Gene E.K. Pratter

2020

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What was filed

164
investments
1
positions
0
gifts
0
agreements
3
debts
2
reimbursements
1
income
1
spouse income

Named parties

Trust #1
Bank of America
Barclay's Bank
Committee On Rules Of Practice And Procedure
New York Bar Association
University of Pennsylvania Law School (Adjunct Professor)
Cohen, Placitella & Roth (Attorney)

As filed

Schwab Money Market Fund - Retirement #5 — Dividend

BlackRock Low Duration - Retirement #5 — Dividend

DFA Global Equity - Retirement #5 — Dividend

Schwab Money Market Fund - Retirement #6 — Dividend

BlackRock Low Duration - Retirement #6 — Dividend

DFA Global Equity - Retirement #6 — Dividend

DFA US Micro Cap - Retirement #7 — Dividend — Sold (part)

DFA US Micro Cap - Retirement #7 — None — Sold

DFA Emerging Markets Core Equity - Retirement #7 — Dividend

DFA International Small Value - Retirement #7 — Dividend — Sold (part)

DFA International Value - Retirement #7 — Dividend

DFA US Small Cap Value - Retirement #7 — None — Sold (part)

DFA US Small Cap Value - Retirement #7 — None — Sold

DFA US Large Cap Value - Retirement #7 — Dividend — Sold (part)

Dodge & Cox Stock - Retirement #7 — Dividend

First Eagle Overseas - Retirement #7 — Dividend

Hotchkis & Wiley Mid Value - Retirement #7 — None — Sold

Morgan Stanley International Equity - Retirement #7 — Dividend

Morgan Stanley Emerging Markets - Retirement #7 — Dividend

Royce Opportunity - Retirement #7 — None

Schwab Money Market Fund - Retirement #7 — Dividend

Westcore Mid Cap Value - Retirement #7 — None — Sold (part)

Westcore Mid Cap Value - Retirement #7 — None — Sold

William Blair Large Growth - Retirement #7 — Dividend

Metropolitan West Total Return - Retirement #7 — Dividend — Buy (add'l)

BlackRock Low Duration - Retirement #7 — Dividend

Ivy Mid Growth - Retirement #7 — Dividend — Sold (part)

DFA Global Real Estate - Retirement #7 — Dividend — Sold (part)

William Blair Small Growth - Retirement #7 — Dividend — Sold (part)

Morgan Stanley AIP - Retirement #7 — None — Sold (part)

DFA International Large Growth - Retirement #7 — Dividend

DFA Short Term Gov't - Retirement #7 — Dividend — Buy (add'l)

DFA Short Term Gov't - Retirement #7 — None — Sold (part)

DFA US Small Growth - Retirement #7 — None — Sold (part)

DFA US Small Growth - Retirement #7 — None — Sold

DFA Intl Small Growth - Retirement #7 — Dividend

DFA Int Term Governement Bond - Retirement #7 — Dividend

AQR Defensive Equity - Retirement #7 — Dividend — Buy (add'l)

DFA US Small Cap - Retirement #7 — Dividend — Buy

Invesco QQQ - Retirement #7 — Dividend — Buy

Invesco QQQ - Retirement #7 — None — Buy (add'l)

Ishares Russell Mid Cap Value - Retirement #7 — Dividend — Buy

JP Morgan Hedged Equity - Retirement #7 — Dividend — Buy

JP Morgan Hedged Equity - Retirement #7 — None — Buy (add'l)

Schwab Money Market Fund - Trust #1 — Dividend

Dodge & Cox Stock - Trust #1 — Dividend — Buy (add'l)

First Eagle Overseas - Trust #1 — Dividend

Hotchkis & Wiley Mid Cap Value - Trust #1 — None — Sold

Morgan Stanley International Equity - Trust #1 — Dividend

Royce Opportunity - Trust #1 — None

Westcore Mid Cap Value - Trust #1 — None — Sold

DFA Tax Managed Marketwide Value - Trust #1 — Dividend

DFA US Micro Cap - Trust #1 — Dividend — Sold

DFA Intl Small Cap Value - Trust #1 — Dividend

DFA Int'l Value - Trust #1 — Dividend

DFA US Small Value - Trust #1 — None — Sold

DFA Short Term Muni - Trust #1 — Dividend — Sold (part)

DFA Short Term Muni - Trust #1 — None — Sold (part)

Metropolitan West Total Return - Trust #1 — Dividend — Buy (add'l)

William Blair Small Cap Growth - Trust #1 — Dividend

DFA Global Real Estate - Trust #1 — Dividend

DFA Emerging Markets - Trust #1 — Dividend

DFA International Large Growth - Trust #1 — Dividend

Ivy Mid Growth - Trust #1 — Dividend

William Blair Large Growth - Trust #1 — Dividend

Thornburg Limited Term Muni - Trust #1 — Dividend

DFA US Small Growth - Trust #1 — None — Sold

Invesco QQQ - Trust #1 — Dividend — Buy

Invesco QQQ - Trust #1 — None — Buy (add'l)

AQR Defensive Equity - Trust #1 — Dividend — Buy (add'l)

DFA Intl Small Cap Growth - Trust #1 — Dividend

Ishares Russell Mid Cap Value - Trust #1 — Dividend — Buy

DFA Tax Mgd US Marketwide Value - Brokerage #1 — Dividend — Sold (part)

DFA US Small Value - Brokerage #1 — None — Sold

DFA Emerging Markets Core Equity - Brokerage #1 — Dividend — Sold (part)

DFA Emerging Markets Core Equity - Brokerage #1 — None — Sold (part)

DFA Tax Mgd International Value - Brokerage #1 — Dividend — Buy (add'l)

First Eagle Overseas - Brokerage #1 — Dividend — Sold (part)

Morgan Stanley International Equity - Brokerage #1 — Dividend

Schwab Money Market Fund - Brokerage #1 — Dividend

Hotchkis & Wiley Mid Cap Value Brokerage #1 — None — Sold

William Blair Large Growth - Brokerage #1 — Dividend — Sold (part)

William Blair Large Growth - Brokerage #1 — None — Sold (part)

William Blair Small Cap Growth - Brokerage #1 — Dividend

Westcore Mid Cap Value - Brokerage #1 — None — Sold

DFA Int'l Small Value - Brokerage #1 — Dividend — Sold (part)

Metropolitan West Total Return - Brokerage #1 — Dividend — Sold (part)

Metropolitan West Total Return - Brokerage #1 — None — Sold (part)

Thornburg Limitd Term Municipal - Brokerage #1 — Dividend — Sold (part)

DFA Global Real Estate - Brokerage #1 — Dividend

Dodge & Cox Stock - Brokerage #1 — Dividend — Sold

Royce Opportunity - Brokerage #1 — None — Sold (part)

DFA US Micro Cap - Brokerage #1 — Dividend — Sold

DFA Int'l Large Growth - Brokerage #1 — Dividend

Ivy Mid Growth - Brokerage #1 — Dividend — Sold (part)

Ivy Mid Growth - Brokerage #1 — None — Buy (add'l)

Ivy Mid Growth - Brokerage #1 — None — Sold (part)

DFA Short Term Muni - Brokerage #1 — Dividend — Sold (part)

DFA Short Term Muni - Brokerage #1 — None — Sold

DFA Intl Small Growth - Brokerage #1 — Dividend

AQR Defensive Equity - Brokerage #1 — Dividend — Buy (add'l)

AQR Defensive Equity - Brokerage #1 — None — Sold (part)

DFA International Value - Brokerage #1 — None — Sold

DFA US Small Cap Growth - Brokerage #1 — None — Sold

Invesco QQQ - Brokerage #1 — Dividend — Buy

Invesco QQQ - Brokerage #1 — None — Buy (add'l)

Ishares Russell Mid Cap Value - Brokerage #1 — Dividend — Buy

Ishares Russell 1000 - Brokerage #1 — Dividend — Buy

DFA US Small Cap - Brokerage #1 — Dividend — Buy

DFA Emerging Markets Core Equity - Retirement #8 — Dividend

DFA International Value - Retirement #8 — Dividend — Sold (part)

DFA US Large Value - Retirement #8 — Dividend — Buy (add'l)

DFA US Small Value - Retirement #8 — None — Sold (part)

DFA US Small Value - Retirement #8 — None — Sold

DFA US Micro Cap - Retirement #8 — Dividend — Sold (part)

DFA US Micro Cap - Retirement #8 — None — Sold

Dodge & Cox Stock - Retirement #8 — Dividend

DFA Int'l Small Cap Value - Retirement #8 — Dividend — Sold (part)

First Eagle Overseas - Retirement #8 — Dividend

Hotchkis & Wiley Mid Cap Value - Retirement #8 — None — Sold

Morgan Stanley Emerging Markets - Retirement #8 — Dividend

Morgan Stanley International Equity - Retirement #8 — Dividend — Sold (part)

Royce Opportunity - Retirement #8 — None — Sold (part)

Schwab Money Market Fund - Retirement #8 — Dividend

Westcore Mid Cap Value - Retirement #8 — None — Sold (part)

Westcore Mid Cap Value - Retirement #8 — None — Sold

William Blair Large Cap Growth - Retirement #8 — Dividend

BlackRock Low Duration - Retirement #8 — Dividend

Metropolitan West Total Return - Retirement #8 — Dividend — Buy (add'l)

William Blair Small Growth - Retirement #8 — Dividend — Sold (part)

Ivy Mid Growth - Retirement #8 — Dividend — Sold (part)

DFA Global Real Estate - Retirement #8 — Dividend — Sold (part)

Morgan Stanley AIP - Retirement #8 — None — Sold (part)

DFA International Large Growth - Retirement #8 — Dividend

DFA Short Term Govt - Retirement #8 — Dividend — Sold (part)

DFA US Small Growth - Retirement #8 — None — Sold

DFA Intl Small Growth - Retirement #8 — Dividend

AQR Defensive Equity - Retirement #8 — Dividend — Buy (add'l)

DFA Int Term Governement Bond - Retirement #8 — Dividend — Buy (add'l)

DFA US Small Cap - Retirement #8 — Dividend — Buy

Invesco QQQ - Retirement #8 — Dividend — Buy

Invesco QQQ - Retirement #8 — None — Buy (add'l)

iShares Russell Mid Cap Value - Retirement #8 — Dividend — Buy

JP Morgan Hedged Equity - Retirement #8 — Dividend — Buy

JP Morgan Hedged Equity - Retirement #8 — None — Buy (add'l)

Equitable Variable Life - Alliance Common Stock — None

Equitable Variable Life - Alliance International — None

PNC Bank Account — Interest

Nantucket Bank Account — Interest

First Trust Bank Account — Interest

401K Plan - John Hancock Balanced — Dividend

Co-Trustee, Trust #1

Liability — Bank of America — Credit Card

Liability — Barclay's Bank — Credit Card

Reimbursement — Committee On Rules Of Practice And Procedure — January 27-28, 2020 — Phoenix, AZ — Standing Rules Committee Conference — Transportation, lodging, meals

Reimbursement — New York Bar Association — March 4-5, 2020 — New York, NY — Presenter at 2020 Antitrust Symposium — Transportation, lodging

Income — 2020 — University of Pennsylvania Law School (Adjunct Professor) — $10,000.00

Spouse's income — 2020 — Cohen, Placitella & Roth (Attorney)

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.