Elizabeth D. Laporte

2019

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Pull out the substance of this filing.

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.

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