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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Fidelity Investments
  • Standard Insurance Company
  • Standard Insurance Companu
  • Stanard Insurance Company
  • Federal Bar Association, Oreogn Chapter
  • Chase Bank
  • U.S. Department of Education
  • Warren & Sugarman; lawyer salary

As filed

Fidelity Investments (H)

Fidelity Government Money Market #1 (money market fund) — Interest — Buy — Fidelity Investments

Fidelity Government Money Market #2 (money market fund) — Interest — Buy — Fidelity Investments

Hartford Funds : Growth Opportunities Fd- A (mutual fund) — Dividend

Key Bank : IRA cash equivalent — Interest

Northwestern Mutual Life Insurance Company (H)

Access Fund cash account — Interest

Adjustable Complife #1 — Dividend

Adjustable Complife #2 — Dividend

Adjustable Complife #3 — Dividend

65 Life Policy — Dividend

Whole Life Policy — Dividend

Oregon College Savings Plan : FDIC Guaranteed Portfolio — Interest

Oregon Public Employees Retirement System : Retiremewnt — Interest

Standard Insurance Company (H)

Dodge & Cox Balanced (mutual fund) — Dividend — Buy (add'l) — Standard Insurance Company

Dodge & Cox Balanced (mutual fund) — Dividend — Buy (add'l) — Standard Insurance Company

Dodge & Cox Balanced (mutual fund) — Dividend — Buy (add'l) — Standard Insurance Company

Dodge & Cox Balanced (mutual fund) — Redeemed — Standard Insurance Companu

T. Rowe Price I 2040 I (mutual fund) — None — Redeemed — Stanard Insurance Company

T. Rowe Price 2040 TrA (mutual fund) — None — Buy — Standard Insurance Company

T. Rowe Price 2040 TrA (mutual fund) — Redeemed — Standard Insurance Company

US Agencies FCU : Share Account — Interest

U.S. Bank National Association : checking account — Interest

Director, Federal Bar Association, Oreogn Chapter

Liability — Chase Bank — Credit card

Liability — U.S. Department of Education — Student loan

Spouse's income — 2019 — Warren & Sugarman; lawyer salary

Part IV.

In my 2020 report, part IV. will report reimbursement in 2020 by the American Board of Certification of $626.60 for my travel to and speaking at the Annual

Spring Meeting of the American Bankruptcy Institute in Washington, D.C., on April 11-14, 2019.

Part VII.

Bank of America : checking account does not appear in this 2019 report because at 12/31/2019 its balance was less than $1,000.

15-23. Standard Insurance Company - Dodge & Cox Balanced (mutual fund), T. Rowe Price Retire 2040 TrA (mutual fund), and T. Rowe Price Retire I 2040 I

(mutual fund) were held through Standard Insurance Company as custodian for Miller Nash Graham & Dunn LLP 401(k) Plan and Trust., for which trustee was

Charles Schwab Bank.

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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