# Daniel Paul Collins

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/31807

## Record

- **Judge:** Daniel Paul Collins
- **Year:** 2019
- **Pages:** 8

## Text

MTO 401(k) Profit Sharing Plan (Wells Fargo) (H)
American Funds Investment Co of America R6 — Dividend — Buy (add'l)
American Funds Investment Co of America R6 — Sold
American Funds EuroPacific Growth R6 — Dividend — Buy (add'l)
American Funds EuroPacific Growth R6 — Sold
Metropolitan West Total Return Bond Fund — Dividend — Buy (add'l)
Metropolitan West Total Return Bond Fund — Sold
MTO Profit Sharing Plan (Wells Fargo) (H)
American Funds Investment Co of America R6 — Dividend — Buy (add'l)
American Funds Investment Co of America R6 — Sold
American Funds EuroPacific Growth R6 — Dividend — Buy (add'l)
American Funds EuroPacific Growth R6 — Sold
Metropolitan West Total Return Bond Fund — Dividend — Buy (add'l)
Metropolitan West Total Return Bond Fund — Sold
MTO Cash Balance Pension Plan — None — Distributed
ScholarShare 529 #1 (H)
Passive Age Based Portfolio — None — Distributed (part)
ScholarShare 529 #2 (H)
Passive Age Based Portfolio — None
ScholarShare 529 #3 (H)
Passive Age Based Portfolio — None
Schwab One Account (H)
Schwab Bank Sweep Account — Interest
Janus Henderson High Yield Fund — Dividend
Bank of America Cash Accounts — Interest
Wells Fargo Cash Accounts — Interest
City National Cash Account — Interest
Chase Cash Accounts — Interest — Open
PayFlex Health Savings Account — Interest
Munger, Tolles & Olson LLP Capital Account — Interest — Distributed
Fidelity IRA (H)
Fidelity Sweep Account (Citibank) — Interest — Open
Morgan Stanley Insight A — Dividend — Buy
Value Line Cap Appreciation Inv — Dividend — Buy
Wells Fargo Diversif Cap Builder CL A — Dividend — Buy
Fidelity Investment Grade — Dividend — Buy
Eaton Vance Short Duration Gov Inc A — Dividend — Buy
Janus Henderson Multisector Income T — Dividend — Buy
Pimco Income Fund CL A — Dividend — Buy
Pimco Preferred & Capital Secs CL A — Dividend — Buy
Fidelity Money Market Premium Class — Dividend — Buy
Partner (through 5/21/19), Munger, Tolles & Olson LLP
Director (through no later than 5/21/19), The Munger, Tolles & Olson Foundation
Director (through approx. 3/2019), Friends of the Los Angeles County Law Library
Member, Advisory Council (through 11/2019), Ninth Judicial Circuit Historical Society
Member, American Law Institute
Gift — Munger Tolles & Olson LLP — Reception following Investiture Ceremony — $23,170.58
Agreement — 2019 — Munger Tolles & Olson LLP, retirement and pension plans through former law firm (until July 2019 partial cashout and partial rollover to IRA)
Agreement — 2019 — Munger Tolles & Olson LLP, post-departure payment of final partnership distribution for pre-departure services and return of capital account
Liability — St. Monica Academy — Tuition Agreement
Liability — Fanfaire, Inc. — Deposit due under Stadium Seat License Agreement
Liability — University of Dallas — Tuition Agreement
Reimbursement — Federalist Society — October 3, 2019 — Stanford Law School, Stanford, CA — Panel Discussion — Transportation, meal, hotel
Income — To 5/21/19 — Munger, Tolles & Olson LLP, partnership income — $484,083.00
In Part VII, the proceeds from the listed sales for the MTO 401(k) Profit Sharing Plan and the MTO Profit Sharing Plan were directly rolled over into my newly
created Fidelity IRA, except that the Roth 401(k) portion of the MTO 401(k) Profit Sharing Plan was cashed out. Accordingly, no gain is listed for the amounts
rolled over. The gain on the Roth 401(k) distribution from the MTO 401(k) Profit Sharing Plan is allocated among the three funds based on their proportionate
size at the time of that cashout.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31807. Public record. Not legal advice.
