David M. Lawson
2019
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Pull out the substance of this filing.
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.