Sheri Bluebond
2019
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Pull out the substance of this filing.
What was filed
59
investments
4
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- WEX, Inc.
- Los Angeles Bankruptcy Forum
- Trust No. 1
- American College of Bankruptcy Foundation
- National Conference of Bankruptcy Judges
- American College of Bankruptcy
- California Bankruptcy Forum Conference
- GlassRatner Advisory & Capital Group LLC -- Salary
As filed
Flyer Technologies, LLC, equity interest — Dividend
Noventis, common stock — None — Sold — WEX, Inc.
Scholarshare Active Age-Based Portfolio — None
Trust #1 (H)
Microsoft, common stock — Dividend
Wells Fargo Bank (Cash Accounts) — Interest
Stamps.com, common stock — None
First Eagle Global Mutual Fund — Dividend
Fidelity Gov't Cash Reserve fka Fidelity Municipal Money Market Fund — Dividend
Fidelity California Municipal Income Fund — Dividend — Buy (add'l)
Fidelity California Municipal Income Fund — Buy (add'l)
Deutsche (DWS) Mngd Muni Bd Fd — Dividend
Invesco Int'l Growth Fund — Dividend
Artisan Value Fund Investor CL — None — Sold (part)
Artisan Value Fund Investor CL — Sold
Artisan Small Cap Fund Investor CL — None — Sold (part)
Fidelity Growth Company Fund — None — Sold (part)
Fidelity Growth Company Fund — Sold (part)
IShares Russell 1000 ETF — Dividend
IShares TR Russell Midcap ETF — Dividend
IShares Russell 1000 Growth ETF — Dividend — Sold (part)
IShares S&P Sm Cap 600 Growth ETF — None — Sold
IShares S&P Sm Cap 600 Value — Dividend — Buy
IShares S&P Sm Cap 600 Value — Sold (part)
IShares Inc. Core MSCI Emerg Markets — Dividend — Buy (add'l)
IShares Inc. Core MSCI Emerg Markets — Sold (part)
IShares Russell Midcap Value Index ETF — Dividend
IShares TR US Treas. Bond ETF — Dividend — Buy
MFS Int'l Diversification Fund A — Dividend — Sold (part)
MFS Int'l Intrinsic Value Fund CL A — Dividend — Sold (part)
T Rowe Price Tax Free High Yield — Dividend
T Rowe Price New Era Fund — Dividend — Sold (part)
Vanguard Index FDS Vanguard Value — Dividend
Vanguard Index FDS Vanguard Growth — Dividend
Wells Fargo Muni Bond Fd-Admin CL — Dividend — Sold (part)
(Invesco) Oppenheimer Int'l Growth CL1 — None — Sold (part)
(Invesco) Oppenheimer Int'l Growth CL1 — Sold
(Invesco) Oppenheimer Developing Markets Class I Fund — None — Sold (part)
(Invesco) Oppenheimer Developing Markets Class I Fund — Sold
(Invesco) Oppenheimer International Bond Fund — Dividend — Sold
Templeton Global Bond Fund Class A — Dividend — Buy
Templeton Global Bond Fund Class A — Sold
Causeway Emerging Markets Fund — Dividend
Vanguard Sector Index FDS Vanguard — Dividend
Aberdeen Emerging Markets FD — Dividend — Sold (part)
Oakmark Int'l Investor FD (see note in part VIII) — Dividend — Sold (part)
Blackrock Nat'l Muni Fund — Dividend — Buy (add'l)
Blackrock Nat'l Muni Fund — Buy (add'l)
Blackrock Nat'l Muni Fund — Buy (add'l)
Blackrock Nat'l Muni Fund — Buy (add'l)
Blackrock Nat'l Muni Fund — Buy (add'l)
Mainstay (Mackay)Tax Free Bd Cl A — Dividend
Flexshares Trust Morningstar Global — None — Sold
SPDR Index SHS FDS S&P Global Nat Res ETF — None — Sold
Strategic Adv. Tax Short Duration Fund — Dividend — Buy (add'l)
Strategic Adv. Tax Short Duration Fund — Buy (add'l)
Strategic Adv. Tax Short Duration Fund — Sold (part)
Strategic Adv. Tax Short Duration Fund — Buy (add'l)
Franklin CA Tax Free Income Class I Fund — None
Member, Board of Trustees, Los Angeles Bankruptcy Forum
Trustee, Trust No. 1
Member, Board of Governors, American College of Bankruptcy Foundation
Member, Board of Governors, National Conference of Bankruptcy Judges
Reimbursement — American College of Bankruptcy — 03/14 to 03/16/2019 — Coronado, CA — Attendance at Annual Conference — Hotel, Parking, Meals, Local Transportation
Reimbursement — California Bankruptcy Forum Conference — 05/17 to 05/19/2019 — Rancho Mirage, CA — Speaker at Annual Conference — Hotel, Meals, Tuition
Reimbursement — National Conference of Bankruptcy Judges — 10/29 to 11/02/2019 — Washington, DC — Attendance at Annual Meeting and Conference — Hotel, Airfare, Meals, Local Transportation
Spouse's income — 2019 — GlassRatner Advisory & Capital Group LLC -- Salary
The entries that appear in Part VII of this report refer to my assets (with the exception of line 3, which refers to 529 accounts held for the ).
I am not reporting assets that belong to my spouse, as, due to a premarital agreement, these assets are the sole financial interest and responsibility of my spouse
and are not derived from any of my assets, income or activities. I, as the reporting person, do not derive or expect to derive a benefit of any kind from my spouse's
assets and have no knowledge of the assets or activities related to these assets.
The equity interest that appears on line 1, Flyer Technologies, LLC, was taken in lieu of fees in 1999 and is held since that time by my former law firm, Irell &
Manella LLP, on behalf of partners and former partners. This stock had not been included in prior reports, as did not receive any income from it and the firm
believed the interest to be worthless. Unexpectedly, the firm received a distribution in 2019, my share of which is reported on line 1.
The stock that appears on line 2, Noventis (fka PreCash, Inc.), was stock taken in lieu of fees in 2001 and was held since that time by my former law firm, Irell &
Manella LLP, on behalf of partners and former partners. This stock had not been included in prior reports, as I did not receive any income and my interest was
worth less than the reporting limit. During this reporting period, Noventis ws acquired by another company and the stock held by the firm was exchanged for
cash. My share of this distribution is reported on line 2.
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.