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What was filed

  • 194

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Family Trust
  • Utah Patent Bar Association
  • American Bar Association
  • Daily Jounal
  • George Mason University Scalia Law School
  • New York Intellectual Property Law Association
  • University of Texas School of Law
  • Georgetown Law School
  • NYU IP Institute
  • Morris, Nichols, Arsht & Tunnell LLP -- payments pursuant to 7/19/18 agreement in Part II

As filed

Ally Bank Account — Interest

American Express Bank Account — Interest

Bank of America Bank Account — Interest

Barclay's Bank Account — Interest

Capitol One Bank Account — Interest

Discover Bank Account — Interest

First National Bank of Omaha Bank Account — Interest

Synchrony Bank Account — Interest

M&T Bank Account — Interest

UBS Bank CD — Interest

UBS Bank Money Market Fund — Interest

Vanguard 500 Index Fund (VFIAX) — Dividend

Vanguard Emerging Markets Fund (VEMAX) — Dividend

Vanguard Energy Fund (VGELX) — Dividend

Vanguard Extended Market Fund (VEXAX) — Dividend

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Extended Market Fund (VEXAX) — Buy (add'l)

Vanguard Health Fund (VGHCX) — Dividend

Vanguard Intermediate-Term Fund Tax- Exempt (VWIUX) — Interest

Vanguard International Value Fund (VTRIX) — Dividend

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard International Value Fund (VTRIX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Interest

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard Municipal Money Market Fund (VMSXX) — Buy (add'l)

Vanguard REIT Fund (VGSLX) — Dividend

Vanguard Wellington Fund (VWELX) — Dividend

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellington Fund (VWELX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Dividend

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Vanguard Wellesley Fund (VWIAX) — Buy (add'l)

Willliam Blair International Growth Fund — Dividend

Eaton Vance Tax Advanteged Dividend Fund (EVT) — Dividend — Buy (add'l)

Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy (add'l)

Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy (add'l)

Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy (add'l)

Eaton Vance Tax Advanteged Dividend Fund (EVT) — Buy (add'l)

ISHARES CORE S&P 500 ETF (IVV) — Dividend — Buy (add'l)

ISHARES CORE S&P 500 ETF (IVV) — Buy (add'l)

ISHARES GLOBAL 100 ETF (IOO) — Dividend — Buy (add'l)

ISHARES GLOBAL 100 ETF (IOO) — Buy (add'l)

ISHARES GLOBAL 100 ETF (IOO) — Buy (add'l)

ISHARES CORE HIGH DIVID ETF (HDV) — Dividend — Buy (add'l)

ISHARES CORE HIGH DIVID ETF (HDV) — Buy (add'l)

ISHARES CORE HIGH DIVID ETF (HDV) — Buy (add'l)

ISHARES EDGE MSCI MIN VOL USA (USMV) — Dividend — Buy

ISHARES EDGE MSCI MIN VOL USA (USMV) — Buy (add'l)

ISHARES EDGE MSCI MIN VOL USA (USMV) — Buy (add'l)

ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF (VLUE) — Dividend — Buy (add'l)

ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF (VLUE) — Buy (add'l)

ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF (VLUE) — Buy (add'l)

ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF (VLUE) — Buy (add'l)

ISHARES EDGE MSCI USA VALUE WEIGHTED INDEX FUND ETF (VLUE) — Buy (add'l)

LEGG MASON LO VOL HI DIV ETF (LVHD) — Dividend — Buy

LEGG MASON LO VOL HI DIV ETF (LVHD) — Buy (add'l)

VANGUARD MEGA CAP GROWTH ETF (MGK) — Dividend — Buy (add'l)

VANGUARD MEGA CAP GROWTH ETF (MGK) — Buy (add'l)

VANGUARD MEGA CAP GROWTH ETF (MGK) — Buy (add'l)

John Hancock Classic Value Fund (MHJCHM) — Dividend

Invesco Oppenheimer Developing Markets Fund (MFADKL) — Dividend

Voya Large-Cap Growth Fund (PCLIX) — None

Wells Fargo Emerging Growth Fund (WEMIX) — None

Microsoft Corp. — Dividend

Comm Services Select Sector ETF (XLC) — Dividend — Buy

Consumer Discretionary Select Sector SPDR Fund ETF (XLY) — Dividend — Buy

Energy Select Sector SPDR Fund ETF — Dividend — Buy (add'l)

Energy Select Sector SPDR Fund ETF — Sold

Financial Select Sector SPDR Active ETF (XLF) — Dividend — Sold

Ishares MSCI Japan ETF (EWJ) — Dividend — Buy

IShares Core S&P (IJR) — Dividend — Sold (part)

IShares Core MSCI EAFE ETF DE (EFA) — Dividend — Buy (add'l)

IShares Core MSCI EAFE ETF DE (EFA) — Sold (part)

IShares Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)

IShares MSCI China ETF (MCHI) — Dividend — Sold (part)

IShares Core MSCI Emerging Markets ETF (IEMG) — Dividend — Buy (add'l)

IShares Core MSCI Emerging Markets ETF (IEMG) — Sold (part)

IShares Core MSCI Emerging Markets ETF (IEMG) — Buy (add'l)

IShares Russell Mid-Cap Value ETF (IWS) — Dividend — Sold (part)

IShares Russell Mid-Cap Growth ETF (IWP) — Dividend

Pimco Enhanced Short MAT Active ETF — Dividend — Buy (add'l)

Pimco Enhanced Short MAT Active ETF — Buy (add'l)

Vanguard Growth ETF (VUG) — Dividend — Sold (part)

Vanguard Growth ETF (VUG) — Buy (add'l)

Vanguard Mid-Cap ETF (VO) — Dividend — Sold (part)

Vanguard Value ETF (VTV) — Dividend — Sold (part)

Vanguard Value ETF (VTV) — Buy (add'l)

Vanguard Total World Stock ETF — Dividend — Sold (part)

Vanguard Total World Stock ETF — Sold

Invesco KBW Bank ETF (KBWB) — Dividend — Sold (part)

Invesco KBW Bank ETF (KBWB) — Sold (part)

Invesco KBW Bank ETF (KBWB) — Sold (part)

Invesco KBW Bank ETF (KBWB) — Buy (add'l)

Invesco KBW Bank ETF (KBWB) — Buy (add'l)

IShares Transn Average (IYT) — Dividend — Sold (part)

IShares Transn Average (IYT) — Buy (add'l)

IShares Nasdaq Biotechnology ETF (IBB) — Dividend — Sold (part)

IShares Nasdaq Biotechnology ETF (IBB) — Sold (part)

IShares Edge MSCI USA Momentum Factor (MTUM) — Dividend — Buy (add'l)

IShares Edge MSCI USA Momentum Factor (MTUM) — Buy (add'l)

IShares Edge MSCI Quality Factor (USA) (QUAL) — Dividend — Buy (add'l)

IShares Edge MSCI Quality Factor (USA) (QUAL) — Buy (add'l)

IShares Edge MSCI Quality Factor (USA) (QUAL) — Buy (add'l)

Industrial Select Sector SPDR Fund ETF (XLI) — Dividend — Sold (part)

Industrial Select Sector SPDR Fund ETF (XLI) — Buy (add'l)

Industrial Select Sector SPDR Fund ETF (XLI) — Buy (add'l)

Material Select Sector (XLB) — Dividend — Buy (add'l)

Material Select Sector (XLB) — Sold (part)

Material Select Sector (XLB) — Buy (add'l)

Consumer Staples Select Sector SPDR Fund ETF (XLP) — Dividend — Sold (part)

Consumer Staples Select Sector SPDR Fund ETF (XLP) — Buy (add'l)

Vanguard Communication Services ETF (VOX) — Dividend — Buy (add'l)

Vanguard Communication Services ETF (VOX) — Sold (part)

Vanguard Communication Services ETF (VOX) — Buy (add'l)

Vanguard Consumer (VCR) — Dividend — Buy (add'l)

Vanguard Consumer (VCR) — Sold (part)

Vanguard Consumer (VCR) — Buy (add'l)

Vanguard Consumer (VCR) — Buy (add'l)

Vanguard Financials EF (VFH) — Dividend — Sold (part)

Vanguard Financials EF (VFH) — Buy (add'l)

Vanguard Financials EF (VFH) — Buy (add'l)

Vanguard Healthcare ETF (VHT) — Dividend — Buy (add'l)

Vanguard Healthcare ETF (VHT) — Buy (add'l)

Vanguard Healthcare ETF (VHT) — Sold (part)

Vanguard Information (VGT) — Dividend — Buy (add'l)

Vanguard Information (VGT) — Sold (part)

Vanguard Information (VGT) — Buy (add'l)

Vanguard Energy ETF (VDE) — Dividend — Buy (add'l)

Vanguard Energy ETF (VDE) — Sold (part)

Vanguard Energy ETF (VDE) — Sold (part)

MONTGOMERY CNTY MD CONS SR B BE/R/ MUNICIPAL BOND — Interest

FLORIDA PORTS FING COMMU SR B RV /R/ MUNICIPAL BOND — Interest — Sold

MASSACHUSETTS DEVT FIN A Z-1 RV BE/R/ MUNICIPAL BOND — Interest — Sold

OSCEOLA CNTY FL TOURIST 2012 BE/ R/ MUNICIPAL BOND — Interest — Sold

COLORADO HEALTH FACS AUT SR B BE/R/ MUNICIPAL BOND — Interest

HENRICO CNTY VA BE/R/ MUNICIPAL BOND — Interest

MONTGOMERY CNTY MD CONS BE/R/ MUNICIPAL BOND — Interest

ST OF WA GO SR B BE/R/ MUNICIPAL BOND — Interest

WASHINGTON SUBN SAN BE/R/ MUNICIPAL BOND — Interest

WISCONSIN ST HEALTH & ED SR A BE/R/ MUNICIPAL BOND — Interest

GEORGIA ST SR D BE/R/ MUNICIPAL BOND — Interest

HOUSTON SR A BE/R/ MUNICIPAL BOND — Interest

PARKER CO WTR & SANTN DI BE/R/ MUNICIPAL BOND — Interest

TENNESSEE ST BE/R/ MUNICIPAL BOND — Interest

HENRICO CO VA WTR SWR RV BE/R/ MUNICIPAL BOND — Interest

NEW MEXICO FIN AUT TRANS SR B RV BE/R/ MUNICIPAL BOND — Interest

RUTHERFORD CNTY TN BE/R/ MUNICIPAL BOND — Interest

SOUTH CAROLINA ST FOR IS BE/R/ MUNICIPAL BOND — Interest

HOUSTON TX UTIL SYS FOR SR B RV BE/R/ MUNICIPAL BOND — Interest

BEXAR CNTY TX FOR ISSUE BE/R/ MUNICIPAL BOND — Interest

AUSTIN TX FOR ISSUES DA BE/R/ MUNICIPAL BOND — Interest

NORTH CAROLINA STATE SR A BE/R MUNICIPAL BOND — Interest — Buy

OREGON STATE BOARD HIGHER EDUCATION MUNICIPAL BOND — Interest — Buy

LOUISVILLE JEFFERSON KY NTS BE/ R/ MUNICIPAL BOND — None — Buy

ANNE ARUNDEL COUNTY MD CON BE/R/ — Interest — Buy

LEXINGTON COUNTY SC SCHOOL DISTRICT BE/R — Interest — Buy

HOWARD COUNTY MD SR B BE/R — Interest — Buy

MASS ST GO CONSOL MUNICIPAL BOND — Interest — Buy

ORANGE COUNTY FLORIDA SCHOOL BD MUNICIPA BOND — Interest — Buy

UNVERSITY OF TEXAS UNIV REVS SR D RV BE/R MUNICIPAL BOND — Interest — Buy

PRINCE GEORGES CTY MD BE/R MUNICIPAL BOND — Interest — Buy

DELAWARE TRANS AU SYS REV BE/R MUNICIPAL BOND — Interest — Buy

UTAH ST GO BDS BE/R MUNICIPAL BOND — Interest — Buy

METRO ATLANTA RAPID TRANSPORT MUNICIPAL BOND — Interest — Buy

Trustee, Family Trust

Agreement — 7/19/18 — Agreement with Morris, Nichols, Arsht & Tunnell LLP re: buy out of partnership interest for legal services performed prior to 8/1/2018 - final payment 8/2019

Reimbursement — Utah Patent Bar Association — 2/21/19-2/22/2019 — Salt Lake City, UT — Speaking at patent law conference — transportation, lodging

Reimbursement — American Bar Association — 4/11/2019-4/12/19 — Wasahington, DC — Speaking at patent law conference — transportation, lodging

Reimbursement — Daily Jounal — 4/16/19-4/17/19 — Menlo Park Park, CA — Speaking at patent dispute conference — transportation, lodging, meals

Reimbursement — George Mason University Scalia Law School — 4/25/2019 — Arlington, VA — Attending Inagural Scalia Forum — transportation, lodging, meals

Reimbursement — New York Intellectual Property Law Association — 9/19/19 — New York — Speaking at patent litigation seminar — transportation

Reimbursement — George Mason University Scalia Law School — 9/30/39 — Arlington, VA — Moderating panel on consumer protection — transportation

Reimbursement — University of Texas School of Law — 11/719-11/8/19 — Austin, TX — Speaking at patent law conference — transporation, lodging, meals

Reimbursement — Georgetown Law School — 11/14/19-11/15/19 — Washington, DC — Speaking at patent law conference — trasnportation, lodging

Reimbursement — NYU IP Institute — 12/5/19 — New York, NY — Speaking on panel re: intellectual property law — transportation

Income — 2019 — Morris, Nichols, Arsht & Tunnell LLP -- payments pursuant to 7/19/18 agreement in Part II — $633,334.00

For Part I. Positions: I do not receive any income from the trust listed and have no beneficial interest in it.

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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