Ask Donna

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.