James L. Robart

2016Annual

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 14

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitman College
  • Bank of America
  • American Conference Institute
  • Newman Inn of Court
  • Institute
  • Owners Association
  • American Contrence Institute
  • Taiwan Patent Law Society
  • Association of Corporate Counsel
  • Sedona Conference
  • American Conterence Institute
  • Univesity.
  • Pamtings sold for cash.

As filed

Key Bank — Interest

Key Bank — Interest

Oak Harbor, WA Island Cnty Rental Property (2016 - $200,000) — Rent

Bank of Washington Common Stock — None

BROKERAGE ACCOUNT #1

Starbucks Common Stock — Int/Div — Sold (part)

Schwab Money Fund — Interest

MSC! Em. Mkts 1-Shares — Int/Div

MSC! EAFE Index Fund — Int/Div

S&P 600 1-Shares — Int/Div

Vanguard REIT Fund — Int/Div

S&P S00 Shares — Int/Div

Boston Priv. Fin. Hldg — Int/Div

Chevron Common Stock — Int/Div

BROKERAGE IRA #)

MSC EAFE Index -Shares — Int/Div

S&P Small Cap 600 Shares — Int/Div

S&P 500 1-Shares — Int/Div

Schwab Money Fund — Interest

US. TIPS — Sold (part)

US. TIPS — Buy (add'l)

Vanguard REIT — Int/Div

Emrg. Mkt I-Share — Int/Div

Bank of America Notes — Interest

CISCO Systems Note — Interest — Matured

Discover Bank CD — Interest — Matured

Goldman Sachs Notes — Interest

Pfizer Notes — Interest

GE Cap. Bank CD — Interest

Goldman Sachs BK CD — Interest — Matured

Conoco Phillips Notes — Interest

LP. Morgan Chase — Interest

Amercan Express Bank CD — Interest

Synchrony Bank CD — Interest

Amgen Notes — Interest

BP Capt. Mks — Interest

General Electric Note — Interest — Buy

Toyota Auto Receiv — Interest — Buy

Verizon Comm. Note — Interest — Buy

BROKERAGE IRA #2

Janus Balanced Mut, Fund — Int/Div

T.R. Price New Asia Mut. Fund — Int/Div

Schwab Money Fund — Interest

MSC! EAFE Index Fund — Int/Div

S&P S00 1-Shares — Int/Div

MSCI Em. Mkts Share — Int/Div

S&P Small Cap 600 Shares — Int/Div

IBM — Int/Div

Vanguard REIT — Int/Div

Vanguard Intl. Tax Managed Fund — Int/Div

TMB Tech. Corp — None

Builders Capital Part — Int/Div

Boeing Employees Credit Union — Interest

Trustee Ementus, Whitman College

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Liability — Whitman College — Multi-year pledge

Reimbursement — American Conference Institute — January 26-27, 2016 — Miami, Florida — Consumer Finance Class Actions & Litigation CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — American Conference Institute — April 11-12, 2016 — New York, New York — Defending and Managing Class Actions CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Newman Inn of Court — April 19,2016 — Alexandna, Virgina — IP Law Conference — Lodging, Food, and Parking

Reimbursement — Institute — Litigation and Regulatory Enforcement — and Parking

Reimbursement — Owners Association — May 23.24, 2016 — Palo Alo, California — IP «- FRAND CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — The International Reach of Patents — Ta nh Lm kr Ply ny THEN

Reimbursement — American Contrence Institute — September 13-16, 2016 — Boston, Massachusetts — Litigating Disability Insurance Claims CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Institute — Ses SN) LUEATS mt) nT 2016 — A SLC SEAT J. dd Litigation & Regulatory Enforcement — SR WI li rt J ity So Si ibis lait 4 and Parking

Reimbursement — Taiwan Patent Law Society — October 1-6, 2016 — Tarwan, Republic of China — U.S. Patent Law Conference — Airfaire, Lodging, Food, Transportation, and Parking

Reimbursement — Association of Corporate Counsel — October 17, 2016 — San Francisco, Calbirofmia — Supreme Court Decisions Pancl — Airfaire, Lodging, Food, Transportation, and Parking

Reimbursement — Sedona Conference — October 24-25, 2016 — Waushmgton, DC — The 16th Annual Sedona Conference on Patent Law — Aarfarre, Lodgmg, Food. Transportation, and Parking

Reimbursement — American Conterence Institute — October 27-28. 2016 — New York, New York — 13th National Forum on ERISA Litigation — Airtaire, Lodging, Food, Transportation, and Parking

Reimbursement — Univesity. — Department Consent Decrees

Reimbursement — American Conference Institute — November 30- December 1.2016 — Philadelphia, Pennsylvania — Insurance Coverage & Extra-Contractual Dipsutes — Airfaire, Lodging, Food, Transportation, and Parking

Spouse's income — 2016 — Pamtings sold for cash.

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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James L. Robart | Frix