David G. Campbell
2018
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Pull out the substance of this filing.
What was filed
47
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- See note 2, Part VIII
- See note 1, Part VIII
- Family Foundation
- Trust # 1
- Maricopa Community Colleges, pay for part-time teaching
As filed
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
Wheeler Machinery Note Payable — Interest — See note 2, Part VIII
Exxon Mobil Common Stock — Dividend
Bank of America Common Stock — Dividend
IRA
Schwab Deposit Account — Interest
DFA Emerging Markets Port — Dividend — Buy (add'l)
DFA Intl Small Co Port — Dividend — Sold (part)
DFA Large Cap Intl Port — Dividend — Buy (add'l)
DFA U.S. Large Cap Value — Dividend — Sold (part)
DFA U.S. Large Cap Value — Buy (add'l)
DFA U.S. Small Cap Value — Dividend — Sold (part)
Investco DB Commodity Indx (formerly Powershs DB Commdty Indx) — Dividend
Spdr Dow Jones REIT — Dividend — Buy (add'l)
Vanguard Growth — Dividend — Sold (part)
SPDR Short Term — Dividend
Vanguard Small Cap Growth — Dividend
DFA Investment Grade Port — Dividend — Sold (part)
MetLife Investors - Guarantee Adv UL Policy — Interest
Trust # 1 — None — See note 1, Part VIII
Mutual Fund and Other Investments
Schwab Deposit Account — Interest — Buy
DFA Emerging Markets Port — Dividend — Buy (add'l)
DFA Intl Small Co Port — Dividend
DFA Large Cap Intl Port — Dividend — Sold
DFA U.S. Large Cap Value — Dividend — Sold (part)
DFA U.S. Large Cap Value — Buy (add'l)
DFA U.S. Small Cap Value — Dividend — Buy (add'l)
DFA U.S. Small Cap Value — Buy (add'l)
Powershs DB Commdty Indx — Dividend — Sold
Spdr Dow Jones REIT — Dividend — Buy (add'l)
Vanguard Growth — Dividend — Sold (part)
SPDR Short Term — Dividend — Buy (add'l)
Vanguard Small Cap Growth — Dividend
DFA Investment Grade Port — Dividend — Buy (add'l)
DFA Investment Grade Port — Buy (add'l)
Vanguard Int Bond ETF — Dividend — Buy (add'l)
Northwestern Mutual whole life policy — Dividend
Northwestern Mutual 65Life policy — Dividend
Northwestern Mutual 65Life policy — Dividend
Northwesetern Mutual 65Life policy — Dividend
Northwestern Mutual 65Life policy — Dividend
Northwestern Mutual 65Life policy — Dividend
Water rights, Carbon County, Utah — None
Schwab IRA (invested in money market acct) — Interest
Director, Trustee, Family Foundation
Trustee, Trust # 1
Spouse's income — Nov 2018 — Maricopa Community Colleges, pay for part-time teaching
Note 1: Trust 1 is a family trust that holds our personal residence, automobiles, and other assets. Other reportable assets held by the trust are included separately
in Part VII.
Note 2: For the note payable on line 4, the debtor is Wheeler Machinery Company. The note is a simple demand note bearing a market interest rate.
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.