Michael G. Williamson

2018Annual

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What was filed

  • 29

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 10

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Stetson University College of Law
  • West Services, Inc. (Publisher)
  • Capital One
  • SunTrust Bank
  • American Bankruptcy Institute
  • RICORE Investment d Management, Inc,
  • The Flonda Bar
  • Central Florida Bankruptcy } Law Association
  • Jacksonville Bankruptcy Bar Association
  • National Conference of Bankruptcy Judges
  • The Florida Bar
  • West Services, Inc -Rovalties from Bankruptcy Law Manual
  • State of Florida

As filed

Schwab-Joint Tenants Account (H)

Money Market — Interest

Schwab IRA (H)

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

DFA Emerging Markets Value Portfolio — Int/Div — Sold (part)

DFA Two Year Global Fixed Income Portfolio — Int/Div — Sold (part)

DFA US Large Co. Portfolio — Int/Div — Sold (part)

DFA US Large Cap Value Portfolio — Int/Div — Sold (part)

DFA US Large Cap Value Portfolio — Buy (add'l)

DFA US Micro Cap Portfolio — Int/Div — Sold (part)

DFA US Small Cap Value Portfolio — Int/Div

Pimco High Yield Spectrum Inst! — Int/Div — Sold

DFA Intl Vector Eqty Port — Int/Div

DFA International Core Equity Portfolio — Int/Div — Sold (part)

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

DFA Global Real Estate Securities Portfolio — Int/Div — Buy (add'l)

DFA Global Real Estate Securities Portfolio — Sold (part)

DFA Global Real Estate Securities Portfolio — Buy (add'l)

DFA Short Term Extended Quality Port Inst! — Int/Div — Buy (add'l)

DFA Short Term Extended Quality Port Inst! — Sold (part)

Vanguard Inflation Protected Secs Adm Shr — Int/Div

DFA Short Duration Real Return Port Inst — Int/Div — Buy (add'l)

DFA Short Duration Real Return Port Inst — Sold (part)

DFA Inter Term Extended Quality Port Inst C1 — Int/Div — Buy (add'l)

DFA Inter Term Extended Quality Port Inst C1 — Sold (part)

Vanguard Mortgage Backed Sec Index Admiral — Int/Div

Sunrust bank accounts — Interest

Smart 529 College Savings Plan-21 (H)

Aggressive Growth Portfolio D — None

Adpunct Professor, Stetson University College of Law

Co-Author of Bankruptcy Law Manual, West Services, Inc. (Publisher)

Agreement — 5/20:2013 — Adjunct Professor, Stetson University College of Law: Teach bankruptcy course one semester per year beginning Spring 2014 (January-April)

Agreement — 1432 — Co-Author of Bankruptcy Law Manual published by West Services, Inc. Prepare annual updates.

Liability — Capital One — Credit Card

Liability — SunTrust Bank — Unsecured Line of Credit

Reimbursement — American Bankruptcy Institute — January 18-19, 2018 — Tampa, FL — Seminar Panelist — Meals

Reimbursement — RICORE Investment d Management, Inc, — March S.6, 2018 — Fort Lauderdale, FL — Semmar Speaker — Transportation, lodging, meals

Reimbursement — The Flonda Bar — March 21-25, 2018 — Cartagena, Colombia — Busmess Law Section Executive Council Retreat — Transporation, lodging, meals

Reimbursement — Business Law Section Spring Meeting — BF ET WAT Me Ty Fad LAO, BE ANE didi

Reimbursement — Central Florida Bankruptcy } Law Association — May 16-17, 2018 — Orlando, FL — Seminar Speaker/Panelist — Transportation, lodging, meals

Reimbursement — Commitee & bExecunve Council Meetings — em ad Pr an nL Rd RT TR a re a

Reimbursement — Jacksonville Bankruptcy Bar Association — August 16-17, 2018 — Ponte Vedra Beach. FL — Semmar Panelist — Transportation, lodging, meals

Reimbursement — 3.2008 — pili Mii SER ri alah — Committee & Executive Council Meetings — es A re Fr ya

Reimbursement — National Conference of Bankruptcy Judges — October 27- November 4. 2018 — San Antonio, TX — Annual Conference — Lodging

Reimbursement — The Florida Bar — November 8-9, 2018 — Miami, FL — Seminar Panelist — Transportation, lodging, meals

Income — 2018 — West Services, Inc -Rovalties from Bankruptcy Law Manual — SI7T916.18

Spouse's income — 2018 — State of Florida

Part ILA: | did not teach a class at Stetson University College of Law during calendar year 2018.

Part IILA.: Royalties do not constitute outside earned income, pursuant to Section 3(b)5) of the Judicial Conference Regulations on Gifts, Outside Earned Income,

Honoraria and Employment.

Part VI, Line 1: The balance on the Capital One credit card was below the reporting threshold at the end of the reporting period for 2017, and thus was not included

in the report for that year.

Part VI, Line 2: The balance on the Suntrust Bank line of credit did not meet the reporting threshold in 2017, and thus was not included in the report for that year.

Part VII: Phoenix Universal Life Ins (H) [Part VIL, Lines 3-5 of 2017 Report] is not listed in this report because it was redeemed 10/30/17.

Part VII: MFS IRA (H) [Part VII, Lines 6-7 of 2017 Report] is not listed in this report because it was fully distributed 12/14/17

Part VII, Line 28: Amended the header to delete the identity of a relative by relationship.

Part VII, Line 29: Amended Column B(2) to add “None.”

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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Michael G. Williamson | Frix