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What was filed

  • 95

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 13

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • University of Notre Dame Law School
  • Vanderbilt University
  • Notre Dame Club of ‘Washington
  • Federalist Society
  • George Mason University
  • Georgetown Law School
  • Bngham Young University
  • William & Mary Law School
  • Case Western Law School
  • Princeton University
  • Villanova Law School
  • University of Notre Dame Law School, teaching income
  • SouthBank Legal: Ladue Curran Kuehn, salary

As filed

Flagstar Cash Accounts — Int/Div

Rental of Residence. South Bend IN (Y)

Brokerage Account #1 (H)

Fidelity Dividend Growth Fund — Int/Div

Fidelity Trend Fund — Int/Div

Fidelity Money Market Fund — Int/Div

Brokerage Account #2 (H)

American Funds AMCAP F?2? — Int/Div

American Funds American Mutual Fund F2 — Int/Div

Blackrock Global Long/Short Credit Institutional — Int/Div

Securian Brokerage Money Market Account — Int/Div

Dodge & Cox Income — Int/Div

Franklin Mutual Global Discovery Fund- Class Z — Int/Div — Sold (part)

Invesco Oppenheimer Senior Floating Rate Fund — Int/Div

Invesco Oppenheimer Steelpath MLP Select 40 Fund Class I — Int/Div

PIMCO Funds Income Fund Institutional — Int/Div

Pmncipal Global Diversified Income Fund Class (P) — Int/Div

Templeton Global Bond Fund-Advisor Class — Int/Div

Vanguard Specialized Portfolio RE11 Index ADM — Int/Div

PIMCO Short-term — Int/Div

AMG Yacktman Fund Service Class — Int/Div

Loomis Strategic Income Fund-Y — Int/Div

American Funds New Perspective Fund-F3 — Int/Div — Sold (part)

Invesco Oppenheimer Developing Markets Fund Y — Int/Div

Invesco Oppenheimer International Small Company — Int/Div

Primecap Odyssey Funds Growth Fund — Int/Div

T. Rowe Price Blue Chip Growth — None — Donated

Lord Abbett Short Duration Income Fund Class F — Int/Div

Blackrock Russell 2000 Small Cap Index institutional — Int/Div — Sold (part)

IRA#1@)

American Funds New Perspective F2 — Int/Div

AMG Yacktman Fund Service Class — Int/Div — Sold (part)

Securian Brokerage Money Market Account — Int/Div

Dodge & Cox Income — Int/Div

Eventide Gilead Fund Class 1 — Int/Div — Buy

Homestead Small-Company Stock Fund — Int/Div — Sold (part)

Loomis Strategic Income Fund — Int/Div — Sold

Franklin Mutual Global Discovery Fund- Class Z — Int/Div

Nuveen Equity Market Neutral fund — None — Buy

Nuveen Equity Market Neutral fund — Sold

Invesco Oppenheimer Developing Markets Fund — Int/Div

Invesco Oppenheimer International Small Mid Company Fund — Int/Div — Buy

PIMCO Funds Income FD P — Int/Div

Primecap Odssey Funds Gowth Fund — Int/Div — Buy

Principal Global Diversified Income Fund Class P — Int/Div — Sold

T. Rowe Price Blue Chip Growth — Int/Div

Templeton Global Bond Fund-Advisor Class — Int/Div

Vanguard Specialized Portfolio REIT Index ADM — Int/Div — Sold (part)

IRA?)

American Funds Capital Income Builder Class C — Int/Div

Securian Brokerage Money Market Account — None

IRA#3()

AMG River Road Small Cap Value Fund Class 1 — Int/Div

AQR Funds Managed Future Strategies 1 — Int/Div

Blackrock Strategic Income Opportunities — Int/Div — Buy

Securian Brokerage Money Market Account — Int/Div

Columbia Commodity Strategy Fund-R4 — Int/Div

Diamond Hill Long-Short Fund Class I — Int/Div

Dodge & Cox Intemational Stock Fund — Int/Div

Fidelity Adv International Growth — Int/Div — Sold (part)

FPA New Income Inc — Int/Div — Buy (add'l)

Hotchkis and Wiley Large-Cap Value Fund Class I — Int/Div — Sold (part)

Invesco Growth Ser. Inv. Conv. Sec. Fund y — Int/Div

Loomis Strategic Income Fund-Y — Int/Div — Sold

Invesco Oppenheimer Developing Markets Fund Y — Int/Div

Primecap Odyssey Funds Growth Fund — Int/Div

Prudential Global Real Estate Class Z — Int/Div

T. Rowe Price Blue Chip Growth — Int/Div

JP Morgan Small Cap Growth Fund-L — Int/Div

Templeton Global Bond Fund-Advisor Class — Int/Div

Victory Munder Intemational Small-Cap Fund Class Y — Int/Div

403(B)()

Vanguard Institutional Tr. 2040 — Int/Div

401(K) (HK)

Fidelity Low Price Stock — Int/Div

Vanguard Extended Market Index Fund Institutional Shares — Int/Div

PIMCO Total Return Institutional Class — Int/Div

Indiana 529 Plan #1 (H)

U.S. Equity Index Portfolio — None — Sold (part)

U.S. Equity Index Portfolio — Sold (part)

International Portfolio — None — Sold (part)

Bond Portfolio — None — Sold (part)

529 Plan #2 (H)

Louisiana Principal Protection Fund — Interest — Sold (part)

Louisiana Principal Protection Fund — Sold (part)

Vanguard Institutional Total Stock Market Index. Inst. Plus — Int/Div — Buy (add'l)

Vanguard Institutional Total Stock Market Index. Inst. Plus — Sold (part)

Vanguard Institutional Total Stock Market Index. Inst. Plus — Sold (part)

Indiana 529 Plan #3 (H)

U-S. Equity Index Portfolio — None

International Portfolio — None

Bond Index Portfolio — None

ABLE Account (H)

Aggressive Option — Int/Div

Knights of Columbus Life Insurance Policy — Int/Div

Adjunct Professor, University of Notre Dame Law School

Reimbursement — Vanderbilt University — February 1-2. 2019 — Nashville. TN — Moot Court Competition — Transportation, lodging, meals, airport parking

Reimbursement — Notre Dame Club of ‘Washington — February 19-20, 2019 — Washington, DC — Notre Dame alumni lecture - educational — Transportation, lodging. meals, airport parking

Reimbursement — Federalist Society — April 4-5, 2019 — Charlottesville, VA — Federalist Society Lecture educational — Transportation, lodging. meals, airport parking

Reimbursement — Federalist Society — April 11-14, 2019 — New Orleans. LA — Federalist Society Lecture educational — Transportation, meals

Reimbursement — George Mason University — April 25-26, 2019 — Arlington, VA — Scalia Forum Panelist — Transportation, lodging. meals, airport parking

Reimbursement — Georgetown Law School — May 21-23. 2019 — Washington, DC — Lecture - educational — Transportation, lodging. meals, airport parking

Reimbursement — Bngham Young University — September 4-7, 2019 — Salt Lake City, UT — Reuben Clark Law School - BYU Founders Day Lecture — Transportation, lodging, meals

Reimbursement — William & Mary Law School — September 13-15 2019 — Williamsburg, VA — Supreme Court Preview — Transportation, lodging, meals, airport parking

Reimbursement — Case Western Law School — Sept 19-20, 2019 — Cleveland. OH — Sumner Canary Lecture educational — Mileage, tolls, lodging. meals

Reimbursement — Princeton University — October 17-18. 2019 — Princeton. NJ — Walter F. Murphy Lecture educational — Transportation, lodging. meals, airport parking

Reimbursement — Federalist Society — November 14-16. 2019 — Washington, DC — Federalist Society National Lawyers Convention Panelis' — Transportation, lodging, meals, airport parking

Reimbursement — Federalist Society — February 25, 2019 — Philadelphia, PA — Federalist Society Lecture >ducational — Transportation, lodging, meals, airport parking

Reimbursement — Villanova Law School — -ebruary 25. 2019 — Villanova, PA — ecture — Transportation, lodging, meals, airport ‘Parking

Income — 2019 — University of Notre Dame Law School, teaching income — $27,825.00

Spouse's income — 2019 — SouthBank Legal: Ladue Curran Kuehn, salary

Part VII: On October 1, 2020, I filed an amended 2019 disclosure report because I noticed while preparing my 2020 nomination report that I had

transposed the letters in Line 4 Box 1 and Line 5 Box 1 in my 2019 annual report. They were reported as D and B respectively and should have

been B and D instead. When my tax professional fixed that error for the amended filing, she inadvertently did so on a draft of my 2019 disclosure

rather than on the final version. This second amended 2019 FDR corrects the typo on Lines 4 and 5 using the filed version of my 2019 FDR.

Line 2: Residence was not rented out in 2019

Lines 11, 33, 51, and 56: The Securian Brokerage Money Market Accounts are holding accounts for cash in the accounts.

Limes 14, 15, 24, 25, 41, 42, and 65: Invesco acquired Oppenheimer funds on May 24, 2019.

Lines 72, 78, 89 and 93: The 403(b) account, the 529 accounts, and the ABLE account provide the market value of the investment vehicles in the accounts.

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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