Edward John Davila

2016Annual

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What was filed

  • 35

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Note In Part VII
  • Note mm Part VII
  • Santa Clara University
  • Bank of America
  • Chase Bank
  • Amencan Express
  • Capital One
  • CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM PENSION
  • CALFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM - PENSION
  • STATE OF CALIFORNIA - SALARY
  • REPLACEMENT BENEFIT FUND - PENSION

As filed

Bank of America — None

Santa Clara County Federal Credit Union Accounts — Interest

Chase Bank Account — Interest

Investment Property, Sunnyvale, CA — None

Utah Educational Savings Plan 529: Static Option A — Int/Div — Buy (add'l) — Note In Part VII

H)ICMA - RC 457 Deferred Compensation Plan

VT Plus Fund — Int/Div

T Rowe Price Instl Large-Cap Growth — Int/Div

H) Pershing Account #1

Pershing Govt Account - Money Market Fund — Int/Div

AMCAP Fund Class A. Mutual Fund — Int/Div

American Balanced Fund Class A, Mutual Fund — Int/Div

American High Income Trust Class A, Mutual Fund — Int/Div

The Bond Fund of America Class A, Mutual Fund — Int/Div

Capital Income Builder Fund Class A. Mutual Fund — Int/Div

Capital World Bond Fund Class A, Mutual Fund — Int/Div

Capital World Growth and Income Class A. Mutual Fund — Int/Div

Fundamental Investors Class A, Mutual Fund — Int/Div

The Growth Fund of America Class A — Int/Div

Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr 100) — Int/Div

The Income Fund of America Class A, Mutual Fund — Int/Div

International Growth and Income Fund Class A, Mutual Fund — Int/Div

The Investment Company of America Class A. Mutual Fund — Int/Div

New Perspective Fund Class A, Mutual Fund — Int/Div

Carter Validus REIT — Int/Div

KBS Real Estate REIT — Int/Div

H) Pershing Account #2

Franklin Dynatech Fund Class A. Mutual Fund — Int/Div

H) Pershing Account #3

Pershing Federated Government Reserves Money Market — None

Baron Growth Fund, Mutual Fund — Int/Div

Dodge & Cox Stock Fund, Mutual Fund — Int/Div

H) Savings Plus 457 Plan

Target Date Fund - 2020 — Int/Div — Buy (add'l) — Note mm Part VII

Chase Private Client Accounts — Interest

Member, Law Advisory Board, Santa Clara University

Liability — Bank of America — Credit Card

Liability — Chase Bank — Mortgage on Sceond Property #1, Sunnyvale, CA

Liability — Amencan Express — Credit Card

Liability — Capital One — Credit Card

Income — 2016 — CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM PENSION — $34,491.00

Spouse's income — 2016 — CALFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM - PENSION

Spouse's income — 2016 — STATE OF CALIFORNIA - SALARY

Spouse's income — 2016 — REPLACEMENT BENEFIT FUND - PENSION

Part | Positions:

Parents Diversity Advisory Committee Member ended in 2015 and removed from report. New Law Advisory Board Member position started in 2016 and

reported.

Part VI Liabilities:

Private School Tuition paid in full in 2015 and removed from report.

Part VII Investments and Trusts:

Line $, Column A: Utah Educational Savings Plan 529: Static Option A: Utah Public Treasurers Investment Fund {no control)

Line 5, Column D: Utah Educational Savings Plan 529 - $300.00 contributions made to the account on a bi-weekly basis (did not add line-by-line detail of these

transactions). Total value of all contributions for 2016 recorded in column D3.

Line 34: Savings Plus 457 Plan - $2,000.00 contributions made to the account on a monthly basis (did not add line-by-line detail of these transactions). Total value

of all contributions for 2016 recorded in column D3.

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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Edward John Davila | Frix