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Pull out the substance of this filing.

What was filed

  • 57

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • NAVIENT
  • AMERICAN EXPRESS
  • BOIES SCHILLER & FLEXNER, LLP (SALARY)

As filed

INDIVIDUAL ASSETS (H)

BANK OF AMERICA (cash) — Interest

AMERICAN EXPRESS (cash) (X) — Interest

SL & Z HOLDING — None

INVESTMENT PROPERTY, MIAMI- DADE COUNTY, FL — None

ACCOUNT #1 (H)

E*TRADE CASH BALANCE (cash) — Interest — Open

EXXON MOBIL (XOM) — Dividend — Buy

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

ACCOUNT #2 (H)

ARTISAN MD CP VAL IS (ARTQX) — Dividend

PIMCO TOTAL RT INST (PTTRX) — Dividend

FIDELITY FREEDOM 2040K (FSNVX) — Dividend

ACCOUNT #3 (H)

EXXON MOBIL (XOM) — Dividend

ACCOUNT #4 (H)

EXXON MOBIL (XOM) — Dividend

INDIVIDUAL ASSETS (H)

BANK OF AMERICA (cash) — Interest

AMERICAN EXPRESS (cash) (X) — Interest

SL & Z HOLDING — None

INVESTMENT PROPERTY, MIAMI- DADE COUNTY, FL — None

ACCOUNT #1 (H)

E*TRADE CASH BALANCE (cash) — Interest — Open

EXXON MOBIL (XOM) — Dividend — Buy

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

ACCOUNT #2 (H)

ARTISAN MD CP VAL IS (ARTQX) — Dividend

PIMCO TOTAL RT INST (PTTRX) — Dividend

FIDELITY FREEDOM 2040K (FSNVX) — Dividend

ACCOUNT #3 (H)

EXXON MOBIL (XOM) — Dividend

ACCOUNT #4 (H)

EXXON MOBIL (XOM) — Dividend

INDIVIDUAL ASSETS (H)

BANK OF AMERICA (cash) — Interest

AMERICAN EXPRESS (cash) (X) — Interest

SL & Z HOLDING — None

INVESTMENT PROPERTY, MIAMI- DADE COUNTY, FL — None

ACCOUNT #1 (H)

E*TRADE CASH BALANCE (cash) — Interest — Open

EXXON MOBIL (XOM) — Dividend — Buy

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

EXXON MOBIL (XOM) — Buy (add'l)

ACCOUNT #2 (H)

ARTISAN MD CP VAL IS (ARTQX) — Dividend

PIMCO TOTAL RT INST (PTTRX) — Dividend

FIDELITY FREEDOM 2040K (FSNVX) — Dividend

ACCOUNT #3 (H)

EXXON MOBIL (XOM) — Dividend

ACCOUNT #4 (H)

EXXON MOBIL (XOM) — Dividend

Liability — NAVIENT — STUDENT LOANS

Liability — AMERICAN EXPRESS — CREDIT CARD

Liability — NAVIENT — STUDENT LOANS

Liability — AMERICAN EXPRESS — CREDIT CARD

Liability — NAVIENT — STUDENT LOANS

Liability — AMERICAN EXPRESS — CREDIT CARD

Spouse's income — 2020 — BOIES SCHILLER & FLEXNER, LLP (SALARY)

Spouse's income — 2020 — BOIES SCHILLER & FLEXNER, LLP (SALARY)

Spouse's income — 2020 — BOIES SCHILLER & FLEXNER, LLP (SALARY)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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Lauren F. Louis | Frix