# David S. Tatel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16406

## Record

- **Judge:** David S. Tatel
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 10

## Text

Capital One Bank- checking acct — Interest
Starbucks Corp. — Int/Div
Standard & Poors Midcap 400 — Int/Div
Federal Realty Investment Trust — Int/Div
Avalonbay Communities — Int/Div
Suncor Energy Inc — Int/Div
Newport News, VA 5% due 11/1/15 — Interest — Matured
Wisconsin St 4.75% due 5/1/25 — Interest
Spring, TX Indpt Sch 5% due 8/15/33 — Interest
Schwab Advisors Cash Reserves Premier Fund — Int/Div — Buy (add'l)
DFA Emerging Markets Core Equity Portfolio — Int/Div
DFA Emerging Markets Value Portfolio — Int/Div
DFA International Small Cap Value Portfolio — Int/Div
DFA T.A. U.S. Core Equity 2 Portfolio — Int/Div
DFA US Core Equity 2 Portfolio (X) — Int/Div
DFA Short-Term Govt Portfolio (X) — None — Sold
DFA Five-Year Global Fixed Income Portfolio (X) — None — Sold
DFA Inflation-Protected Securities Portfolio (XxX) — None — Sold
DFA Short-Term Extended Quality Portfolio xX) — Int/Div — Sold
Vanguard Short-Term Investment Grade (X) — Distribution — Sold
Simplified Employee Pension Plan (SEP: IRA) — Int/Div
Schwab Advisors Cash Reserve Premier Fund
DFA Actively Hedged Global Fixed Income Portfolio
DFA International Core Equity Portfolio — Sold (part)
Individual Retirement Account — Int/Div
US. Treasury TIPS 2% due 1/15/26
Vanguard S/T Investment Grade Fd
Vanguard Inter Term Corporate Bond Fd
DFA Five Year Global Fixed Income Portfolio
DFA Short Term Extended Quality Portfolio Inst! — Buy (add'l)
DFA Short Term Government Portfolio
DFA Selectively Hedged Global Fixed Income Portfolio — Buy (add'l)
PIMCO Emerging Local Bond Fund
DFA Emerging Markets Core Equity Portfolio
DFA Emerging Markets Small Cap Portfolio — Buy (add'l)
DFA International Core Equity Portfolio — Sold (part)
DFA International Small Cap Value Portfolio
DFA US. Core Equity 2 Portfolio — Sold (part)
See Line 38 — Sold (part)
See Line 3% — Sold (part)
DFA U.S. Small Cap Value Portfolio — Sold (part)
DFA US. Micro Cap Portfolio
DFA Emerging Markets Value Portfolio
Schwab Advisors Cash Reserve Premier Fund
Templeton Global Bond Fund — Buy
Vanguard Total International Bond ETF — Buy
Vanguard Short-Term Inflation-Protected Securities ETF — Buy
Vanguard Emerging Markets Government Bond ETF — Buy
Life Insurance- Massachusetts Mutual Lite Insurance — Int/Div
Rental property, Rappahannock County, VA (8/296 S86.600) — Rent
Maryland College Savings Plan T. Rowe Price Balanced Port (no control) — None — Buy (add'l)
Seeline S — Sold (part)
See line S — None — Buy (add'l)
SeelineS! — None — Buy (add'l)
See Line S51 — Sold (part)
See Line 51 — None — Buy (add'l)
See line S — Sold (part)
See Line 51 — None — Buy (add'l)
See Line 51 — Sold (part)
See Line 51 — None — Buy (add'l)
See Line 51 — Sold (part)
See Line 51 — None — Buy (add'l)
See Line 51 — Sold (part)
See Line SI — None — Buy (add'l)
See lLmme SI — Sold (part)
USAA checking & savings accounts — None — Closed
Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None — Buy (add'l)
See Line 67 — None — Buy (add'l)
See Line 67 — None — Buy (add'l)
Se¢e Line 67 — None — Buy (add'l)
See Line 67 — None — Buy (add'l)
See Line 67 — None — Buy (add'l)
Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None — Buy
Reimbursement — Spencer Foundation, Chicago, IL — 1724/13 — Los Angeles, CA — Attend Retreat — Aartare, Meals, Local Transportation
Reimbursement — The National Academies, Washington, D.C. — 5/12/13-5/14/13 — Washington, D.C — Committee Meetings — Meals, Parking, Local Transportation
Reimbursement — Spencer Foundation, Chicago, IN — 10/23/13 10024/13 — Chicago, IL — Attend Lecture & Board Meeting — Aarfare, Meals, Local Transportation
Reimbursement — National Academy of Sciences, Washington, D.C — 118131171913 — Washmgton, D.C — Commuttee Meetings — Local Transportation
Reimbursement — NOPE AE sf RN RAS. International Law. Washington, D.C. — RR EAT A OT AR et Ah SH
Spouse's income — 2013 — Self-bEmploved (education consultant)
Part VII Investements and Trusts

Note |= Items 15-20 were inherited from estate #1

Note 2- Filer made contributions to 8 Maryland College Savings Plan accounts. He also rolled over a portion of 7 of these accounts to accounts with the Nevada

College Savings Plan

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16406. Public record. Not legal advice.
