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.

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Dale A. Kimball | Frix