLACKROCK ALL-CAP GLOBAL RESOURCE — Buy (add'l)

BLACKROCK ALL-CAP GLOBAL RESOURCE — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION — Int/Div — Sold (part)

BLACKROCK GLOBAL ALLOCATION — Sold (part)

BLACKROCK GLOBAL ALLOCATION — Sold (part)

BLACKROCK GLOBAL ALLOCATION — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION — Buy (add'l)

BLACKROCK GNMA — Int/Div — Sold

DELAWARE DIVERSIFIED INCOME — Int/Div — Sold (part)

DELAWARE DIVERSIFIED INCOME — Sold (part)

DELAWARE DIVERSIFIED INCOME — Buy (add'l)

DELAWARE DIVERSIFIED INCOME — Sold (part)

FEDERATED ADJUSTABLE RATE — Int/Div — Sold

FIDELITY ADV LEVERAGED STOCK — Interest — Sold

FIRST EAGLE GLOBAL — Int/Div — Sold (part)

FIRST EAGLE GLOBAL — Sold (part)

FIRST EAGLE GLOBAL — Sold (part)

FIRST EAGLE GLOBAL — Buy (add'l)

FIRST EAGLE GLOBAL — Buy (add'l)

IVY ASSET STRATEGY — Int/Div — Sold (part)

IVY ASSET STRATEGY — Buy (add'l)

IVY ASSET STRATEGY — Sold (part)

IVY ASSET STRATEGY — Buy (add'l)

IVY ASSET STRATEGY — Sold (part)

IVY ASSET STRATEGY — Sold (part)

IVY ASSET STRATEGY — Buy (add'l)

IVY ASSET STRATEGY — Buy (add'l)

MATTHEWS ASIAN GROWTH & INCOME — Int — Buy (add'l)

MATTHEWS ASIAN GROWTH & INCOME — Sold (part)

MATTHEWS ASIAN GROWTH & INCOME — Buy (add'l)

MATTHEWS ASIAN GROWTH & INCOME — Buy (add'l)

MATTHEWS ASIAN GROWTH & INCOME — Buy (add'l)

MATTHEWS ASIAN GROWTH & INCOME — Sold (part)

MATTHEWS ASIAN GROWTH & INCOME — Sold (part)

PIMCO REAL RETURN — Int/Div — Sold (part)

PIMCO REAL RETURN — Buy (add'l)

PIMCO REAL RETURN — Buy (add'l)

PIMCO REAL RETURN — Sold (part)

PIMCO REAL RETURN — Sold (part)

RYDEX MANAGED FUTURES — Int/Div — Buy (add'l)

RYDEX MANAGED FUTURES — Sold (part)

RYDEX MANAGED FUTURES — Buy (add'l)

RYDEX MANAGED FUTURES — Sold (part)

ALLIANCEBERNSTEIN GLOBAL BOND — Int/Div — Sold

PERMANENT PORTFOLIO — Int/Div — Sold

HIGHBRIDGE STATISTICAL NEUTRAL — Int./hv — Sold

RIVERSOLRCE ABSOLUTE RETURN — Int/Div — Sold

PIMCO DELVELOPING LOCAL MARKETS — Int/Div — Buy

PIMCO DELVELOPING LOCAL MARKETS — Sold (part)

VANGUARD BAL INDEX FD — Int/Div — Buy (add'l)

HIGHLAND FUNDS — Int/Div — Buy

HIGHLAND FUNDS — Buy (add'l)

OPPENHEIMER DEV MARKETS — hy — Buy

OPPENHEIMER DEV MARKETS — Buy (add'l)

OPPENHEIMER DEV MARKETS — Buy (add'l)

OPPENHEIMER DEV MARKETS — Buy (add'l)

OPPENHEIMER DEV MARKETS — Buy (add'l)

OPPENHEIMER DEV MARKETS — Buy (add'l)

OPPENHEIMER INTL BD FD — Int/Div — Buy

OPPENHEIMER INTL BD FD — Buy (add'l)

OPPENHEIMER INTL BD FD — Sold (part)

PRUDENTIAL GLOBAL FD — Int/Div — Buy

PRUDENTIAL GLOBAL FD — Buy (add'l)

PRUDENTIAL GLOBAL FD — Buy (add'l)

PRUDENTIAL GLOBAL FD — Sold (part)

PRUDENTIAL GLOBAL FD — Buy (add'l)

PRUDENTIAL GLOBAL FD — Buy (add'l)

PUTMAN FUNDS — Int/Div — Buy

NATIXIS FDS — Int/Div — Buy

NATIXIS FDS — Sold (part)

NATIXIS FDS — Buy (add'l)

NATIXIS FDS — Buy (add'l)

NATIXIS FDS — Buy (add'l)

YACKTMAN FOCUSED FD — Int/Div — Buy

EATON VANCE RETURN FD — Int/Div — Buy

EATON VANCE RETURN FD — Sold (part)

EATON VANCE RETURN FD — Buy (add'l)

EATON VANCE RETURN FD — Buy (add'l)

EATON VANCE RETURN FD — Buy (add'l)

PIMCO DEV MARKETS — Int/Div — Buy

PIMCO DEV MARKETS — Sold (part)

PIMCO DEV MARKETS — Buy (add'l)

TEMPLETON INCOME FDS — Int/Div — Buy

TEMPLETON INCOME FDS — Sold (part)

TEMPLETON INCOME FDS — Buy (add'l)

FROST BANK CHECKING — Int/Div

FROST BANK SAVINGS — Int

Agreement — 1121172002 — State legislative and udicial pension accounts which have vested and are created under Texas state law

Agreement — 121172012 — Fam presently receiving my state legislative pension which began at age 50; and will receive my state judicial pension at age 60, which will begin on 12-1-12

Income — 2011 — Employees Retirement System of Texas (state legislative pension-paid in monthly mstallments) — $23 864.04

Spouse's income — 2011 — Northeast ISD - salary

Spouse's income — 2011 — Northern Trust Company - annuity

Regarding Part [I related to Agreements, in previous reports | had listed the year 2013 as when my Texas state judicial pension would vest. In fact, it will begin on

December 1, 2012.

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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