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What was filed

  • 185

    investments

  • 5

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • TRUST #1
  • TRUST #2
  • TRUST #3
  • TRUST #4
  • TRUST #6
  • Sedona Global E-Discovery Conference
  • Association of Business Trial Lawyers
  • American Conference Institute
  • Assoication of Business Trial Lawyers
  • UNIVERSITY OF CALIFORNIA, TEACHING INCOME
  • STATE OF CALIFORNIA
  • COUNTY OF LOS ANGELES
  • WEST PUBLISHING CORPORATION

As filed

BROKERAGE ACCOUNT #1 (H)

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOCIALLY RESPONSIVE) FUND — Dividend

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Dividend — Sold (part)

CALIFORNIA ST FOR PREVIOUS ISS GO BONDS — Interest — Sold

CALIFORNIA ST PUB WKS BRD LEASE REV BOND 2014A — Interest — Sold

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCT — Dividend

CALIFORNIA ST VETERANS GO (FKA CALIFORNIA ST FOR PREVIOUS ISSUE) BOND — Interest

OXNARD CALIF SCH DIST GO REF BOND — Interest — Sold

SAN FRANCISCO CALIF BAY AREA RAPID TRANSIT BOND — Interest

METROPOLITAN WTR DIST SOUTHN CALIF BOND — Interest

NEBRASKA INVT FIN AUTH SINGLE FAMILY BOND — Interest

OREGON ST HSG & CMNTY SVCS DEPT MTG — Interest

NEUBERGER BERMAN GUARDIAN FD INSTL CL — Dividend

TRUMBULL CONN GO BOND — Interest — Buy

UNION CNTY KY SCH DIST FIN CORP SCH BONDS — None — Buy

US BANK INTEREST CHECKING — Interest

US BANK INTEREST CHECKING — None

SOUTHLAND CREDIT UNION SAVINGS ACCOUNT — Interest

SOUTHLAND CREDIT UNION CERTIFICATE ACCOUNT — Interest

AMERICAN ELECTRIC POWER CO INC COMMON STOCK — Dividend

HONEYWELL INTERNATIONAL INC COMMON STOCK — Dividend

TRUST #1 (H)

FIDELITY GOVERNMENT MONEY MARKET ACCOUNT — Dividend

FIDELITY CONTRAFUND — Dividend — Sold (part)

FIDELITY CONTRAFUND — Sold (part)

FIDELITY CONTRAFUND — Sold (part)

FIDELITY CONTRAFUND — Sold (part)

FIDELITY CONTRAFUND — Sold (part)

FIDELITY CONTRAFUND — Sold (part)

FIDELITY CONTRAFUND — Sold

FIDELITY FOUR IN ONE INDEX FUND — Dividend — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY FOUR IN ONE INDEX FUND — Sold (part)

FIDELITY 500 INDEX FUND — Dividend — Buy

FIDELITY 500 INDEX FUND — Sold (part)

TRUST #2 (H)

FIDELITY TREASURY MONEY MARKET ACCOUNT — Dividend

FIDELITY CONTRAFUND — Dividend — Sold (part)

FIDELITY CONTRAFUND — Sold

FIDELITY FOUR IN ONE INDEX FUND — Dividend — Sold (part)

FIDELITY 500 INDEX FUND — Dividend — Buy

RENTAL PROPERTY, LOS ANGELES, CA (2018, $100,000) — Rent

TRUST #3 (H)

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOCIALLY RESPONSIVE) FUND — Dividend

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Dividend

NEUBERGER & BERMAN EQUITY FD GUARDIAN FD INSTL CL — Dividend — Buy (add'l)

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCOUNT — Dividend

TRUST #4 (H)

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOCIALLY RESPONSIVE) FUND — Dividend — Sold (part)

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Dividend — Sold (part)

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Sold (part)

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Sold

NEUBERGER & BERMAN EQUITY FD GUARDIAN FD INSTL CL — Dividend — Buy (add'l)

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCOUNT — Dividend

RENTAL PROPERTY, LOS ANGELES, CA (2018, $100,000) — Rent

TRUST #5 (H)

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOCIALLY RESPONSIVE) FUND — Dividend

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Dividend — Sold (part)

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FD INSTL CL — Sold (part)

NEUBERGER & BERMAN EQUITY FD GUARDIAN FD INSTL CL — Dividend — Buy (add'l)

DREYFUS GOVERNMENT CASH MGMT MONEY MARKET ACCOUNT — Dividend

INDIVIDUAL RETIREMENT ACCOUNT #1 (H)

MORGAN STANLEY PRIVATE BANK NA (FKA LIQUID ASSET FUND) — Interest

VOYA FINANCIAL ING GOLDENSELECT OPPORTUNITIES VARIABLE ANNUITY (H)

VY JPMORGAN EMERGING MARKETS EQUITY — Dividend

VY (FKA DIVERSIFIED) MID CAP OPPORTUNITIES PORTFOLIO — Dividend

VY T. ROWE PRICE CAPITAL APPRECIATION — Dividend

VY CLARION REAL ESTATE PORTFOLIO — Dividend

VOYA LARGE CAP VALUE PORFOLIO — Dividend

VOYA INTERNATIONAL INDEX PORTFOLIO — Dividend

INVESCO DIVERSIFIED DIVIDEND A — Dividend

INDIVIDUAL RETIREMENT ACCOUNT #2 (H)

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOCIALLY RESPONSIVE) FUND — Dividend

NEUBERGER & BERMAN EQUITY FDS EQUITY INCOME FUND INSTL CL — Dividend

NEUBERGER & BERMAN EQUITY FD GUARDIAN FD INSTL CL — Dividend — Buy (add'l)

DREYFUS GOVERNMENT CASH MGMT MONEY MARKET ACCOUNT — Dividend

ILLINOIS ST GO BOND — Interest — Matured

NEW YORK GO BOND — Interest — Matured

AUSTIN TEXAS PUB IMPT BOND — Interest — Matured

CALIFORNIA ST GO BOND — Interest — Matured

VIRGINIA COLLEGE BLDG AUTH BOND — Interest

WILMINGTON DEL GO BOND — Interest

CONNECTICUT ST GO BOND — Interest

COLUMBUS OHIO VARIOUS PURP LTD TAX BOND — Interest

NEW YORK ST DORM AUTH REVS BOND — Interest

RANCHO CALIF WTR DIST FING AUTH REV BOND — Interest

ARKANSAS ST GO TAXABLE REF BOND — Interest

MET GOVT NASHVILLE & DAVIDSON CNTY TENN BOND — Interest

NEW HAMPSHIRE ST GO CAP IMPT BOND — Interest

UNIV PITTSBURGH OF THE CMWLTH SYS BOND — Interest

UNIVERSITY CALIF REVS LT PROJ REV BOND — Interest

US TREASURY BILLS ZERO CPN 5/9/19 — None — Matured

US TREASURY BILLS ZERO CPN 5/16/19 — None — Matured

UNIVERSITY COLO ENTERPRISE SYS REV BOND — Interest — Buy

NEW YORK ST DORM AUTH REVS ST PERS INCOME BOND — Interest — Buy

US TREASURY BILLS ZERO CPN 7/2/19 — None — Buy

US TREASURY BILLS ZERO CPN 7/2/19 — Matured

US TREASURY BILLS ZERO CPN 11/14/19 — None — Buy

US TREASURY BILLS ZERO CPN 11/14/19 — Matured

US TREASURY BILLS ZERO CPN 11/7/19 — None — Buy

US TREASURY BILLS ZERO CPN 11/7/19 — Matured

US TREASURY BILLS ZERO CPN 12/26/19 — None — Buy

US TREASURY BILLS ZERO CPN 12/26/19 — Matured

US TREASURY BILLS ZERO CPN 5/7/20 — None — Buy

US TREASURY BILLS ZERO CPN 6/25/20 — None — Buy

US TREASURY BILLS ZERO CPN 11/5/20 — None — Buy

US TREASURY BILLS ZERO CPN 12/3/20 — None — Buy

CHASE BANK CASH ACCOUNTS — Interest

FIDELITY INVESTMENT ACCOUNT (H)

FIDELITY ASSET MANAGER 50% FUND — Dividend — Sold (part)

FIDELITY STRATEGIC DIVIDEND & INCOME FUND — Dividend — Sold (part)

FIDELITY CASH ACCOUNT — Interest — Open

MORGAN STANLEY INVESTMENT ACCOUNT (H)

MORGAN STANLEY BANK NA (FORMERLY LIQUID ASSET FUND) — Interest

VOYA FINANCIAL ING GOLDENSELECT OPPORTUNITIES ANNUITY (H)

VY T. ROWE PRICE CAPITAL APPRECIATION — Dividend

VY INVESCO GROWTH AND INCOME PORTFOLIO — Dividend

FIDELITY INVESTMENT ACCOUNT (H)

FIDELITY GOVERNMENT MONEY MARKET ACCT — None

FIDELITY CALIFORNIA MUNI MONEY MARKET ACCT — None

BROKERAGE ACCOUNT #2 (H)

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCOUNT — Dividend

NEUBERGER BERMAN SHT DURATION BOND INSTL MUTAL FUND — Dividend — Sold (part)

NEUBERGER BERMAN GUARDIAN FD INSTL CL — Dividend

NEUBERGER BERMAN SUSTAINABLE EQUITY FUND — Dividend

BROKERAGE ACCOUNT #3 (H)

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCOUNT — Dividend

NEUBERGER BERMAN SHT DURATION BOND INSTL MUTUAL FUND — Dividend — Sold (part)

NEUBERGER BERMAN GUARDIAN FD INSTL CL — Dividend

NEUBERGER BERMAN SUSTAINABLE EQUITY FUND — Dividend

INDIVIDUAL RETIREMENT ACCOUNT #3 (H)

DREYFUS GOVERNMENT CASH MGMT ADMIN MONEY MARKET ACCOUNT — Dividend

NEUBERGER BERMAN EQUITY INCOME INSTL MUTUAL FUND — Dividend

NEUBERGER BERMAN GUARDIAN FD INSTL CL MUTUAL FUND — Dividend

NEUBERGER BERMAN SUSTAINABLE EQUITY (FKA SOC RESPONSIVE) INSTL FD — Dividend

BERNSTEIN CASH ACCOUNT — Interest

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Dividend — Buy

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

RENTAL PROPERTY, LOS ANGELES, CA (2018, $600,000) — Rent

BROKERAGE ACCOUNT #4 (H)

BERNSTEIN CASH ACCOUNT — Interest

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Dividend — Buy

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Buy (add'l)

BERNSTEIN AB HIGH INCOME FIXED INCOME FUND — Sold (part)

CO-TRUSTEE, TRUST #1

CO-TRUSTEE, TRUST #2

CO-TRUSTEE, TRUST #3

CO-TRUSTEE, TRUST #4

TRUSTEE, TRUST #6

Agreement — 2019 — Suzanne Segal will join Signature Resolution Inc's panel of alternative dispute resolution professionals as an independent contractor in 2020

Reimbursement — Sedona Global E-Discovery Conference — January 13-16, 2019 — Tampa, FL — Annual Seminar — Hotel and transportation

Reimbursement — Association of Business Trial Lawyers — April 26-28, 2019 — Palos Verdes, CA — Joint Board Retreat — Hotel and transportation

Reimbursement — American Conference Institute — June 23-24, 2019 — New York, NY — Wage and Hour Law Conference — Hotel and transportation

Reimbursement — Assoication of Business Trial Lawyers — October 2-6, 2019 — Maui, HI — Annual Seminar — Hotel and transportation

Income — 2019 — UNIVERSITY OF CALIFORNIA, TEACHING INCOME — $6,443.99

Spouse's income — 2019 — STATE OF CALIFORNIA

Spouse's income — 2019 — COUNTY OF LOS ANGELES

Spouse's income — 2019 — WEST PUBLISHING CORPORATION

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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Suzanne H. Segal | Frix