Ask Donna

Pull out the substance of this filing.

What was filed

  • 51

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Judicial Center
  • American Society of International Law
  • National Academy of Sciences
  • Associated Universities, Inc.
  • The Annenberg Foundation Trust
  • University of California, Berkeley
  • American Philosophical Society
  • Green Bank Observatiory
  • Chicago Lawyers' Committee for Civil Rights Under Law
  • National Academy of Sciences, Washington, D.C.

As filed

Capital One Bank — Interest

Starbucks Corp. — Dividend

Standard & Poors Midcap 400 — Dividend

Federal Realty Investment Trust — Dividend

Avalonbay Communities — Dividend

Charles Schwab Bank — Interest

DFA International Small Cap Value Portfolio — Dividend

DFA T.A. U.S. Core Equity 2 Portfolio — Dividend

DFA US Core Equity 2 Portfolio — Dividend

United Therapeutics Corp. — None

Solaredge Tech — None

DFA International Core Equity Portfolio — Dividend

DFA Muni Real Return Portfolio Inst — Dividend

First Solar Inc. — None

Simplified Employee Pension Plan (SEP- IRA) (H)

Charles Schwab Bank — Interest

DFA Selectively Hedged Global Fixed Income Portfolio — Dividend — Sold (part)

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

See Line 18 — Buy (add'l)

See Line 18 — Buy (add'l)

See Line 18 — Buy (add'l)

Individual Retirement Account (H)

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

Vanguard S/T Investment Grade Fd — Dividend

Vanguard Inter Term Investment Grade Fd — Dividend

DFA Five Year Global Fixed Income Portfolio — Dividend

DFA Selectively Hedged Global Fixed Income Portfolio — Dividend

PIMCO Emerging Local Bond Fund — Dividend

DFA Emerging Markets Core Equity Portfolio — Dividend — Buy (add'l)

DFA Emerging Markets Small Cap Portfolio — Dividend

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

DFA International Small Cap Value Portfolio — Dividend

DFA U.S. Core Equity 2 Portfolio — Dividend — Buy (add'l)

See Line 33 — Sold (part)

DFA U.S. Small Cap Value Portfolio — Dividend

DFA U.S. Micro Cap Portfolio — Dividend

DFA Emerging Markets Value Portfolio — Dividend

Charles Schwab Bank — Interest

Templeton Global Bond Fund — Dividend — Sold

Vanguard Total International Bond ETF — Dividend

Vanguard Short-Term Inflation-Protected Securities ETF — Dividend

Vanguard Emerging Markets Government Bond ETF — Dividend

United Therapeutics — None

DFA Targeted Credit Portfolio — Dividend — Buy (add'l)

MassMutual Life- whole life insurance policy — Int./Div.

Rental property, Rappahannock County, VA (8/2/96 $86,600) — Rent

Nevada College Savings Plan Vanguard Moderate Growth Port (no control) — None — Buy (add'l)

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

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

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

Nevada College Savings Plan Vang Moderate Age-Based Port (no control) — None — Buy

Board Member, Federal Judicial Center

Member of Judicial Advisory Board, American Society of International Law

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

Board Member, Associated Universities, Inc.

Reimbursement — The Annenberg Foundation Trust — 2/28/19-3/2/19 — Rancho Mirage, CA — Attend National Academy of Sciences co-sponsored seminar on science in the courts — Airfare, Lodging, Meals, Local Transportation

Reimbursement — National Academy of Sciences — 3/3/19-3/5/19 — Pasadena, CA — Attend Committee Meeting — Airfare, Lodging. Meals, Local Transportation

Reimbursement — University of California, Berkeley — 4/3/19-4/7/19 — Berkeley, CA — Judge Moot Court Competition — Airfare, Lodging, Meals

Reimbursement — American Philosophical Society — 4/25/19-4/27/19 — Philadelphia, PA — Deliver educational speech — Train fare, Lodging

Reimbursement — Associated Universities, Inc. — 5/22/19-5/24/19 — Boston, MA — Attend Board Meeting — Airfare, Lodging, Local Transportation

Reimbursement — Green Bank Observatiory — 7/20/19-7/22/19 — Green Bank, WV — Attend symposium — Lodging, Meals

Reimbursement — Associated Universities, Inc. — 10/3/19 — Tysons Corner, VA — Attend Board Meeting — Local Transportation

Reimbursement — Chicago Lawyers' Committee for Civil Rights Under Law — 10/24/19-10/25/19 — Chicago, IL — Deliver speech at 50th anniversary event — Airfare, Meals, Local Transportation

Reimbursement — National Academy of Sciences, Washington, D.C. — 10/31/19-11/1/19 — 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

David S. Tatel | Frix