Stacey G.C. Jernigan

2019

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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 6

    debts

  • 4

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Family Trust #1 (trust created by settlor/family member on 5/28/2015).
  • Capital Mortgage
  • DLUNST
  • Sallie Mae
  • State Bar of Texas Bankruptcy Law Section
  • National Conference of Bankruptcy Judges
  • State Bar of Texas Bankruptcy Section
  • University of Texas School of Law
  • Amazon Publishing, book royalties
  • Dallas Police Dept.-salary

As filed

Bank of America Checking Accts — Interest

Bank of America Savings Acct — Interest

IRA - BOSC, Inc. a/k/a BOK Financial Securities

Growth Fund of America — Int./Div.

New Perspective Fund — Int./Div.

Capital World Growth & Income Fund — Int./Div.

Fundamental Investors Fund — Int./Div.

Income Fund of America — Int./Div.

Griffin Institutional Real Estate Fund — Int./Div.

Pershing Gov't Acct — Interest — Distributed (part)

Family Trust #1 (funds invested in Merrill Lynch accts )

Cash — None

CD — Interest — Buy

Invesco — Int./Div. — Buy

Pimco — Int./Div. — Buy

Blackrock Eqty Dividend — Int./Div. — Buy

Clearbridge Large Cap — Int./Div. — Buy

ISH USD High Yield — Int./Div. — Buy

iShares Russell 1000 — Int./Div. — Buy

iShares US Treasury Bonds — Int./Div. — Buy

iShares TR Core MSCI EAF — Int./Div. — Buy

MFS Value FD CL I — Int./Div. — Buy

Neuberger Berman Intl — Int./Div. — Buy

Schwab US Small-Cap ETF — Int./Div. — Buy

T Rowe Price Emerging — Int./Div. — Buy

TCW Total Return — Int./Div. — Buy

Vanguard Intrmdiate-Term — Int./Div. — Buy

Vanguard Short-Term — Int./Div. — Buy

Condominium, Dallas, TX — None

Trustee, Family Trust #1 (trust created by settlor/family member on 5/28/2015).

Agreement — 1998 — Haynes and Boone, LLP Partners' Retirement Plan - Defined Benefit Pension Plan (vested pension benefit earned at former law firm; common fund - no control).

Liability — Capital Mortgage — Mortgage loan on condominium acquired for family member in Dallas, TX (Pt. VII, line 12)

Liability — DLUNST — College Tuition (Guaranty Student Loan)

Liability — Sallie Mae — College Tuition (Guaranty Student Loan)

Liability — Sallie Mae — College Tuition (Guaranty Student Loan)

Liability — Sallie Mae — College Tuition (Guaranty Student Loan)

Liability — Sallie Mae — College Tuition (Guaranty Student Loan)

Reimbursement — State Bar of Texas Bankruptcy Law Section — March 8 through March 16 — Ho Chi Minh City, Vietnam — Speaker at International Bankruptcy Seminar — Transportation, lodging, food

Reimbursement — National Conference of Bankruptcy Judges — October 29 through November 2 — Washington, DC — Committee Participant, NCBJ Annual Conference — Transportation, lodging, food

Reimbursement — State Bar of Texas Bankruptcy Section — April 17 through April 19 — Austin, TX — Speaker, Bankruptcy Bench-Bar — Transportation, lodging, food

Reimbursement — University of Texas School of Law — November 14 through November 15 — Auatin, TX — Speaker, Westbrook Bankruptcy Conference — Transportation, lodging, food

Income — 2019 — Amazon Publishing, book royalties — $717.00

Spouse's income — 2019 — Dallas Police Dept.-salary

At Part VII, Line 11-28, "Family Trust #1" is a revocable living trust created by a family member of the filer, as grantor/settlor, who is neither the filer, the filer's

spouse, nor the filer's dependent child. Neither the filer, the filer's spouse, nor any dependent children receive any income from it, but the filer has a residual

beneficial interest in it and, as Trustee, has knowledge of the holdings in the trust. Prior to January 2019, all funds in the trust were held in a Merrill Lynch

cash account. In January 2019, Merrill Lynch was instructed to invest the funds in CDs and mutual funds, which explains the changes from the 2018 financial

disclosure report.

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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Stacey G.C. Jernigan | Frix