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What was filed

  • 75

    investments

  • 7

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Twin Cities RISE!
  • Wishes & More
  • Yale Alumni Schools Committee of Minneapolis
  • Lakewood Cemetery Association
  • Minnesota Chapter of Federal Bar Association
  • American Bar Foundation
  • Minnesota National Asian Pacific American Bar Association
  • Special School District No. 1, Minneapolis, MN, salary

As filed

Brokerage Account CS1 (H)

IATAX (formerly WR UNACX Adv Accumulative A) — Dividend

IVINX (formerly WR UNCGX Adv Intl Growth) — Dividend

WLGAX (formerly WR UNVGX Adv Vanguard A) — Dividend

Cash and Schwab Money Market — Interest

Brokerage Account CS2 (H)

Matthews China FD INV MCHFX — Dividend

Cash and Schwab Money Market — Interest

Brokerage Account CS3 (H)

JACTX — Dividend

SWSSX Small Cap — Dividend

Cash & Schwab Money Market — Interest

Brokerage Account F1 Ind (H)

Fidelity cash account — Interest

Fidelity Equity Income FEQIX — Dividend

Brokerage Account F2 RI15 (H)

Fidelity Government FDRXX — Interest

Fidelity Blue Chip Growth FBGRX — Dividend

Fidelity China Region FHKCX — Dividend

Fidelity MXCI Info FTEC — Dividend

Fidel 500 FXAIX (formerly FUSVX — Dividend

Fidelity NASDAQ Comp ONEQ — Dividend

Brokerage Account F3 R77 (H)

Fidelity Government FDRXX — Interest

Fidelity Blue Chip Growth FBGRX — Dividend

Fidelity MSCI Info FTEC — Dividend

Brokerage Account F4 KRTL R49 (H)

Fidelity Government FDRXX — Interest

Fidelity Select Tech FSPTX — Dividend

Fidelity MSCI FTEC — Dividend

Fidelity NASDAQ Comp ONEQ — Dividend

Brokerage Account F5 IBDA 24 (H)

Fidelity Government FDRXX — Interest

Janus Henderson Forty JACTX — Dividend

Brokerage Account F6 I65 (H)

Fidelity Magellan FMAGX — Dividend

Fidelity Select Tech FSPTX — Dividend

Fidelity 500 Index Fund FXAIX (formerly FUSVX) — Dividend

Brokerage Account WR1 IBene 94 (H)

Ivy Large Cap Growth A WLGAX (formerly WR Advisor Vanguard A) — Dividend

Ivy Large Cap Growth A WLGAX (formerly WR Advisor Vanguard A) — Distribution

Wells Fargo Bank Account 1 28 — Interest

Wells Fargo Bank Account 2 85 — Interest

Bangkok Bank Account — Interest

MN State Judges Retirement Plan (NO CONTROL, pension plan) — None

MN State Deferred Comp Plan TNL with MSRS (H)

Vanguard Inst Index Plus — Dividend

Vanguard Mid Cap Index Inst — Dividend

T Rowe Price Instl Small Cap Stock — Dividend

Fidelity Diversified Intl — Dividend

MN State Health Care Savings Plan with MSRS (H)

US Stock Index Fund — Dividend — Sold

US Stock Actively Managed Fund — Dividend — Sold

Broad International Stock Fund — Dividend — Sold

Vanguard Total Intl Stock Idx Instl Pls — Dividend — Buy

Vanguard Total Stock Mkt Idx Instl Pls — Dividend — Buy

MN Teachers Retirement Assoc (NO CONTROL, pension plan) — None

Mpls Teachers Deferred Comp VALIC (H)

Vanguard Inst Idx — Dividend

Vanguard Midcap Index Ins — Dividend

Vanguard Small Cap Indx — Dividend

American Europacific Growth R6 — Dividend

Special School Dist Plan with Great Western Retirement Ser (H)

Great-West S&P Small Cap — Dividend

Great-West T Rowe Price MidCap Growth Fund I — Dividend

Fidelity VIP Growth Portfolio — Dividend

Oppenheimer Global Fund — Dividend

MN State Deferred Comp Plan KRT with MSRS (H)

T Rowe Price Small Cap Stock — Dividend

Vanguard Total Intl Stock Index — Dividend

Vanguard Instl Index Plus — Dividend

Vanguard Midcap Index Instl Pl — Dividend

Chengteh Chinaware (Thailand) Co — Dividend

Zurich Medical Corp, note convertible to common stock, receivable — Interest

Summit Brewing Company — None

Board Directors, Twin Cities RISE!

Advisory Board Member, Wishes & More

Chairperson, Yale Alumni Schools Committee of Minneapolis

Associate Board Directors, Lakewood Cemetery Association

President Elect, Minnesota Chapter of Federal Bar Association

Fellow, American Bar Foundation

Advisory Board Member, Minnesota National Asian Pacific American Bar Association

Agreement — 2019 — Minnesota State Judges Retirement Plan (NO CONTROL, pension plan), managed by Minnesota State Retirement System ("MSRS")

Agreement — 2019 — Minnesota Deferred Compensation Plan TNLwith Minnesota State Retirement System

Agreement — 2019 — Health Care Savings Plan with Minnesota State Retirement System

Spouse's income — 2019 — Special School District No. 1, Minneapolis, MN, salary

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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