David Jeremiah Barron
2017Annual
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What was filed
55
investments
2
positions
0
gifts
0
agreements
5
debts
4
reimbursements
5
income
2
spouse income
Named parties
- Harvard Law School
- American Society of Intemational Law (ASIL) Judicial Advisory Board
- Shady Hill School
- JPMorgan Chase & Co. Bank
- Morgan Stanley (under The Girls LLC)
- Security First Mortgage Funding LLC (under Mars-B, Inc. LLC)
- Alpha-K Holdings LLC) (See part VIII explanation)
- Umversity of Colorado } Boulder
- Prtizker Military Library and Pritzker Military Foundation
- (ISOC, Ine
- Federalist Society
- Harvard University - part-time faculty member, salary
- LEG, Inc. dba West Academic - book royalties
- Wylie Agency - book royalties
- Cornell University - book rovaltics
- Pritzker Military Foundation « Colby Award (hiterary award)
- Harvard University, salary
- Juhette Kayvem solutions, LLC
As filed
CREF Inflation-Linked Bond Fund — Int/Div
CREF Stock Fund — Int/Div
Fidelity Massachusetts Municipal Money Market Fund — Int/Div
Fidelity Select Biotechnology Portfolio — Int/Div
Fidelity Government Money Market Fund (See explanation in Part VIII) — Int/Div
Fidelity Select Banking Portfolio {See Explanation in Part VIII) — Int/Div
Fidelity Municipal Money Market Fund (See explanation in Part VID — None
TIAA Traditional Annuity — Interest
Vanguard Federal Money Market Fund — Int/Div
Vanguard Inst Target Ret 2030 Fund — Int/Div
Vanguard Total Bond Mkt Index Inv Fund — Int/Div
Vanguard Total Bond Mkt Index Inst Fund — Int/Div
Vanguard - New York Times Company Stock Fund — Int/Div — with line 14)
Vanguard Target Retire 2035 Trust Il Fund — None
Vanguard Tot Intl Stock 1x Inst Fund — Int/Div
Vanguard Inst Index Fund — Int/Div
Vanguard Extended Mkt Index Inst Fund — Int/Div
Vanguard Target Retirement 2040 Fund — Int/Div
Vanguard Inst Target Ret 2035 Fund — Int/Div
The Girls, LLC (H)- See Part VIII for explanation
AMGEN INC (AMGN) common stock — Int/Div
APPLE INC. (AAPL) common stock — Int/Div
BANK OF AMERICA CORP. (BAC) common stock — Int/Div
CHEVRON CORP (CVX) comon stock — Int/Div
DENTSPLY SIRONA INC. (XRAY) common stock — Int/Div
EXPEDITORS INTL WASH INC (EXPD) common stock — Int/Div
GILEAD SCIENCE (GILD) common stock — Int/Div
JPMORGAN CHASE & CO (JPM) common stock — Int/Div
MICROSOFT CORP (MSFT) common stock — Int/Div
ROCKWELL COLLINS INC (COL) common stock — Int/Div
SCHLUMBERGER LTD (SLB) common stock — Int/Div
WELLS FARGO &CO NEW (WFC) common stock — Int/Div
ISHARES NASDAQ BIOTECH ETF ({IBB) — Int/Div
ISHARES SELECT DIVIDEND ETF (DVY) — Int/Div
POWERSHARES QQOQ TR (QQQ) — Int/Div
MORGAN STANLEY PRIVATE BANK CASH ACCOUNT — Interest
INHIBRX LLC common stock — Int/Div
XENCOR INC preferred stock — Int/Div
QUANTUMSPHERE INC (QSIM) common stock — None
GENMARK DIAGNOSTICS (GNMK) common stock — None
ZEMCAR INC common stock — None
Mars-B, Inc. LLC (H) - See Part VIII for explanation
Non-reportable loan {hsted here for mcome purposes only) — Interest
Rental Property, Barrington, RI (value) See explanation mn Part VIII
Alpha-K Holdings LLC (H) - See explanation in Part VII
Rental Property, Montevallo, AL(value) See explanation in Part VIII — Rent
Rental Property, W Allis, WI (value) - See explanation in Part VIII — Rent
Jubette Kayyem Solutions, LLC - See explanation mn Part VII — None
US. Government Securities - Series EE Bounds — Interest
FOK Holdings LLC (H) - See explanation in Part VII
Rental Property, Hellertown, PA (value) See explanation in Part VIL — Rent
Rental Property, Lebanon, PA (value) - See explanation in Part VIII — Rent
Rental Property, Punxutawney, PA (value) « See expl. in Part VII — Reat
ZEMCAR INC common stock (X) — None
Bank of America. cash accounts — Interest
Visiting Professor, Harvard Law School
Member, American Society of Intemational Law (ASIL) Judicial Advisory Board
Liability — Shady Hill School — Tuition Agreements
Liability — JPMorgan Chase & Co. Bank — Credit Card
Liability — Morgan Stanley (under The Girls LLC) — Margm Account
Liability — Security First Mortgage Funding LLC (under Mars-B, Inc. LLC) — Mortgage on rental property, Barrington, RI (Part VII, Line 44)
Liability — Alpha-K Holdings LLC) (See part VIII explanation) — Lines46andd4h
Reimbursement — Umversity of Colorado } Boulder — March 12-15, 2017 — Denver and Boulder, CO — Moot court competition — I ransportation, meals, hotel
Reimbursement — Prtizker Military Library and Pritzker Military Foundation — June 15-16, 2017 — Chicago, IL — Book presentation and speaking engagement — Transportation, meals, hotel
Reimbursement — (ISOC, Ine — September 22-24, 2017 — Austin, TX — Conference (guest of spouse) — Transportation, meals, hotel
Reimbursement — Federalist Society — November 17-18, 2017 — Washington, DC — Conference — Transportation, meals, hotel
Income — 27 — Harvard University - part-time faculty member, salary — $27,765.00
Income — 2007 — LEG, Inc. dba West Academic - book royalties — $1,144.79
Income — 2007 — Wylie Agency - book royalties — S20.000.00
Income — 2017 — Cornell University - book rovaltics — S102.87
Income — 207 — Pritzker Military Foundation « Colby Award (hiterary award) — SS.000 00
Spouse's income — 2017 — Harvard University, salary
Spouse's income — 2017 — Juhette Kayvem solutions, LLC
Part VI:
Line 5: Both properties are held under one mortgage and thus listed on the same line.
Part VII:
Line 5-7: These holdings were acquired in 2016 and inadvertently left off of the 2016 report.
Lines 20 and 42: On the basis of new advice of the Finuncial Disclosure Office and in accord with the instructions, the individual investment holdings of The Girls
LLC (Lines 21-41) and Mars B, Inc. LLC {Lines 44-47) are now reportable. Line 43 under Mars-B is non-reportable mcome and is listed in Part VII for income
purposes only.
Ling 44: The income reflected for this property is received in connection with Internal Revenue Code 467, Column B(2) is left blank on the advice of the Financial
Disclosure Office.
Line 45: Alpha K Holdings LLC is owned by Mars B, Inc. LLC. The real estate properties in Lines 46 und 47 are held by Alpha-K Holdings LLC.
Lines 44, 46, 47 und 51-53: Fair market value of the real estate properties was determined by comparable sales prices in cach area,
Line 48: In accord with the advice of the Financial Disclosure Office, no income is reported for Juliette Kayyem Solutions, LLC in Column B, given the nature of
its holdings. The total value of assets of the LLC are reflected by the valuation in Column C.
Line 50: FOK Holdings LLC was not included in previous reports because the filer was unaware of it being & reportable entity, On advice of the Financial
Disclosure Office, the liabilities of this entity are not listed in Part VI in light of the nuture of the reportable interest in the LLC being a future interest.
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.