Dale A. Kimball
2015Annual
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Pull out the substance of this filing.
What was filed
4
investments
7
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Fellow of the Amencan Bar Foundation
- Utah Chapter, Federal Bar Association
- American Inn of Court
- American Bar Assocation
- Federal Judges’ Association
- Judicial Council on Criminal Law
- Utah State Bar Committee on New Lawyer Tramimng/Mentoring
- National Federal Bar Association
- J. Reuben Clark Law School, Brigahm Young University, ad junct professor
As filed
Draper Irrigation (Water Pro, Inc.) — None
BioMeridian Corp. (see VIII) — None
Pension Plan & Profit Sharing Plan (see vIn — istnibution
Parcel of real estate - Draper City, Salt Lake County, UT — None
Member, Fellow of the Amencan Bar Foundation
Director, Utah Chapter, Federal Bar Association
Master of the Bench, American Inn of Court
Member, American Bar Assocation
Member, Federal Judges’ Association
Member, Judicial Council on Criminal Law
Member, Utah State Bar Committee on New Lawyer Tramimng/Mentoring
Reimbursement — National Federal Bar Association — September 10-12, 2015 — Salt Lake Caty, Utah — FBA Natwonal Convention — partial reimbursement of registration tees
Income — 2015 — J. Reuben Clark Law School, Brigahm Young University, ad junct professor — $12,000.00
Part 11. The Retirement Plan is managed by Charles Schwab & Co.
ASSET ALLOCATION and ACCOUNT VALUE
Non Liquidated Self Directed Assets 32%
Stocks and Funds 36%
LARGE COMPANY 20%
American Funds Washington Mutual RS
BlackRock Equity Dividend Inst
JPMorgan Large Cap Groth RS
MainStay Large Cap Growth |
SMALL/MID COMPANY 3%
American Beacon Small Cp Val Inst
Oak Ridge Small Cap Growth |
INTERNATIONAL/GLOBAL 10%
American Funds Europacific Growth R
Columbia Acorn International Z
Franklin Mutual Global Discovery Z
Oppenheimer Developing Markets Y
SPECIALTY/SECTOR 3%
Virtus Reul Estute Securities |
BONDS & BOND FUNDS 18%
JPMorgan Core Bond Select
Prudential Total Return Bond Z
CAPITAL PRESERVATION FUNDS 14%
Invesco Stable Val Trust CF
Part VII. Investments and Trusts: A-2 - worthless, written off for tax purposes in 2004
Part VIL Investments and Trusts: A-3 - continued. No control except for the interst the Retirement Plan owns for me in Mt. Jordan, a Limited Partnership
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.