David W. Christel
2016Annual
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What was filed
248
investments
2
positions
0
gifts
0
agreements
2
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Pelican Bay Management, LLC
- Kelly E. Chnistel
- Umpqua Bank (formerly Bank of the Cascades)
- Noarccourse and Recourse Debts
- UNITED STATES JUDGES
- David W. Christel Attorney at Law, PC (Old Receivables)
As filed
ACELTD — Int/Div — Distributed
ACTAVISPLC(Y)
ADIENT PLC — None — Buy
ADIENT PLC — Sold
AETNA — Int/Div — Sold
ALASKA AIR — None — Buy
ALASKA AIR — Sold
ALLERGAN — None — Sold
ALPHABET INCCLA — None — Buy (add'l)
AMAZON COM — None
AMGEN — Int/Div — Sold
ANADARKO PETE — Int/Div — Buy
ANADARKO PETE — Buy (add'l)
APPLE — Int/Div — Sold (part)
ALUTOZONE — None — Sold (part)
ALUTOZONE — Sold
AVAGO TECH — None — Distributed
BANK OF AMERICA — Int/Div — Sold (part)
BANK OF AMERICA — Sold (part)
BIOGEN — None — Buy
BIOGEN — Buy (add'l)
BIOGEN — Buy (add'l)
BLACKROCK HI YIELD BD PTF INST — Int/Div — Buy (add'l)
BLACKROCK HI YIELD BD PTF INST — Buy (add'l)
BLACKROCK HI YIELD BD PTF INST — Buy (add'l)
BLACKROCK HI YIELD BD PTF INST — Sold (part)
BLACKROCK — Int/Div
BLACKSTONE GROUP — Int/Div
BOEING — Int/Div — Buy
BRISTOL MYERS SQUIBB — Int/Div — Sold
BROADCOM — Int/Div — Buy
CBS CORP NEW CL B SHARES — Int/Div — Buy
CBS CORP NEW CL B SHARES — Sold
CF INDUSTRIES HOLDINGS — None — Sold
CITI PLUS ON THE S&P GSCI CRUDE OIL INDEX EXCESS RETURN RATE(Y)
CHEVRON — None — Buy
CHEVRON — Buy (add'l)
CHUBB (X) — Int/Div
CONSTELLATION BRANDS INC CL A — Int/Div — Buy
CONSTELLATION BRANDS INC CL A — Buy (add'l)
COSTCO WHOLESALE CORP NEW — Int/Div — Sold (part)
COSTCO WHOLESALE CORP NEW — Buy (add'l)
CVS CAREMARK CORP — Int/Div — Sold (part)
CVS CAREMARK CORP — Sold (part)
CVS CAREMARK CORP — Sold
DANAHER CORPORATION — Int/Div
DELPHI AUTOMOTIVE PLC — Int/Div — Sold (part)
DELPHI AUTOMOTIVE PLC — Sold
DELTA AIRLINES INC NEW — Int/Div — Sold (part)
DELTA AIRLINES INC NEW — Sold
DEVON ENERGY — Int/Div — Buy
DISCOVER FINANCIAL SERVICES — None — Buy
EDWARD LIFESCIENCES — None — Buy
EDWARD LIFESCIENCES — Buy (add'l)
EDWARD LIFESCIENCES — Buy (add'l)
ENERGY SEL SECT SPDR FUND — Int/Div
ENERGY TRANSFER PARTNERS LP — Interest
ENTERPRISE PROD PARTNERS LP — Interest
ESTEE LAUDER CO INC CLA — Int/Div
FACEBOOK INC CL-A — None — Sold (part)
FIDELITY ADV TOTAL BOND — Int/Div — Buy (add'l)
FIDELITY ADV TOTAL BOND — Buy (add'l)
FIDELITY ADV TOTAL BOND — Buy (add'l)
FIRST TRUST HEALTH CARE ALPHA FTF — None — Sold (part)
FIRST TRUST HEALTH CARE ALPHA FTF — Buy (add'l)
FIRST TRUST HEALTH CARE ALPHA FTF — Sold (part)
FIRST TRUST HEALTH CARE ALPHA FTF — Sold
FIRST TRUST LARGE CAP VALLE — Int/Div — Buy
FORTIVE(X) — Int/Div — Sold
GOLDMAN SACHS — Int/Div — Sold
GUGGENHEIM S&P S00 EQU WEIGHT — None — Sold
HALLIBURTON — Int/Div — Buy
HALLIBURTON — Buy (add'l)
HONEYWELL INTERNATIONAL — Int/Div
INTERNATIONAL BUSINESS MACHINES — Int/Div — Buy
INVESCO — None — Buy
INVESCO — Buy (add'l)
IRONWOOD INSTITUTE MS — Int/Div
ISHARES EDGE MSCI US MOMENTUM — Int/Div — Buy (add'l)
ISHARES EDGE MSCI US MOMENTUM — Buy (add'l)
ISHARES EDGE MSCI US MOMENTUM — Buy (add'l)
ISHARES EDGE MSCI US MOMENTUM — Buy (add'l)
ISHARES EDGE MSCI US MOMENTUM — Sold (part)
ISHARES N AMERICANTECHETF — Int/Div — Buy (add'l)
ISHARES N AMERICANTECHETF — Sold
ISHARES S&P 100 ETF — None — Buy (add'l)
ISHARES S&P 100 ETF — Buy (add'l)
ISHARES S&P 100 ETF — Sold
ISHARES US CONSUMER SER ETF — Int/Div — Sold (part)
ISHARES US CONSUMER SER ETF — Sold
ISHARES EDGE MSCI US QLTY FAC — Int/Div — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Sold (part)
ISHARES EDGE MSCI US QLTY FAC — Buy (add'l)
ISHARES EDGE MSCI US QLTY FAC — Sold (part)
JOHNSON CONTROLS INTERNATIONAL PLC — None — Buy
JPMORGAN CHASE — Int/Div — Buy (add'l)
JPMORGAN CHASE — Sold (part)
LIBERTY MEDIA CORP SER ( — None — Sold
LOWES COMPANIES — Int/Div — Sold
LYONDELLBASELL NV CL-A — Int/Div — Sold (part)
LYONDELLBASELL NV CL-A — Sold
MASTERCARD CL A — Int/Div — Sold
MCKESSON — Int/Div — Sold
MEDTRONIC — Int/Div
MICRON TECH — None — Buy
MICRON TECH — Buy (add'l)
MICRON TECH — Buy (add'l)
MICROSOFT — Int/Div — Buy (add'l)
MOODY'S — None — Sold
MS 8.15% CNTG COUPON NOTE LINKED TO S&p S00 RATE — Interest
MORGAN STANLEY BANK ACCOUNT #1 — Interest
MORGAN STANLEY BANK ACCOUNT NUMBER #2 — Interest
MORGAN STANLEY BANK ACCOUNT x] — Interest
MORGAN STANLEY BANK ACCOUNT wd — Interest
MORGAN STANLEY BANK ACCOUNT “SY
MORGAN STANLEY BANK ACCOUNT 7 — Interest
MORGAN STANLEY BANK ACCOUNT “siY)
NEWELL BRANDS — Int/Div — Buy
NEWELL BRANDS — Buy (add'l)
NEXTERA ENERGY — Int/Div — Buy
NEXTERA ENERGY — Buy (add'l)
NIKEINCB — Int/Div — Buy
NIKEINCB — Buy (add'l)
NIKEINCB — Sold
NUVEEN SYMP FLOATING RT INC — Int/Div — Buy (add'l)
NUVEEN SYMP FLOATING RT INC — Buy (add'l)
PALO ALTO NETWORKS — None — Sold
PANERA BREAD COMPANY CL A — None — Buy
PANDORA MEDIA — None — Buy
PANDORA MEDIA — Sold
PEPSICO — Int/Div — Buy (add'l)
PEPSICO — Sold (part)
PG&E — Int/Div — Buy
PG&E — Buy (add'l)
PHILLIPS 66 — Int/Div — Sold (part)
PHILLIPS 66 — Sold
PIMCO INCOME P — Int/Div — Buy (add'l)
PIMCO INCOME P — Buy (add'l)
PIMCO INCOME P — Buy (add'l)
PIMCO INCOME P — Buy (add'l)
PIMCO INVEST GRD CORP BOND P — Int/Div — Buy
PIMCO INVEST GRD CORP BOND P — Buy (add'l)
PIMCO INVEST GRD CORP BOND P — Buy (add'l)
POWERSHARES DWA CONSUMER STAPLES — None — Buy (add'l)
POWERSHARES DWA CONSUMER STAPLES — Buy (add'l)
POWERSHARES DWA CONSUMER STAPLES — Sold
POWERSHARES QQQ TR — Int/Div — Sold (part)
POWERSHARES QQQ TR — Sold (part)
POWERSHARES QQQ TR — Buy (add'l)
POWERSHARES QQQ TR — Buy (add'l)
POWERSHARES QQQ TR — Buy (add'l)
POWERSHARES QQQ TR — Sold (part)
POWERSHARES QQQ TR — Sold (part)
PROSHARES LARGE CAP CORE PLUS — Int/Div — Buy (add'l)
PROSHARES LARGE CAP CORE PLUS — Buy (add'l)
PROSHARES LARGE CAP CORE PLUS — Sold (part)
PRUDENTIAL FINANCIAL — Int/Div — Buy
PRUDENTIAL FINANCIAL — Sold (part)
PRUDENTIAL FINANCIAL — Buy (add'l)
PRUDENTIAL FINANCIAL — Sold (part)
PRUDENTIAL FINANCIAL — Sold
RAYTHEON — Int/Div — Buy
ROSS STORES — Int/Div — Buy
ROSS STORES — Buy (add'l)
ROSS STORES — Buy (add'l)
SALESFORCE.COM — None — Sold
SBA COMMUNICATIONS — None — Sold (part)
SBA COMMUNICATIONS — Buy (add'l)
SBA COMMUNICATIONS — Sold
SCHLUMBERGER — Int/Div — Sold (part)
SCHLUMBERGER — Buy (add'l)
SCHLUMBERGER — Buy (add'l)
SEMPRA ENERGY — Int/Div — Donated
SKYBRIDGE MUL-ADVISOR SER G ADV — Int/Div
SPDR S&P S00 ETF TRUST — Int/Div — Buy
SPDR S&P S00 ETF TRUST — Buy (add'l)
SPDR S&P S00 ETF TRUST — Buy (add'l)
SPDR S&P S00 ETF TRUST — Buy (add'l)
SPDR S&P S00 ETF TRUST — Buy (add'l)
SPDR S&P REGIONAL BANKING ETF — None — Sold (part)
SPDR S&P REGIONAL BANKING ETF — Sold
TCW GALILEO TOTAL RETURN BOND 1 — Int/Div — Buy (add'l)
TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)
TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)
TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)
TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)
TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)
TEMPLETON GLOBAL TOTAL RET C — Int/Div
THE FINANCIAL SEL SECT SPDR FUND — None — Buy (add'l)
THE FINANCIAL SEL SECT SPDR FUND — Sold
THERMO FISHER SCIENTIFIC — Int/Div — Buy
THERMO FISHER SCIENTIFIC — Buy (add'l)
THERMO FISHER SCIENTIFIC — Buy (add'l)
TRANSAMERICA MIDCAP VAL OPP A — Int/Div — Buy
TRIMTABS FLOAT SHRINK ETF — None — Sold
TYCO INTL PLC — Int/Div — Buy
TYCO INTL PLC — Buy (add'l)
TYCO INTL PLC — Buy (add'l)
TYCO INTL PLC — Sold (part)
TYCO INTL PLC — Distnibuted
UNION PACIFIC — Int/Div — Sold
UNITED HEALTH GP — Int/Div
VALERO ENERGY CP DELA NEW — Int/Div — Buy
VALERO ENERGY CP DELA NEW — Buy (add'l)
VALERO ENERGY CP DELA NEW — Buy (add'l)
VANGUARD FTSE EMERGING MARKETS — Int/Div — Buy
VANGUARD FTSE EMERGING MARKETS — Sold
VANTIVCLA — None — Buy
VANTIVCLA — Buy (add'l)
VERIZON COMMUNICATIONS — Int/Div — Buy
VIRTUS INSIGHT EMERG MARKETS 1 — Int/Div — Buy
VISAINCCLA — Int/Div
VOYA FINL — Int/Div — Buy
WALT DISNEY CO HOLDING — None — Buy
WALT DISNEY CO HOLDING — Buy (add'l)
WASHINGTON FEDERAL — Int/Div — Donated
WILLIAMS — None — Sold
ZIMMER BIOMET HOLDINGS — Int/Div — Buy
ZIMMER BIOMET HOLDINGS — Buy (add'l)
ZIMMER BIOMET HOLDINGS — Buy (add'l)
AMEN CORNER MANAGEMENT, LLC Yr
AVEC GK, LLC — Interest
BLLE TEE MANAGEMENT. LLC (X) — Interest
CHASE 21 — Interest
CHASE 22 (X) — Interest
COLUMBIA COMMUNITY CREDIT UNION ACCOUNT #1 — Interest
COLUMBIA COMMUNITY CREDIT UNION #2 (Y)
CLICK LOAN(Y)
THOMAS/CHRISTEL LOAN — Interest
SILVER LAKE RV PARK MANAGEMENT. LLC — Interest
RENTAL PROPERTY, VANCOUVER. WA (AMEN CORNER MGMT. LLC) — Rent
RENTAL PROPERTY, VANCOUVER. WA (BLLE TEE MGMT. LLC) — Reat
RENTAL PROPERTY, SUNNYBROOK. OR (DOUBLE CUT MGMT. LLC) — Rent
RENTAL PROPERTY VANCOUVER, WA {DOUBLE EAGLE MGMT. LLC) — Reat
RENTAL PROPERTY, VANCOUVER. WA (FIRSTCUT MGMT. LLC) — Rent
RENTAL PROPERTY, VANCOUVER WA (FRONT NINE MGMT. LLOY — Rent
RENTAL PROPERTY, BROOKLYN, NEW YORK (KICK POINT. LLC) — Rent
RENTAL PROPERTY, VANCOUVER. WA (NORTH SIDE. LLOYY)
RENTAL PROPERTY, SUNNYBROOK OR (PELICAN BAY MGMT. LLY — Rent
RENTAL PROPERTY, ROCKLIN, CA (ROCKLINNW. LLC) — Rent
RENTAL PROPERTY, VANCOUVER. WA (SILVER LAKE RV. LLY — Rent
RENTAL PROPERTY, PORTLAND, WA (MAJ AIRPORT. LLOYVX) — None
Munager/Member, Pelican Bay Management, LLC
Attorney mn Fact, Kelly E. Chnistel
Liability — Umpqua Bank (formerly Bank of the Cascades) — Mortgage on Commercial Rental (5% of property), Sunnybrook, OR (Pt VII, Line 239 and line 245)
Liability — Noarccourse and Recourse Debts — Financing on MAJ Airport, LLC (8% interest), Vancouver, WA (Pt VII, Line 248)
Reimbursement — UNITED STATES JUDGES — JANUARY 2016 — TACOMA, WASHINGTON — MOVING EXPENSES — TRANSPORTION AND GAS
Income — 2016 — David W. Christel Attorney at Law, PC (Old Receivables) — S23.085.00
1) Part VIL, line 19, 210 Bank of America were donated on 12/13/16 to Trinity Presbyterian Church.
2) Part VII, line 41, 92 Costco Wholesale Corp New were donated on 4/29/16 to Trinity Presbyterian Church,
3) Part VII, line 44, 60 CVS Caremark Corp were donated on 10/11/16 to Trinity Presbyterian Church.
4) Part VII, line 79, we revised the description of asset to Ishares Edge MSCI US Momentum.
5) Part VII, line 91, we revised the description of asset to Ishares Edge MSCI QLTY FAC.
6) Part VIL, line 179, 75 Sempra Energy were donated on 12/13/16 to Trinity Presbyterian Church.
7) Part VIL, line 222, 500 Washington Federal Inc were donated on 12/13/16 to Trinity Presbyterian Church.
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.