# Michael Howard Simon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33013 ## Record - **Judge:** Michael Howard Simon - **Year:** 2019 - **Pages:** 8 ## Text 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) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33013. Public record. Not legal advice.