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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 31

    investments

  • 4

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • Residential Coop:
  • New York City Bar Association, New York, NY
  • Qualified Trust
  • National Conference of Bar Examiners
  • Federal Bar Council
  • National Conference of Bar Examiners: compensation for drafting and reviewing civil procedure bar questions.
  • Teaching,
  • Self-employed rentals (spouse)

As filed

Citibank IRA & Savings Acct — Interest

Chase Bank, savings, checking — Interest

Brighthouse Financial

Brighthouse:Fidelity VIP Eq. Inc. — Int./Div.

Brighthouse: MFS Research Int'l — Int./Div.

Brighthouse: Asset All 100 — Int./Div.

Series EE Savings Bond — Interest

Charles Schwab IRA Accts(lines 10-15)

1. Colgate Palmolive (Common) — Int./Div.

2. Procter & Gamble (common) — Int./Div.

3. Hewlett Packard (common) — Int./Div.

4. DXC Technology Com — Int./Div.

5. Microfocus Int'l — Int./Div.

6. Time Warner (common) — Int./Div.

Tax Deferred Retirement Annuity Plan (line 17-26)

TIAA Stable Value — Int./Div.

Vang 500 Idx Adm — Int./Div.

T. Rowe Inst Lrg Cap Grw — Int./Div.

American EuroPac Grw R6 — Int./Div.

DFA US Small Cap Prtf Inst — Int./Div.

PIMCO Total Return Instl — Int./Div.

PIMCO Low Duration Instl — Int./Div.

T-C Money Market Rtmt — Int./Div.

CREF Social Choice R1 — Int./Div.

Vang Target Ret 2010 Inv — Int./Div.

NY State Edu. Fund: Aggressive Growth Portf. — None — Buy (add'l)

Charitable RemainderTrust (JP Morgan) (see 29-30) — Distribution — Distributed (part)

JP Morgan Deposit Sweep — Int./Div.

Federated Strategic Value — Int./Div.

Jackson Nat'l Life Ins. Co. -monthly fixed annuity — Distribution

Board member, Residential Coop:

Honors Committee, New York City Bar Association, New York, NY

Family trust, Qualified Trust

Member Civil Procedure Drafting Committee, National Conference of Bar Examiners

Agreement — 4/25-28/19 — National Conference of Bar Examiners and filer: draft civil procedure bar questions and meet to review, $3500/10 questions/meeting

Agreement — 10/24-7/19 — National Conference of Bar Examiners and filer: draft civil procedure bar questions and meet to review, $3500/10 questions/meeting

Reimbursement — Federal Bar Council — 10/10/2019 — New Paltz, NY — Bench and Bar Seminar — Meals and lodging

Reimbursement — National Conference of Bar Examiners — 10/24-27/19 — Boston, MA — Drafting Bar Exam — Transportation, meals, lodging

Income — 4/25-28/19 — National Conference of Bar Examiners: compensation for drafting and reviewing civil procedure bar questions. — $3,500.00

Income — 10/24-7/19 — National Conference of Bar Examiners: compensation for drafting and reviewing civil procedure bar questions. — $3,500.00

Spouse's income — 2019 — Teaching,

Spouse's income — 2019 — Self-employed rentals (spouse)

Part VII.

Tax Deferred Retirement Annuity Plan (lines 16-26) is not self directed. We do not exercise control over what is purchased, sold or dates.

Column B: (Items 16-26): The quarterly statements for the above do not specify either income or transactions, but state values which are reqported. I used the

"Gain or Loss" amount to report income in Column the B.

The Charitable Remainder Trust (lines 28-30) is not owned by the filer, but the filer receives a distribution of income annually as a beneficiary. The trust corpus

will be donated to charity upon the filer's death. The filer does not choose or direct the purchase or sale of assets held by the trust and is not provided information

regarding same. The Column D (4) is being left blank because there was a loss.

Line 28, Column D 1: I am not provided with the individual transaction information or whether the distribution of income came from the assets in 29 or 30.

The Jackson National Life Insurance Co. (line 31) pays a fixed monthly annuity based on death.

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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