Marie Moreno Myers › Form 700
Marie Moreno Myers: 2024 Annual statement
- Annual 2024
- Judge, San Bernardino County Superior Court · due 2025-03-03
- Filed
- 2025-02-27 · signed 02/27/2025 11:04 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 12
| Name | Business | Value | |
|---|---|---|---|
| Franklin Templeton Income Fund A1 | IRA-SEP investment · IRA/SEP | $100,001–$1,000,000 disposed 2024-08-06 | |
| Morgan Stanley - IRA/SEP | Investment/Stock/Insurance Products · See itemized investments A1 | $100,001–$1,000,000 disposed 2024-08-06 | |
| MS Pathway Small Mid Cap EQ (TSGUX) | Mutual Funds | $2,000–$10,000 disposed 2024-08-06 | |
| MS Pathway Ultra Short FXD INC (TSDUX) | Mutual Funds | $2,000–$10,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway Core Fixed Income (TIIUX) | Mutual Funds | $10,001–$100,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway Emerging Markets (TEMUX) | Mutual Funds | $2,000–$10,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway High Yield (THYUX) | Mutual Funds | $2,000–$10,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway International EQ (TIEUX) | Mutual Funds | $10,001–$100,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway Intl Fixed Income (TIFUX) | Mutual Funds | $2,000–$10,000 disposed 2024-08-06 | |
| Stanley Morgan - MS Pathway Large Cap Equity (TLGUX) | Mutual Funds | $10,001–$100,000 disposed 2024-08-06 | |
| Sammons Institutional Group | Mutual Fund IRA · Mutual Funds | $100,001–$1,000,000 acquired 2024-08-06 | |
| IPC Minneapolis MSA Senior Living Portfolio ST | DST Investment · Investment Trust | $100,001–$1,000,000 acquired 2024-01-04 |
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 7186 Stanhope Lane, Riverside, CA 92501 Ownership/Deed of Trust | $100,001–$1,000,000 | — |