Lisa G. Beckerman
2020
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What was filed
536
investments
4
positions
0
gifts
4
agreements
12
debts
0
reimbursements
12
income
0
spouse income
Named parties
- American College of Bankruptcy
- Boston University
- University of Texas (Austin)
- University of Chicago
- Self-employed (attorney)
As filed
ACCOUNT #7 (H)
INDIVIDUAL ASSETS (H) — Exempt
P. MORGAN (cash) — Interest
CITI PRIVATE BANK (cash) — Interest
NEW YORK LIFE (universal policy) — Interest
MASS MUTUAL ODYSSEY FIXED ANNUITY — None
NORTHWESTERN MUTUAL INCOME ANNUITY (fixed) — None
AKIN GUMP CAPITAL ACCOUNT — None
ACCOUNT #1 (H)
FED US TREASURY CASH RESERVES — None
PIMCO TOTAL RETURN FUND — None
VOYA AG DIV MULTI ASSET MODERATE — None
DODGE & COX STOCK FUND — None
FIDELITY SMALL/MID CAP CORE — None
STATE STREET S&P 500 INDEX FUND — None
TOUCHSTONE SANDS CAP SEL GRI — None
VANGUARD DEVELOPED MARKETS INDEX — None
ACCOUNT #2 (H)
COLUMBIA ADAPTIVE RISK ALLOC INSTL CL (CRAIX) — Int/Div
COLUMBIA MULTI STRATEGY ALTS INSTL CL (CLAZX) — Int/Div
ISHARES TIPS BOND ETF (TIP) — Int/Div
ISHARES IBOXX § INVESTMENT GRADE CORP BOND ETF (LOD) — Int/Div
ISHARES 20+, YR TREASURY BOND ETF (TLT) — Int/Div
ISHARES 7-10YR TREASURY BOND ETF (IEF) — Int/Div
ISHARES MSCI EAFE ETF (EFA) — Int/Div
ISHARES -PMORGAN USD EMERGING MARKETS BOND ETF (EMB) — Int/Div
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Int/Div
ISHARES 3-7YR TREASURY BOND ETF (IEI) — Int/Div
SPDR S&P 500 ETF (SPY) — Int/Div
VANGUARD FISE EMERGING MARKETS ETF (VWO) — Int/Div
VANGUARD REAL ESTATE INDEX ETF (VNQ) — Int/Div
ACCOUNT #3 (H)
AMERIPRISE (cash) — Interest
NUVEEN PREFERRED SECS & INCOME C1C (NPSCX) — Int/Div
DELAWARE NA‘11ONAL HIGH YiELD MUN BOND CL A (CXHYX) — Int/Div
AONPLC CLA (AON) — Int/Div
FS ENERGY & POWER FUND (30264D109) — Int/Div
IN1IL BUSINESS MACHINES CORP (BM) — Int/Div
MARRIOI1 VACALIONS WORLDWIDE CORP (VAC) — Int/Div
MARRIOr! INIL INC NEW CLA (MAR) — None
MICROSOFT CORP (MSFT) — Int/Div
UNITED PARCEL SERVICE INC CL B (UPS) — Int/Div
BANK MONTREAL CONTIN INT NOTE 7% LKD NDX RIY (06368EDRO) — Interest
BARCLAYS BANK PLC PHOENIX CONTIN (06747MAT3) — None
CITIGROUP GLBL MKTS HLDG CONTIN INT NOTE (17328YTU8) — Interest
GS FINANCE CORP CONTIN CPN INDX LKD NDX INDU (40056XJM9) — None
KRAFT HEINZ FOODS CO SR NOTE CPN (50077LAK2) — Interest
NEW "ERSEY ST TRANSN TR FD AUTH SYS SER A REV B/E (646136 85) — Interest
CATERPILLAR INC SR NOTE CPN (149123CB5) — Interest
HARRISON N’ PKG UTIL DB BAM B/E OID (415342SGO) — Interest
VERIZON COMMNS INC INTERNOTES SURVIVOR OPTION (92346MCL3) — Interest
ACCOUNT #4 (H)
AMERIPRISE (cash) — Interest
BLACKROCK STRATEGIC INCOME OPPTY S (BSIIX) — Int/Div
MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Int/Div
MUITI MANAGER TOTAL RETURN BOND STRATEGIES (CTRZX) — Int/Div
MULTI MANAGER SMALL CAP EQUITY STRATEGIES (CZMSX) — Int/Div
MULTI MANAGER GROWTH STRATEGIES (CZMGX) — Int/Div
MUITI MANAGER INTL EQUITY STRATEGIES (CMIEX) — Int/Div
MFS INTL INTRINSIC VALUE (MINIX) — Int/Div
MFS VALUE (MEIIX) — Int/Div
MFS MID CAP GROWTH (OTCIX) — Int/Div
DELAWARE US GROWTH (DEUIX) — Int/Div
ACKSON SQUARE LARGE CAP GROWTH (SPIX) — Int/Div
WEILS FARGO EMERGING MARKETS EQUITY (EMGNX) — Int/Div
WELLS FARGO SPECIAL MID CAP VALUE (WFMIX) — Int/Div
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) — Int/Div
ACCOUNT #4 (H)
ACCOUNT #6(H)
ALPHABET INC CL C (GOOG) — None
ALPHABET INC CL A (GOOGL) — None
APPLE INC (APPL) — Int/Div
ARES CAPITAL CORP (ARCC) — Int/Div
CARRIER GLOBAL (CARR) — Int/Div
CHEVRON (CVX) — Int/Div
CORTEVA INC (CTVA) — Int/Div
DOW INC (DOW) — Int/Div
DUPONT DE NEMOURS (DD) — Int/Div
ISHARES TRUST ASIA 50 ETF (AIA) — Int/Div
OHNSON & OHNSON (N°) — Int/Div
KRAFT HEINZ CO (KHC) — Int/Div
MONDELEZ INTL INC (MDLZ) — Int/Div
OTIS WORLDWIDE (OTIS) — Int/Div
PEPSICO (PEP) — Int/Div
PROCTER & GAMBLE (PG) — Int/Div
RAYTHEON TECH (RTX) — Int/Div
SPDR INDEX SHARES FUNDS PORTFOLIO DEVELOPED ETF (SPDW) — Int/Div
THE CHEMOURS COMPANY LLC (CC) — Int/Div
UNITED TECHNOLOGIES (UTX) — Int/Div
WALMART INC (WMT) — Int/Div
NEUBERGER BERMAN FUNDS SUSTAINABLE EQUITY (NBSRX) — Int/Div
PIMCO INVESTMENTS REAL RET (PRTNX) — Int/Div
VANGUARD REAL ESTATE INDEX (VGSLX) — Int/Div
VANGUARD EMERGING MARKETS STOCK INDEX (VEMAX) — Int/Div
TD AMERITRADE (cash) — Interest
ADVISORS INNER CIRCLE EDGEWOOD GROWTH (EGFIX) — Int/Div
DIMENSIONAL FUND ADVISORS US CORE EQUITY (DFEOX) — Int/Div
DIMENSIONAL FUND ADVISORS TAX MNGD US SM CAP (DFTSX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL SM CO (DFISX) — Int/Div
DIMENSIONAL FUND ADVISORS US LG CAP VALUE (DFLVX) — Int/Div
DIMENSIONAL FUND ADVISORS REAL ESTATE SEC (DFREX) — Int/Div
DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME (DFIGX) — Int/Div
DIMENSIONAL FUND ADVISORS FIVE- YEAR GLOBAL FIXED INC (DFGBX) — Int/Div
DIMENSIONAL FUND ADVISORS INV MT GRADE (DFAPX) — Int/Div
DIMENSIONAL FUND ADVISORS T.A WORLD EX US CORE EOTY (DFTWX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL VALUE (DFIVX) — Int/Div
PUTNAM LG CAP VALUE (PEIY X) — Int/Div
ACCOUNT #8 (H)
EATON VANCE MUNICIPAL INCOME TRUST (EVN) — Int/Div
EATON VANCE MUNICIPAL BOND FD (EIM) — Int/Div
INVESCO MUNICIPAL TRUST (VKQ) — Int/Div
INVESCO MUN OPPORTUNITY TRUST (VMO) — Int/Div
NUVEEN AMT FREE QUALITY MUNI INCOME FUND (NEA) — Int/Div
NUVEEN MUNICIPAL CREDIT INCOME FUND (NZF) — Int/Div
NUVEEN AMT FREE MUNI CREDIT INCOME FD (NVG) — Int/Div
ACCOUNT #9 (H)
INVESCO GLOBAL OPPORTUNITIES FUND (OPGIX) — Int/Div
INVESCO OFI INTERNATIONAL GROWTH FUND (OIGAX) — Int/Div
INVESCO GLOBAL FUND (OPPAX) — Int/Div
INVESCO SEL RISK MODERATE INVESTOR FUND (OAMIX) — Int/Div
INVESCO MAIN STREET FUND (MSIGX) — Int/Div
INVESCO DISCOVERY FUND (OPOCX) — Int/Div
INVESCO INTERNATIONAL BOND FUND (OIBAX) — Int/Div
INVESCO EMERGING MARKETS LOCAL DEBT FUND (OEMAX) — Int/Div
INVESCO US GOVT MONEY PORTFOLIO FUND (OMBXX) — Int/Div
INVESCO GOLD & SPECIAL MINERALS FUND (OPGSX) — Int/Div
INVESCO FUNDAMENTAL ALTERNATIVES FUND (QVOPX) — Int/Div
ACCOUNT #10 (H)
LORD ABBETT ULTRA SHORT BOND FUND (LUBAX) — Int/Div
ACCOUNT #11 (H)
PM FEDERAL MM FD (VFPX) (cash eq.) — Int/Div
PM US TR PL MM FD (P’TX) (cash eq.) — Int/Div
INDIVIDUAL ASSETS (H) — Exempt
P. MORGAN (cash) — Interest
CITI PRIVATE BANK (cash) — Interest
NEW YORK LIFE (universal policy) — Interest
MASS MUTUAL ODYSSEY FIXED ANNUITY — None
NORTHWESTERN MUTUAL INCOME ANNUITY (fixed) — None
AKIN GUMP CAPITAL ACCOUNT — None
ACCOUNT #1 (H)
FED US TREASURY CASH RESERVES — None
PIMCO TOTAL RETURN FUND — None
VOYA AG DIV MULTI ASSET MODERATE — None
DODGE & COX STOCK FUND — None
FIDELITY SMALL/MID CAP CORE — None
STATE STREET S&P 500 INDEX FUND — None
TOUCHSTONE SANDS CAP SEL GRI — None
VANGUARD DEVELOPED MARKETS INDEX — None
ACCOUNT #2 (H)
COLUMBIA ADAPTIVE RISK ALLOC INSTL CL (CRAIX) — Int/Div
COLUMBIA MULTI STRATEGY ALTS INSTL CL (CLAZX) — Int/Div
ISHARES TIPS BOND ETF (TIP) — Int/Div
ISHARES IBOXX § INVESTMENT GRADE CORP BOND ETF (LOD) — Int/Div
ISHARES 20+, YR TREASURY BOND ETF (TLT) — Int/Div
ISHARES 7-10YR TREASURY BOND ETF (IEF) — Int/Div
ISHARES MSCI EAFE ETF (EFA) — Int/Div
ISHARES -PMORGAN USD EMERGING MARKETS BOND ETF (EMB) — Int/Div
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Int/Div
ISHARES 3-7YR TREASURY BOND ETF (IEI) — Int/Div
SPDR S&P 500 ETF (SPY) — Int/Div
VANGUARD FISE EMERGING MARKETS ETF (VWO) — Int/Div
VANGUARD REAL ESTATE INDEX ETF (VNQ) — Int/Div
ACCOUNT #3 (H)
AMERIPRISE (cash) — Interest
NUVEEN PREFERRED SECS & INCOME C1C (NPSCX) — Int/Div
DELAWARE NA‘11ONAL HIGH YiELD MUN BOND CL A (CXHYX) — Int/Div
AONPLC CLA (AON) — Int/Div
FS ENERGY & POWER FUND (30264D109) — Int/Div
IN1IL BUSINESS MACHINES CORP (BM) — Int/Div
MARRIOI1 VACALIONS WORLDWIDE CORP (VAC) — Int/Div
MARRIOr! INIL INC NEW CLA (MAR) — None
MICROSOFT CORP (MSFT) — Int/Div
UNITED PARCEL SERVICE INC CL B (UPS) — Int/Div
BANK MONTREAL CONTIN INT NOTE 7% LKD NDX RIY (06368EDRO) — Interest
BARCLAYS BANK PLC PHOENIX CONTIN (06747MAT3) — None
CITIGROUP GLBL MKTS HLDG CONTIN INT NOTE (17328YTU8) — Interest
GS FINANCE CORP CONTIN CPN INDX LKD NDX INDU (40056XJM9) — None
KRAFT HEINZ FOODS CO SR NOTE CPN (50077LAK2) — Interest
NEW "ERSEY ST TRANSN TR FD AUTH SYS SER A REV B/E (646136 85) — Interest
CATERPILLAR INC SR NOTE CPN (149123CB5) — Interest
HARRISON N’ PKG UTIL DB BAM B/E OID (415342SGO) — Interest
VERIZON COMMNS INC INTERNOTES SURVIVOR OPTION (92346MCL3) — Interest
ACCOUNT #4 (H)
AMERIPRISE (cash) — Interest
BLACKROCK STRATEGIC INCOME OPPTY S (BSIIX) — Int/Div
MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Int/Div
MUITI MANAGER TOTAL RETURN BOND STRATEGIES (CTRZX) — Int/Div
MULTI MANAGER SMALL CAP EQUITY STRATEGIES (CZMSX) — Int/Div
MULTI MANAGER GROWTH STRATEGIES (CZMGX) — Int/Div
MUITI MANAGER INTL EQUITY STRATEGIES (CMIEX) — Int/Div
MFS INTL INTRINSIC VALUE (MINIX) — Int/Div
MFS VALUE (MEIIX) — Int/Div
MFS MID CAP GROWTH (OTCIX) — Int/Div
DELAWARE US GROWTH (DEUIX) — Int/Div
ACKSON SQUARE LARGE CAP GROWTH (SPIX) — Int/Div
WEILS FARGO EMERGING MARKETS EQUITY (EMGNX) — Int/Div
WELLS FARGO SPECIAL MID CAP VALUE (WFMIX) — Int/Div
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) — Int/Div
ACCOUNT #4 (H)
ACCOUNT #6(H)
ALPHABET INC CL C (GOOG) — None
ALPHABET INC CL A (GOOGL) — None
APPLE INC (APPL) — Int/Div
ARES CAPITAL CORP (ARCC) — Int/Div
CARRIER GLOBAL (CARR) — Int/Div
CHEVRON (CVX) — Int/Div
CORTEVA INC (CTVA) — Int/Div
DOW INC (DOW) — Int/Div
DUPONT DE NEMOURS (DD) — Int/Div
ISHARES TRUST ASIA 50 ETF (AIA) — Int/Div
OHNSON & OHNSON (N°) — Int/Div
KRAFT HEINZ CO (KHC) — Int/Div
MONDELEZ INTL INC (MDLZ) — Int/Div
OTIS WORLDWIDE (OTIS) — Int/Div
PEPSICO (PEP) — Int/Div
PROCTER & GAMBLE (PG) — Int/Div
RAYTHEON TECH (RTX) — Int/Div
SPDR INDEX SHARES FUNDS PORTFOLIO DEVELOPED ETF (SPDW) — Int/Div
THE CHEMOURS COMPANY LLC (CC) — Int/Div
UNITED TECHNOLOGIES (UTX) — Int/Div
WALMART INC (WMT) — Int/Div
NEUBERGER BERMAN FUNDS SUSTAINABLE EQUITY (NBSRX) — Int/Div
PIMCO INVESTMENTS REAL RET (PRTNX) — Int/Div
VANGUARD REAL ESTATE INDEX (VGSLX) — Int/Div
VANGUARD EMERGING MARKETS STOCK INDEX (VEMAX) — Int/Div
ACCOUNT #7 (H)
TD AMERITRADE (cash) — Interest
ADVISORS INNER CIRCLE EDGEWOOD GROWTH (EGFIX) — Int/Div
DIMENSIONAL FUND ADVISORS US CORE EQUITY (DFEOX) — Int/Div
DIMENSIONAL FUND ADVISORS TAX MNGD US SM CAP (DFTSX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL SM CO (DFISX) — Int/Div
DIMENSIONAL FUND ADVISORS US LG CAP VALUE (DFLVX) — Int/Div
DIMENSIONAL FUND ADVISORS REAL ESTATE SEC (DFREX) — Int/Div
DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME (DFIGX) — Int/Div
DIMENSIONAL FUND ADVISORS FIVE- YEAR GLOBAL FIXED INC (DFGBX) — Int/Div
DIMENSIONAL FUND ADVISORS INV MT GRADE (DFAPX) — Int/Div
DIMENSIONAL FUND ADVISORS T.A WORLD EX US CORE EOTY (DFTWX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL VALUE (DFIVX) — Int/Div
PUTNAM LG CAP VALUE (PEIY X) — Int/Div
ACCOUNT #8 (H)
EATON VANCE MUNICIPAL INCOME TRUST (EVN) — Int/Div
EATON VANCE MUNICIPAL BOND FD (EIM) — Int/Div
INVESCO MUNICIPAL TRUST (VKQ) — Int/Div
INVESCO MUN OPPORTUNITY TRUST (VMO) — Int/Div
NUVEEN AMT FREE QUALITY MUNI INCOME FUND (NEA) — Int/Div
NUVEEN MUNICIPAL CREDIT INCOME FUND (NZF) — Int/Div
NUVEEN AMT FREE MUNI CREDIT INCOME FD (NVG) — Int/Div
ACCOUNT #9 (H)
INVESCO GLOBAL OPPORTUNITIES FUND (OPGIX) — Int/Div
INVESCO OFI INTERNATIONAL GROWTH FUND (OIGAX) — Int/Div
INVESCO GLOBAL FUND (OPPAX) — Int/Div
INVESCO SEL RISK MODERATE INVESTOR FUND (OAMIX) — Int/Div
INVESCO MAIN STREET FUND (MSIGX) — Int/Div
INVESCO DISCOVERY FUND (OPOCX) — Int/Div
INVESCO INTERNATIONAL BOND FUND (OIBAX) — Int/Div
INVESCO EMERGING MARKETS LOCAL DEBT FUND (OEMAX) — Int/Div
INVESCO US GOVT MONEY PORTFOLIO FUND (OMBXX) — Int/Div
INVESCO GOLD & SPECIAL MINERALS FUND (OPGSX) — Int/Div
INVESCO FUNDAMENTAL ALTERNATIVES FUND (QVOPX) — Int/Div
ACCOUNT #10 (H)
LORD ABBETT ULTRA SHORT BOND FUND (LUBAX) — Int/Div
ACCOUNT #11 (H)
PM FEDERAL MM FD (VFPX) (cash eq.) — Int/Div
PM US TR PL MM FD (P’TX) (cash eq.) — Int/Div
INDIVIDUAL ASSETS (H) — Exempt
P. MORGAN (cash) — Interest
CITI PRIVATE BANK (cash) — Interest
NEW YORK LIFE (universal policy) — Interest
MASS MUTUAL ODYSSEY FIXED ANNUITY — None
NORTHWESTERN MUTUAL INCOME ANNUITY (fixed) — None
AKIN GUMP CAPITAL ACCOUNT — None
ACCOUNT #1 (H)
FED US TREASURY CASH RESERVES — None
PIMCO TOTAL RETURN FUND — None
VOYA AG DIV MULTI ASSET MODERATE — None
DODGE & COX STOCK FUND — None
FIDELITY SMALL/MID CAP CORE — None
STATE STREET S&P 500 INDEX FUND — None
TOUCHSTONE SANDS CAP SEL GRI — None
VANGUARD DEVELOPED MARKETS INDEX — None
ACCOUNT #2 (H)
COLUMBIA ADAPTIVE RISK ALLOC INSTL CL (CRAIX) — Int/Div
COLUMBIA MULTI STRATEGY ALTS INSTL CL (CLAZX) — Int/Div
ISHARES TIPS BOND ETF (TIP) — Int/Div
ISHARES IBOXX § INVESTMENT GRADE CORP BOND ETF (LOD) — Int/Div
ISHARES 20+, YR TREASURY BOND ETF (TLT) — Int/Div
ISHARES 7-10YR TREASURY BOND ETF (IEF) — Int/Div
ISHARES MSCI EAFE ETF (EFA) — Int/Div
ISHARES -PMORGAN USD EMERGING MARKETS BOND ETF (EMB) — Int/Div
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Int/Div
ISHARES 3-7YR TREASURY BOND ETF (IEI) — Int/Div
SPDR S&P 500 ETF (SPY) — Int/Div
VANGUARD FISE EMERGING MARKETS ETF (VWO) — Int/Div
VANGUARD REAL ESTATE INDEX ETF (VNQ) — Int/Div
ACCOUNT #3 (H)
AMERIPRISE (cash) — Interest
NUVEEN PREFERRED SECS & INCOME C1C (NPSCX) — Int/Div
DELAWARE NA‘11ONAL HIGH YiELD MUN BOND CL A (CXHYX) — Int/Div
AONPLC CLA (AON) — Int/Div
FS ENERGY & POWER FUND (30264D109) — Int/Div
IN1IL BUSINESS MACHINES CORP (BM) — Int/Div
MARRIOI1 VACALIONS WORLDWIDE CORP (VAC) — Int/Div
MARRIOr! INIL INC NEW CLA (MAR) — None
MICROSOFT CORP (MSFT) — Int/Div
UNITED PARCEL SERVICE INC CL B (UPS) — Int/Div
BANK MONTREAL CONTIN INT NOTE 7% LKD NDX RIY (06368EDRO) — Interest
BARCLAYS BANK PLC PHOENIX CONTIN (06747MAT3) — None
CITIGROUP GLBL MKTS HLDG CONTIN INT NOTE (17328YTU8) — Interest
GS FINANCE CORP CONTIN CPN INDX LKD NDX INDU (40056XJM9) — None
KRAFT HEINZ FOODS CO SR NOTE CPN (50077LAK2) — Interest
NEW "ERSEY ST TRANSN TR FD AUTH SYS SER A REV B/E (646136 85) — Interest
CATERPILLAR INC SR NOTE CPN (149123CB5) — Interest
HARRISON N’ PKG UTIL DB BAM B/E OID (415342SGO) — Interest
VERIZON COMMNS INC INTERNOTES SURVIVOR OPTION (92346MCL3) — Interest
ACCOUNT #4 (H)
AMERIPRISE (cash) — Interest
BLACKROCK STRATEGIC INCOME OPPTY S (BSIIX) — Int/Div
MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Int/Div
MUITI MANAGER TOTAL RETURN BOND STRATEGIES (CTRZX) — Int/Div
MULTI MANAGER SMALL CAP EQUITY STRATEGIES (CZMSX) — Int/Div
MULTI MANAGER GROWTH STRATEGIES (CZMGX) — Int/Div
MUITI MANAGER INTL EQUITY STRATEGIES (CMIEX) — Int/Div
MFS INTL INTRINSIC VALUE (MINIX) — Int/Div
MFS VALUE (MEIIX) — Int/Div
MFS MID CAP GROWTH (OTCIX) — Int/Div
DELAWARE US GROWTH (DEUIX) — Int/Div
ACKSON SQUARE LARGE CAP GROWTH (SPIX) — Int/Div
WEILS FARGO EMERGING MARKETS EQUITY (EMGNX) — Int/Div
WELLS FARGO SPECIAL MID CAP VALUE (WFMIX) — Int/Div
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) — Int/Div
ACCOUNT #4 (H)
ACCOUNT #6(H)
ALPHABET INC CL C (GOOG) — None
ALPHABET INC CL A (GOOGL) — None
APPLE INC (APPL) — Int/Div
ARES CAPITAL CORP (ARCC) — Int/Div
CARRIER GLOBAL (CARR) — Int/Div
CHEVRON (CVX) — Int/Div
CORTEVA INC (CTVA) — Int/Div
DOW INC (DOW) — Int/Div
DUPONT DE NEMOURS (DD) — Int/Div
ISHARES TRUST ASIA 50 ETF (AIA) — Int/Div
OHNSON & OHNSON (N°) — Int/Div
KRAFT HEINZ CO (KHC) — Int/Div
MONDELEZ INTL INC (MDLZ) — Int/Div
OTIS WORLDWIDE (OTIS) — Int/Div
PEPSICO (PEP) — Int/Div
PROCTER & GAMBLE (PG) — Int/Div
RAYTHEON TECH (RTX) — Int/Div
SPDR INDEX SHARES FUNDS PORTFOLIO DEVELOPED ETF (SPDW) — Int/Div
THE CHEMOURS COMPANY LLC (CC) — Int/Div
UNITED TECHNOLOGIES (UTX) — Int/Div
WALMART INC (WMT) — Int/Div
NEUBERGER BERMAN FUNDS SUSTAINABLE EQUITY (NBSRX) — Int/Div
PIMCO INVESTMENTS REAL RET (PRTNX) — Int/Div
VANGUARD REAL ESTATE INDEX (VGSLX) — Int/Div
VANGUARD EMERGING MARKETS STOCK INDEX (VEMAX) — Int/Div
ACCOUNT #7 (H)
TD AMERITRADE (cash) — Interest
ADVISORS INNER CIRCLE EDGEWOOD GROWTH (EGFIX) — Int/Div
DIMENSIONAL FUND ADVISORS US CORE EQUITY (DFEOX) — Int/Div
DIMENSIONAL FUND ADVISORS TAX MNGD US SM CAP (DFTSX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL SM CO (DFISX) — Int/Div
DIMENSIONAL FUND ADVISORS US LG CAP VALUE (DFLVX) — Int/Div
DIMENSIONAL FUND ADVISORS REAL ESTATE SEC (DFREX) — Int/Div
DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME (DFIGX) — Int/Div
DIMENSIONAL FUND ADVISORS FIVE- YEAR GLOBAL FIXED INC (DFGBX) — Int/Div
DIMENSIONAL FUND ADVISORS INV MT GRADE (DFAPX) — Int/Div
DIMENSIONAL FUND ADVISORS T.A WORLD EX US CORE EOTY (DFTWX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL VALUE (DFIVX) — Int/Div
PUTNAM LG CAP VALUE (PEIY X) — Int/Div
ACCOUNT #8 (H)
EATON VANCE MUNICIPAL INCOME TRUST (EVN) — Int/Div
EATON VANCE MUNICIPAL BOND FD (EIM) — Int/Div
INVESCO MUNICIPAL TRUST (VKQ) — Int/Div
INVESCO MUN OPPORTUNITY TRUST (VMO) — Int/Div
NUVEEN AMT FREE QUALITY MUNI INCOME FUND (NEA) — Int/Div
NUVEEN MUNICIPAL CREDIT INCOME FUND (NZF) — Int/Div
NUVEEN AMT FREE MUNI CREDIT INCOME FD (NVG) — Int/Div
ACCOUNT #9 (H)
INVESCO GLOBAL OPPORTUNITIES FUND (OPGIX) — Int/Div
INVESCO OFI INTERNATIONAL GROWTH FUND (OIGAX) — Int/Div
INVESCO GLOBAL FUND (OPPAX) — Int/Div
INVESCO SEL RISK MODERATE INVESTOR FUND (OAMIX) — Int/Div
INVESCO MAIN STREET FUND (MSIGX) — Int/Div
INVESCO DISCOVERY FUND (OPOCX) — Int/Div
INVESCO INTERNATIONAL BOND FUND (OIBAX) — Int/Div
INVESCO EMERGING MARKETS LOCAL DEBT FUND (OEMAX) — Int/Div
INVESCO US GOVT MONEY PORTFOLIO FUND (OMBXX) — Int/Div
INVESCO GOLD & SPECIAL MINERALS FUND (OPGSX) — Int/Div
INVESCO FUNDAMENTAL ALTERNATIVES FUND (QVOPX) — Int/Div
ACCOUNT #10 (H)
LORD ABBETT ULTRA SHORT BOND FUND (LUBAX) — Int/Div
ACCOUNT #11 (H)
PM FEDERAL MM FD (VFPX) (cash eq.) — Int/Div
PM US TR PL MM FD (P’TX) (cash eq.) — Int/Div
INDIVIDUAL ASSETS (H) — Exempt
P. MORGAN (cash) — Interest
CITI PRIVATE BANK (cash) — Interest
NEW YORK LIFE (universal policy) — Interest
MASS MUTUAL ODYSSEY FIXED ANNUITY — None
NORTHWESTERN MUTUAL INCOME ANNUITY (fixed) — None
AKIN GUMP CAPITAL ACCOUNT — None
ACCOUNT #1 (H)
FED US TREASURY CASH RESERVES — None
PIMCO TOTAL RETURN FUND — None
VOYA AG DIV MULTI ASSET MODERATE — None
DODGE & COX STOCK FUND — None
FIDELITY SMALL/MID CAP CORE — None
STATE STREET S&P 500 INDEX FUND — None
TOUCHSTONE SANDS CAP SEL GRI — None
VANGUARD DEVELOPED MARKETS INDEX — None
ACCOUNT #2 (H)
COLUMBIA ADAPTIVE RISK ALLOC INSTL CL (CRAIX) — Int/Div
COLUMBIA MULTI STRATEGY ALTS INSTL CL (CLAZX) — Int/Div
ISHARES TIPS BOND ETF (TIP) — Int/Div
ISHARES IBOXX § INVESTMENT GRADE CORP BOND ETF (LOD) — Int/Div
ISHARES 20+, YR TREASURY BOND ETF (TLT) — Int/Div
ISHARES 7-10YR TREASURY BOND ETF (IEF) — Int/Div
ISHARES MSCI EAFE ETF (EFA) — Int/Div
ISHARES -PMORGAN USD EMERGING MARKETS BOND ETF (EMB) — Int/Div
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Int/Div
ISHARES 3-7YR TREASURY BOND ETF (IEI) — Int/Div
SPDR S&P 500 ETF (SPY) — Int/Div
VANGUARD FISE EMERGING MARKETS ETF (VWO) — Int/Div
VANGUARD REAL ESTATE INDEX ETF (VNQ) — Int/Div
ACCOUNT #3 (H)
AMERIPRISE (cash) — Interest
NUVEEN PREFERRED SECS & INCOME C1C (NPSCX) — Int/Div
DELAWARE NA‘11ONAL HIGH YiELD MUN BOND CL A (CXHYX) — Int/Div
AONPLC CLA (AON) — Int/Div
FS ENERGY & POWER FUND (30264D109) — Int/Div
IN1IL BUSINESS MACHINES CORP (BM) — Int/Div
MARRIOI1 VACALIONS WORLDWIDE CORP (VAC) — Int/Div
MARRIOr! INIL INC NEW CLA (MAR) — None
MICROSOFT CORP (MSFT) — Int/Div
UNITED PARCEL SERVICE INC CL B (UPS) — Int/Div
BANK MONTREAL CONTIN INT NOTE 7% LKD NDX RIY (06368EDRO) — Interest
BARCLAYS BANK PLC PHOENIX CONTIN (06747MAT3) — None
CITIGROUP GLBL MKTS HLDG CONTIN INT NOTE (17328YTU8) — Interest
GS FINANCE CORP CONTIN CPN INDX LKD NDX INDU (40056XJM9) — None
KRAFT HEINZ FOODS CO SR NOTE CPN (50077LAK2) — Interest
NEW "ERSEY ST TRANSN TR FD AUTH SYS SER A REV B/E (646136 85) — Interest
CATERPILLAR INC SR NOTE CPN (149123CB5) — Interest
HARRISON N’ PKG UTIL DB BAM B/E OID (415342SGO) — Interest
VERIZON COMMNS INC INTERNOTES SURVIVOR OPTION (92346MCL3) — Interest
ACCOUNT #4 (H)
AMERIPRISE (cash) — Interest
BLACKROCK STRATEGIC INCOME OPPTY S (BSIIX) — Int/Div
MULTI MANAGER VALUE STRATEGIES CL Z (CZMVX) — Int/Div
MUITI MANAGER TOTAL RETURN BOND STRATEGIES (CTRZX) — Int/Div
MULTI MANAGER SMALL CAP EQUITY STRATEGIES (CZMSX) — Int/Div
MULTI MANAGER GROWTH STRATEGIES (CZMGX) — Int/Div
MUITI MANAGER INTL EQUITY STRATEGIES (CMIEX) — Int/Div
MFS INTL INTRINSIC VALUE (MINIX) — Int/Div
MFS VALUE (MEIIX) — Int/Div
MFS MID CAP GROWTH (OTCIX) — Int/Div
DELAWARE US GROWTH (DEUIX) — Int/Div
ACKSON SQUARE LARGE CAP GROWTH (SPIX) — Int/Div
WEILS FARGO EMERGING MARKETS EQUITY (EMGNX) — Int/Div
WELLS FARGO SPECIAL MID CAP VALUE (WFMIX) — Int/Div
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) — Int/Div
ACCOUNT #4 (H)
ACCOUNT #6(H)
ALPHABET INC CL C (GOOG) — None
ALPHABET INC CL A (GOOGL) — None
APPLE INC (APPL) — Int/Div
ARES CAPITAL CORP (ARCC) — Int/Div
CARRIER GLOBAL (CARR) — Int/Div
CHEVRON (CVX) — Int/Div
CORTEVA INC (CTVA) — Int/Div
DOW INC (DOW) — Int/Div
DUPONT DE NEMOURS (DD) — Int/Div
ISHARES TRUST ASIA 50 ETF (AIA) — Int/Div
OHNSON & OHNSON (N°) — Int/Div
KRAFT HEINZ CO (KHC) — Int/Div
MONDELEZ INTL INC (MDLZ) — Int/Div
OTIS WORLDWIDE (OTIS) — Int/Div
PEPSICO (PEP) — Int/Div
PROCTER & GAMBLE (PG) — Int/Div
RAYTHEON TECH (RTX) — Int/Div
SPDR INDEX SHARES FUNDS PORTFOLIO DEVELOPED ETF (SPDW) — Int/Div
THE CHEMOURS COMPANY LLC (CC) — Int/Div
UNITED TECHNOLOGIES (UTX) — Int/Div
WALMART INC (WMT) — Int/Div
NEUBERGER BERMAN FUNDS SUSTAINABLE EQUITY (NBSRX) — Int/Div
PIMCO INVESTMENTS REAL RET (PRTNX) — Int/Div
VANGUARD REAL ESTATE INDEX (VGSLX) — Int/Div
VANGUARD EMERGING MARKETS STOCK INDEX (VEMAX) — Int/Div
ACCOUNT #7 (H)
TD AMERITRADE (cash) — Interest
ADVISORS INNER CIRCLE EDGEWOOD GROWTH (EGFIX) — Int/Div
DIMENSIONAL FUND ADVISORS US CORE EQUITY (DFEOX) — Int/Div
DIMENSIONAL FUND ADVISORS TAX MNGD US SM CAP (DFTSX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL SM CO (DFISX) — Int/Div
DIMENSIONAL FUND ADVISORS US LG CAP VALUE (DFLVX) — Int/Div
DIMENSIONAL FUND ADVISORS REAL ESTATE SEC (DFREX) — Int/Div
DIMENSIONAL FUND ADVISORS INTMD GOVT FIXED INCOME (DFIGX) — Int/Div
DIMENSIONAL FUND ADVISORS FIVE- YEAR GLOBAL FIXED INC (DFGBX) — Int/Div
DIMENSIONAL FUND ADVISORS INV MT GRADE (DFAPX) — Int/Div
DIMENSIONAL FUND ADVISORS T.A WORLD EX US CORE EOTY (DFTWX) — Int/Div
DIMENSIONAL FUND ADVISORS INTL VALUE (DFIVX) — Int/Div
PUTNAM LG CAP VALUE (PEIY X) — Int/Div
ACCOUNT #8 (H)
EATON VANCE MUNICIPAL INCOME TRUST (EVN) — Int/Div
EATON VANCE MUNICIPAL BOND FD (EIM) — Int/Div
INVESCO MUNICIPAL TRUST (VKQ) — Int/Div
INVESCO MUN OPPORTUNITY TRUST (VMO) — Int/Div
NUVEEN AMT FREE QUALITY MUNI INCOME FUND (NEA) — Int/Div
NUVEEN MUNICIPAL CREDIT INCOME FUND (NZF) — Int/Div
NUVEEN AMT FREE MUNI CREDIT INCOME FD (NVG) — Int/Div
ACCOUNT #9 (H)
INVESCO GLOBAL OPPORTUNITIES FUND (OPGIX) — Int/Div
INVESCO OFI INTERNATIONAL GROWTH FUND (OIGAX) — Int/Div
INVESCO GLOBAL FUND (OPPAX) — Int/Div
INVESCO SEL RISK MODERATE INVESTOR FUND (OAMIX) — Int/Div
INVESCO MAIN STREET FUND (MSIGX) — Int/Div
INVESCO DISCOVERY FUND (OPOCX) — Int/Div
INVESCO INTERNATIONAL BOND FUND (OIBAX) — Int/Div
INVESCO EMERGING MARKETS LOCAL DEBT FUND (OEMAX) — Int/Div
INVESCO US GOVT MONEY PORTFOLIO FUND (OMBXX) — Int/Div
INVESCO GOLD & SPECIAL MINERALS FUND (OPGSX) — Int/Div
INVESCO FUNDAMENTAL ALTERNATIVES FUND (QVOPX) — Int/Div
ACCOUNT #10 (H)
LORD ABBETT ULTRA SHORT BOND FUND (LUBAX) — Int/Div
ACCOUNT #11 (H)
PM FEDERAL MM FD (VFPX) (cash eq.) — Int/Div
PM US TR PL MM FD (P’TX) (cash eq.) — Int/Div
Board of Directors, American College of Bankruptcy
Board of Directors, American College of Bankruptcy
Board of Directors, American College of Bankruptcy
Board of Directors, American College of Bankruptcy
Agreement — 1999 — Akin Gump partnership agreement, partnership pension plan, and 401(k)
Agreement — 1999 — Akin Gump partnership agreement, partnership pension plan, and 401(k)
Agreement — 1999 — Akin Gump partnership agreement, partnership pension plan, and 401(k)
Agreement — 1999 — Akin Gump partnership agreement, partnership pension plan, and 401(k)
Liability — Boston University — Gift A greement
Liability — University of Texas (Austin) — Gift A greement
Liability — University of Chicago — Gift A greement
Liability — Boston University — Gift A greement
Liability — University of Texas (Austin) — Gift A greement
Liability — University of Chicago — Gift A greement
Liability — Boston University — Gift A greement
Liability — University of Texas (Austin) — Gift A greement
Liability — University of Chicago — Gift A greement
Liability — Boston University — Gift A greement
Liability — University of Texas (Austin) — Gift A greement
Liability — University of Chicago — Gift A greement
Income — 2021 — Self-employed (attorney) — $44 000.00
Income — 2020 — Self-employed (attorney) — §2,,929 566.00
Income — 2019 — Self-employed (attorney) — §2,,520,495.00
Income — 2021 — Self-employed (attorney) — $44 000.00
Income — 2020 — Self-employed (attorney) — §2,,929 566.00
Income — 2019 — Self-employed (attorney) — §2,,520,495.00
Income — 2021 — Self-employed (attorney) — $44 000.00
Income — 2020 — Self-employed (attorney) — §2,,929 566.00
Income — 2019 — Self-employed (attorney) — §2,,520,495.00
Income — 2021 — Self-employed (attorney) — $44 000.00
Income — 2020 — Self-employed (attorney) — §2,,929 566.00
Income — 2019 — Self-employed (attorney) — §2,,520,495.00
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.