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What was filed

  • 24

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Custodian accounts 1 through 14
  • Hilda N. Burns Living Trust
  • SEAK
  • Federal Judges Ass'n
  • Duke University Law School
  • Henry Ford Learning Institute --- consulting fee
  • Pope Francis Center --- consulting fee
  • Amaon Books --- royalties

As filed

Boston Capital Fund Series 30 — Int./Div. — Distributed

American Funds -- Growth Fund of America (Custodian) — Dividend

Citizens Bank — Interest

Ford Motor Company Common — Dividend — Sold (part)

Ford Motor Company Common — Dividend — Sold

Cole Real Estate Inventment Trust* — Distribution

First Eagle Global Fund* — Int./Div.

Dodge & Cox Stock Fund* — Dividend — Sold

FPA FDS TR FPA Crescent Protfolio Instl Cl Shs* — Dividend

iShares Trust S&P 500 Index Fund* — Int./Div.

iShares S&P Mid-Cap* — Int./Div.

iShares Small-Cap* — Int./Div.

American Funds Global Growth Portfolio* — Int./Div. — Sold

Oakmark FDS Equity Income Fund* — Dividend

BBH Limited Duration I Fund* — Dividend

Henry Ford Village Apartment Receivable** — None

CIM Real Estate Finance Trust NSA — Distribution — Buy

Columbia Dividend Income Fund — Dividend — Buy

T. Rowe Price Emerging Market Fund — Dividend — Buy

Fundvantage Trust Polen Growth Fund — Dividend — Buy

Oxford Life Fixed Annuity *****60 — Buy

American Equity Fixed Annuity — Buy

Delaware Life Fixed Annuity — Buy

Oxford Life Fixed Annuity *****63 — Buy

Custodian, Custodian accounts 1 through 14

Successor Trustee, Hilda N. Burns Living Trust

Reimbursement — SEAK — 2-8-19 to 2-13-19 — Clearwater Beach, Florida — Seminar taught — Transportation, lodging, meals

Reimbursement — SEAK — 9-13-19 to 9-15-19 — Falmouth, Massachusetts — Seminar taught — Transportation, lodging, meals

Reimbursement — Federal Judges Ass'n — 4-5-19 to 4-6-19 — Dallas, Texas — FJS Board Meeting — Transpoirtation, lodging, meals

Reimbursement — Duke University Law School — 6-26-19 to 6-28-19 — Washington, DC — Seminar speaker — Transportation, lodging, meals

Spouse's income — 1 - 12/ 19 — Henry Ford Learning Institute --- consulting fee

Spouse's income — 1 - 12/19 — Pope Francis Center --- consulting fee

Spouse's income — 1 - 12/19 — Amaon Books --- royalties

1. Custodian positions in Part I are for accounts under the Uniform Gifts to Monors Act.

2. Investments in Part VII designated with an astrisk (*) are held in an IRA of reporter or spouse, or joint account with spouse.

3. Trustee position is as the Successor Turstee of deceased mother-in-law/s inter vivos trust.

4. Assets in Part VII, line marked ** is an asset of the Hilda N. Burns inter vivos trust. Reporter is the successor trustee.

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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