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),
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