Joel D. Applebaum
2019
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Pull out the substance of this filing.
What was filed
59
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
2
spouse income
Named parties
- Access to Bankruptcy Court (not for profit corporation)
- Legal Aid and Defender Association (not for profit corporation)
- Clark Hill PLC
- Clark Hill PLC law firm partner
- Autoneum North American (annual salary)
- Nexteer Automotive (annual salary)
As filed
Bank of America Cash equivalent accounts — Interest
MESP 529 College Savings Account (aged- Based) — None
Nexteer Automotive Retirement Account (H)
Fidelity US Bond Index Fund — Dividend — Buy
American Funds 2045 Trgt Date Fund — Dividend — Buy
Capital Group/American Funds IRA Account #1 (H)
ABALX — Dividend
CWGIX — Dividend
AGTHX — Dividend
AMECX — Dividend
ANEFX — Dividend
Capital Group/American Funds IRA (39) #2 (H)
AMRMX — Dividend
CAIBX — Dividend
AGTHX — Dividend
NEWFX — Dividend
AWSHX — Dividend
Charles Schwab One Account (54) (H)
Charles Schwab money market/sweep account — Interest — Open
(BIV) VANGUARD INTERMEDIATE TERM BOND ETF — Dividend — Buy
(BSV) VANGUARD SHORT-TERM BOND ETF — Dividend — Buy
(DFCEX) DFA EMERGING MKTS CORE EQTY PORT INSTL — Dividend — Buy
(DFGBX) DFA FIVE YEAR GLBL FIXED INCM PORT INSTL — Dividend — Buy
(DFGEX) DFA GLBL REAL ESTATE SEC PORT INST — Dividend — Buy
(DFLVX) DFA US LARGE CAP VALUE PORT INSTL — Dividend — Buy
(DFSVX) DFA US SMALL CAP VALUE PORT INSTL — Dividend — Buy
(DFIEX) DFA INTL CORE EQTY PORT INSTL — Dividend — Buy
(DISVX) DFA INTL SMALL CAP VALUE PORT INSTL — Dividend — Buy
(SWAGX) SCHWAB US AGGREGATE BOND INDEX FD — Dividend — Buy
(SWISX) SCHWAB INTL INDEX FUND — Dividend — Buy
(SWTSX) SCHWAB TOTAL STOCK MKT INDEX — Dividend — Buy
(SWVXX) SCHWAB VALUE ADVANTAGE — Dividend — Buy
(VTI) VANGUARD TOTAL STOCK MARKET ETF — Dividend — Buy
Charles Schwab Rollover IRA Account (96) (H)
Charles Schwab money market/sweep account — Interest — Open
(DFGBX) DFA FIVE YEAR GLBL FIXED INCM PORT INSTL — Dividend — Buy
(SWAGX) SCHWAB US AGGREGATE BOND INDEX FD — Dividend — Buy
(DFCEX) DFA EMERGING MKTS CORE EQTY PORT INSTL — Dividend — Buy
(DFGEX) DFA GLBL REAL ESTATE SEC PORT INST SEC PORT INST — Dividend — Buy
(DFLVX) DFA US LARGE CAP VALUE PORT INSTL — Dividend — Buy
(DFSVX) DFA US SMALL CAP VALUE PORT INSTL — Dividend — Buy
(SWISX) SCHWAB INTL INDEX FUND — Dividend — Buy
(SWTSX) SCHWAB TOTAL STOCK MKT INDEX — Dividend — Buy
Auto NA Retirement Savings Plan (H)
TRP Ret I 2045 Fd I Cl — None — Sold
Clark Hill Salary Deferral Plan (H)
Fidelity Managed Income Port — Dividend — Sold
Prudential Short Trm Corp BD Z — Dividend — Sold
Vanguard Int Term Bond INV — Dividend — Sold
Opperheimer SR Floating Rate I — Dividend — Sold
Templeton Global Total Ret — Dividend — Sold
JPMorgan Equity Income R6 — Dividend — Sold
American Amcap R6 — Dividend — Sold
Fidelity Value K — Dividend — Sold
Alliance Bernstein Disc Growth — Dividend — Sold
Victory Sm Co Opporrunity J — Dividend — Sold
RS Select Growth Y — Dividend — Sold
Am Europacific Growth R6 — Dividend — Sold
Thornburg Developing World — Dividend — Sold
Director (unpaid position), Access to Bankruptcy Court (not for profit corporation)
Director (unpaid position), Legal Aid and Defender Association (not for profit corporation)
Partner, Clark Hill PLC
Agreement — 2005-2019 — Clark Hill Basic Pension Plan
Income — 2019 — Clark Hill PLC law firm partner — $84,324.00
Spouse's income — 2019 — Autoneum North American (annual salary)
Spouse's income — 2019 — Nexteer Automotive (annual salary)
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.