Stephen Robert Clark sr
2019
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Pull out the substance of this filing.
What was filed
171
investments
4
positions
1
gifts
1
agreements
2
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Clark Law Firm, LLC d/b/a RUNNY MEDE law group
- RUNNY MEDE law group 401(K) P/S Plan
- RUNNY MEDE law group Cafeteria Plan
- Federal Bar Association
- Rise Realty, LLC
- Collector of Revenue
- RUNNY MEDE law group, payroll income
As filed
UMB Bank Personal Accounts — Interest
401K Account #1 (H)
American Funds Gr Fund of AM R6 (RGAGX) — None — Sold
American Funds Cap Inc. Bdr. R6 (RIRGX) — None — Sold
American Funds Wash Mut. Inv. R6 (RWMGX) — None — Sold
American Funds EuroPacific Gr R6 (RERGX) — None — Sold
Premier Oppenh Fund Inc. Glbl I (MGFZX) — None — Sold
AB Discovery Growth Z (CHCZK) — None — Sold
Invesco Small Cap Growth R6 (GTSFX) — None — Sold
Franklin Small Cap Value R6 (FRCSX) — None — Sold
Victory Sycamore Est. Value R6 (VEVRX) — None — Sold
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — None — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Sold
401K Account #2 (H)
American Funds Gr Fund of AM R6 (RGAGX) — None — Sold
American Funds Cap Inc. Bdr. R6 (RIRGX) — None — Sold
American Funds Wash Mut. Inv. R6 (RWMGX) — None — Sold
American Funds EuroPacific Gr R6 (RERGX) — None — Sold
Premier Oppenh Fund Inc. Glbl I (MGFZX) — None — Sold
AB Discovery Growth Z (CHCZK) — None — Sold
Invesco Small Cap Growth R6 (GTSFX) — None — Sold
Franklin Small Cap Value R6 (FRCSX) — None — Sold
Victory Sycamore Est. Value R6 (VEVRX) — None — Sold
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Int/Div — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Buy (add'l)
American Funds: Amer Funds Trgt Date Ret 2035 R6 (RFFTX) — Sold
HSA Optum Bank Account — None
HSA Optum Investment A ccount (H)
American Funds Capital World (CWGFX) — Int/Div
BlackRock Equity Dividend K Fund (MKDVX) — Int/Div
Goldman Sachs Gr & Inc. Strat (GOIAX) — Int/Div
ohn Hancock Fundamental Large Cap Core Equity (TAGRX) — Int/Div
ohn Hancock High Yield A (HHBX) — Int/Div
Keely Small Cap Value (KSCVX) — None — Sold
Keely Small Cap Div Value FD (KSDVX) — Int/Div — Buy
Neuberger Berman Genesis Fund (NBGIX) — Int/Div
PiMCo Real Retum Fund (PCRAX) — Int/Div
Vanguard 500 Index (VFIAX) — Int/Div
Vanguard Global Equity Fund (VHGEX) — Int/Div
Vanguard Treasury Money Market (VUSXX) — Int/Div
Vanguard Wellington Fund (VWENX) — Int/Div
Trust #1 (H)
Real Estate Interest, pr — None — Sold
Shareholder, py — None
Member, RUNNY MEDE law group — Distribution
Trust # (H)
Microsoft Corp Stock (MSF) — Int/Div
Real Estate Interest, pm (Y)
Trust #3 (H)
Microsoft Corp stock (MSFT) — Int/Div — Sold (part)
Microsoft Corp stock (MSFT) — Sold (part)
International Business Machines Corp (IBM) — Int/Div
Fidelity Government MMKT Capital Reserves (FZAXX) — Int/Div — Buy
Fidelity Government MMKT Capital Reserves (FZAXX) — Sold (part)
Fidelity Government MMKT Capital Reserves (FZAXX) — Buy (add'l)
Fidelity Government MMKT Capital Reserves (FZAXX) — Sold (part)
Fidelity Government MMKT Capital Reserves (FZAXX) — Sold (part)
IRA #1 (H)
AMCAP Fund A (AMCPX) — Int/Div — Buy (add'l)
Capital Income Builder-A (CAIBX) — Int/Div — Buy (add'l)
Capital World Bond Fund-A (CWBFX) — Int/Div — Buy (add'l)
Capital World Growth and Income Fund-A (CWGIX) — Int/Div — Buy (add'l)
EuroPacific Growth Fund-A (AEGPX) — Int/Div — Buy (add'l)
Global Balanced Fund-A (GBLAX) — Int/Div — Buy (add'l)
The Growth Fund of America-A (AGTHX) — Int/Div — Buy (add'l)
The Investment Company of America-A (AIVSX) — Int/Div — Buy (add'l)
New World Fund-A (NEWFX) — Int/Div — Buy (add'l)
SMALLCAP Word Fund-A (SMCWX) — Int/Div — Buy (add'l)
Washington Mutual Investors Fund-A (AWSHX) — Int/Div — Buy (add'l)
ROTHIRA #1 (H)
AMCAP Fund A (AMCPX) — Int/Div
Capital Income Builder-A (CAIBX) — Int/Div
Capital World Bond Fund-A (CWBFX) — Int/Div
Capital World Growth and Income Fund-A (CWGIX) — Int/Div
FEuroPacific Growth Fund-A (AEGPX) — Int/Div
Global Balanced Fund-A (GBLAX) — Int/Div
The Growth Fund of America-A (AGTHX) — Int/Div
The Investment Company of America-A (AIVSX) — Int/Div
New World Fund-A (NEWFX) — Int/Div
SMALLCAP World Fund-A (SMCWX) — Int/Div
Washington Mutual Investors Fund-A (AWSHX) — Int/Div
ROTH IRA # (H)
Wasatch (WMICX) — Int/Div
ROTH IRA #3 (H)
AMCAP Fund A (AMCPX) — Int/Div
Capital Income Builder-A (CAIBX) — Int/Div
Capital World Growth and Income Fund-A (CWGIX) — Int/Div
EuroPacific Growth Fund-A (AEGPX) — Int/Div
The Growth Fund of America-A (AGTHX) — Int/Div
The Investment Company of A merica-A (AIVSX) — Int/Div
Mass Mutual Whole Life Policy — Int/Div
MOST 529 Individual College Savings Plan #1 (H)
Vanguard Interest Accumulation Portfolio — None
MOST 529 Individual College Savings Plan # (H)
Vanguard Interest Accumulation Portfolio — None — Sold (part)
MOST 529 Individual College Savings Plan #3 (H)
Vanguard Interest Accumulation Portfolio — Distribution — Sold (part)
Vanguard Interest Accumulation Portfolio — Sold (part)
Vanguard Interest Accumulation Portfolio — Sold (part)
American Funds Coverdell Account #1 (H)
American Funds U.S. GovernmentMoney Market — Int/Div — Sold
Private College 529 Savings Plan #1 — None
Investment Club (H)
Agilent Technologies (A) — Int/Div — Sold
Alphabet Inc. CL A (GOOGL) — None — Sold
Becton Dickinson & CO (BDX) — Int/Div — Sold
Bellring Brands, Inc. (BRBR) — None — Buy
Bellring Brands, Inc. (BRBR) — Sold
Bristol Meyer's Squibb (BMY) — None — Buy
Bristol Meyer's Squibb (BMY) — Sold
Celgene Corp (CELG) — None — Sold (part)
Celgene Corp (CELG) — Sold
Coco Cola (KO) — Int/Div — Sold
Coming Inc. (GLW) — Int/Div — Sold
Corteva (CTVA) — Int/Div — from line 145)
Corteva (CTVA) — Sold
Dow (DOW) — Int/Div — from line 145)
Dow (DOW) — Sold (part)
Dow (DOW) — Sold (part)
Dow (DOW) — Sold
Dow Dupont Inc. (DWDP) — Int/Div — Sold
Dow Dupont de NeMours Inc. (DD) — Int/Div — from line 145)
Dow Dupont de NeMours Inc. (DD) — Sold (part)
Dow Dupont de NeMours Inc. (DD) — Sold
Ebay Inc.(EBAY) — Int/Div — Sold
Emerson Electric (EMR) — Int/Div — Sold
Estee Lauder Co Inc. (EL) — Int/Div — Sold (part)
Estee Lauder Co Inc. (EL) — Sold
Heico Corp Class A (HEI'A) — Int/Div — Sold
International Business Machines Corp (IBM) — Int/Div — Sold
ohnson & “ohnson ("N7) — Int/Div — Sold
PayPal Holdgs Inc. Com (PY PL) — None — Sold
Pepsico Inc. NC (PEP) — Int/Div — Sold
Southwest Airdines (LUV) — Int/Div — Sold
Cash in Morgan Stanley Money Market Account — Interest — Distributed
IRA # (H)
Amcap Fund A (AMCPX) — Int/Div — Buy
Capital Income Builder-A (CAIBX) — Int/Div — Buy
Capital World Bond Fund-A (CWBFX) — Int/Div — Buy
Capital World Growth and Income Fund-A (CWGIX) — Int/Div — Buy
EuroPacific Growth Fund-A (AEPGX) — Int/Div — Buy
Global Balanced Fund-A (GBLAX) — Int/Div — Buy
The Growth Fund of America-A (AGTHX) — Int/Div — Buy
The Investment Company of A merica-A (AIVSX) — Int/Div — Buy
New World Fund-A (NEWFX) — Int/Div — Buy
SMALLCAP World Fund-A (SMCWX) — Int/Div — Buy
Washington Mutual Investors Fund-A (AWSHX) — Int/Div — Buy
Managing partner and sole member, Clark Law Firm, LLC d/b/a RUNNY MEDE law group
Member, (share held under Trust Agreement #1)
Plan Trustee, RUNNY MEDE law group 401(K) P/S Plan
Plan Administrator, RUNNY MEDE law group Cafeteria Plan
Gift — Federal Bar Association — Contribution towards the cost of reception on the occassion of filer's Investiture. — $5,000.00
Agreement — 05/22/2019 — Stephen R. Clark, Sr. and RUNNY MEDE law group agreee that RUNNY MEDE law group will pay Stephen R. Clark Sr.all net income of the firm.
Liability — Rise Realty, LLC — Lease
Liability — Collector of Revenue — property tax bill
Income — 2019 — RUNNY MEDE law group, payroll income — $197.500.00
Spouse's income — 2019 — RUNNY MEDE law group, payroll income
1. Part], Line 5: In 2019, I was the trustee of the Irrev. Trust #1. Irrev. Trust #1 is a life insurance trust and is unfunded.
2. Part], Line 6: In 2019, I was the trustee of Irrev. Trust #2. Irrev. Trust #2 is a life insurance trust and it 1s unfunded.
3. Part VI: This amended report includes a property tax liability that was inadvertently omitted from the original 2019 report and the nomination reports.
4. Part VII: The assets listed on Lines 39-47; 94; 97-98; 101-103; 105-106; 110, and 124 of filer's nomination report were sold in 2018 prior to filer taking judicial
office.
5. Part VII, Lines 3-11 and Line 24 represent a rollover of 401k assets into an IRA as noted by purchases listed in Lines 83-93.
6. Part VII, Lines 26-34 and Line 50 represent a rollover of 401k assets into an IRA as noted by purchases listed in Lines 161-171.
7. Part VII, Lines 58-59 represent an exchange of assets held in an HSA account.
8. Part VII, Lines 74-75: The realized gain identified is calculated using an estimated cost basis based on information known to date.
9. Part VII, Line 121 The gain represented in line 121 reflects the total gain for both the sale on 1/10/2019 (listed in Line 121) as well as the sale on 9/09/2019
(listed in Line 122) because the statement does not break down the gains on each sale.
10. Part VII, Line 124: Coverdell #1 was identified in filer's nomination report as Coverdell #2; however, because all the assets of Coverdell #1 as identified in
filer's nomination report were sold in 2018 prior to filer taking judicial office, there is only one Coverdell account which is now identified as Coverdell#1.
11. Part VII, Line 159: My [ll no longer has any interest in the securities identifided in lines 128 through 159, because on December 12, 2015 sold
entire interest in the Investment Club. In the original 2019 report, the sale date of] entire interest in the Investment Club was noted only in Part VIII. The
sale of [1] entire interest in the Investment Club resulted in the termination of my| | ownership interest in each asset held by the Investment Club. The
termination of my
ownership interest in each asset held by the Investment Club 1s listed as "sold" in part D of Section VII in this amended 2019 report.
On December 24, 2019, my
was distributed an amount equal to)
proportionate share of the total value of the assets held by the Investment Club as
shown on line 159. [11] had a gain in the 2019 partnership activity of value code A: however the sale of || partnership interest resulted in an overall loss.
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.