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What was filed

  • 47

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • American Bankruptcy Institute and St. John's University
  • State Bar of Texas
  • 29th Annudal DFW Area Chapter 13 Seminar
  • National Conference of Bankruptcy Judges
  • LexisNexis - (2019 Collier Handbook)

As filed

Cisco Systems, Inc. Common Stock — Dividend

AMG Managers Cadence Mid Cap-Inv — Dividend — Sold

Mass Investors Growth Stock Fund-A — Dividend — Sold

Putnam Growth & Income-A — Dividend — Sold

Putnam International Value-A — Dividend — Sold

Invesco American Franchise Fund-Class A- VAFAX — Dividend — Sold

Minnesota Life - Adjustable Life Insurance — Dividend

Bank of America - Cash Account — None

Ameriprise Brokerage Account - AIMMA- tax qualified Retirement Account — Int./Div.

Western Core PL Bond — Int./Div.

Santa Barbara DG — Int./Div.

Lazard IA — Int./Div.

Federated SV — Int./Div.

Kayne Andrsn RDNK SC — Int./Div.

Mutual Fund - ACMVX - American Century Mid Cap Value CL — Int./Div. — Sold (part)

Mutual Fund - ACMVX - American Century Mid Cap Value CL — Sold (part)

Mutual Fund - ACMVX - American Century Mid Cap Value CL — Sold

Mutual Fund - BSIIX - Blackrock Strategic Income Opptys Instl CL — Int./Div. — Sold (part)

Mutual Fund - BSIIX - Blackrock Strategic Income Opptys Instl CL — Sold (part)

Mutual Fund - BSIIX - Blackrock Strategic Income Opptys Instl CL — Sold

Mutual Fund - CZMVX Multi MGR Value Strategies CL Z — Int./Div. — Sold (part)

Mutual Fund - CZMVX Multi MGR Value Strategies CL Z — Sold (part)

Mutual Fund - CZMVX Multi MGR Value Strategies CL Z — Sold

Mutual Fund - CTRZX - Multi MGR Total Return Bond Strategies CL Z — Int./Div. — Sold (part)

Mutual Fund - CTRZX - Multi MGR Total Return Bond Strategies CL Z — Sold (part)

Mutual Fund - CTRZX - Multi MGR Total Return Bond Strategies CL Z — Sold

Mutual Fund - CZMSX - Multi Manager Small Cap Equity Strategies CL Z — Int./Div. — Sold (part)

Mutual Fund - CZMSX - Multi Manager Small Cap Equity Strategies CL Z — Sold (part)

Mutual Fund - CZMSX - Multi Manager Small Cap Equity Strategies CL Z — Sold

Mutual Fund - CZMGX Multi Manager Small Cap Equity Strategies CL Z — Int./Div. — Sold (part)

Mutual Fund - CZMGX Multi Manager Small Cap Equity Strategies CL Z — Sold (part)

Mutual Fund - CZMGX Multi Manager Small Cap Equity Strategies CL Z — Sold

Mutual Fund MEIIX MFS Value CL I — Int./Div. — Sold (part)

Mutual Fund MEIIX MFS Value CL I — Sold (part)

Mutual Fund MEIIX MFS Value CL I — Sold

Mutual Fund - NFRIX Nuveen Symphony Floating Rate Income CL I — Int./Div. — Sold (part)

Mutual Fund - NFRIX Nuveen Symphony Floating Rate Income CL I — Sold (part)

Mutual Fund - NFRIX Nuveen Symphony Floating Rate Income CL I — Sold

Mutual Fund - DEUIX Delaware U S Growth Instl CL — Int./Div. — Sold (part)

Mutual Fund - DEUIX Delaware U S Growth Instl CL — Sold (part)

Mutual Fund - DEUIX Delaware U S Growth Instl CL — Sold

Mutual Fund - EMGNX Wells Fargo Emerging Markets Equity Instl CL — Int./Div. — Sold (part)

Mutual Fund - EMGNX Wells Fargo Emerging Markets Equity Instl CL — Sold (part)

Mutual Fund - EMGNX Wells Fargo Emerging Markets Equity Instl CL — Sold

Mutual Fund-CMIEX Multi Manager Intl Equity Strategies Instl CL — Int./Div. — Sold (part)

Mutual Fund-CMIEX Multi Manager Intl Equity Strategies Instl CL — Sold (part)

Mutual Fund-CMIEX Multi Manager Intl Equity Strategies Instl CL — Sold

Agreement — 2014 — Haynes and Boone LLP Partners' Retirement Plan (frozen), no control

Reimbursement — American Bankruptcy Institute and St. John's University — 3/3/2019 - 3/5/2019 — New York, NY — Judge for Duberstein National Moot Court Competition — Hotel, Travel Expenses

Reimbursement — State Bar of Texas — 4/17/2019 - 4/19/2019 — Austin, TX — Speaker at the Texas Bankruptcy Bench/Bar — Hotel, Travel Expenses

Reimbursement — 29th Annudal DFW Area Chapter 13 Seminar — 10/29/2019 - 11/2/2019 — Hurst, TX — Speaker at Chapter 13 Seminar — Lunch

Reimbursement — National Conference of Bankruptcy Judges — 10/29/2019 - 11/2/2019 — Washington DC — Attend NCBJ Meetings and Conference — Hotel

Income — 04/15/2019 — LexisNexis - (2019 Collier Handbook) — $3,000.00

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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Mark X. Mullin | Frix