John A. Mendez

2013Annual

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Pull out the substance of this filing.

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

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Sacramento County Department of Health and Human Services-salary
  • Fall Creek Counseling Associates--salury

As filed

Cash/Money Market Fund, Morgan Stanley — Interest

Countrywide mortgage and asset backed securities — Interest

Small Cap Equity Legg Mason Mutual Fund — hvy

Clearbridge All Cap Value C — Int/Div — from line 4)

Clearbridge Large Cap Growth C — Int/Div — from line 4)

Clearbridge Mid Cap Core C — Int/Div — from line 4)

General Motors Acceptance Corp, corporate bond — Interest — Sold

TRAK Morgan Stanley Mutual Funds — Int/Div — Buy

Sallie Mae Certificate of Deposit — Interest

Sacramento Municipal Utility Dist. Muni Bond — Interest

Morgan Stanley (IRA )--cush equivalents — Interest

Wells Fargo Bank Accounts — Interest

Morgan Stanley 529 College Savings Plan — Interest

Legg Mason SCH CH BAL 50/50 A4

Legg Mason SCH CH BAL 50/50 B4

Legg Mason SCH CH BAL 50/50 C4

Spouse's income — 2013 — Sacramento County Department of Health and Human Services-salary

Spouse's income — 2013 — Fall Creek Counseling Associates--salury

Line 17 in Part VIL Investments and Trusts lists for the first time "Morgan Stanley 529 College Savings Plan". The assets m this Plan are listed on lines 18, 19 and

20. This account was opened on 11/17/09 and, therefore, should have been listed on my 2009, 2010, 201 1 and 2012 Financial Disclosure Statements. The account

is not controlled by me but is controlled by FE for the benefit of [0 1 did not intentionally omit this account from Part VII in my prior reports but

incorrectly believed that it did not have tw be listed since it was not controlled by me,

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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John A. Mendez | Frix