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Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 2

    positions

  • 1

    gifts

  • 1

    agreements

  • 4

    debts

  • 1

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • Greenberg Traurig, P.A.
  • Bankruptcy Bar Association of the Southern District of Florida
  • Exempt
  • Wells Fargo Bank, N.A.
  • Citibank, N.A.
  • Paletz Roofing
  • Greenberg Traurig, P.A. compensation

As filed

Wells Fargo Bank cash accounts — Interest — Exempt

OptumHealth Bank (H)

cash account — Interest — Exempt

Dodge & Cox Income Fund — Dividend — Exempt

Schwab Target 2040 Index Fund — Dividend — Exempt

Florida Prepaid College Plan #1 — None — Exempt

Florida Prepaid College Plan #2 — None — Exempt

The Vanguard Group (H)

Vanguard Prime Money Market Fund — Dividend — Exempt

Vanguard Municipal Money Market Fund — Dividend — Exempt

Vanguard S-T Investment Grade Fund — Dividend — Exempt

Vanguard Target Retirement 2045 (Roth IRA #1) — Dividend — Exempt

Vanguard Target Retirement 2045 (Roth IRA #2) — Dividend — Exempt

Vanguard 80%/20% Aggressive Age- Based 529 #1 — None — Exempt

Vanguard 90%/10% Aggressive Age- Based 529 #1 — None — Exempt

Vanguard 90%/10% Aggressive Age- Based 529 #2 — None — Exempt

Vanguard Aggressive Age-Based Growth 529 #2 — None — Exempt

Rental Property, Aventura, FL ($225,000) — Rent — Exempt

Greenberg Traurig, P.A. stock — None — Exempt

Pacific Life Insurance Policy cash value — Distribution — Exempt

Schwab SSgA Target Retirement 2040 (401(k)) — None — Exempt

Shareholder, Greenberg Traurig, P.A.

Immediate Past President, Bankruptcy Bar Association of the Southern District of Florida

Gift — Exempt

Agreement — 2008 — Greenberg Traurig, P.A. Shareholder Agreement

Liability — Wells Fargo Bank, N.A. — Mortgage on Rental Property, Aventura, FL (Part VII, line 18)

Liability — Citibank, N.A. — Greenberg Traurig Shareholder Loan

Liability — Citibank, N.A. — Guaranty (Greenberg Traurig, P.A.)

Liability — Paletz Roofing — New Roof

Reimbursement — Exempt

Income — 2019 — Greenberg Traurig, P.A. compensation — $394,324.00

Income — 2018 — Greenberg Traurig, P.A. compensation — $375,000.00

Income — 2017 — Greenberg Traurig, P.A. compensation — $300,000.00

Part VII, line 6 - Florida Prepaid College Plan does not report income information.

Part VII, line 7 - Florida Prepaid College Plan does not report income information.

Part VII, line 14 - Vanguard 529 plan does not report income information.

Part VII, line 15 - Vanguard 529 plan does not report income information.

Part VII, line 16 - Vanguard 529 plan does not report income information.

Part VII, line 17 - Vanguard 529 plan does not report income information.

Part VII, line 19 - Greenberg Traurig, P.A. stock does not earn (and therefore does not report) any income.

Part VII, line 21 - Schwab 401(k) plan does not report income information.

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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Scott M. Grossman | Frix