David Jason Hale

2019

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Pull out the substance of this filing.

What was filed

70
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary
Federal Judges Association
Transylvania University
Baptist Health - salary

As filed

First Financial Bank — Interest

Louisville Federal Credit Union (opened in 2019) — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fund Class I — Buy (add'l)

Wells Fargo Cash Accounts — Interest

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement 2035 Trust I — Dividend

Aberdeen Emerging Markets Fd Inst'l Class I — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class I — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold (part)

Edgewood Funds Growth Fd Inst'l Class — Sold (part)

Edgewood Funds Growth Fd Inst'l Class — Buy (add'l)

Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Interest — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Buy (add'l)

Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Dividend — Sold (part)

Hartford Mutual Funds Midcap Fd — Buy (add'l)

American Funds Washington Mutual Fund F2 — Dividend — Buy

American Funds Washington Mutual Fund F2 — Buy (add'l)

American Funds Washington Mutual Fund F2 — Sold (part)

Lazard International Equity Portfolio Institutional Shares — Dividend — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold (part)

Meridian Funds Small Cap Growth Fund — Buy (add'l)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Buy (add'l)

Metropolitan West Funds Total Return Bd Fd Class I — Buy (add'l)

American Funds Europacific Growth Fund — Dividend — Buy (add'l)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend

Touchstone Mid Cap Value Fd Class Y — Dividend

Dean Small Cap Value Fd Class I — Dividend — Sold (part)

Dean Small Cap Value Fd Class I — Buy (add'l)

Principal Global Real Estate Securities Fd — Dividend — Sold

Invesco Balanced Risk Commodity Strategy Fd Class Y — Dividend — Sold

Diamond Hill Funds Large Cap Fd Class 1 — Dividend — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class 1 — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fund Class 1 — Sold (part)

Virtus Funds KAR Small Cap Core Fund Class 1 — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class 1 — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class 1 — Buy (add'l)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class 1 — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class 1 — Buy (add'l)

Legg Mason Funds Clearbridge Appreciation Fund Class 1 — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fund Class 1 — Buy (add'l)

Wells Fargo Cash Accounts — Interest

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Liability — Transylvania University — Tuition payment plan

Spouse's income — 2019 — Baptist Health - salary

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.