Elizabeth E. Brown
2019
Ask Donna
Pull out the substance of this filing.
What was filed
31
investments
2
positions
0
gifts
0
agreements
0
debts
4
reimbursements
1
income
1
spouse income
Named parties
- Trust #1
- American Bankruptcy Law Journal
- ABI Rocky Mountain Bankruptcy Institute
- American College of Bankruptcy
- National Conference of Bankruptcy Judges
- Editor in Chief, American Bankruptcy Law Journal
- Self-employed (psychotherapist)
As filed
TRUST #1 (H)
John Hancock Universal Life Insurance Policy — None
Metlife (aka Brighthouse) stock — Dividend
IRA #1 (H)
Fundamental Investors Cl A (ANCFX) — Dividend
Fundamental Investors Inc Cl F1 (AFIFX) — Dividend — Buy (add'l)
Growth Fund of Amer (GFAFX) — Dividend — Buy (add'l)
Investment Co. of Amer Cl A (AIVSX) — Dividend
Investment Co of Amer Cl F1 (AICFX) — Dividend — Buy (add'l)
Washington Mutual Inv (WSHFX) — Dividend — Buy (add'l)
Cap World Grwth & Incm (CWGIX) — Dividend
New Perspective Fund Cl A (ANWPX) — Dividend
New Perspective Fund Cl F1 (NPFFX) — Dividend
iShares TR (TIP) — Dividend
Amer. Balanced Cl A (ABALX) — Dividend
Amer Balanced Fd Cl F1 (BALFX) — Dividend
IRA #2 (H)
RBC Insured Deposits (cash) — Interest
Artisan Partners Funds Val Fund (APDLX) — Dividend
Dodge & Cox Stock Fd (DODGX) — Dividend
iShares Core S&P Small Cap (IJR) — Dividend
iShares Core S&P 500 (IVV) — Dividend
Ivy Lg Cap Gwth Fd (IYGIX) — Dividend
Riverpark Wedgewood Fund (RWGIX) — Dividend
SPDR S&P 500 ETR (SPY) — Dividend
Thornburg Intl Value Fd (TGVIX) — Dividend
Loomis Sayles Inv (LSIIX) — Dividend
Schwab Strategic TR Int Term US Treasury (SCHR) — Dividend — Buy
iShares 1-3 Yr Treasury Bond ETF (SHY) — Dividend — Sold
CollegeInvest | Colorado 529 College Savings Plan (H)
Scholars Choice College Savings Prgm - Age Based — None
Trustee, Trust #1
Editor-in-Chief, American Bankruptcy Law Journal
Reimbursement — ABI Rocky Mountain Bankruptcy Institute — January 23-25, 2019 — Salt Lake City, UT — Speaker — Transportation, meals, lodging
Reimbursement — American College of Bankruptcy — March 15-17, 2019 — San Diego, CA — Conference — Transportation, meals, lodging
Reimbursement — American College of Bankruptcy — August 22-25, 2019 — Santa Fe, NM — Speaker — Transportation, meals, lodging
Reimbursement — National Conference of Bankruptcy Judges — October 29- November 1, 2019 — Washington, DC — Speaker — Transportation, meals, lodging
Income — 2019 — Editor in Chief, American Bankruptcy Law Journal — $16,000.00
Spouse's income — 2019 — Self-employed (psychotherapist)
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.