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Pull out the substance of this filing.

What was filed

  • 52

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • University of San Diego School of Law
  • Exempt
  • La Jolla Country Day School
  • self-employed attorney

As filed

Rental Property, San Diego, CA — Rent

Rental Property, La Quinta, CA — Rent

Cabrillo Credit Union Checking — Interest

Wells Fargo Checking — Interest

Mission Federal Credit Union Savings/ Checkin — Interest

UBS Cash Account — Interest

Latham & Watkins/Schwab 401(k) (H)

Dodge & Cox Stock — Int./Div.

Harbor Capital Appreciation — Dividend

Vanguard Selected Value Inv — Dividend

Dodge & Cox Balanced — Dividend

Vanguard Retirement Savings Trust I — Dividend

UBS Resource Managment Account (H)

Accenture PLC Stock — Dividend

Blackrock Inc. Stock — Dividend

Chevron Corp Stock — Dividend

Chubb Ltd Stock — Dividend

Coca Cola Co Com Stock — Dividend

Comcast Corp. Stock — Distribution

Crane Corp Stock — Dividend

Diageo PLC Stock — Dividend

Home Depot Inc. Stock — Dividend

Intel Corp Stock — Dividend

Johnson & Johnson Com Stock — Dividend

JPMorgan Chase & Co Stock — Dividend

Linde PLC Eur Stock — Dividend

Lockheed Martin Corp Stock — Dividend

Marsh & Mclennan Cos Inc Stock — Dividend

McDonalds Corp Stock — Dividend

Medtronic PLC Stock — Dividend

Microsoft Corp Stock — Dividend

Nextera Energy Inc. Com Stock — Dividend

Novartis AG Spon ADR Stock — Dividend

Raytheon Tech Corp Stock — Dividend

Republic Service Inc Stock — Dividend

Rockwell Automation Inc. New Stock — Dividend

Suncor Energy Inc New CAD Stock — Dividend

Texas Instruments Stock — Dividend

Trust Finl Corp Stock — Dividend

Union Pacific Coirp Stock — Dividend

VFC Corp Stock — Dividend

College Sense 529 — Int./Div.

College Bound 529 — Int./Div.

State Farm IRA — Int./Div.

EQM Capital LLC (H)

Morningstar Moderate — Dividend

Morningstar Moderately Agressive — Dividend

Stokes Wagner 401 (H)

FID Contrafund — Dividend

FID Diversified Intl — Dividend

FID 500 Index — Dividend

Glenmede LG Cap Core — Dividend

Adjunct Professor, University of San Diego School of Law

Gift — Exempt

Liability — La Jolla Country Day School — Tuition

Reimbursement — Exempt

Income — 2019 — University of San Diego School of Law — $300.00

Spouse's income — 2019 — self-employed attorney

Part IV and Part V exempted.

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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