Edward John Davila
2016Annual
Ask Donna
Pull out the substance of this filing.
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.