James L. Robart

2014Annual

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Pull out the substance of this filing.

What was filed

  • 75

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 14

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Note # Section vil
  • Whitman College
  • Foundation #
  • Bank of America
  • Institute
  • Waseda University
  • Lmiversity of Southern } California
  • GPO and Munich Techmical University
  • American Conference Institute
  • Association
  • California Bar Association IP Section
  • GPO/Munich IP Lawyers/ TUM
  • Owners Association
  • University of Texas School of Law
  • Cravath, Swam & Moore
  • Pamtings sold for cash.

As filed

Key Bank — Interest

Key Bank — Interest

Oak Harbor, WA Island Cnty Rental Property (2014 - $200,000) — Rent

Bank of Washington Common Stock — None

BROKERAGE ACCOUNT #1

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

Schwab Money Fund — Interest

Silver Standard Common Stock — None — Sold

Gabriel Technologies Corp. — None — Note # Section vil

MSCI Em. Mkts 1-Shares — Int/Div

MSC! EAFE Index Fund — Int/Div

S&P 600 1-Shares — Int/Div — Sold (part)

Vanguard REIT Fund — Int/Div

S&P S00 Shares — Int/Div

Boston Priv. Fin, Hldg — Int/Div

Chevron Common Stock — Int/Div

Vanguard GNMA Mutual Fund — Int/Div — Sold

BROKERAGE IRA #)

MSCI EAFE Index -Shares — Int/Div

S&P Small Cap 600 [Shares — Int/Div

GE Capit. Notes — Interest — Matured

S&P 500 1-Shares — Int/Div

Schwab Money Fund — Interest

Capmark Bank CD — Interest — Matured

SallieMae Bank CD — Interest — Sold (part)

LS. TIPS — Interest — Sold (part)

LS. TIPS — Buy (add'l)

Vanguard REIT — Int/Div

Emrg. Mkt -Share — Int/Div

General Mills Notes — Interest

Bank of America Notes — Interest

Morgan Stanley Notes — Interest

CISCO Systems Note — Interest

Discover Bank CD — Interest

Goldman Sachs Notes — Interest

Pfizer Notes — Interest

GE Cap. Bank CD — Interest

Goldman Sachs BK CD — Interest

Conoco Phillips Notes — Interest

GE Cap Retanl CD — Interest

J.P. Morgan Chase — Interest — Buy

Amercan Express Bank CD — Interest — Buy

Synchrony Bank CD — 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 500 1-Shares — Int/Div

MSC! Em. Mkts Share — Int/Div

S&P Small Cap 600 Shares — Int/Div

IBM — Int/Div

Vanguard REIT — Int/Div

FOUNDATION 21

Boeing Common Stock — Int/Div — Donated

Exxon Mobil Common Stock — Int/Div — Donated

IBM Common Stock — Int/Div — Donated

IM Common Stock — Int/Div — Donated

RBC Prime Money Fund — Int/Div

Keeley Sm. Cap. Fund — Int/Div — Donated

Russell Emerg. Mkts FD — Sold

Eaton Vance Strag Income FD — Interest — Donated

Pimco Bd. Fund — Interest — Donated

LP. Morgan Strag Income Bd. Fund — Interest

Praxair — Int/Div — Donated

IShares Med Devices — Int/Div — Donated

IShares Tech Index — Int/Div — Donated

IShares Consumer Serv Index — Int/Div — Donated

LP. Morgan Large Cap Fund — Int/Div — Donated

Pimco All Assets Fund — Int/Div — Donated

Primicipal Mid-Cap Fund — Int/Div

Henderson Gib. Equ. — Int/Div — Donated

Vanguard Intl. Tax Managed Fund — Int/Div

TMB Tech. Corp. — None

Builders Capital Part — Int/Div

Trustee Ementus, Whitman College

Trustee, Foundation #

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Liability — Whitman College — Multi-year pledge

Reimbursement — Institute — Long Term Care Conference — and Parking

Reimbursement — Waseda University — February 26 -March 2,2014 — Tokyo, Japan — FRAND Patents — Airfare, Lodging, Transportation, and Parking

Reimbursement — Lmiversity of Southern } California — March 17-19, 2014 — Los Angels, California — IP Institute — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — GPO and Munich Techmical University — March 24-28. 2014 — Bonn, Germany — Patent Law — Aurfaire, Lodging, Food. Transportation, and Parking

Reimbursement — American Conference Institute — March 31- April 2014 — Philadelphia, Peonsyivania — Bad Faith Litigation — Airfare, Lodging, Transportation, and Parking

Reimbursement — Association — hee Wo NY ve — Issues and Regulatory Compliance — Parking

Reimbursement — American Conference Institute — May 29-30, 2014 — New York, New York — Wage & Hour Claims Conference — Aarfarre, Lodgmg, I'ransportation, and Parking

Reimbursement — California Bar Association IP Section — June 6-7, 2014 — Sunta Barbara. California — FRAND Patents — Aurfaire, Lodging, Food, Transportation, and Parking

Reimbursement — GPO/Munich IP Lawyers/ TUM — June 24-28, 2014 — Munich, Germany — SEP Patent Infringement — Airfaire, Lodging, Food, Transportation, and Parking

Reimbursement — Owners Association — September 7-9, 2014 — Vancouver, British Columbia, Canada — Trademark and [P Litigation — Lodging, Food, Transportation, and Parking

Reimbursement — American Conference Institute — September 22-23, 2014 — Dallas, Texas — Residential Mortgage Litigation — Airfare, Lodging, Transportation, and Parking

Reimbursement — American Conference Institute — October 27-28. 2014 — New York, New York — ERISA Linganon & Insurnace Allocation — Airfaire, Lodging, Transportation, and Parking

Reimbursement — University of Texas School of Law — November 4-7, 2014 — Austin, Texas — Advanced Patent Law Institute — Airfaire, Lodging, Food, Transportation, and Parking

Reimbursement — Cravath, Swam & Moore — December 3.5, 2014 — New York, New York — 1P CLE — Airfare, Lodging, Food, Transportation, and Parking

Spouse's income — 2014 — Pamtings sold for cash.

1. Registration revoked by SEC (1/29/2014). Written off as worthless.

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