Mark X. Mullin

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • see Part Il In 2
  • Tarrant County Bankruptcy Bar
  • Tid Ie
  • Chapter 13 Semmar
  • Nanonal Conference of Bankruptcy Judges

As filed

Cisco Systems, Inc. Common Stock — Int/Div

AMG Managers Cadence Mid Cap-Iny — Int/Div

Mass Investors Growth Stock Fund-A — Int/Div

Putnam Growth & Income-A — Int/Div

Putmam Intemational Value-A — Int/Div

Invesco American Franchise Fund-Class A. VAFAX — Int/Div

Minnesota Life - Adjustable Life Insurance — Int/Div

Bank of America - Cash Account — None

Ameriprise Brokerage Account - AIMMA. tax qualified Retirement Account — Int/Div — Buy (add'l) — see Part Il In 2

Western Core PL Bond — Int/Div

Santa Barbara DG — Int/Div

Lazard IA — Int/Div

Federated SV — Int/Div

Kavne Andrsn RDNK SC — Int/Div

Mutual Fund - ACMVX - American Century Mid Cap Value CL — Int

Mutual Fund - BSIIX - Blackrock Strategic Income Opptys Instl CL — Int/Div

Mutual Fund - CZMVX Multi MGR Value Strategies CL Z — Int/Div

Mutual Fund « CTRZX - Multi MGR Total Return Bond Strategies CL Z — Int/Div

Mutual Fund - CZMSX - Multi Manager Small Cap Equity Strategies CL Z — Int/Div

Mutual Fund - CZMGX Multi Manager Small Cap Equity Strategies CL Z — Int/Div

Mutual Fund - CDAZX Multi Manager Directional Alt Strategies CL Z — Int/Div — Sold

Mutual Fund MINIX MFS Int] Value CL — Int/Div — Sold

Mutual Fund MENX MFS Value CL — hy

Mutual Fund - OIGYX Oppenheimer Intl GrowthCLY — Int/Div — Sold

Mutual Fund - NFRIX Nuveen Symphony Floating Rate Income CL 1 — Int

Mutual Fund - DEUIX Delaware U S Growth Instl CL — Int/Div

Mutual Fund - EMGNX Wells Fargo Emerging Markets Equity Inst CL — Int/Div

Mutual Fund - CMIEX Multi Manager Intl Equity Strategies Inst] CL — Int/Div — Buy

Agreement — 2014 — Haynes and Boone LLP Partners’ Retirement Plan (frozen), no control

Agreement — 2015 — Haynes and Boone Partners’ Cash Balance Plan, no control (rolled over to Ameriprise Brokerage Account on 6-4-2018 «= See Part VII Line 9).

Reimbursement — Tarrant County Bankruptcy Bar — February 26, 2018 — Fort Worth, Texas — Speaker at lunch meeting — Lunch

Reimbursement — Tid Ie — Bkr Section International Seminar

Reimbursement — Chapter 13 Semmar — rl, ER SAP FREE COR DFW Area Chapter 13 Seminar

Reimbursement — Nanonal Conference of Bankruptcy Judges — October 28-31, 2018 — San Antonio, Texas — Attend NCBJ Meetings — Hotel

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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Mark X. Mullin | Frix