Edward John Davila
2020
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Pull out the substance of this filing.
What was filed
98
investments
4
positions
0
gifts
0
agreements
12
debts
0
reimbursements
2
income
8
spouse income
Named parties
- See Note In Part VIII
- See Note in Part VIII
- Santa Clara University
- Association of Business Trial Lawyers (ABTL)
- Bank of America
- Chase Bank
- American Express
- Capital One
- Southwest Airlines
- California Public Employees Retirement System - Pension
- County of Santa Clara - Salary
- State of California - Salary
- Replacement Benefit Fund - Pension
As filed
Bank of America — None
Santa Clara County Federal Credit Union Accounts — Interest
Chase Bank Account — Interest
Chase Private Client Accounts — Interest
Investment Property, Sunnyvale, CA — None
Investment Property, Mountain View, CA (X) — None
(H) Utah Educational Savings Plan 529
Static Option A — Dividend — Buy (add'l) — See Note In Part VIII
Static Option A — None — Sold (part) — See Note In Part VIII
(H) Pershing Account #1
Insured Cash Account Program - FDIC Insured Bank Deposits — Int./Div.
AMCAP Fund Class A, Mutual Fund — Dividend
American Balanced Fund Class A, Mutual Fund — Dividend
American High Income Trust Class A, Mutual Fund — Dividend
The Bond Fund of America Class F-2, Mutual Fund — Dividend
Capital Income Builder Fund Class A, Mutual Fund — Dividend
Capital World Bond Fund Class F-2, Mutual Fund — Dividend
Capital World Growth and Income Fund Class F-2, Mutual Fund — Dividend
Fundamental Investors Class A, Mutual Fund — Dividend
The Growth Fund of America Class A, Mutual Fund — Dividend
Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr100) — Dividend
The Income Fund of America Class A, Mutual Fund — Dividend
International Growth and Income Fund Class A, Mutual Fund — Dividend
The Investment Company of America Class A, Mutual Fund — Dividend
New Perspective Fund Class A, Mutual Fund — Dividend
Sila Realty Trust, Inc. Class A — Dividend — See Note in Part VIII
KBS Real Estate REIT — Dividend
(H) Pershing Account #2
Franklin Dynatech Fund Class A, Mutual Fund — None
(H) Pershing Account #3
Bank Deposit Sweep Program, FDIC Insured Bank Deposits — Int./Div.
Baron Growth Fund, Mutual Fund — Dividend
Dodge & Cox Stock Fund, Mutual Fund — Dividend
(H) Savings Plus 457 Plan
Target Date Fund - 2020 — None — Buy (add'l) — See Note In Part VIII
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
(H) County of Santa Clara Deferred Compensation Plan
Fidelity TRP Inst LgCap Grth — Int./Div.
Fidelity Vantage Plus R13 — None
Bank of America — None
Santa Clara County Federal Credit Union Accounts — Interest
Chase Bank Account — Interest
Chase Private Client Accounts — Interest
Investment Property, Sunnyvale, CA — None
Investment Property, Mountain View, CA (X) — None
(H) Utah Educational Savings Plan 529
Static Option A — Dividend — Buy (add'l) — See Note In Part VIII
Static Option A — None — Sold (part) — See Note In Part VIII
(H) Pershing Account #1
Insured Cash Account Program - FDIC Insured Bank Deposits — Int./Div.
AMCAP Fund Class A, Mutual Fund — Dividend
American Balanced Fund Class A, Mutual Fund — Dividend
American High Income Trust Class A, Mutual Fund — Dividend
The Bond Fund of America Class F-2, Mutual Fund — Dividend
Capital Income Builder Fund Class A, Mutual Fund — Dividend
Capital World Bond Fund Class F-2, Mutual Fund — Dividend
Capital World Growth and Income Fund Class F-2, Mutual Fund — Dividend
Fundamental Investors Class A, Mutual Fund — Dividend
The Growth Fund of America Class A, Mutual Fund — Dividend
Voya Corporate Leaders 100 Fund, Mutual Fund (Formerly ING CorpLdr100) — Dividend
The Income Fund of America Class A, Mutual Fund — Dividend
International Growth and Income Fund Class A, Mutual Fund — Dividend
The Investment Company of America Class A, Mutual Fund — Dividend
New Perspective Fund Class A, Mutual Fund — Dividend
Sila Realty Trust, Inc. Class A — Dividend — See Note in Part VIII
KBS Real Estate REIT — Dividend
(H) Pershing Account #2
Franklin Dynatech Fund Class A, Mutual Fund — None
(H) Pershing Account #3
Bank Deposit Sweep Program, FDIC Insured Bank Deposits — Int./Div.
Baron Growth Fund, Mutual Fund — Dividend
Dodge & Cox Stock Fund, Mutual Fund — Dividend
(H) Savings Plus 457 Plan
Target Date Fund - 2020 — None — Buy (add'l) — See Note In Part VIII
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
Target Date Fund - 2020 — None — Buy (add'l)
(H) County of Santa Clara Deferred Compensation Plan
Fidelity TRP Inst LgCap Grth — Int./Div.
Fidelity Vantage Plus R13 — None
Member, Law Advisory Board, Santa Clara University
Board Member, Association of Business Trial Lawyers (ABTL)
Member, Law Advisory Board, Santa Clara University
Board Member, Association of Business Trial Lawyers (ABTL)
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Investment Property, Sunnyvale, CA
Liability — American Express — Credit Card
Liability — Capital One — Credit Card
Liability — Chase Bank — Credit Card
Liability — Southwest Airlines — Credit Card
Liability — Bank of America — Credit Card
Liability — Chase Bank — Mortgage on Investment Property, Sunnyvale, CA
Liability — American Express — Credit Card
Liability — Capital One — Credit Card
Liability — Chase Bank — Credit Card
Liability — Southwest Airlines — Credit Card
Income — 2020 — California Public Employees Retirement System - Pension — $37,029.00
Income — 2020 — California Public Employees Retirement System - Pension — $37,029.00
Spouse's income — 2020 — California Public Employees Retirement System - Pension
Spouse's income — 2020 — County of Santa Clara - Salary
Spouse's income — 2020 — State of California - Salary
Spouse's income — 2020 — Replacement Benefit Fund - Pension
Spouse's income — 2020 — California Public Employees Retirement System - Pension
Spouse's income — 2020 — County of Santa Clara - Salary
Spouse's income — 2020 — State of California - Salary
Spouse's income — 2020 — Replacement Benefit Fund - Pension
Part III Non-Investment Income:
Section A, line 2: Judicial Branch of California - Settlement - one-time settlement in 2019 removed from report for 2020.
Section B, line 5: Judicial Branch of California - Settlement - one-time settlement in 2019 removed from report for 2020.
Part VI Liabilities:
Line 5: College removed from liabilities, student graduated and no further outstanding balance as of 12/31/20.
Part VII Investments and Trusts:
Line 8, Column D: Utah Educational Savings Plan 529 - Bi-weekly contribution amount $416.00 (did not add line-by-line detail of these transactions). Total value
of all contributions for 2020 recorded in column D3.
Line 9, Column D: Utah Education Savings Plan 529 - Withdrawal taken from account to pay tuition expenses.
Line 26: Company name change from Carter Validus Mission Critical REIT II to Sila Realty Trust, Inc. on 9/30/2020 per public press release and letters to
stockholders.
Lines 34 -46: Savings Plus 457 Plan - $2,000.00 contributions made to the Target Date Fund 2020 on a monthly basis. All monthly detail added to column D.
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.