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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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