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What was filed

  • 111

    investments

  • 21

    positions

  • 0

    gifts

  • 6

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 6

    income

  • 3

    spouse income

Named parties

  • University of Notre Dame (Law School)
  • Boys and Girls Club of St. Joseph County, Inc.
  • Family & Children's Center, Inc.
  • Family & Children's Center Foundation, Inc.
  • Ronald A. Leichty Scholarship Foundation, Inc.
  • Indiana University South Bend Center for Sustainable Future Advisory Board
  • POA #1
  • Barnes & Thornburg LLP
  • University of Notre Dame (teaching)
  • University of Notre Dame (administrative assistant services)

As filed

Teachers Credit Union Account 1 — Interest

Teachers Credit Union Account 2 — Interest

Teachers Credit Union Account 4 — Interest

Teachers Credit Union Account M — Interest

Teachers Credit Union Account W — Interest

Wells Fargo IRA (H)

Franklin Mutual Global Discovery Fund (TEDIX) — Dividend

Calvert Global Water Fund (CFWAX) — Dividend

Templeton Developing Markets Trust Fund (TEDMX) — Dividend

BT 401(k) (H)

Fidelity Low Price Stock Fund (FLPSX) — Dividend

Pimco Total Return Institutional Class Fund (PTTRX) — Dividend

Templeton Institutional Foreign Equity Fund (TFEQX) — Dividend

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Fidelity 500 Index Institution — Dividend

ND 403(b) (H)

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Vanguard Real Estate Index Fund (VGSNX) — Dividend

Vanguard Total Stock Market IP (VSMPX) — Dividend

CollegeChoice Advisor 529 Plan (H)

College Portfolio Class A (Fund Code 2832) — Dividend

2022 Enrollment Portfolio Class A (Fund Code 2822) — Dividend

Core Bond Index Portfolio Class A (Fund Code 2800) — Dividend

Pimco Total Return Portfolio Class A (Fund Code 2816) — Dividend

Boston Company Dynamic Large Cap Value Port. Class A (Fund Code 2853) — Dividend

Large Cap Index Portfolio Class A (Fund Code 2802) — Dividend

T Rowe Price Large Cap Growth Portfolio Class A (Fund Code 2808) — Dividend

Diamond Hill Small-Mid Cap Portfolio Class A (Fund Code 2842) — Dividend

International Equity Index Portfolio Class A (Fund Code 2814) — Dividend

Emerging Markets Equity Index Portfolio Class A (Fund Code 2855) — Dividend

Equitable Variable Life Insurance (H)

Guaranteed Interest Account (Unloaned) — Interest

AXA Large Cap Value Managed Fund — Dividend

AXA Moderate Allocation Fund — Dividend

EQ/Common Stock Index Fund — Dividend

EQ/Equity 500 Index Fund — Dividend

Multimanager Aggressive Equity Fund — Dividend

Teachers Credit Union Account 1 — Interest

Teachers Credit Union Account 2 — Interest

Teachers Credit Union Account 4 — Interest

Teachers Credit Union Account M — Interest

Teachers Credit Union Account W — Interest

Wells Fargo IRA (H)

Franklin Mutual Global Discovery Fund (TEDIX) — Dividend

Calvert Global Water Fund (CFWAX) — Dividend

Templeton Developing Markets Trust Fund (TEDMX) — Dividend

BT 401(k) (H)

Fidelity Low Price Stock Fund (FLPSX) — Dividend

Pimco Total Return Institutional Class Fund (PTTRX) — Dividend

Templeton Institutional Foreign Equity Fund (TFEQX) — Dividend

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Fidelity 500 Index Institution — Dividend

ND 403(b) (H)

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Vanguard Real Estate Index Fund (VGSNX) — Dividend

Vanguard Total Stock Market IP (VSMPX) — Dividend

CollegeChoice Advisor 529 Plan (H)

College Portfolio Class A (Fund Code 2832) — Dividend

2022 Enrollment Portfolio Class A (Fund Code 2822) — Dividend

Core Bond Index Portfolio Class A (Fund Code 2800) — Dividend

Pimco Total Return Portfolio Class A (Fund Code 2816) — Dividend

Boston Company Dynamic Large Cap Value Port. Class A (Fund Code 2853) — Dividend

Large Cap Index Portfolio Class A (Fund Code 2802) — Dividend

T Rowe Price Large Cap Growth Portfolio Class A (Fund Code 2808) — Dividend

Diamond Hill Small-Mid Cap Portfolio Class A (Fund Code 2842) — Dividend

International Equity Index Portfolio Class A (Fund Code 2814) — Dividend

Emerging Markets Equity Index Portfolio Class A (Fund Code 2855) — Dividend

Equitable Variable Life Insurance (H)

Guaranteed Interest Account (Unloaned) — Interest

AXA Large Cap Value Managed Fund — Dividend

AXA Moderate Allocation Fund — Dividend

EQ/Common Stock Index Fund — Dividend

EQ/Equity 500 Index Fund — Dividend

Multimanager Aggressive Equity Fund — Dividend

Teachers Credit Union Account 1 — Interest

Teachers Credit Union Account 2 — Interest

Teachers Credit Union Account 4 — Interest

Teachers Credit Union Account M — Interest

Teachers Credit Union Account W — Interest

Wells Fargo IRA (H)

Franklin Mutual Global Discovery Fund (TEDIX) — Dividend

Calvert Global Water Fund (CFWAX) — Dividend

Templeton Developing Markets Trust Fund (TEDMX) — Dividend

BT 401(k) (H)

Fidelity Low Price Stock Fund (FLPSX) — Dividend

Pimco Total Return Institutional Class Fund (PTTRX) — Dividend

Templeton Institutional Foreign Equity Fund (TFEQX) — Dividend

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Fidelity 500 Index Institution — Dividend

ND 403(b) (H)

Vanguard Extended Market Index Fund (VIEIX) — Dividend

Vanguard Real Estate Index Fund (VGSNX) — Dividend

Vanguard Total Stock Market IP (VSMPX) — Dividend

CollegeChoice Advisor 529 Plan (H)

College Portfolio Class A (Fund Code 2832) — Dividend

2022 Enrollment Portfolio Class A (Fund Code 2822) — Dividend

Core Bond Index Portfolio Class A (Fund Code 2800) — Dividend

Pimco Total Return Portfolio Class A (Fund Code 2816) — Dividend

Boston Company Dynamic Large Cap Value Port. Class A (Fund Code 2853) — Dividend

Large Cap Index Portfolio Class A (Fund Code 2802) — Dividend

T Rowe Price Large Cap Growth Portfolio Class A (Fund Code 2808) — Dividend

Diamond Hill Small-Mid Cap Portfolio Class A (Fund Code 2842) — Dividend

International Equity Index Portfolio Class A (Fund Code 2814) — Dividend

Emerging Markets Equity Index Portfolio Class A (Fund Code 2855) — Dividend

Equitable Variable Life Insurance (H)

Guaranteed Interest Account (Unloaned) — Interest

AXA Large Cap Value Managed Fund — Dividend

AXA Moderate Allocation Fund — Dividend

EQ/Common Stock Index Fund — Dividend

EQ/Equity 500 Index Fund — Dividend

Multimanager Aggressive Equity Fund — Dividend

Adjunct Professor, University of Notre Dame (Law School)

Director, Boys and Girls Club of St. Joseph County, Inc.

Director, Family & Children's Center, Inc.

Director, Family & Children's Center Foundation, Inc.

President and Director, Ronald A. Leichty Scholarship Foundation, Inc.

Director, Indiana University South Bend Center for Sustainable Future Advisory Board

Attorney-in-Fact, POA #1

Adjunct Professor, University of Notre Dame (Law School)

Director, Boys and Girls Club of St. Joseph County, Inc.

Director, Family & Children's Center, Inc.

Director, Family & Children's Center Foundation, Inc.

President and Director, Ronald A. Leichty Scholarship Foundation, Inc.

Director, Indiana University South Bend Center for Sustainable Future Advisory Board

Attorney-in-Fact, POA #1

Adjunct Professor, University of Notre Dame (Law School)

Director, Boys and Girls Club of St. Joseph County, Inc.

Director, Family & Children's Center, Inc.

Director, Family & Children's Center Foundation, Inc.

President and Director, Ronald A. Leichty Scholarship Foundation, Inc.

Director, Indiana University South Bend Center for Sustainable Future Advisory Board

Attorney-in-Fact, POA #1

Agreement — 2007 — Barnes & Thornburg LLP Profit Sharing Plan and Trust (former firm retirement plan)

Agreement — 2020 — University of Notre Dame, compensation for teaching fall semester 2020

Agreement — 2007 — Barnes & Thornburg LLP Profit Sharing Plan and Trust (former firm retirement plan)

Agreement — 2020 — University of Notre Dame, compensation for teaching fall semester 2020

Agreement — 2007 — Barnes & Thornburg LLP Profit Sharing Plan and Trust (former firm retirement plan)

Agreement — 2020 — University of Notre Dame, compensation for teaching fall semester 2020

Income — 2020 — Barnes & Thornburg LLP — $52,155.00

Income — 2020 — University of Notre Dame (teaching) — $3,400.00

Income — 2020 — Barnes & Thornburg LLP — $52,155.00

Income — 2020 — University of Notre Dame (teaching) — $3,400.00

Income — 2020 — Barnes & Thornburg LLP — $52,155.00

Income — 2020 — University of Notre Dame (teaching) — $3,400.00

Spouse's income — 2020 — University of Notre Dame (administrative assistant services)

Spouse's income — 2020 — University of Notre Dame (administrative assistant services)

Spouse's income — 2020 — University of Notre Dame (administrative assistant services)

Part III, Row 1. Undistributed return of capital.

Part VII, Row 10. There is no profit sharing component to my participation in the BT 401(k), known as the Barnes & Thornburg Profit Sharing Plan and Trust, just

investments in mutual funds held in retirement plan.

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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Damon Ray Leichty | Frix