David W. Hercher

2018Annual

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Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • CREF
  • Plan Management
  • Federal Bar Association, Oregon Chapter
  • Chase Bank
  • US. Department of Education
  • Oregon State Bar
  • Mt. Hood Community College: teaching salary

As filed

Bank of America : checking acount — None

Harttord Funds : Growth Opportuities Fd-A (mutual fund) — Int/Div

Key Bank : IRA cash equivalent — Interest

Northwestern Mutual Life Insusrance Company (H)

Access Fund cash account — Interest

Adstable Comphiife #1 — Int/Div

Adjustable Complife #2 — Int/Div

Adjustable Complife #3 — Int/Div

65 Life Policy — Int/Div

Whole Life policy — Int/Div

Oregon College Savings Plan (H)

Aged Based Portfolio 18 and Over — None — Redeemed — CREF

FDIC Guaranteed Portfolio — Interest — Buy — Plan Management

Oregon Public Employees Retirement System Retirement — Interest

Standard Insurance Company (H)

Dodge & Cox Balanced (mutual fund) — Int/Div

T.Rowe Price Retire 2040 (mutual fund) — Int/Div

US Agencies FCU : Share account — Interest

U.S. Bank National Association : Checking account — Interest

Director, Federal Bar Association, Oregon Chapter

Liability — Chase Bank — Credit-card account

Liability — US. Department of Education — Student loan

Reimbursement — Oregon State Bar — 1218.4 14/18 — Secattle, WA — Northwest Bankruptcy Institute (speaker) — Tuition, lodging, dinner for filer and spouse, and parking

Spouse's income — 2018 — Mt. Hood Community College: teaching salary

Part VII (H)

« Miller Nash Graham & Dunn LLP © law-firm capital account does not appear in this 2018 report because it was fuilly distributed in the distributions listed in the

2017 report.

- Oregon College Savings Plan : Aged Based Portfolio 18 and Over and FDIC Guaranteed Portfolio: the redemption and purchase transactions reflect the transtion

of that plan's custodian from TIAA CREF to Sumday Plan Management.

- Standard Insurance : T.Rowe Price Retire | 2040 | (mutual fund) and Dodge & Cox Balanced (mutual fund) are held through Miller Nash Graham & Dunn LLP

401(k) Plan & Trust, for which trustee is Charles Schwab Bank.

= U.S. Bank National Association : Savings account, which appeared in the 2017 report, does not appear in this 2018 report because at 12/31/18 its balance was

less than $1,000 (but not zero), and in 2018 it generated income less thin $200 (but not zero),

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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David W. Hercher | Frix