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What was filed

  • 24

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 4

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • To 2019 U.S. T-Note
  • From 2018 U.S. T- Note
  • From 2019 U.S. T- Note
  • To U.S. T-Note & ML Accts
  • To B of A RASP (MMA)
  • From 2018 U.S. T-Bill
  • From B of A RASP (MMA)
  • Used for educ. expenses.
  • AAA Financial Services
  • Akron Bar Association and Stark County Bar Association
  • Cleveland Metropolitan Bar Association
  • Federal Bar Association, Northern District of Ohio chapter
  • National Conference of Bankruptcy Judges
  • Thrive Arts Center, Hourly Wages
  • Solon Board of Education, Hourly Wages

As filed

STRS Russell 2000 Index Fund — None

STRS Large Cap Core Fund — None

Merrill Lynch: Bank of America RASP (Money Market Fund) — Interest — Redeemed (part) — To 2019 U.S. T-Note

Merrill Lynch: Bank of America RASP (Money Market Fund) — Buy (add'l) — From 2018 U.S. T- Note

Merrill Lynch: Bank of America RASP (Money Market Fund) — Buy (add'l) — From 2019 U.S. T- Note

Merrill Lynch: U.S. Treasury Bill — None — Redeemed — To U.S. T-Note & ML Accts

Merrill Lynch: U.S. Treasury Note — Interest — Redeemed — To B of A RASP (MMA)

Merrill Lynch: 2019 U.S. T-Note — Interest — Buy — From 2018 U.S. T-Bill

Merrill Lynch: 2019 U.S. T-Note — Buy — From B of A RASP (MMA)

Merrill Lynch: 2019 U.S. T-Note — Redeemed — To B of A RASP (MMA)

Merrill Lynch: IShares Russell 1000 Growth — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

Merrill Lynch: IShares Russell 1000 Value — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

Merrill Lynch: IShares 1-3 Year Treasury Bond ETF — Dividend

Merrill Lynch: TIPS Bond ETF — Dividend

Merrill Lynch: IShares Short Treasury Bond ETF — Dividend

Merrill Lynch: SPDR Gold Trust — None

Merrill Lynch: Vanguard Small-Cap Fund — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

Merrill Lynch: Vanguard Mid-Cap ETF — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

Merrill Lynch: Vanguard FTSE Emerging ETF — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

Merrill Lynch: Vanguard FTSE Developed ETF — Dividend — Buy (add'l) — From 2018 U.S. T-Bill

American Fund Money Market 529C — None — Redeemed — Used for educ. expenses.

Thrivent Financial for Lutherans Whole Life Insurance Policy — Dividend

Key Bank, N.A., Cash Accounts — Interest

Galler SB, LLC — Dividend

Liability — AAA Financial Services — Revolving Credit Card

Reimbursement — Akron Bar Association and Stark County Bar Association — 03/29/2019 — Hartville, Ohio — Attend White-Williams Bankruptcy Seminar — Registration Fee and Materials, and Lunch

Reimbursement — Cleveland Metropolitan Bar Association — 05/09/2019 — Cleveland, Ohio — Attend William J. O'Neil Great Lakes Bankruptcy Institute — Registration Fee and Materials, and Speakers' Dinner

Reimbursement — Federal Bar Association, Northern District of Ohio chapter — 10/11/2019 — Geneva-on-the-Lake, Ohio — Attend Northern District of Ohio Bench-Bar Retreat — Registration Fee and Materials, and Lunch

Reimbursement — National Conference of Bankruptcy Judges — 10/29/2019 to 11/02/2019 — Washington, DC — partial reimbursement for lodging during annual NCBJ Conference — two (2) nights lodging

Spouse's income — 2019 — Thrive Arts Center, Hourly Wages

Spouse's income — 2019 — Solon Board of Education, Hourly Wages

In Section VII, all of the items listed as Nos. 1-20 are funds in tax deferred retirement accounts (including 401(k) and 401(a) plans and rollover IRAs) or college

529 accounts. The income reported includes all income (dividend, interest, etc.) actually reported to me in the monthly, quarterly, and annual statements

I received. I assume that the remainder of the changes in value, including in those funds for which income is identified as "none," are from market value

appreciation (or depreciation) of the underlying investments. To the extent other portions of the change in value could be attributed to some form of income, as

opposed to market appreciation, those amounts have not been reported to me. This comment is intended to address the issues first raised by the Committee's letter

to me dated February 3, 2015, regarding my initial financial disclosure dated December 15, 2014. That letter noted that "all income is reportable, whether taxable,

tax deferred, or tax exempt. . . . the amount of the dividends reinvested must be listed as income on your report. You may want to refer to pages 45 and 46 of

the filing instructions." I have carefully reviewed the instructions, as I had before preparing my initial disclosure. As I did with my initial disclosure, this annual

disclosure includes all income that has been reported to me.

In Section VII, at lines 11 and 12, I list IShares Russell 1000 Growth and IShares Russell 1000 Value. In my 2018 report, I mistakenly conflated these two funds

with a single one called IShares Russell 1000. I am breaking them out into two separate funds, one a Growth fund and the other a Value fund.

In Section VII, the U.S. Treasury Bill at line 6 was redeemed upon maturity on January 31, 2019. These funds were invested into various funds and a new

Treasury Note on February 11, 2019, as reported on lines 8, 11, 12, and 17-20. During the intervening 11 days, those funds were temporarily held in the Bank of

America RASP (Money Market Fund). Because this investment was temporary and not the permanent investment, I excluded that step in Section VII, but I am

mentioning it here for full disclosure.

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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