David Jason Hale

2020

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What was filed

345
investments
10
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
5
spouse income

Named parties

Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary
Federal Judges Association
Baptist Health - salary

As filed

First Financial Bank — Interest

Louisville Federal Credit Union — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Int./Div. — Buy

Wells Fargo Cash Accounts — Interest

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement Trust I — Dividend

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Legg Mason Funds Clearbridge Appreciation Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Dividend — Buy

Goldman Sachs Financial Square Treasury Instruments Fd — Int./Div. — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd — Sold (part)

Credit Suisse Commodity Return Strategy Fd Class I — Dividend — Buy

Credit Suisse Commodity Return Strategy Fd Class I — Sold (part)

Hartford Mutual Funds Midcap Fd — Dividend — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Sold (part)

Lazard Funds US Equity Concentrated Fd — Dividend — Buy

Lazard Funds US Equity Concentrated Fd — Buy (add'l)

Touchstone Midcap Value Fd Class Y — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Sold

Aberdeen Emerging Markets Fd Inst'l Class — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Sold

American Funds Washiington Mutual Fund F2 — Dividend — Sold (part)

American Funds Washiington Mutual Fund F2 — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold

Eaton Vance Series II Income Fd of Boston — Dividend — Buy

Eaton Vance Series II Income Fd of Boston — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Dividend — Buy

JP Morgan TR I Small Cap Equity Fd — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold

Champlain Funds Small Co Fund — Dividend — Buy

Champlain Funds Small Co Fund — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold

American Funds Europacific Growth Fund — Dividend — Sold (part)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Sold

Wells Fargo Cash Accounts — Interest

First Financial Bank — Interest

Louisville Federal Credit Union — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Int./Div. — Buy

Wells Fargo Cash Accounts — Interest

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement Trust I — Dividend

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Legg Mason Funds Clearbridge Appreciation Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Dividend — Buy

Goldman Sachs Financial Square Treasury Instruments Fd — Int./Div. — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd — Sold (part)

Credit Suisse Commodity Return Strategy Fd Class I — Dividend — Buy

Credit Suisse Commodity Return Strategy Fd Class I — Sold (part)

Hartford Mutual Funds Midcap Fd — Dividend — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Sold (part)

Lazard Funds US Equity Concentrated Fd — Dividend — Buy

Lazard Funds US Equity Concentrated Fd — Buy (add'l)

Touchstone Midcap Value Fd Class Y — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Sold

Aberdeen Emerging Markets Fd Inst'l Class — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Sold

American Funds Washiington Mutual Fund F2 — Dividend — Sold (part)

American Funds Washiington Mutual Fund F2 — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold

Eaton Vance Series II Income Fd of Boston — Dividend — Buy

Eaton Vance Series II Income Fd of Boston — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Dividend — Buy

JP Morgan TR I Small Cap Equity Fd — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold

Champlain Funds Small Co Fund — Dividend — Buy

Champlain Funds Small Co Fund — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold

American Funds Europacific Growth Fund — Dividend — Sold (part)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Sold

Wells Fargo Cash Accounts — Interest

First Financial Bank — Interest

Louisville Federal Credit Union — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Int./Div. — Buy

Wells Fargo Cash Accounts — Interest

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement Trust I — Dividend

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Legg Mason Funds Clearbridge Appreciation Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Dividend — Buy

Goldman Sachs Financial Square Treasury Instruments Fd — Int./Div. — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd — Sold (part)

Credit Suisse Commodity Return Strategy Fd Class I — Dividend — Buy

Credit Suisse Commodity Return Strategy Fd Class I — Sold (part)

Hartford Mutual Funds Midcap Fd — Dividend — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Sold (part)

Lazard Funds US Equity Concentrated Fd — Dividend — Buy

Lazard Funds US Equity Concentrated Fd — Buy (add'l)

Touchstone Midcap Value Fd Class Y — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Sold

Aberdeen Emerging Markets Fd Inst'l Class — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Sold

American Funds Washiington Mutual Fund F2 — Dividend — Sold (part)

American Funds Washiington Mutual Fund F2 — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold

Eaton Vance Series II Income Fd of Boston — Dividend — Buy

Eaton Vance Series II Income Fd of Boston — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Dividend — Buy

JP Morgan TR I Small Cap Equity Fd — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold

Champlain Funds Small Co Fund — Dividend — Buy

Champlain Funds Small Co Fund — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold

American Funds Europacific Growth Fund — Dividend — Sold (part)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Sold

Wells Fargo Cash Accounts — Interest

First Financial Bank — Interest

Louisville Federal Credit Union — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Int./Div. — Buy

Wells Fargo Cash Accounts — Interest

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement Trust I — Dividend

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Legg Mason Funds Clearbridge Appreciation Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Dividend — Buy

Goldman Sachs Financial Square Treasury Instruments Fd — Int./Div. — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd — Sold (part)

Credit Suisse Commodity Return Strategy Fd Class I — Dividend — Buy

Credit Suisse Commodity Return Strategy Fd Class I — Sold (part)

Hartford Mutual Funds Midcap Fd — Dividend — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Sold (part)

Lazard Funds US Equity Concentrated Fd — Dividend — Buy

Lazard Funds US Equity Concentrated Fd — Buy (add'l)

Touchstone Midcap Value Fd Class Y — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Sold

Aberdeen Emerging Markets Fd Inst'l Class — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Sold

American Funds Washiington Mutual Fund F2 — Dividend — Sold (part)

American Funds Washiington Mutual Fund F2 — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold

Eaton Vance Series II Income Fd of Boston — Dividend — Buy

Eaton Vance Series II Income Fd of Boston — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Dividend — Buy

JP Morgan TR I Small Cap Equity Fd — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold

Champlain Funds Small Co Fund — Dividend — Buy

Champlain Funds Small Co Fund — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold

American Funds Europacific Growth Fund — Dividend — Sold (part)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Sold

Wells Fargo Cash Accounts — Interest

First Financial Bank — Interest

Louisville Federal Credit Union — Interest

Investment Account (H)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Int./Div. — Buy

Wells Fargo Cash Accounts — Interest

Retirement Accounts (H)

Vanguard Inst'l Target Retirement 2035 Fund — Dividend

Vanguard Target Retirement Trust I — Dividend

Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)

Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)

Blackrock Funds IShares S&P 500 Index Fd — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Sold

Legg Mason Funds Clearbridge Appreciation Fd Class I — Dividend — Sold (part)

Legg Mason Funds Clearbridge Appreciation Fd Class I — Sold (part)

Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Dividend — Sold (part)

Virtus Funds KAR Small Cap Core Fd — Sold (part)

Invesco QQQ TR ETF Unit Series 1 — Dividend — Buy

Goldman Sachs Financial Square Treasury Instruments Fd — Int./Div. — Sold (part)

Goldman Sachs Financial Square Treasury Instruments Fd — Sold (part)

Credit Suisse Commodity Return Strategy Fd Class I — Dividend — Buy

Credit Suisse Commodity Return Strategy Fd Class I — Sold (part)

Hartford Mutual Funds Midcap Fd — Dividend — Buy (add'l)

Hartford Mutual Funds Midcap Fd — Sold (part)

Lazard Funds US Equity Concentrated Fd — Dividend — Buy

Lazard Funds US Equity Concentrated Fd — Buy (add'l)

Touchstone Midcap Value Fd Class Y — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Dividend — Buy (add'l)

Dean Small Cap Value Fd Class I — Sold

Aberdeen Emerging Markets Fd Inst'l Class — Dividend — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Sold (part)

Aberdeen Emerging Markets Fd Inst'l Class — Buy (add'l)

American Funds Growth Fd of America Class F-2 — Dividend — Sold

American Funds Washiington Mutual Fund F2 — Dividend — Sold (part)

American Funds Washiington Mutual Fund F2 — Buy (add'l)

Lazard International Equity Portfolio Institutional Shares — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold (part)

Metropolitan West Funds Total Return Bd Fd Class I — Sold

Eaton Vance Series II Income Fd of Boston — Dividend — Buy

Eaton Vance Series II Income Fd of Boston — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Dividend — Buy

JP Morgan TR I Small Cap Equity Fd — Buy (add'l)

JP Morgan TR I Small Cap Equity Fd — Sold (part)

Meridian Funds Small Cap Growth Fund — Dividend — Sold

Champlain Funds Small Co Fund — Dividend — Buy

Champlain Funds Small Co Fund — Buy (add'l)

Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold

American Funds Europacific Growth Fund — Dividend — Sold (part)

American Funds Europacific Growth Fund — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend — Sold (part)

Pimco Funds Emerging Markets Bd Fd Inst'l Class — Sold

Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)

Virtus Vontobel Emerging Markets Opportunities Fund — Sold

Wells Fargo Cash Accounts — Interest

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary

Member, Board of Directors, Federal Judges Association

Spouse's income — 2020 — Baptist Health - salary

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.