# David M. Lawson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32575

## Record

- **Judge:** David M. Lawson
- **Year:** 2020
- **Pages:** 7

## Text

American Funds -- Growth Fund of America (Custodian) — Dividend
Ford Motor Company Common — Dividend — Sold
Cole Real Estate Inventment Trust* — Distribution
First Eagle Global Fund* — Int./Div.
FPA FDS TR FPA Crescent Protfolio Instl Cl Shs* — Dividend — Sold (part)
iShares Trust S&P 500 Index Fund* — Int./Div.
iShares S&P Mid-Cap* — Int./Div. — Sold
iShares Small-Cap* — Int./Div. — Sold (part)
Oakmark FDS Equity Income Fund* — Dividend — Sold
BBH Limited Duration I Fund* — Dividend — Sold (part)
Henry Ford Village Apartment Receivable** — None
CIM Real Estate Finance Trust NSA — Distribution
Columbia Dividend Income Fund — Dividend — Buy (add'l)
T. Rowe Price Emerging Market Fund — Dividend — Buy (add'l)
Fundvantage Trust Polen Growth Fund — Dividend — Buy (add'l)
Oxford Life Fixed Annuity *****60 — None
American Equity Fixed Annuity — None
Delaware Life Fixed Annuity — None
Oxford Life Fixed Annuity *****63 — None
Morgan Stanley Institutional Funds Global Franchise I — Dividend — Buy
Custodian, Custodian account UGMA
Successor Trustee, Hilda N. Burns Living Trust --- See Part VII, line 11
Reimbursement — SEAK — 3-3-20 to 3-7-20 — San Diego, Calfornia — Seminar taught — Transportation, lodging, meals
Spouse's income — 1 - 12/20 — Pope Francis Center --- consulting fee
Spouse's income — 1 - 12/20 — Amaon Books --- royalties
1. Custodian position in Part I is for account under the Uniform Gifts to Monors Act.
2. Investments in Part VII designated with an astrisk (*) are held in an IRA of reporter or spouse, or joint account with spouse.
3. Trustee position is as the Successor Turstee of deceased mother-in-law/s inter vivos trust.
4. Assets in Part VII, line marked ** is an asset of the Hilda N. Burns inter vivos trust. Reporter is the successor trustee.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32575. Public record. Not legal advice.