David L. Horan
2018Annual
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What was filed
27
investments
4
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Federal Bar Assocution, Dallas Chapter
- Magistrate Judges Advisory Group (Administrative Office of the U.S. Courts)
- Life Insurance Trust #1 (unfunded trust)
- Leigha Simonton Horan
- Chase Bank
- Jones Day (former Law Firm) nontaxable - return of tax retainer
As filed
Bank of America — Interest
Brokerage Account #1 (H)
Morgan Stanley Bank N.A — Interest
Brokerage Account #2 (529 Plan) (H)
Legg Mason Scholars Choice Age Based — Interest
Capital One 360 Accounts — Interest
Chase Accounts — Interest
Discover Checking — Interest
IRA #1-Chase
American Funds New Perspective Fund Class A — Int/Div
American Funds Washington Mutual Investors Fund Class A — Int/Div
IRA #2-M Stanley #116739
Amencan Funds Bond Fund of America Fl — Int/Div
American Funds Investment Co of Amenca Fl — Int/Div
American Funds New Perspective Fund F1 — Int/Div
Amencan Inv Co of Amer A — Int/Div
American New Perspective A — Int/Div
Blackrock GLB Long/Short Eq A — Int/Div
Blackrock Global Div Port A — Int/Div
Clearbridge Aggressive Gwth A — Int/Div
Citibank N.A. Morgan Stanley Bank N.A — Interest
Roth IRA #1-M Stanley #116768
Cash Morgan Sunley Bank — Interest
Blackrock Global Allocation A — Int/Div
Blackrock Multi-Asset Inc A — Int/Div
State Farm Universal Life Policy #1 — Interest
State Farm Universal Life Policy #2 — Interest
Board Member, Federal Bar Assocution, Dallas Chapter
Member, Magistrate Judges Advisory Group (Administrative Office of the U.S. Courts)
Trustee, Life Insurance Trust #1 (unfunded trust)
Power of Attorney, Leigha Simonton Horan
Liability — Chase Bank — Credit Card
Income — 12/312018 — Jones Day (former Law Firm) nontaxable - return of tax retainer — S13.60992
Life Insurance Trust #1 is unfunded
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