Barry Russell

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

167
investments
4
positions
0
gifts
0
agreements
0
debts
2
reimbursements
1
income
0
spouse income

Named parties

L.A. FBA Medal of Valor, Non-Profit
Western Justice Center Foundation, Non-Profit
Activity Source for Seniors, Inc, Non-Profit
L.A. FBA Legal Eduction Foundation, Non-Profit
Cahforni Bankruptcy Forum
George Mason Lmiversity Antonm Scalia Law School
Book Rovalty, Thomson-West

As filed

YHOO — Int/Div

ITEL — Int/Div

E-TRADE — Int/Div

VTSS — Int/Div

MCI — Int/Div

AMAT — Int/Div

Southland Civic Credit Union, Los Angeles CA — Interest

American Tax Credit Prop II, LTD. Partnership — Interest

Time Share - Palm Springs, CA (see Part VII for addt'l information) — None

MSFT — Int/Div

LUCENT — Int/Div

CISCO — Int/Div

AOL — Int/Div

IBM — Int/Div

Charles Schwab & Co., Inc. (L&S Advisors) (See Part VIII — Int/Div

AXDX — Int/Div — Buy

AXDX — Int/Div — Sold

ATVI — Int/Div — Sold (part)

ATVI — Int/Div — Sold

BABA — Int/Div — Buy (add'l)

BABA — Int/Div — Sold (part)

BABA — Int/Div — Buy

BABA — Int/Div — Sold

GOOGL — Int/Div — Sold (part)

AMZN — Int/Div

AAPL — Int/Div — Sold (part)

OZRK — Int/Div — Sold

AVGO — Int/Div — Sold

CELG — Int/Div — Buy (add'l)

CELG — Int/Div — Sold (part)

PLCE — Int/Div — Buy

PLCE — Int/Div — Sold (part)

OSGp — Int/Div — Buy

OSGP — Int/Div — Buy (add'l)

CsGp — Int/Div — Sold (part)

OsGp — Int/Div — Sold

OsGp — Int/Div — Sold (part)

OsGp — Int/Div — Sold

OsGp — Int/Div — Sold (part)

OsGp — Int/Div — Sold

HD — Int/Div

INCY — Int/Div — Buy

INCY — Int/Div — Sold (part)

ISRG — Int/Div — Buy

ISRG — Int/Div — Sold (part)

ISRG — Int/Div — Buy

ISRG — Int/Div — Sold

ISRG — Int/Div — Sold (part)

ISRG — Int/Div — Buy

ISRG — Int/Div — Sold

ISRG — Int/Div — Buy

ISRG — Int/Div — Buy (add'l)

ISRG — Int/Div — Sold (part)

ISRG — Int/Div — Sold

MEL! — Int/Div — Buy

MEL! — Int/Div — Sold (part)

MEL! — Int/Div — Sold

MEL! — Int/Div — Buy

MEL! — Int/Div — Sold

MSFT — Int/Div — Sold (part)

NFLX — Int/Div — Sold (part)

NTNX — Int/Div — Buy

NTNX — Int/Div — Buy (add'l)

NTNX — Int/Div — Sold (part)

NVDA — Int/Div — Sold (part)

NXP! — Int/Div — Sold (part)

NXPI — Int/Div — Sold

PANW — Int/Div — Sold (part)

PANW — Int/Div — Buy (add'l)

PANW — Int/Div — Sold (part)

PANW — Int/Div — Sold

PANW — Int/Div — Buy (add'l)

PANW — Int/Div — Sold (part)

PFPT — Int/Div — Sold (part)

PFPT — Int/Div — Sold

REGN — Int/Div — Buy

REGN — Int/Div — Buy (add'l)

REGN — Int/Div — Sold (part)

MARK — Int/Div — Buy

MARK — Int/Div — Sold (part)

MARK — Int/Div — Buy

MARK — Int/Div — Sold

SBAC — Int/Div — Sold (part)

SBAC — Int/Div — Buy

SBAC — Int/Div — Sold (part)

SHPG — Int/Div — Sold (part)

SHPG — Int/Div — Sold

SHOP — Int/Div — Buy

SHOP — Int/Div — Sold

SINA — Int/Div — Buy

SINA — Int/Div — Sold (part)

SWKS — Int/Div — Sold (part)

SWKS — Int/Div — Buy

SWKS — Int/Div — Sold

SBUX — Int/Div — Sold (part)

SBUX — Int/Div — Sold

T™MO — Int/Div

T™MO — Int/Div — Sold (part)

T™MO — Int/Div — Sold

ULTA — Int/Div — Buy

ULTA — Int/Div — Sold (part)

ULTA — Int/Div — Sold

ULTA — Int/Div — Sold (part)

ULTA — Int/Div — Buy

ULTA — Int/Div — Sold

ULTA — Int/Div — Sold (part)

VMC — Int/Div

WAGE — Int/Div — Sold

XPO — Int/Div

XPO — Int/Div — Buy

XPO — Int/Div — Sold (part)

XPO — Int/Div — Buy

XPO — Int/Div — Sold

XPO — Int/Div — Sold (part)

HCLP — Int/Div — Buy

BIDL — Int/Div — Buy

BLLE — Int/Div — Buy

GRUB — Int/Div — Buy

LRCX — Int/Div — Buy

MOMO — Int/Div — Buy

NTDOY — Int/Div — Buy

PYPL — Int/Div — Buy

SRPT — Int/Div — Buy

TCEMY — Int/Div — Buy

Stifel, Nicolaus & Company TOD Account see Part VII for add'l info, — Int/Div

Stifel, Nicolaus & Company TOD Account see Part VII for add'l info, — Int/Div — Buy

INDUSTRY CA PUB FACS AUTH TAX ALLOC REV RFDG — Interest — Sold (part)

ANAHEIM CA CMNTY DIST SPL TAX 08 1 PLATINUM — Interest — Buy

FRESNO CA PENSION OBLIGS NPFG B/ FE TXBL REV — Interest

PUERTO RICO CMNWLTH PUB IMPT AGM B/E — Interest

HEMET CA USD RFDG 2012 ELECT SER A — Interest — Buy

GROSSMONT CA UN HIGH SCH DIST RFDG — Interest — Buy

CALIFORNIA ST PUB WKS BRD LSE REV DEPT CORR & REHAB SER H B/E — Interest

DAVIS CA SPL TAX CMNTY FACS DIST 2015 1 REV BE — Interest

NORWALK CA REDEV AGY TAX ALLOC REV RFDG — Interest

INDEPENDENT CITIES CA FIN MOBILE HM REV RFDG — Interest

FEDL NATL MTG ASSN REMIC SER 194.61 CLE — Interest

AB HIGH INCOME — Int/Div — Buy (add'l)

OPPENHEIMER STEELPATH MLP INCOME — Interest

SMARTTRCAMUNA4 — Int/Div

SMART TRUST DYNAMIC SECTOR INCM 15 — Int/Div

SMART TRCA MUN S — Int/Div — Buy

SMART TRUST CA MUN 6 — Int/Div — Buy

GUGGENHEIM FLTG RATE & DIV GRWTH 14 — Int/Div — Buy

SMART TRUST CEFA SELECT BDC 10 — Int/Div — Buy

ADVISORS UBIQUITOUS 2015-1 — Interest — Sold

ADVISORS BUS DEV CO OPPTY 20153 — Interest — Sold

ELKHORN SECTOR NEUTRAL DWA FTF? — Interest — Sold

GUGGENHEIM CA MUN CEFS 16 — Int/Div — Sold (part)

SMART TRCA MUN2 — Int/Div — Sold

Director, L.A. FBA Medal of Valor, Non-Profit

Director, Western Justice Center Foundation, Non-Profit

Director, Activity Source for Seniors, Inc, Non-Profit

Director, L.A. FBA Legal Eduction Foundation, Non-Profit

Reimbursement — Cahforni Bankruptcy Forum — May 18-21, 2017 — San Diego, CA — Bankruptcy Lecture — Meals, Hotel & Transportation

Reimbursement — George Mason Lmiversity Antonm Scalia Law School

Income — 27 — Book Rovalty, Thomson-West — S41.603.00

Part VII, No. 3. Time Share - Palm Springs, CA: Purchased in December 13, 1996. Purchase price: $7,990.00

Part VII, No. 15. Stocks listed in nos. 16-140 in Part VII are part of the L&S Advisors (Charles Schwab) account

Part VII, No. 141. Stocks listed in nos. 142-166 in Part VII are held in a Sufel Nicolas Brokerage Firm Account

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.