Stephen Robert Clark sr

2019

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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