Barry Russell

2019

Ask Donna

Pull out the substance of this filing.

What was filed

243
investments
4
positions
0
gifts
0
agreements
0
debts
3
reimbursements
1
income
0
spouse income

Named parties

L.A. FBA Medal of Valor, Non-Profit
Western Justice Center Foundation, Non-Profit
Activity Source for Seniors, Inc., Non-Profit
L.A. FBA Legal Eduction Foundation, Non-Profit
California Bankruptcy Forum
George Mason University
National Conference of Bankruptcy Judges
Book Royalty, Thomson-West

As filed

CISCO — Dividend

AOL — Dividend

IBM — Dividend

YHOO — Dividend

ITEL — Dividend

E-TRADE — Dividend

VTSS — Dividend

MCI — Dividend

AMAT — Dividend

MSFT — Dividend

LUCENT — Dividend

Southland Civic Credit Union, Los Angeles CA — Interest

American Tax Credit Prop II, LTD. (see Part VIII) Partnership — None — Closed

Time Share - Palm Springs, CA (see Part VIII for addt'l information)

Vanguard — Interest — Open

Charles Schwab & Co., Inc. (L&S Advisors) (See Part VIII) — Dividend

ADBE — Dividend

AMT — Dividend — Sold (part)

AMT — Dividend — Sold

ALXN — Dividend — Buy (add'l)

ALXN — Dividend — Sold (part)

ALXN — Dividend — Buy (add'l)

ALXN — Dividend — Sold (part)

ALXN — Dividend — Sold

TEAM — Dividend — Buy

TEAM — Dividend — Buy (add'l)

TEAM — Dividend — Sold

BABA — Dividend — Sold (part)

BABA — Dividend — Buy (add'l)

BABA — Dividend — Sold (part)

BABA — Dividend — Sold

AYX — Dividend — Buy

AYX — Dividend — Sold

GOOGL — Dividend

AMZN — Dividend

ADSK — Dividend — Sold

AAPL — Dividend — Sold

BIDU — Dividend — Buy

BIDU — Dividend — Sold (part)

BIDU — Dividend — Sold

BHVN — Dividend — Buy (add'l)

BHVN — Dividend — Sold

BMRN — Dividend — Buy (add'l)

BMRN — Dividend — Sold

BLUE — Dividend — Sold (part)

BLUE — Dividend — Sold

AVGO — Dividend — Sold (part)

AVGO — Dividend — Sold

CGC — Dividend — Sold

CME — Dividend — Buy

CME — Dividend — Sold (part)

CME — Dividend — Sold

CXO — Dividend — Buy (add'l)

CXO — Dividend — Sold (part)

CXO — Dividend — Sold

DXCM — Dividend — Buy

DXCM — Dividend — Buy (add'l)

DXCM — Dividend — Sold

EQIX — Dividend — Buy

EQIX — Dividend — Sold

FB — Dividend

FIVE — Dividend — Buy

FIVE — Dividend — Buy (add'l)

FIVE — Dividend — Sold (part)

FIVE — Dividend — Sold

FIVE — Dividend — Buy

FIVE — Dividend — Sold (part)

FIVE — Dividend — Buy (add'l)

FIVE — Dividend — Sold

FTNT — Dividend — Sold (part)

FTNT — Dividend — Sold

GH — Dividend — Buy

GH — Dividend — Buy (add'l)

GH — Dividend — Sold

HD — Dividend — Buy (add'l)

HD — Dividend — Sold (part)

HD — Dividend — Sold

ILMN — Dividend — Buy

ILMN — Dividend — Buy (add'l)

ILMN — Dividend — Sold

INTU — Dividend — Buy

INTU — Dividend — Sold

LPI — Dividend — Sold

LYFT — Dividend — Buy

LYFT — Dividend — Sold (part)

LYFT — Dividend — Buy (add'l)

LYFT — Dividend — Sold (part)

LYFT — Dividend — Sold

MELI — Dividend — Sold (part)

MELI — Dividend — Sold

MSFT — Dividend — Sold (part)

NTES — Dividend — Buy

NTES — Dividend — Sold

NEE — Dividend — Buy

NEE — Dividend — Sold

NFLX — Dividend — Sold (part)

NFLX — Dividend — Sold

NVDA — Dividend — Sold

ORLY — Dividend — Sold

PANW — Dividend — Sold (part)

PANW — Dividend — Buy (add'l)

PANW — Dividend — Sold (part)

PANW — Dividend — Sold

PDD — Dividend — Buy

PDD — Dividend — Sold

POST — Dividend — Buy

POST — Dividend — Sold (part)

POST — Dividend — Sold

PXD — Dividend — Buy

PXD — Dividend — Buy (add'l)

PXD — Dividend — Sold

PXD — Dividend — Sold (part)

PXD — Dividend — Sold

PYPL — Dividend — Sold

OLED — Dividend — Buy

OLED — Dividend — Sold

RNR — Dividend — Buy

RNR — Dividend — Sold (part)

RNR — Dividend — Sold

CRM — Dividend — Sold

SAGE — Dividend — Buy

SAGE — Dividend — Sold (part)

SAGE — Dividend — Buy (add'l)

SAGE — Dividend — Sold

SFPT — Dividend — Buy

SFPT — Dividend — Buy (add'l)

SFPT — Dividend — Sold (part)

SFPT — Dividend — Sold

SNPS — Dividend — Buy

SNPS — Dividend — Buy (add'l)

SNPS — Dividend — Sold (part)

SNPS — Dividend — Buy (add'l)

SNPS — Dividend — Sold

NOW — Dividend — Sold (part)

SPLK — Dividend — Sold (part)

SPLK — Dividend — Buy (add'l)

SPLK — Dividend — Sold (part)

SPLK — Dividend — Sold

SHOP — Dividend — Sold (part)

SHOP — Dividend — Sold

SQ — Dividend — Sold

TDOC — Dividend — Sold (part)

TDOC — Dividend — Buy (add'l)

TDOC — Dividend — Sold

TLRY — Dividend — Buy

TLRY — Dividend — Buy (add'l)

TLRY — Dividend — Sold

TCEHY — Dividend — Buy

TCEHY — Dividend — Sold (part)

TCEHY — Dividend — Buy (add'l)

TCEHY — Dividend — Sold

TMO — Dividend

TWLO — Dividend — Buy

TWLO — Dividend — Sold

UBER — Dividend — Buy

UBER — Dividend — Buy (add'l)

UBER — Dividend — Sold (part)

UBER — Dividend — Sold

ULTA — Dividend — Buy (add'l)

ULTA — Dividend — Sold

UNH — Dividend — Sold (part)

V — Dividend — Sold (part)

VEEV — Dividend — Buy

VEEV — Dividend — Buy (add'l)

VEEV — Dividend — Sold (part)

VEEV — Dividend — Sold

VHC — Dividend — Buy

VHC — Dividend — Sold

VKTS — Dividend

VRSK — Dividend — Buy

VRSK — Dividend — Sold

WB — Dividend — Buy

WB — Dividend — Sold (part)

WB — Dividend — Sold

WIX — Dividend — Sold (part)

WIX — Dividend — Sold

WORK — Dividend — Buy

WORK — Dividend — Sold

XLNX — Dividend — Sold (part)

XLNX — Dividend — Sold

XPO — Dividend — Sold (part)

XPO — Dividend — Buy (add'l)

XPO — Dividend — Sold (part)

XPO — Dividend — Buy (add'l)

XPO — Dividend — Sold

ZEN — Dividend — Sold

ZOOM — Dividend — Buy

ZOOM — Dividend — Sold

ZTS — Dividend — Buy

ZTS — Dividend — Sold

Stifel, Nicolaus & Company TOD Account - see Part VIII for addt'l info. — Int./Div.

FB — Dividend

ANAHEIM CA CMNTY DIST SPL TAX 08 1 PLATINUM — Interest

FRESNO CA PENSION OBLIGS NPFG B/ E TXBL REV — Interest

HEMET CA USD RFDG 2012 ELECT SER A — Interest

GROSSMONT CA UN HIGH SCH DIST RFDG — Dividend — Sold

CALIFORNIA ST PUB WKS BRD LSE REV DEPT CORR & REHAB SER H B/E — Dividend — Sold

DAVIS CA SPL TAX CMNTY FACS DIST 2015 1 REV B/E — Interest

NORWALK CA REDEV AGY TAX ALLOC REV RFDG — Interest

CALIFORNIA ST RFDG VARIOUS PURP B/E PTC — Interest

INDEPENDENT CITIES CA FIN MOBILE HM REV RFDG — Interest

FOLSOM CORDOVA CA UNI SCH DIST SCH FACS IMPT DIST 4 B B/E OID — Interest

FEDL NATL MTG ASSN REMIC SER 1994-61 CL E — Dividend — Sold (part)

VALERO ENERGY PARTNERS SR NOTE — Dividend — Sold

AB HIGH INCOME — Dividend — Sold

OPPENHEIMER STEELPATH MLP INCOME — Dividend — Sold

SMART TRUST CA MUN 6 — Dividend — Sold

GUGGENHEIM FLTG RATE & DIV GRWTH 14 — Dividend — Sold

SMART TRUST CEFA SELECT BDC 10 — Dividend — Sold

SMART TRUST TECHNOLOGY REVOLUTION 1 MO RE — Dividend

FIRST TRUST EQUITY INCOME 61 MO RE — Dividend — Buy (add'l)

CALIFORNIA HLTH FACS FING AUTH RFDG SUTTER HEALTH — Interest — Buy

SAN BERNARDINO CNTY CA SPL TAX CMNTY FACS DIST 2006 — Interest — Buy

HOLLISTER CA SCH DIST ELECT 2014 SER — Interest — Buy

FEDL NATL MTG ASSN REMI SER 1994-61 — Interest — Buy

American Century Investments - Growth Fund — Dividend — Buy

American Century Investments - Heritage Fund — Dividend — Buy

Director, L.A. FBA Medal of Valor, Non-Profit

Director, Western Justice Center Foundation, Non-Profit

Director, Activity Source for Seniors, Inc., Non-Profit

Director, L.A. FBA Legal Eduction Foundation, Non-Profit

Reimbursement — California Bankruptcy Forum — May 17-20, 2019 — Rancho Mirage, CA — Bankruptcy Lecture — Meals, Hotel & Transportation

Reimbursement — George Mason University — October 6-8, 2019 — Denver, CO — Symposium on the Law and Economics of Marijuana Legalization — Meals, Hotel & Transportation

Reimbursement — National Conference of Bankruptcy Judges — October 29- November 3, 2019 — Washington, D.C. — Bankruptcy Lectures — Meals, Hotel & Transportation

Income — 2019 — Book Royalty, Thomson-West — $34,083.23

Part VII, No. 2. American Tax Credit Prop. II, LTD. To my knowledge, the limited partnership dissolved at some point during 2018. The exact date is unknown to

me. There were no transactions during 2018 or distributions upon dissolution of the partnership.

Part VII, No. 3. Time Share - Palm Springs, CA: Purchased in December 13, 1996. Purchase price: $7,990.00

Part VII, No. 4 Vanguard - Purchased July 17, 2019. Purchase price: $10,000

Part VII, No. 16. Stocks listed in nos. 17-216 in Part VII are part of the L&S Advisors (Charles Schwab) account

Part VII, No. 217. Stocks listed in nos. 218-241 in Part VII are held in a Stifel Nicolas Brokerage Firm Account

Part VII, Lines 242-243: Stocks not previously reported.

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.