David S. Tatel

2018Annual

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What was filed

  • 57

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Judicial Center
  • American Society of Intemational Law
  • National Academy of Sciences
  • Associated Universities, Inc
  • Stanford Umiversity, Stanford, CA
  • National Academy of } Sciences, Washington, D.C
  • Nantonal Academy of g Sciences, Washington, D.C
  • Amencan Philosophical Society, Philudelphia, PA
  • National Academy of Sciences, Washington, D.C

As filed

Capital One Bank — Interest

Starbucks Corp. — Int/Div

Standard & Poors Midcap 400 — Int/Div

Federal Realty Investment Trust — Int/Div — Sold (part)

Avalonbay Communities — Int/Div

Spring, TX Indpt Sch 5% due 8/15/33 — Interest — Redeemed

Schwab Advisors Cash Reserves Premier Fund — Int/Div — Sold (part)

See Line 7 — Sold (part)

SeelLine? — Sold (part)

See Line? — Buy (add'l)

SeelLine? — Buy (add'l)

SeelLine? — Sold (part)

SeelLine? — Buy (add'l)

See Line? — Sold (part)

DFA International Small Cap Value Portfolio — Int/Div

DFA T.A. U.S. Core Equity 2 Portfolio — Int/Div — Sold (part)

DFA US Core Equity 2 Portfolio — Int/Div — Buy (add'l)

United Therapeutics Corp — None

Solaredge Tech — None

DFA International Core Equity Portfolio — Int/Div

DFA Muni Real Return Portfolio Inst — Int/Div — Buy (add'l)

First Solar Inc — None — Buy (add'l)

Simplified Employee Pension Plan (SEP IRA)

Schwab Advisors Cash Reserve Premier Fund — Int/Div — Sold (part)

DFA Selectively Hedged Global Fixed Income Portfolio — Int/Div — Sold (part)

DFA International Core Equity Portfolio — Int/Div — Buy (add'l)

See Line 26 — Buy (add'l)

See Line 26 — Buy (add'l)

Individual Retirement Account

LS. Treasury TIPS 2% due 1/15/26 — Interest

Vanguard S/T Investment Grade Fd — Int/Div

Vanguard Inter Term Corporate Bond Fd — Int/Div

DFA Five Year Global Fixed Income Portfolio — Int/Div

DFA Selectively Hedged Global Fixed Income Portfolio — Int/Div

PIMCO Emerging Local Bond Fund — Int/Div

DFA Emerging Markets Core Equity Portfolio — Int/Div

DFA Emerging Markets Small Cap Portfolio — Int/Div

DFA International Core Equity Portfolio — Int/Div

DFA International Small Cap Value Portfolio — Int/Div

DFA US. Core Equity 2 Portfolio — Int/Div — Sold (part)

DFA U.S. Small Cap Value Portfolio — Int/Div — Sold (part)

See Line 41 — Sold (part)

DFA U.S. Micro Cap Portfolio — Int/Div

DFA Emerging Markets Value Portfolio — Int/Div

Schwab Advisors Cash Reserve Premier Fund — Int/Div

Templeton Global Bond Fund — Int/Div

Vanguard Total International Bond ETF — Int/Div

Vanguard Short-Term Inflation-Protected Securities ETF — Int/Div

Vanguard bmergmg Markets Government Bond ETF — Int/Div

United Therapeutics — None

DFA Targeted Credit Portfolio — Int/Div

MassMutual Life- whole life insurance policy — Int

Rental property, Rappahammock County, VA (8/2/96 S86.600) — Reat

Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None

Nevada College Savings Plan Vanguard Income Portfolio (no control) — None

Nevada College Savings Plan Vanguard Conserv Grwth Port (no control) — None

Nevada College Savings Plan Vanguard Growth Portfolio (no control) — None

Board Member, Federal Judicial Center

Member of Judicial Advisory Board, American Society of Intemational Law

Co-Chair, Committee on Science, Technology, and Law, National Academy of Sciences

Board Member, Associated Universities, Inc

Reimbursement — Stanford Umiversity, Stanford, CA — 2T/18-29/18 — Stanford, CA — Judge Law School Moot Court — Aartare, Local Transportation, Meals

Reimbursement — National Academy of } Sciences, Washington, D.C — J/14/18-3/1 7/18 — Pasadena, CA — Attend Committee Meeting — Airfare, Local Transportation, Meils, Lodging

Reimbursement — Nantonal Academy of g Sciences, Washington, D.C — 2 18-6/9/18 — London, UK — Attend Royal Society's Seminar on Science & Law — Airfare, Train fare, Local Transportation, Meals, Lodging

Reimbursement — Amencan Philosophical Society, Philudelphia, PA — T/IRNK-T/I918 — Philadelphia, PA — Record promotional video — Tram fare, Local Transportation, Meals

Reimbursement — National Academy of Sciences, Washington, D.C — 1/S/18 — Washington, D.C — Attend Committee Meeting — Local Transportation

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 S. Tatel | Frix