D NONE (No reportable non-investment income.)

Transcription

1 Weinshienk_Zita_L 1

2 Page 2 of 6 Weinshienk, Zita L. 05/12/2009 IIJ. NON-INVESTMENT JN COME. {Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-Investment Income D NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) PERA, State of Colorado Pension Plan $19, B. Spouse's Non-Investment Income - I/you were married during any portion of the reporting ; ear, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE Pension, Dean Witter 2008 Retired Stockbroker (retired July 1998) JV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl (Includes those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I.

3 Page 3of6 Weinshienk, Zita L. 05/12/2009 V. GIFTS. (/nc/11des those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable gifs.) SOURCE DESCRIPTION VALUE VI. LIABILITIES. (Includes those of spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 1. 5.

4 J<INANCIAL DISCLOSURE REPORT Page 4of6 Weinshienk, Zita L VII. INVESTMENTS and TRUSTS - income, varue, transactions ancludes those of spouse and dependent children: see PP of filing instructions.) 0 NONE (No reportable income, assets, or transactions.) A. Description of Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure B. c. D. Income during Gross value at end of Transactions during reporting period reporting period reporting period. (I) (2) (I) (2) (I) (2) (3) (4) (5) Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of Code I div., rent, Code 2 Method buy, sell, Month- Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private (Q-W) transaction) I. Iberdrola A Dividend K T Putnam High Yield Trust (IRA) D Dividend M T (2 family residence D Rent Pl w -. Lord Abbott Tax Free Income Fund, Inc. B Dividend K T 5. Vanguard Municipal Bond Fund B Dividend K T 6. Franklin Colo. Tax-Free Income Tax Fund, I B Dividend K T nc. 7. Van Kampen High Yield (IRA) D Dividend M T 8. Sovereign Bank A Interest K T 9. Chase Bank -- Checking Accts. A Interest J T JO. Boston Capitol Tax Credit Fund A Interest K T I I. ING Direct Svgs. A Interest J T 1 Putnam High Yield Fund (IRA) E Dividend N T PL Money Market A Interest J T 1 ranklin Colorado Tax Free Fund E Dividend N T 15..Sears A Dividend J T.II 16. state A Dividend J T 17. I. Income Gain Codes: A =SI,000 or Jess B =Sl,001 -S2,500 C =S501 $5,000 D =S5.00I - St5.000 E=S15,00t -S (See Columns Bl and 04) F =$50,00t -SI G =SI Sl.000,000 Ht =St, ss H2 =More than $5, Value Codes J =St orless K =$15,001 -$ L =S50,00I -St00,000 M =S I00.00 I - S250,000 (See Columns Cl and DJ) N =S250,00I -S500,000 0 =$500,001 - SI Pl =Sl.OOO,OO l -S5.000,000 P2 =S I -S25,000,000 PJ =s25,ooo.001 -s5o,ooo.ooo P4 =More than S50, Value Method Codes Q=Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value: V=Other W =Estimated

5 Page 5of6 Weinshienk, Zita L. 05/12/2009 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (Jndicateparto/Report) Part Vil: Lines indicate ncome

6 Page 6of6 Weinshienk, Zita L. 05/12/2009 IX. CERTIFICATION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FA AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) 0 FILE THIS REPORT l\a Y BE SUBJECT TO CIVIL FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C

7 Weinshienk_Zita_L 2

8 Page 2of6 Weinsnienk, Zita L. 05/12/2009 Ill. NON-INVESTMENT IN COME. (Reporting individual and spouse; see pp of filing instructions.) A. Filer's Non-Investment Income 0 NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) PERA, State of Colorado Pension Plan $19, B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amount not required except for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE Pension, Dean Witter 2008 Retired Stockbroker (retired July 1998) IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl (Includes those to spouse and dependent children; see pp offiling instructions.) [Z NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED I. 5.

9 Page 3of6 Weinshienk, Zita L. 05/12/2009 V. GIFTS. (lnc/11des those to spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable gifs.) SOURCE DESCRIPTION VALUE I. 5. VI. LIABILITIES. (Includes those of spouse and dependent children; see pp of filing instructions.) [Z NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE I. 5.

10 einancial DISCLOSURE REPORT Page 4of6 Weinshienk, Zita L. 05/12/2009 VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those of spouse and dependent children: see PP of filing instructions.) D NONE (No reportable income, assets, or transactions.) A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period (including trust assets) reporting period reporting period (1) (2) (2) (I) (3) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain exempt from prior disclosure Code 1 div., rent, Code 2 Method buy, sell, Month- Code 2 Code I (1) (2) (4) Identity of buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (Q-W) (if private transaction) I. Iberdrola A Dividend K T Putnam High Yield Trust (IRA) D Dividend M T (2 family residence D Rent Pl w Lord Abbott Tax Free Income Fund, Inc. B Dividend K T 5. Vanguard Municipal Bond Fund B Dividend K T 6. Franklin Colo. Tax-Free Income Tax Fund, I B Dividend K T nc. 7. Van Kampen High Yield (IRA) D Dividend M T 8. Sovereign Bank A Interest K T 9. Chase Bank -- Checking Accts. A Interest J T 10. Boston Capitol Tax Credit Fund A Interest K T I I. ING Direct Svgs. A Interest J T Putnam High Yield Fund (IR) E Dividend N T 1.PL Money Market A Interest J T ranklin Colorado Tax Free Fund E Dividend N T 15..Sears A Dividend J T II state A Dividend J T 17. I. Income Gain Codes: A =S1,000 or less B =S l,001 $2,500 C =S2,50 I - $5,000 D=S5,00l -Sl5,000 E=Sl5,00l -S50,000 (See Columns Bl and 04) F =$50,001 - SI00,000 G =$100,001 Sl,000,000 HI =$1,000,001 -SS,000,000 H2 =More than $5,000,000 Value Codes J =$15,000 or less K =$15,001 - $50,000 L =S50,00 I S 100,000 M =SI 00,001 - $250,000 (See Columns CJ and 03) N =$250,00 I - $500,000 0 =$500,00 I -S 1,000,000 Pl =Sl,000,001- S5,000,000 P2 =S5,000,00I - $25,000,000 PJ =S25,000,00I - S50,000,000 P4 =More than $50,000,000 Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash Market (See Column C2) U =Book Value V=Other W =Estimated

11 Page 5of6 Weinshienk, Zita L. 05/12/2009 VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofreporl) Part VII: Lines indicate ncome

12 Page 6of6 Wcinshienk, Zita L. 05/12/2009 IX. CERTIFICATION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations. NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FA AND CRIMINAL SANCTIONS (5 U.S.C. app. 104) 0 FILE THIS REPORT MAY BE SUBJECT TO CIVIL FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Offce of the United States Courts Suite One Columbus Circle, N.E. Washington, D.C