David Jeremiah Barron

2019

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Pull out the substance of this filing.

What was filed

  • 46

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 6

    reimbursements

  • 2

    income

  • 4

    spouse income

Named parties

  • American Society of International Law (ASIL) Judicial Adivsory Board
  • College Visiting Committee
  • Security First Mortgage Funding LLC (under Mars-B, Inc. LLC)
  • Morgan Stanley Bank, NA (under Alpha K Holdings LLC) (See Part VIII explanation)
  • Vanderbilt Law School
  • American Constitution Society
  • Martha's Vineyard Hebrew Center
  • University of Puerto Rico Law School
  • Marshall University
  • American Society of International Law
  • - teaching income
  • LEG, Inc. dba West Academic - book royalties
  • - salary
  • Juliette Kayyem Solutions, LLC - consulting fees
  • CNN, national security, intellegience, and terrorism analyst - consulting fees
  • WGBH, consulting fees

As filed

CREF Inflation-Linked Bond Fund — None

CREF Stock Fund — None

Fidelity Massachusetts Municipal Money Market Fund — Dividend

Fidelity Select Biotechnology Portfolio — Dividend

Fidelity Government Money Market Fund — None

Fidelity Select Banking Portfolio (See Explanation in Part VIII) — Dividend

Fidelity Municipal Money Market Fund (See explanation in Part VIII) — None

Fidelity Cash Account (X) — Interest

TIAA Traditional Annuity — Interest

Vanguard Federal Money Market Fund — Dividend

Vanguard Inst Target Ret 2030 Fund — Dividend

Vanguard Total Bond Mkt Index Inst Fund — Dividend

Vanguard Target Retire 2035 Trust II Fund — None

Vanguard Tot Intl Stock 1x Inst Fund — Dividend

Vanguard Inst Index Fund Inst Plus — Dividend

Vanguard Extended Mkt Index Inst Fund — Dividend

Vanguard Target Retirement 2040 Fund — Dividend

Vanguard Inst Target Ret 2035 Fund — Dividend

Vanguard Juliette Kayyem Solutions LLC Individual 401(K) — Dividend

The Girls, LLC (H)

AMGEN INC (AMGN) common stock — Dividend

APPLE INC. (AAPL) common stock — Dividend

BANK OF AMERICA CORP. (BAC) common stock — Dividend

EXPEDITORS INTL WASH INC (EXPD) common stock — Dividend

JPMORGAN CHASE & CO (JPM) common stock — Dividend

ISHARES NASDAQ BIOTECH ETF (IBB) - See expl. in Part VIII — Dividend

ISHARES SELECT DIVIDEND ETF (DVY) — Dividend

UNITED TECHNOLOGIES CORP — None

MORGAN STANLEY PRIVATE BANK CASH ACCOUNT — Interest

ZEMCAR INC common stock — None

Mars-B, Inc. LLC (H)

Non-reportable loan (listed for income purposes only- see Part VIII) — Interest

Rental Property, Barrington, RI (value) See explanation in Part VIII

Alpha-K Holdings LLC (H) - See explanation in Part VIII

Rental Property, Montevallo, AL(value) See expl. in Part VIII — Rent

Rental Property, W Allis, WI (value) - See explanation in Part VIII — Rent

Juliette Kayyem Solutions, LLC - See explanation in Part VIII — None

U.S. Government Securities - Series EE Bonds — Interest

FOK Holdings LLC (H) - See explanation in Part VIII

Rental Property, Hellertown, PA (value) See explanation in Part VIII — Rent

Rental Property, Lebanon, PA (value) - See explanation in Part VIII — Rent

Rental Property, Punxutawney, PA (value) - See expl. in Part VIII — Rent

ARMORED THINGS Inc. common stock (X) — None

INHIBRX Inc. common stock — None

ZEMCAR INC common stock — None

Bank of America, cash accounts — Interest

Visiting Professor

Member, American Society of International Law (ASIL) Judicial Adivsory Board

Member, College Visiting Committee

Liability — Tuition Agreement

Liability — Tuition Assistance

Liability — Security First Mortgage Funding LLC (under Mars-B, Inc. LLC) — Mortgage on Rental Property, Barrington, RI (Part VII, Line 33)

Liability — Morgan Stanley Bank, NA (under Alpha K Holdings LLC) (See Part VIII explanation) — Mortages on rental props, Montevallo, AL and W. Allis, WI (Part VII, Lines 35 & 36)

Reimbursement — Vanderbilt Law School — January 31-February 3, 2019 — Nashville, TN — Moot Court — Transportation, meals, hotel

Reimbursement — American Constitution Society — June 9, 2019 — Washington, DC — Conference panel participant — Transportation, meals

Reimbursement — Martha's Vineyard Hebrew Center — July 18-20, 2019 — Edgartown, MA — Guest speaker (spouse) — Transportation, meals, hotel

Reimbursement — University of Puerto Rico Law School — October 21-25, 2019 — San Juan, PR — Guest teacher — Transportation, meals, hotel

Reimbursement — Marshall University — November 11-13, 2019 — Huntington, WV — Guest speaker — Transportation, meals, hotel

Reimbursement — American Society of International Law — November 21-22, 2019 — Washington, DC — Board Meeting — Transportation, meals, hotel

Income — 2019 — - teaching income — $28,050.00

Income — 2019 — LEG, Inc. dba West Academic - book royalties — $7,238.76

Spouse's income — 2019 — - salary

Spouse's income — 2019 — Juliette Kayyem Solutions, LLC - consulting fees

Spouse's income — 2019 — CNN, national security, intellegience, and terrorism analyst - consulting fees

Spouse's income — 2019 — WGBH, consulting fees

Part VI:

Line 4: Both properties are held under one mortgage and thus listed on the same line.

Part VII:

Line 26: In 2018, the shares of this stock were only partially sold. On the 2018 report, it was inadvertently reported that all of the shares of this ETF were sold.

Line 32: This is non-reportable income and is listed in Part VII for income purposes only.

Line 33: The income reflected for this property is in connection with Internal Revenue Code 467. Column B(2) is left blank on the advice of the Financial

Disclosure Office.

Line 34: Alpha K Holdings LLC is owned by Mars B Inc. LLC. The real estate properties in Lines 35 and 36 are held by Alpha K Holdings LLC.

Lines 33, 35-36, and 40-42: Fair market value of the real estate properties was determined by comparable sales prices in each area.

Line 37: In accord with the advice of the Financial Disclosure Office, no income is reported for Juliette Kayyem Solutions LLC in column B, given the nature of its

holdings. The total value of assets of the LLC is reflected by the valuation in Column C.

Line 39: On advice of the Financial Disclosure Office, the liabilities of this entity are not listed in Part VI in light of the nature of the reportable interest of the LLC

being a future interest.

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 Jeremiah Barron | Frix