Elizabeth D. Laporte
2019
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What was filed
54
investments
3
positions
0
gifts
2
agreements
0
debts
8
reimbursements
1
income
2
spouse income
Named parties
- Trust I
- Assn. of Business Trial Lawyers, Northern California Chapter
- Federal Magistrate Judges Association
- ALM Media
- ALM / Legal Tech
- Federal Magistrate Judges Assn.
- Sandpiper
- Sedona Conference
- Zappproved
- CHIPS Network
- Electronic Discovery Institute
- National Judicial College (Writing Self-Study Materials)
- Self-employed Attorney
- State of California - Pension
As filed
Trust I
NY State Thruway Authority Due 4/1/20 — Interest
Bethlehem NY CSD Due 7/15/21 — Interest
Metropolitan Transit Authority NY Due 11/15/21 — Interest
Util Debt Sec Authority NY Due 6/15/24 — Interest
NY State Environ, Clean Water Comb Util Due 6/15/25 — Interest
NY State Bridge Authority Due 1/1/26 — Interest
NYC NY Transit Authority Due 2/1/27 — Interest
DFA CA Short Term Muni Bond Portfolio (DFCMX) — Dividend
DFA T.A. World Ex U.S.(DFTWX) — Dividend
DFT T.A. US Core Equity 2 Portfolio (DFTCX) — Dividend — Buy (add'l)
Vanguard CA Intermediate Term Bond Fund (VCADX) — Dividend — Sold (part)
Vanguard Total Bond Mkt Index Fund (VBTLX) — Dividend
IShares Short Term Corporate Bond ETF (IGSB) formerly CSJ — Dividend — Sold (part)
Vanguard Total Stock Market ETF (VTI) — None — Sold
DFA Emerging Markets Core Equity Portfolio (DFCEX) — Dividend — Sold (part)
DFA Emerging Markets Core Equity Portfolio (DFCEX) — Buy (add'l)
DFA Emerging Markets Core Equiry Portfolio (DFCEX) — Buy (add'l)
DFA International Core Equity Portfolio (DFIEX) — Dividend — Sold (part)
DFA International Core Equity Portfolio (DFIEX) — Buy (add'l)
DFA Short Term Extended Portfolio (DFEQX) — Dividend
Dodge & Cox Income Fund (DODIX) — Dividend — Sold
Schwab Bank Cash (Trust I) (formerly Schwab Money Mkt Fund Trust I) — Dividend
IRA Rollover Account #1 (formerly PS Account #1)
Dodge & Cox Income Fund (DODIX) — Dividend
JP Morgan Core Bond I (WOBSZ) — Dividend — Buy (add'l)
IShares Short-Term Corporate Bond Fund (IGSB) formerly CSJ — Dividend
DFA Global Real Estate Securities Portfolio (DFGEX) — None — Sold (part)
DFA International Core Equity Portfolio (DFIEX) — Dividend
DFA Emerging Markets Core Equity Portfolio (DFCEX) — Dividend — Buy
DFA US Core Equity 2 Portfolio (DFQTX) — Dividend — Buy
DFA US Core Equity 2 Portfolio (DFQTX) — Buy (add'l)
Schwab Bank Cash #5 (formerly Schwab Money Market Fund #5) — Dividend
401k Account #1
DFA Short-Term Extended Quality Portfolio (DFEQX) — Dividend
Dodge & Cox Income Fund (DODIX) — Dividend — Sold (part)
DFA Emerging Markets Core Portfolio (DFCEX) — Dividend — Buy (add'l)
DFA International Core Equity Portfolio (DFIEX) — Dividend
JP Morgan Core Bond Fund I (WOBSZ) — Dividend — Buy (add'l)
DFA Two Year Global Fixed Income Portfolio (DFGFX) — Dividend — Buy
DFA US Core Equity 2 Portfolio (DFQTX) — None — Buy (add'l)
DFA US Core Equity 2 Portfolio (DFQTX) — Sold
Schwab Bank Cash #6 (formerly Schwab Money Market Fund #6) — Dividend
Roth IRA Account #1
DFA International Core Equity Portfolio (DFIEX) See note in Pt. VIII — Dividend
Roth IRA Account #2
DFA International Core Equity Portfolio (DFIEX) — Dividend
Learning Quest 529 Ed. Sav. Plan #2 Short- Term Portfolio — None — Sold (part)
Learning Quest 529 Ed. Sav. Plan #2 Short- Term Portfolio — Sold (part)
Learning Quest 529 Ed. Sav. Plan #2 Short- Term Portfolio — Sold (part)
Learning Quest 529 Ed. Sav. Plan #2 Short- Term Portfolio — Sold (part)
First Republic Bank Checking Account — Interest
Bank of America cash accounts — Interest
American Express Savings Account — Interest — Open
Trustee, Trust I
Member, Board of Governors, Assn. of Business Trial Lawyers, Northern California Chapter
Board Member, Federal Magistrate Judges Association
Agreement — 1998 — Participation in retirement plan for the California Public Employees Retirement System
Agreement — 1998 — Participation in City & County of San Francisco Employee Retirement Fund
Reimbursement — ALM Media — 1/27/2019 to 1/29/19 — New York, NY — Speaker on Judicial Panel — Transportation and lodging
Reimbursement — ALM / Legal Tech — 1/30/2019 to 2/3/19 — New York, NY — Speaker on Keynote Panel — Transportation, meals, lodging
Reimbursement — Federal Magistrate Judges Assn. — 3/23/19 to 3/27/19 — Washington, DC — Board Meeting — Transportaion, meals, lodging
Reimbursement — Sandpiper — 4/10/19 to 4/11/19 — San Franisco, CA — Speaker on Judicial Panel — Transportation and lodging
Reimbursement — Sedona Conference — 6/14/19 to 6/21/19 — Hong Kong — Speaker on Judcial Panel on management and cross- border issues — Transportation, meals, lodging
Reimbursement — Zappproved — 9/17/19 to 9/20/19 — Chicago, IL — Speaker, E-Discovery Conference — Transportation, meals, lodging
Reimbursement — CHIPS Network — 9/24/19 to 9/27/19 — Washington, DC — Summit on Technology Law & Privacy — Transportation and lodging
Reimbursement — Electronic Discovery Institute — 10/16/19 to 10/17/19 — Incline Village, NV — Speaker on panels — Meals and lodging
Income — 2019 — National Judicial College (Writing Self-Study Materials) — $2,600.00
Spouse's income — 2019 — Self-employed Attorney
Spouse's income — 2019 — State of California - Pension
.
Section VII: Investments and Trusts
LInes 23, 33, 43: Schwab Money Market Fund (cash sweep accounts) were rolled over into Schwab Bank accounts (cash sweep accounts).
Lines 45: In the 2018 Report, this asset was described as "Vanguard International Core Equity Portfolio (DFIEX)." It should have been described as "DFA
International Core Equity Portfolio (DFIEX)."
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.