Sallie Kim
2019
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Pull out the substance of this filing.
What was filed
29
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Association of Business Trial Lawyers - Northern California
- Trust #1
- Stanford University
- Stanford University, teaching income
- University of California - San Francisco - salary
As filed
Individual Assets (H)
Ally Bank (cash) — Interest — Open
American Express National Bank (cash) — Interest — Open
Bank of America (cash) — Interest
Chase Bank (cash) — Interest — Open
Golden One Credit Union (cash) (Y)
Wells Fargo (cash) (Y)
IRA #1 (H)
Vanguard Federal Money Market (VMFXX) (cash eq.) (X) — Interest
Vanguard Prime Money Market Fund (VMMXX) — Int./Div. — Sold
Vanguard Target 2035 Retirement Fund (VTTHX) — Int./Div.
Vanguard Total Stock Market Idx. Adm. (VTSAX) — Dividend — Buy
Brokerage Account #1 (H)
Morgan Stanley (cash) — Interest
Trust Account #1 (H)
Fidelity Zero Total Market Index (FZROX) — Dividend — Buy
IRA #2 (H)
Fidelity Zero Total Market Index (FZROX) — Dividend — Buy
457(b) Plan #1 (H)
Fidelity California Muni Money Market (Y)
University of California 457(b) Plan: Pathway 2030 (OJNW) — Int./Div.
University of California 457(b) Plan: Pathyway 2040 (OJNX) — Int./Div.
401(a) Plan #1 (H)
University of California Def. Contr. Plan: UC Dom. Eq. Index (OJMG) — Int./Div.
University of California Def. Contr. Plan: UC Int'l Eq. Index (OJMH) — Int./Div.
Education Account (H)
Scholarshare - Active Age-Based Portfolio 18 and Over — None
Scholarshare - Passive Diversified Equity Portfolio — None — Distributed (part)
Scholarshare - Principal Plus Interest Portfolio — None — Distributed (part)
Member, Board of Governors, Association of Business Trial Lawyers - Northern California
Trustee, Trust #1
Lecturer in Law, Stanford University
Income — 2019 — Stanford University, teaching income — $12,300.00
Spouse's income — 2019 — University of California - San Francisco - salary
Part I, line 2: Reportable assets of Trust #1 are included in Part VII.
Name change: UC Global Equity Fund is now UC Dom. Eq. Index
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.