William Haskell Alsup

2018

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Pull out the substance of this filing.

What was filed

  • 27

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • University of Chicago-Kent College of Law
  • Yosemition Foundation (dba Yosemite Conservancy)
  • Retirement pension from Oakland Unified School District.

As filed

Charles Schwab Account

Schwab Money Market Fund — Interest

GNMA — Interest

Boston-Ptty Inc. Reit — Dividend

Mack Cal I Realty — Dividend

Schwab S&P 500 Index — Dividend

Wells Fargo Advisors

Cash Management Account — Interest

Cal Muni Bond (Black Rock)*** — Interest — Sold

Cal Muni Bond (Black Rock)*** — Interest — Sold

Calif St RFDG Bond** — Interest — Buy

Ross Vly CA Sch. Dist.** — Interest — Buy

Muni Bond County of San Francisco, CA** — Interest — Buy

Muni Bond County of San Francisco, CA** — Interest — Buy

Cal St RFDG Bond** — Interest — Buy

Chabot LAS Positas Bond — Interest — Buy

Citizens Bank CD — Interest — Buy

Venture Van Annuity (John Hancock) Fixed-Rate Annuity* — Interest

American Funds

American Bal. Fund — Dividend

Capital World Growth — Dividend

American Fund Tax Ex — Dividend

Bank of America Accounts — Interest

Federal Credit (Provident) — Interest

Wisconsin Energy — Dividend

Kimberly Clark — Dividend

Halyard Health — Dividend

Reimbursement — University of Chicago-Kent College of Law — September 20-22, 2018 — Chicago, Illinois — Speak at law school. — Transportation, hotels, and meals.

Income — 2018 — Yosemition Foundation (dba Yosemite Conservancy) — $191.19

Spouse's income — 2018 — Retirement pension from Oakland Unified School District.

This does not include my Thrift Savings Plan funded by my government salary, according to the Help Desk for filing Financial Disclosure Reports at the AO.

* Venture Van Annuity (John Hancock): In 2018, we started receiving monthly annuity payment in the monthly amount of $1029.87. There have been no

purchase, sale or exchange related to the annuity.

** The first three bonds listed (Nos. 11, 12, 13 and 14) above should have been listed last year but through error on my part I failed to realize it.

*** These two line items (9 and 10) carried as a single line item with a valuation of "M" but were sold in two chunks during 2018. The form would not allow two

dates to be inserted in Column D2 so we divided it into two line items Line 9 and 10, one for each chunk of sale

during 2018, and for the sake of consistency valued each line item as "M" under Column D3.

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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William Haskell Alsup | Frix