Ask Donna

Pull out the substance of this filing.

What was filed

  • 67

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 8

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • The Richard Linn American Inn of Court
  • The Hon. William C. Conner American Inn of Court
  • The Benjamin Franklin American Inn of Court
  • Cocobay Condominium, Inc.
  • The New York Intellectual Property Law Assoication
  • The William C. Conner American Inn of Court
  • New Jersey Intellectual Property Law Association
  • Eastern District of Texas Bar Association

As filed

Bank of American Cash Equivalent Account — Interest

Brokerage Account #7

American Funds: Washington Mutual Invest. Fund Class 529A — Dividend — Sold

American Funds: College Enrollment Fund Class 529A — Dividend — Buy

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold

Brokerage Account #9

American Funds: Washington Mutual Invest. Fund Classs 529A — Dividend — Sold (part)

American Funds: Washington Mutual Invest. Fund Classs 529A — Sold (part)

American Funds: Washington Mutual Invest. Fund Classs 529A — Sold

American Funds: College Enrollment Fund Class 529A — Dividend — Buy

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold

Brokerage Account #10

American Funds: AMCAP Fund Class 529A — Dividend — Sold

American Funds: EuroPacific Growth Fund Class 529A — Dividend — Sold

American Funds: Washington Mutual Invest. Fund Class 529A — Dividend — Sold

American Funds: Intermediate Bond Fund of America Cl. 529A — Dividend — Sold

American Funds: College Enrollment Fund Class 529A — Dividend — Buy

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

Brokerage Account # 11

American Funds: AMCAP Fund Class 529A — Dividend — Sold

American Funds: EuroPacific Growth Fund Class 529A — Dividend — Sold

American Funds: Washington Mutual Invest. Fund Class 529A — Dividend — Sold

American Funds: Intermediate Bond Fund of America Cl. 529A — Dividend — Sold

American Funds: College Enrollment Fund Class 529A — Dividend — Buy

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

American Funds: College Enrollment Fund Class 529A — Sold (part)

Brokerage Account #13

MetLife Mid Cap Stock Index Portfolio — None — Sold

MetLife Stock Index Portfolio — None — Sold

Russell 2000 Index Portfolio — None — Sold

MetLife MSCI EAFE Index Portfolio — None — Sold

MetLife Fixed Interest Account — Buy

MetLife Fixed Interest Account — Sold

Brokerage Account #14

National Financial Services LLC Bank Deposit Sweep Account — Interest — Buy

National Financial Services LLC Bank Deposit Sweep Account — Sold (part)

National Financial Services LLC Bank Deposit Sweep Account — Sold (part)

National Financial Services LLC Bank Deposit Sweep Account — Sold (part)

National Financial Services LLC Bank Deposit Sweep Account — Sold (part)

National Financial Services LLC Bank Deposit Sweep Account — Sold (part)

National Financial Services LLC Bank Deposit Sweep Account — Sold

American Funds Moderate Growth & Income Port Class A — Dividend — Buy

American Funds Moderate Growth & Income Port Class A — Buy (add'l)

American Funds Moderate Growth & Income Port Class A — Buy (add'l)

American Funds Moderate Growth & Income Port Class A — Buy (add'l)

American Funds Moderate Growth & Income Port Class A — Buy (add'l)

Synchrony Bank Cash Equivalent Account — Interest

Member, The Richard Linn American Inn of Court

Visiting Member, The Hon. William C. Conner American Inn of Court

Lifetime Member, The Benjamin Franklin American Inn of Court

President, Cocobay Condominium, Inc.

Reimbursement — The Richard Linn American Inn of Court — March 14-15, 2019 — Chicago, IL — Inn of Court Meeting — Transportation, Meals, and Hotel

Reimbursement — The Benjamin Franklin American Inn of Court — March 21-22, 2019 — Philadelphia, PA — Inn of Court Meeting — Transportation, Meals, and Hotel

Reimbursement — The New York Intellectual Property Law Assoication — March 22-23, 2019 — New York, NY — Annual Judges Dinner — Transportation, Meals, and Hotel

Reimbursement — The William C. Conner American Inn of Court — April 17-18, 2019 — New York, NY — Inn of Court Global Patent Symposum — Transportation, Meals, and Hotel

Reimbursement — The Richard Linn American Inn of Court — May 16-17, 2019 — Chicago, IL — Inn of Court Meeting — Transportation, Meals, and Hotel

Reimbursement — New Jersey Intellectual Property Law Association — June 7-8, 2019 — Short Hills, NJ — Bar Association Annual Dinner — Transportation, Meals, and Hotel

Reimbursement — The Richard Linn American Inn of Court — June 27-30, 2019 — Chicago, IL — Inn of Court Annual Dinner — Transportation, Meals, and Hotel

Reimbursement — Eastern District of Texas Bar Association — September 23-26, 2019 — Plano, TX — Bar Association Bench & Bar Conference — Transportation, Meals, and Hotel

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.