Gene E.K. Pratter

2018

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What was filed

157
investments
1
positions
0
gifts
0
agreements
2
debts
3
reimbursements
1
income
1
spouse income

Named parties

Trust #1
Bank of America
American Bar Association
American Chamber of Commerce in Bulgaria
Law
University of Pennsylvania Law School (Adjunct Professor)
Cohen, Placitella & Roth (Attomey)

As filed

Schwab Money Market Fund - Retirement #5 — Int/Div

BlackRock Low Duration - Retirement #5 — Int/Div

DFA Global Equity - Retirement #5 — Int/Div

Schwab Money Market Fund - Retirement #6 — Int/Div

BlackRock Low Duration - Retirement #6 — Int/Div

DFA Global Equity - Retirement #6 — Int/Div

DFAUS Micro Cap - Retirement #7 — Int/Div — Sold (part)

DFA Emerging Markets Core Equity Retirement #7 — Int/Div — Sold (part)

DFA International Small Value - Retirement #7 — Int/Div — Sold (part)

DFA International Value - Retirement #7 — Int/Div — Sold (part)

DFA One Year Fixed - Retirement #7 — Int/Div — Buy (add'l)

DFA US Small Cap Value - Retirement #7 — Int/Div — Sold (part)

DFA US Large Cap Value - Retirement #7 — Int/Div — Sold (part)

Dodge & Cox Stock - Retirement #7 — Int/Div — Buy (add'l)

First Eagle Overseas - Retirement #7 — Int/Div

Hotchkis & Wiley Mid Value - Retirement #7 — Int/Div — Buy (add'l)

Morgan Stanley International Equity Retirement #7 — Int/Div — Sold (part)

Morgan Stanley Emerging Markets Retirement #7 — Int/Div — Sold (part)

Royce Opportunity - Retirement #7 — Int/Div — Sold (part)

Schwab Money Market Fund - Retirement #7 — Int/Div

Westcore Intl Small Cap - Retirement #7 — Int/Div — Sold (part)

Westcore Mid Cap Value - Retirement #7 — Int/Div — Buy (add'l)

William Blair Large Growth - Retirement #7 — Int/Div

Metropolitan West Total Retum Retirement #7 — Int/Div

BlackRock Low Duration a Retirement #7 — Int/Div — Buy (add'l)

Ivy Mid Growth - Retirement #7 — Int/Div — Sold (part)

Ivy Mid Growth - Retirement #7 — None — Sold (part)

DFA Global Real Estate - Retirement #7 — Int/Div

Victory Global Natural Resources Retirement #7 — None — Sold

MainGate MLP - Retirement #7 — Int/Div — Sold

William Blair Small Growth - Retirement #7 — Int/Div

Morgan Stanley AIP - Retirement #7 — Int/Div

DFA International Large Growth Retirement #7 — Int/Div — Sold (part)

DFA Short Term Gov't - Retirement #7 — Int/Div

DFA US Small Growth - Retirement #7 — Int/Div

DEA Intl Small Growth - Retirement #7 — Int/Div — Sold (part)

Schwab Money Market Fund - Trust #1 — Int/Div

Dodge & Cox Stock - Trust #1 — Int/Div

First Eagle Overseas - Trust #1 — Int/Div

Hotchkis & Wiley Mid Cap Value - Trust #1 — Int/Div — Buy (add'l)

Morgan Stanley International Equity - Trust #] — Int/Div — Sold

Royce Opportunity - Trust #1 — Int/Div — Sold (part)

Westcore Mid Cap Value - Trust #1 — Int/Div — Buy (add'l)

DFA Tax Managed Marketwide Value Trust #1 — Int/Div — Sold (part)

DFA US Micro Cap - Trust #1 — Int/Div

DEA Intl Small Cap Value - Trust #1 — Int/Div — Sold

Westcore Intl Small Cap - Trust #1 — Int/Div — Sold (part)

DFA Int'l Value - Trust #1 — Int/Div

DFA US Small Value - Trust #1 — Int/Div — Sold (part)

DEA Short Term Muni - Trust #1 — Int/Div

Metropolitan West Total Return - Trust #1 — Int/Div

William Blair Small Cap Growth - Trust #1 — Int/Div

DFA Global Real Estate - Trust #] — Int/Div

MainGate MLP - Trust #1 — Int/Div — Sold

Victory Global Resources - Trust #1 — None — Sold

DFA Emerging Markets - Trust #1 — Int/Div — Sold (part)

DFA International Large Growth - Trust #1 — Int/Div

Ivy Mid Growth - Trust #] — Int/Div

William Blair Large Growth - Trust #1 — Int/Div

Thornburg Limited Term Muni - Trust #1 — Int/Div — Buy (add'l)

DEA US Small Growth - Trust #1 — Int/Div

iShares MSCI EAFE ETE - Trust #1 — Int/Div — Buy

iShares MSCI EAFE Small Cap ETF - Trust #4] — Int/Div — Buy

DFA Tax Mgd US Marketwide Value Brokerage #1 — Int/Div — Sold (part)

DFA US Small Value - Brokerage #1 — Int/Div — Sold (part)

DFA US Small Value - Brokerage #1 — None — Sold (part)

DFA Emerging Markets Core Equity Brokerage #1 — Int/Div

DFA Tax Mgd International Value Brokerage #1 — Int/Div — Sold (part)

First Eagle Overseas - Brokerage #1 — Int/Div

Morgan Stanley International Equity Brokerage #1 — Int/Div

Schwab Money Market Fund - Brokerage #1 — Int/Div

Hotchkis & Wiley Mid Cap Value Brokerage #1 — Int/Div

William Blair Large Growth - Brokerage #1 — Int/Div — Sold (part)

William Blair Large Growth - Brokerage #1 — None — Sold (part)

William Blair Small Cap Growth Brokerage #1 — Int/Div — Sold (part)

William Blair Small Cap Growth Brokerage #1 — None — Sold (part)

Westcore Mid Cap Value - Brokerage #1 — Int/Div

DFA Int'l Small Value - Brokerage #1 — Int/Div

Metropolitan West Total Return - Brokerage #1 — Int/Div

Thornburg Limitd Term Municipal Brokerage #1 — Int/Div — Sold (part)

DFA Global Real Estate - Brokerage #1 — Int/Div — Sold (part)

DFA Global Real Estate - Brokerage #1 — None — Sold (part)

Dodge & Cox Stock - Brokerage #1 — Int/Div — Sold (part)

Dodge & Cox Stock - Brokerage #1 — None — Buy (add'l)

MainGate MLP - Brokerage #1 — Int/Div — Sold (part)

MainGate MLP - Brokerage #1 — None — Sold

Royce Opportunity - Brokerage #1 — Int/Div — Sold (part)

DFA US Micro Cap - Brokerage #1 — Int/Div

DFA Int'l Large Growth - Brokerage #1 — Int/Div — Sold (part)

Ivy Mid Growth - Brokerage #1 — Int/Div — Sold (part)

Ivy Mid Growth - Brokerage #1 — None — Sold (part)

DFA Int! Small Growth - Brokerage #1 — Int/Div — Sold (part)

DFA Intl Small Growth - Brokerage #1 — None — Sold

iShares MSCI EAFE Small Cap ETF Brokerage #1 — Int/Div — Buy

DFA US Micro Cap - Brokerage #2 — Int/Div

DFA Tax Mgd Marketwide Value Brokerage #2 — Int/Div

DFA US Small Value - Brokerage #2 — Int/Div

Dodge & Cox Stock - Brokerage #2 — Int/Div — Buy (add'l)

First Eagle Overseas - Brokerage : #2 — Int/Div

Hotchkis & Wiley Mid Cap Value Brokerage #2 — Int/Div — Sold (part)

Morgan Stanley International Equity Brokerage #2 — Int/Div

Royce Opportunity - Brokerage #2 — Int/Div — Sold (part)

Schwab Money Market Fund - Brokerage #2 — Int/Div

Westcore Mid Cap Value - Brokerage #2 — Int/Div

Westcore International Small Cap Brokerage #2 — Int/Div

Metropolitan West Total Return - Brokerage #2 — Int/Div

DFA Short Term Muni - Brokerage #2 — Int/Div

DFA Global Real Estate - Brokerage #2 — Int/Div

MainGate MLP - Brokerage #2 — Int/Div — Sold

DFA Intl Small Cap Value - Brokerage #2 — Int/Div — Sold (part)

DEA Intl Small Cap Value - Brokerage #2 — None — Sold

DFA Emerging Markets Core Equity Brokerage #2 — Int/Div — Sold (part)

DFA International Value - Brokerage #2 — Int/Div

Ivy Mid Cap Gowth - Brokerage #2 — Int/Div — Sold (part)

DFA Int'l Large Growth - Brokerage #2 — Int/Div

William Blair Large Growth - Brokerage #2 — Int/Div — Buy (add'l)

7. Thornburg Limited Term Muni - Brokerage #2 — Int/Div — Buy (add'l)

DFA US Small Growth - Brokerage #2 — Int/Div

iShares MSCI EAFE Small Cap ETF Brokerage #2 — Int/Div — Buy

DFA One Year Fixed - Retirement #8 — Int/Div

DFA Emerging Markets Core Equity Retirement #8 — Int/Div — Sold (part)

DFA International Value - Retirement #8 — Int/Div

DFA US Large Value - Retirement #8 — Int/Div — Buy (add'l)

DFA US Small Value - Retirement #8 — Int/Div

DFA US Micro Cap - Retirement #8 — Int/Div — Sold (part)

Dodge & Cox Stock - Retirement #8 — Int/Div — Buy (add'l)

DFA Int'l Small Cap Value - Retirement #8 — Int/Div — Sold (part)

First Eagle Overseas - Retirement #8 — Int/Div

Hotchkis & Wiley Mid Cap Value Retirement #8 — Int/Div — Sold (part)

Hotchkis & Wiley Mid Cap Value Retirement #8 — None — Buy (add'l)

Morgan Stanley Emerging Markets Retirement #8 — Int/Div — Sold (part)

Morgan Stanley International Equity Retirement #8 — Int/Div

Royce Opportunity - Retirement #8 — Int/Div — Sold (part)

Schwab Money Market Fund - Retirement #8 — Int/Div

Westcore Intl Small Cap - Retirement #8 — Int/Div

Westcore Mid Cap Value - Retirement #8 — Int/Div — Buy (add'l)

William Blair Large Cap Growth Retirement #8 — Int/Div — Buy (add'l)

William Blair Large Cap Growth Retirement #8 — None — Buy (add'l)

BlackRock Low Duration - Retirement #8 — Int/Div — Buy (add'l)

Metropolitan West Total return - Retirement #8 — Int/Div

William Blair Small Growth - Retirement #8 — Int/Div

Ivy Mid Growth - Retirement #8 — Int/Div — Sold (part)

DFA Global Real Estate - Retirement #8 — Int/Div

MainGate MLP - Retirement #8 — Int/Div — Buy (add'l)

MainGate MLP - Retirement #8 — None — Buy (add'l)

MainGate MLP - Retirement #8 — None — Sold

Victory Global Resources - Retirement #8 — None — Sold

Morgan Stanley AIP - Retirement #8 — Int/Div

DFA Intemational Large Growth Retirement #8 — Int/Div

DFA Short Term Govt - Retirement #8 — Int/Div — Buy

DFA US Small Growth - Retirement #8 — Int/Div

DFA Intl Small Growth - Retirement #8 — Int/Div

Equitable Variable Life - Alliance Common Stock — None

Equitable Variable Life - Alliance International — None

PNC Bank Accounts — Interest

Nantucket Bank Account — Interest

157. 401K Plan - John Hancock Balanced — None — Buy (add'l)

Co-Trustee, Trust #1

Liability — Bank of America — Credit Card

Reimbursement — American Bar Association — April 10-11, 2018 — Washington, DC — 2018 Antitrust Law Spring Meeting — Transportation, lodging, meals

Reimbursement — American Chamber of Commerce in Bulgaria — November 2-12, 2018 — Sofia, Bulgaria — Conference on the Rule of Law — Transportation, lodging, meals

Reimbursement — Law — 2018 — ee =e — <0 ee in Complex Litigation Conference — SM 0 Ne ee e

Income — 2018 — University of Pennsylvania Law School (Adjunct Professor) — $10,000.00

Spouse's income — 2018 — Cohen, Placitella & Roth (Attomey)

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.