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What was filed

  • 42

    investments

  • 10

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 1

    spouse income

Named parties

  • Barnes & Thornburg LLP
  • BT Building Company, LLP
  • University of Notre Dame (Law School)
  • Robert A. Grant Inn of Court
  • Boys and Girls Club of St. Joseph County, Inc.
  • Family & Children's Center, Inc.
  • Family & Children's Center Foundation, Inc.
  • Ronald A. Leichty Scholarship Foundation, Inc.
  • Indiana University South Bend Center for Sustainable Future Advisory Board
  • POA #1
  • BT Building Company, LLP (estimated)
  • University of Notre Dame (teaching)
  • University of Notre Dame (administrative assistant services)

As filed

Teachers Credit Union Account 1 — Interest

Teachers Credit Union Account 2 — Interest

Teachers Credit Union Account 4 — Interest

Teachers Credit Union Account M — Interest

Teachers Credit Union Account W — Interest

Wells Fargo IRA

Franklin Mutual Global Discovery Fund (TEDIX) — Dividend

Calvert Global Water Fund (CFWAX) — Dividend

Templeton Developing Markets Trust Fund (TEDMX) — Dividend

BT 401(k)

Fidelity Low Price Stock Fund (FLPSX) — Dividend

Pimco Total Return Institutional Class Fund (PTTRX) — Dividend

Templeton Institutional Foreign Equity Fund (TFEQX) — Dividend

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Vanguard Institutional Index Fund (VINIX) — Dividend — Closed

Fidelity 500 Index Institution — Dividend

ND 403(b)

Vanguard Total Stock Market Index Fund (VITSX) — Dividend — Closed

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Vanguard Real Estate Index Fund (VGSNX) — Dividend

Vanguard Total Stock Market IP (VSMPX) — Dividend

CollegeChoice Advisor 529 Plan

College Portfolio Class A (Fund Code 2832) — Dividend

2022 Enrollment Portfolio Class A (Fund Code 2822) — Dividend

Core Bond Index Portfolio Class A (Fund Code 2800) — Dividend

Pimco Total Return Portfolio Class A (Fund Code 2816) — Dividend

Boston Company Dynamic Large Cap Value Port. Class A (Fund Code 2853) — Dividend

Large Cap Index Portfolio Class A (Fund Code 2802) — Dividend

T Rowe Price Large Cap Growth Portfolio Class A (Fund Code 2808) — Dividend

Diamond Hill Small-Mid Cap Portfolio Class A (Fund Code 2842) — Dividend

International Equity Index Portfolio Class A (Fund Code 2814) — Dividend

Emerging Markets Equity Index Portfolio Class A (Fund Code 2855) — Dividend

Equitable Variable Life Insurance

Guaranteed Interest Account (Unloaned) — Interest

AXA Large Cap Value Managed Fund — Dividend

AXA Moderate Allocation Fund — Dividend

EQ/Common Stock Index Fund — Dividend

EQ/Equity 500 Index Fund — Dividend

Multimanager Aggressive Equity Fund — Dividend

BT Capital Account — None — Distributed

BT Cash Balance Plan — Interest — Closed

BT Building Capital Account — None — Distributed

Partner, Barnes & Thornburg LLP

Partner, BT Building Company, LLP

Adjunct Professor, University of Notre Dame (Law School)

President, Robert A. Grant Inn of Court

Chairman and Director, Boys and Girls Club of St. Joseph County, Inc.

Director, Family & Children's Center, Inc.

Director, Family & Children's Center Foundation, Inc.

President and Director, Ronald A. Leichty Scholarship Foundation, Inc.

Director, Indiana University South Bend Center for Sustainable Future Advisory Board

Attorney-in-Fact, POA #1

Agreement — 2007 — Barnes & Thornburg LLP Partnership Agreement, including capital account, 401(k), profit sharing and cash balance plan.

Agreement — 2019 — University of Notre Dame, compensation for teaching fall semester 2019

Income — 2019 — Barnes & Thornburg LLP — $381,803.00

Income — 2019 — BT Building Company, LLP (estimated) — $58.00

Income — 2019 — University of Notre Dame (teaching) — $3,400.00

Spouse's income — 2019 — University of Notre Dame (administrative assistant services)

Part VII. Teachers Credit Union Accounts 8 and 9, listed in my prior nominee report, are non-dividend, non-interest accounts with no income in 2019.

Part VII, Row 15. This fund became unavailable for further investment in the BT 401(k). The funds were exchanged with the Fidelity 500 Index Institution Fund

in lieu (Row 16).

Part VII, Row 18. This fund became unavailable for further investment in the ND 403(b) Plan. The funds were exchanged with the Vanguard Total Stock Market

IP (VSMPX) (Row 21).

Part VII, Row 41. The BT Cash Balance Plan was closed and rolled into the BT 401(k) (Row 10). There is no profit sharing component to my participation in the

BT 401(k), just investments in mutual funds.

Part VII, Rows 40 & 42. These two capital accounts were closed with capital payouts following my departure from Barnes & Thornburg LLP.

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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Damon Ray Leichty | Frix