David T. Thuma

2011Initial

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • PBSWP, LLC, a New Mexico limited hability company (family LLC)
  • Conference
  • Salary from Thuma & Walker, P.C.. former law firm
  • Distributions from Thuma & Walker, P.C.. former law firm
  • Dividend from Thums & Walker, P.C., former law firm,

As filed

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Admiral Treasury Money Market Fund — Int/Div

Vanguard Balanced Index Fund Admiral Shares — Int/Div

Vanguard Tax-Exempt Money Market Fund — Int/Div — Sold (part)

Vanguard Inflation-Protected Securities Fund Admiral Shares — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Balanced Fund Admiral Shares — Int/Div

Vanguard Energy Fund Investor Shares — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Tax-Managed Balanced Fund Admiral Shares — Int/Div

Vanguard Precious Metals and Mining Fund — Int

Vanguard Target Retirement 2025 Fund — Int/Div

Vanguard Total Stock Market Index Fund Inv. Shares — Int/Div

Vanguard Admiral Treasure Money Market Fund — Int./y

Vanguard Balanced Index Fund Admiral Shares — Ine

Fidelity Select Materials Mutual Fund — Int/Div

Vanguard Short Term Bond Fund — Int/Div

Vanguard Precious Metals Fund — Int/Div

Vanguard Inflation-Protected Securities Fund — Int/Div

Vanguard Prime Money Market Fund — Int/Div

Vanguard Target Retirement 2030 Fund Investgor Shares — Int/Div

1 Ameritrade Money Market Portfolio Class A — Int/Div

Vanguard Inflation-Protected Securities — Int/Div

TD Ameritrade FDIC Insured Money Market Account — Int/Div

Oppenheimer NM Education Plan (529) Conservative Portfolio — Int/Div

Oppenheimer Educ. Plan (529) Ultra Conservative Portfolio — Int/Div

PBSWP, LLC — Rent — Open

Wells Fargo Checking Account — Int/Div

Wells Fargo Savings Account — Int/Div

1D Ameritrade FDIC Insured Money Market Account — Int/Div

Exxon common stock — Int/Div

Member and manager, PBSWP, LLC, a New Mexico limited hability company (family LLC)

Agreement — 6/1995 — Jacobvitz, Thuma & Matthews 401k profit-sharing plan with former law firm, no control

Reimbursement — Conference — Bankruptcy Judge's Conference

Income — 2012 — Salary from Thuma & Walker, P.C.. former law firm — $391,615.00

Income — 2012 — Distributions from Thuma & Walker, P.C.. former law firm — S108.857.00

Income — 2012 — Dividend from Thums & Walker, P.C., former law firm, — $22.000.00

PBSWP, LLC is a family owned LLC created to hold 54 acres of farm land in Hendricks County, Indiana. The land was purchased in May, 2012 from the Evelyn

Thomas Revocable Trust. The purchase price was $383,000. PBSWP rents the land to a unrelated tenant farmer (Searcy Farms, LLC). The income reported is

net of expenses,

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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