David W. Hercher
2019
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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.