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Michael Howard Simon

2019

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Pull out the substance of this filing.

What was filed

  • 200

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 12

    income

  • 4

    spouse income

Named parties

  • Classroom Law Project
  • Samuel French, Inc. (theatrical royalties for "The Odd Couple")
  • Concord Music Publishing LLC fka Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises")
  • International Authors Society (theatrical royalties for "The Odd Couple")
  • U.S. House of Representatives (spouse's wages)

As filed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard REIT Index mut. fund — Dividend — Sold (part)

Vanguard REIT Index mut. fund — Sold

Vanguard Small-Cap Index mut. fund — Dividend — Sold

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Buy (add'l)

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest — Distributed (part)

Oregon State Dept. of Admin. Services municipal bond — Interest — Redeemed (part)

Oregon State Dept. of Admin. Services municipal bond — Redeemed

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Dividend — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Dividend — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Tax Aware Equity A mut. fund — Dividend — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Sold (part)

Loomis Sayles Growth A mut. fund — Dividend — Sold (part)

Loomis Sayles Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Dividend — Sold (part)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS International Value A mut. fund — Dividend — Sold (part)

MFS International Value A mut. fund — Sold (part)

MFS Value A mut. fund — Dividend — Buy (add'l)

MFS Value A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Dividend — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Oppenheimer International Growth A mut. fund — None — Sold

Wells Fargo Emerging Markets Equity A mut. fund — Dividend — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Sold (part)

Wells Fargo Short Term Municipal Bond A mut. fund — Dividend — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Dividend — Sold (part)

Western Asset Interm. Term Municipal A mut. fund — Sold (part)

Goldman Sachs GQG Int'l Opptys mut. fund — Dividend — Buy

Goldman Sachs GQG Int'l Opptys mut. fund — Sold (part)

IShares MSCI EAFE Value ETF fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard REIT Index mut. fund — Dividend — Sold (part)

Vanguard REIT Index mut. fund — Sold

Vanguard Small-Cap Index mut. fund — Dividend — Sold

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Buy (add'l)

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest — Distributed (part)

Oregon State Dept. of Admin. Services municipal bond — Interest — Redeemed (part)

Oregon State Dept. of Admin. Services municipal bond — Redeemed

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Dividend — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Dividend — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Tax Aware Equity A mut. fund — Dividend — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Sold (part)

Loomis Sayles Growth A mut. fund — Dividend — Sold (part)

Loomis Sayles Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Dividend — Sold (part)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS International Value A mut. fund — Dividend — Sold (part)

MFS International Value A mut. fund — Sold (part)

MFS Value A mut. fund — Dividend — Buy (add'l)

MFS Value A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Dividend — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Oppenheimer International Growth A mut. fund — None — Sold

Wells Fargo Emerging Markets Equity A mut. fund — Dividend — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Sold (part)

Wells Fargo Short Term Municipal Bond A mut. fund — Dividend — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Dividend — Sold (part)

Western Asset Interm. Term Municipal A mut. fund — Sold (part)

Goldman Sachs GQG Int'l Opptys mut. fund — Dividend — Buy

Goldman Sachs GQG Int'l Opptys mut. fund — Sold (part)

IShares MSCI EAFE Value ETF fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard REIT Index mut. fund — Dividend — Sold (part)

Vanguard REIT Index mut. fund — Sold

Vanguard Small-Cap Index mut. fund — Dividend — Sold

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Buy (add'l)

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest — Distributed (part)

Oregon State Dept. of Admin. Services municipal bond — Interest — Redeemed (part)

Oregon State Dept. of Admin. Services municipal bond — Redeemed

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Dividend — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Dividend — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Tax Aware Equity A mut. fund — Dividend — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Sold (part)

Loomis Sayles Growth A mut. fund — Dividend — Sold (part)

Loomis Sayles Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Dividend — Sold (part)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS International Value A mut. fund — Dividend — Sold (part)

MFS International Value A mut. fund — Sold (part)

MFS Value A mut. fund — Dividend — Buy (add'l)

MFS Value A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Dividend — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Oppenheimer International Growth A mut. fund — None — Sold

Wells Fargo Emerging Markets Equity A mut. fund — Dividend — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Sold (part)

Wells Fargo Short Term Municipal Bond A mut. fund — Dividend — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Dividend — Sold (part)

Western Asset Interm. Term Municipal A mut. fund — Sold (part)

Goldman Sachs GQG Int'l Opptys mut. fund — Dividend — Buy

Goldman Sachs GQG Int'l Opptys mut. fund — Sold (part)

IShares MSCI EAFE Value ETF fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard REIT Index mut. fund — Dividend — Sold (part)

Vanguard REIT Index mut. fund — Sold

Vanguard Small-Cap Index mut. fund — Dividend — Sold

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Buy (add'l)

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest — Distributed (part)

Oregon State Dept. of Admin. Services municipal bond — Interest — Redeemed (part)

Oregon State Dept. of Admin. Services municipal bond — Redeemed

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Dividend — Buy (add'l)

Active Portfolio Multi Manager Value Strat. A mut. fund — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Dividend — Sold (part)

Active Portfolio Multi Manager Total Return Bond Strat. A mut. fund — Buy (add'l)

JPMorgan Large Cap Growth A mut. fund — Dividend — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Tax Aware Equity A mut. fund — Dividend — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Sold (part)

Loomis Sayles Growth A mut. fund — Dividend — Sold (part)

Loomis Sayles Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Dividend — Sold (part)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS International Value A mut. fund — Dividend — Sold (part)

MFS International Value A mut. fund — Sold (part)

MFS Value A mut. fund — Dividend — Buy (add'l)

MFS Value A mut. fund — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Dividend — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Buy (add'l)

Oppenheimer International Growth A mut. fund — None — Sold

Wells Fargo Emerging Markets Equity A mut. fund — Dividend — Sold (part)

Wells Fargo Emerging Markets Equity A mut. fund — Sold (part)

Wells Fargo Short Term Municipal Bond A mut. fund — Dividend — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut. fund — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Dividend — Sold (part)

Western Asset Interm. Term Municipal A mut. fund — Sold (part)

Goldman Sachs GQG Int'l Opptys mut. fund — Dividend — Buy

Goldman Sachs GQG Int'l Opptys mut. fund — Sold (part)

IShares MSCI EAFE Value ETF fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest

Director, Classroom Law Project

Director, Classroom Law Project

Director, Classroom Law Project

Director, Classroom Law Project

Income — 2019 — Samuel French, Inc. (theatrical royalties for "The Odd Couple") — $13,991.94

Income — 2019 — Concord Music Publishing LLC fka Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises") — $242.64

Income — 2019 — International Authors Society (theatrical royalties for "The Odd Couple") — $6,277.94

Income — 2019 — Samuel French, Inc. (theatrical royalties for "The Odd Couple") — $13,991.94

Income — 2019 — Concord Music Publishing LLC fka Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises") — $242.64

Income — 2019 — International Authors Society (theatrical royalties for "The Odd Couple") — $6,277.94

Income — 2019 — Samuel French, Inc. (theatrical royalties for "The Odd Couple") — $13,991.94

Income — 2019 — Concord Music Publishing LLC fka Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises") — $242.64

Income — 2019 — International Authors Society (theatrical royalties for "The Odd Couple") — $6,277.94

Income — 2019 — Samuel French, Inc. (theatrical royalties for "The Odd Couple") — $13,991.94

Income — 2019 — Concord Music Publishing LLC fka Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises") — $242.64

Income — 2019 — International Authors Society (theatrical royalties for "The Odd Couple") — $6,277.94

Spouse's income — 2019 — U.S. House of Representatives (spouse's wages)

Spouse's income — 2019 — U.S. House of Representatives (spouse's wages)

Spouse's income — 2019 — U.S. House of Representatives (spouse's wages)

Spouse's income — 2019 — U.S. House of Representatives (spouse's wages)

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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