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.

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