Jeffrey ET Bohm

What was filed

646
investments
5
positions
0
gifts
3
agreements
2
debts
5
reimbursements
2
income
1
spouse income

Named parties

Trust Account #
College of Law, University of Houston Law Center
South Texas College of Law
Trust Account 42
Trust Account #3
Chase Southwest Airlines VISA
Northwestern Whole Life Insurance ) Policy (see part VIII)
Consumer Bankruptcy Attorneys
Turmaround Management Association
Bankruptcy Bar Assocation Southern District of Florida
Umversity of Texas School of : Law
The Southern District of FL. Inc.
College of Law, UH Law Foundation - Compensation Adjunct Professor
South Texas College of Law - Compensation Adjunct Professor
Emplovees Retirement System of Texas « Retirement

As filed

IRA#13UB-CB)(H)

University Federal Credit Union accounts — Interest

Texas Health Credit Union accounts — Interest

Comerica Bank account — Interest

Wells Fargo Bank, NA. accounts — Interest

Bank of America. NA. account — None

JP Morgan Chase Bank, NA. accounts — Interest

Velocity Credit Union accounts — Interest

Duke Energy Corp. common {DRIP Shares) — Int/Div

Glaxosmithkline PLC com (DRIP Shares) — Int/Div

Imation Corp. common — None

Whole Foods Mkt Inc. common — Int/Div

T Rowe Price Growth Stock Fund — Int/Div

Dreyfus Liquid Assets Class 1 — None

Dell. Inc. common — Int/Div

IRA 21 (UFCU-IB) (H)

Umversity Federal Credit Union — Interest

IRA 22 (UFCU-MEP)(H)

Umiversity Federal Credit Union — Interest

IRA £3(3382)(H)

New England Securities Daily Income Money Mkt Retail C1 — Interest

PIMCO Commodity Real Return Strategy Fund CID — Int/Div

Templeton Global Bond Fund Class A — Int/Div

John Hancock High Yield Class A — Int/Div — Sold

Davis New York Venture Class A — Int/Div — Buy (add'l)

American Funds: The Growth Fund of America Class F-1 — Int/Div

Eagle Sm Cap Grwth Fd Cl A — None

Perkins Mid Cap Value Fd Class T — Int/Div

Alger Midcap Growth Fund Class A — None

American Funds: Europacific Growth Fd Class F-1 — Int/Div — Sold (part)

T Rowe Price Emerging Markets Stock (Fd) — Int/Div

Alpine Intl Real Estate Eq Fd C1Y — Int/Div — Buy (add'l)

Gabelli Ent Mgr & Acq Fd CI A — None

Hussman Strategic Growth Fund — Int/Div — Buy (add'l)

Columbia Sel Smir-CapVal Fd C1 A — Int/Div

Mainstay ICAP Equity Fund CI A — Int/Div — Buy (add'l)

Invesco Intl Growth Fund C1 A — Int/Div — Sold (part)

Fidelity Advisor New Insights Fd Cl — Int/Div — Buy

Ivy High Income Fd C1 A — Int/Div — Buy

IRA #6 (JB-AM) (021) (see part VII) (H)

Amenprnse lnsured Money Market — None

AIM Invesco Global Core Eq CI A fka Inv Global Core Ey-B — Int/Div

AIM Invesco Real Estate C1 A fka Invesco Real Fstate - B — Int/Div

Oppenheimer Funds:OPP Small &M/Cap Value - A — Int/Div

AIM Invesco Val Opps Cl A fka Invesco VK Val Opps - B — Int/Div

MFS Family of Funds: MFS Utilities - B — Int/Div

IRA £7 (MEP-AM) (004) (H)

RVS Retirement Advisor Advantg 4 Var Amn — None

457 Deferred Compensation Plan at State of Texas — Int/Div

401K at State of Texas — Int/Div

RiverSource Variable Univ Life Insurance Policy — None

Northwestern Whole Life Insurance Policy — Int/Div

Schulle, LLC (see part VII) — Rent

Trust Acct £ - Trustee (H)

New England Securities Daily Income Money Mkt Retail Cl — Int/Div

Invesco Intl Grwth Fd Cl A — Int/Div

Cohen & Steers Global Realty Fd C1 A — Int/Div

Columbia Mid Cap Value Fund Cl A — Int/Div

Davis New York Venture Cl A — Int/Div

Wells Fargo Advantage ST Muni Bd Fd Cl A — Int/Div

American Funds: The Growth Fund of America C1 F<) — Int/Div

John Hancock High Yield C1 A — Int/Div

Templeton Global Bond Fund CI A — Int/Div

American Funds: Europacific Growth Fd Cl F-1 — Int/Div

PIMCO Commodity Real Return Strategy Fund A — Int/Div

Mamstay ICAP Equity Fund Cl A — Int/Div

Capital World Bond Fund C1 F-) — Int/Div

Prudential High Yid Fd Inc C1 A — Int/Div

Fidelity Advisor New Insights Fd Cl A — Int/Div

Meridian Growth Fund — Int/Div

Nuveen High Yield Municipal Bond Fd C1 A — Int/Div

Vanguard Inflation Protected Securities Fund — Int/Div

ING Global Real Estate Fd C1 A — Int/Div

Whirlpool Corp. common — Int/Div

IRA £8 (MEP-FM-Rth-DM)y (7311 (H)

Fidelity Large Cap Stock Fund — Int/Div

Fidelity Select Biotechnology Fund — Int/Div

Fidelity US Gov't Reserves — Int/Div

IRA £9 (MEP-FM-DM) (723) (H)

Fidelity Cash Reserves — None

Phizer Inc common — Int/Div

USAA Certificate of Deposit — Interest

IRA #11 (770) (H) (see part VIII)

New England Securities:Metlife Bank Money Market Account — Interest

IRA Z12(1763)(H)

New England Securities Metlife Bank Premier Money Market — Interest — Closed

Invesco Mid Cap Core Eq Fd CI A — Int/Div — Buy (add'l)

Invesco Developing Mkts Fd Cl A — Int/Div — Buy (add'l)

Invesco Intl Growth Fd C1 A — Int/Div — Sold (part)

Blackrock Equity Dividend Fund C1 A — Int/Div — Buy (add'l)

Prudential High Yid Fd Inc C1 A — Int/Div — Buy (add'l)

Gabelli Enterprise Mergers & Acq Fund C1 A — None — Buy (add'l)

Fidelity Advisor New Insights Fund C1 1 — Int/Div — Buy (add'l)

Franklin/Templeton Hard Currency Fund CIA — Int/Div — Sold (part)

Hussman Strategic Growth Fund — Int/Div — Buy (add'l)

ING Global Real Estate Fund C1 A — Int/Div — Sold (part)

Perkins Mid Cap Value Fund C1 A — Int/Div — Buy (add'l)

PIMCO Commodity Real Return Strategy Fund CID — Int/Div — Buy (add'l)

PIMCO Total Return Fund C1 D — Int/Div — Buy (add'l)

Templeton Global Bond Fund C1 A — Int/Div — Sold (part)

Thornburg International Value Fund C1 A — Int/Div — Sold (part)

Invesco Sm Cap Val Fd C1 A fka Inv VK Sm Cp Val FACIL A — Int/Div — Buy (add'l)

Invesco Sm Cp Grwth Fd C1 A fka Inv VK Sm Cp Grth Fd CIA — Int/Div — Buy (add'l)

Doubleline Total Return Bd Fd Cl) — Int/Div — Buy (add'l)

MFS Emerging Markets Debt Fd C1 A — Int/Div — Sold (part)

Dreyfus Insured Deposits Premier — Interest — Open

Inland American Real Estate Trust — Int/Div

Powell Mineral Trust - (see part VIII) — Rovalty

Community Natl Bank account — None

ONL Lifestype Prop Inc: Chambers St Prop (REIT) fka CBRE — Int/Div

Trust Acct # 2 - Trustee (see part VIII) (H)

USAA Growth Fund — Int/Div

USAA Precious Metals & Minerals Fund — Int/Div

Trust #2 Brokerage Acct #1(MSSB 2060) (HN X see part VII)

MSSB Cash Deposits (X) — None

AT&T Inc. common (X) — None

Campbell Soup Co common (X) — None

MVRAR/ETG/STRMTLS ETF (X) — Int/Div

Oneok Inc New common (X) — None

Pfizer Inc common (X) — None

American High Income Trust F1 (X) — Int/Div

Artisan Midcap Value Inv (X) — None

Baron Growth Retail (X) — None

Blackrock Inflat Prot Bond A (X) — None

Cambiar Small Cap Inv (X) — None

Harding Loevner Intl Eq Inv (X) — None

Invesco Premier Inst (X) — Int/Div

Ivy Mid Cap Growth A (X) — None

Lazard Emerging Markets (X) — None

Harris Assoc Inv Tr: Oakmark Fund C1 1X) — None

PIMCO Emerging Mkts Bond A (X) — Int/Div

PIMCO Foreign Bd {(Unhedged) A (X) — Int/Div

PIMCO Short-Term A (X) — Int/Div

PIMCO Total Return D(X) — Int/Div

Prudential Jenison Growth Z (X) — None

Trust Acct #3 - Trustee & Beneficiary (see part VID (H)

Tr #3 Bkg Acct #1 (MSSB 2060 fka 014) (HNsee part VII)

Citibank, NA Bank Deposit Program — Interest — Distnbuted

Western Asset Money Market Fd C1 A — Int/Div — Distnbuted

American High Income Trust Cl FI — Int/Div — Buy (add'l)

American High Income Trust Cl FI — Buy (add'l)

American High Income Trust Cl FI — Sold (part)

American High Income Trust Cl FI — Distnbuted

AT&T Inc. common — Int/Div — Distnbuted

Baron Growth Fund — Int/Div — Sold (part)

Baron Growth Fund — Sold (part)

Baron Growth Fund — Distributed

Campbell Soup Co common — Int/Div — Distributed

Cambiar Small Cap Fund — None — Sold (part)

Cambiar Small Cap Fund — Sold (part)

Cambiar Small Cap Fund — Buy (add'l)

Cambiar Small Cap Fund — Distnbuted

Harding Loevner Intl Eq Inv Cl — Int/Div — Buy (add'l)

Harding Loevner Intl Eq Inv Cl — Buy (add'l)

Harding Loevner Intl Eq Inv Cl — Distributed

Lazard Emerging Mkts Eq Portfolio Institutional Shs — Int/Div — Sold (part)

Lazard Emerging Mkts Eq Portfolio Institutional Shs — Sold (part)

Lazard Emerging Mkts Eq Portfolio Institutional Shs — Distributed

MVRAR/ETG/STRMTLS ETF fka Mkt Vetr Rare Frth Str Mtls — None — Distnbuted

Harris Assoc Inv Tr: Oakmark Fund — Int/Div — Sold (part)

Harris Assoc Inv Tr: Oakmark Fund — Sold (part)

Harris Assoc Inv Tr: Oakmark Fund — Buy (add'l)

Harris Assoc Inv Tr: Oakmark Fund — Distnbuted

Oneok Inc New common — Int/Div — Distnbuted

Pfizer Inc common — Int/Div — Distnbuted

PIMCO Foreign Bd (Unhedged) Fd C1 A — Int/Div — Sold (part)

PIMCO Foreign Bd (Unhedged) Fd C1 A — Sold (part)

PIMCO Foreign Bd (Unhedged) Fd C1 A — Distnbuted

PIMCO Total Retum FA C1 D — Int/Div — Sold (part)

PIMCO Total Retum FA C1 D — Sold (part)

PIMCO Total Retum FA C1 D — prt)

PIMCO Total Retum FA C1 D — Sold (part)

PIMCO Total Retum FA C1 D — Distnbuted

Prudential Jenmson Growth Fd C1 2 — None — Sold (part)

Prudential Jenmson Growth Fd C1 2 — Buy (add'l)

Prudential Jenmson Growth Fd C1 2 — Distnbuted

Rare Element Resources Ltd - CAD — None — Sold

Sysco Corp common — Int/Div — Sold (part)

Sysco Corp common — Sold

PIMCO Emerging Mkts Bond A — Int/Div — Buy

PIMCO Emerging Mkts Bond A — Buy (add'l)

PIMCO Emerging Mkts Bond A — Sold (part)

PIMCO Emerging Mkts Bond A — Distributed

Lege Mason WA MMKT A — Int/Div — Buy

Lege Mason WA MMKT A — Sold (part)

Lege Mason WA MMKT A — Sold

Artisan Midcap Value Inv — Int/Div — Buy

Artisan Midcap Value Inv — Distnbuted

Ivy Mid Cap Growth A — None — Buy

Ivy Mid Cap Growth A — Buy (add'l)

Ivy Mid Cap Growth A — Distributed

Invesco Premier PTF Inst] — Int/Div — Buy

Invesco Premier PTF Inst] — Buy (add'l)

Invesco Premier PTF Inst] — Distnbuted

PIMCO Short-Term A — Int/Div — Buy

PIMCO Short-Term A — Sold (part)

PIMCO Short-Term A — Distnbuted

Blackrock Inflat Prot Bond A — Int/Div — Buy

Blackrock Inflat Prot Bond A — Sold (part)

Blackrock Inflat Prot Bond A — Distributed

Trust #3 Brokerage Acct #2 (NES 158) (H) (see part VII

New Eng Sec:Daily Income Money Market Retail Class — Interest — Sold (part)

New Eng Sec:Daily Income Money Market Retail Class — Distnbuted

Capital World Bond Fund CI B — Int/Div — Sold (part)

Capital World Bond Fund CI B — Sold (part)

bail — Sold (part)

bail — Sold

Davis New York Venture C1 B — None — Sold (part)

Davis New York Venture C1 B — Sold (part)

Davis New York Venture C1 B — Sold

Dreyfus AMT-Free Muni Bond Fd C1 A — Int/Div — Sold (part)

Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)

R11] — Sold (part)

RL¥S — Sold (part)

R*3] — Sold (part)

REN] — Sold (part)

REN] — Sold

American Funds:Europacific Growth Fd CIB — None — Sold (part)

American Funds:Europacific Growth Fd CIB — Sold (part)

American Funds:Europacific Growth Fd CIB — Sold

Franklin Templeton Hard Curr Fd C1 A — None — Sold (part)

Franklin Templeton Hard Curr Fd C1 A — Sold (part)

Franklin Templeton Hard Curr Fd C1 A — Sold

American Funds: The Growth Fund of America CIB — None — Sold (part)

American Funds: The Growth Fund of America CIB — Sold (part)

ARO. — Sold (part)

assy — Sold

Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — None — Sold (part)

Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — Sold (part)

Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — Sold

John Hancock High Yid C1 B — Int/Div — Sold (part)

John Hancock High Yid C1 B — Sold (part)

John Hancock High Yid C1 B — Sold

MFS Emerging Mkts Debt Fd CI B — Int/Div — Sold (part)

MFS Emerging Mkts Debt Fd CI B — Sold (part)

S00. — Sold (part)

S00. — Sold

Pumam Small Cap Value CI B — None — Sold (part)

Pumam Small Cap Value CI B — Sold (part)

S14. — Sold (part)

S14. — Sold

Small Cap World Fd C1 B — None — Sold (part)

S18. — Sold (part)

S18. — Sold

Templeton Global Bd Fd C1 A — Int/Div — Sold (part)

Templeton Global Bd Fd C1 A — Sold (part)

S40. — Sold (part)

S46. — Sold (part)

S58. — Sold (part)

SHS. — Sold (part)

SHb6 — Sold (part)

S88. — Sold

Van Eck Global Hrd Asts Fd C1 A — None — Sold (part)

Van Eck Global Hrd Asts Fd C1 A — Sold (part)

Van Eck Global Hrd Asts Fd C1 A — Sold

Trust #3 Brokerage Acct #5 (VRB - 576) (see part VIIINH)

JPMorgan TR II Liquid Assets MMkt Fd Morgan Sh Cl — None — Distnbuted

Blackrock Cap Apprec Fd Inc C1 A — None — Sold

Delaware Pooled Tr:REIT Inst] Cl — Int/Div — Sold (part)

Delaware Pooled Tr:REIT Inst] Cl — Sold (part)

Delaware Pooled Tr:REIT Inst] Cl — Sold

Dodge & Cox Intl Stk Fd — None — Sold (part)

Dodge & Cox Intl Stk Fd — Sold (part)

Dodge & Cox Intl Stk Fd — Sold

Ford Mtr Co Del Com — Int/Div — Sold (part)

Ford Mtr Co Del Com — Sold (part)

Ford Mtr Co Del Com — Sold

Harbor Intl Fd Institutional — None — Sold (part)

Harbor Intl Fd Institutional — Sold (part)

Harbor Intl Fd Institutional — Sold

Ishares TR Russell 2000 Growth Index Fd — Int/Div — Sold (part)

Ishares TR Russell 2000 Growth Index Fd — Sold (part)

Ishares TR Russell 2000 Growth Index Fd — prt)

Ishares TR Russell 2000 Growth Index Fd — Sold (part)

Trustee, Trust Account #

Adpunct Professor of Law, College of Law, University of Houston Law Center

Adpnct Professor of Law, South Texas College of Law

Trustee, Trust Account 42

Trustee, Trust Account #3

Agreement — 2012 — College of Law, University of Houston Law Center. I taught Advanced Bankruptcy in the Spring 2012 semester, received $1,200 for teaching this course.

Agreement — 2012 — South Texas College of Law. taught Business Bankruptcy & Reorg in the Spring 2012 semester. received $3,300 for teaching this course.

Agreement — 2013 — In October 2012 1 was granted permission to teach these same two courses in the Spring of 2013, but did not teach po a dik

Liability — Chase Southwest Airlines VISA — Credit Card

Liability — Northwestern Whole Life Insurance ) Policy (see part VIII) — Whole Life Insurance Policy Loan

Reimbursement — Consumer Bankruptcy Attorneys — Seminar or program

Reimbursement — Turmaround Management Association — May 3-4, 2012 — San Antonio, TX — Non-FJC educational seminar or program — meals, transportation and lodging

Reimbursement — Bankruptcy Bar Assocation Southern District of Florida — May 10-13, 2012 — Marco Island, FL — Non-FJC educational SEMinar OF program — meals, transportation, airfare, and lodging

Reimbursement — Umversity of Texas School of : Law — August 8-10, 2012 — Galveston, TX — Non-FJC educational Seminar or program — meals, transportation and lodging

Reimbursement — The Southern District of FL. Inc. — SCIMIEr Or program

Income — 05/17/12 — College of Law, UH Law Foundation - Compensation Adjunct Professor — $1,200.00

Income — 010512 — South Texas College of Law - Compensation Adjunct Professor — S31 300.00

Spouse's income — 2012 — Emplovees Retirement System of Texas « Retirement

A.

B.

C.

D.

Description of Assets

Income during

Gross value at end

Transactions daring reporting period

(including trust assets)

reporting period

of reporting period

0]

2)

n

2

[31]

(5)

Place "(X)" after cach asset

Amount

Type (e.g.

Value

Typeleg,

Identity of

Code |

div, rent.

Code 2

Method

exempt from prior disclosure

bay, sell,

buyer/seller

(AH)

oeint.)

Ur

Code 3

redemption)

(if private

(Q-W)

transaction)

A NN = Gs I I

614

Sold

615. «Dodge & Cox Intl Stk Fd

one

Sold

(part)

Sold

1017/12

(part)

Sold

10417712

E—

(purt)

rT

Sold

A A I

(part)

HI

id

(part)

AH A I

HI

A I A I =

HE

621

old

IE

(part)

A I A I

ii KI 0 —

23

A A I

HI

(A I

HI

25

A I A I =

HE

(RA A I

I

627.

7. «= Ford Mtr Co Del Com

id

(part)

pl]

HE

628

id

rt)

A I =

HE

1. lacome Cain Codes:

A S1L000 0r less

H=$1,001 - $2,500

C=$2501 - $5,000

D=$5,001 - $15,000

E=$15,001 - $50,000

(See Columns BI and D4)

F +$50,001 - $100,000

Gi =$100,001 - $1,000,000

HI “51,000,001 - $5,000,000

H2 “More than $5,000,000

2. Vahse Codes

1 -515.000 or less

K =$15,001 - $50,000

=$50,001 - $100,000

M =$100,001 - $250,000

N=$250,001 « $500,000

O=S500,001 «$1,000,000

P1=S1000001 « $5,000,000

P2 85,000,001 - $25,000,000

(See Columns C1 and D3)

P3=S25,000,00 1 - $30,000,000

2 =More thas $40,000,000

3. Value Method Codes

Q “Appraisal

R ~Cast (Real Esate Only)

“Assessment

T =Cush Market

(See Columa C2)

~Hook Value

NV ~Oxher

W ~Estimiod