Jeffrey Steven White

2020

Ask Donna

Pull out the substance of this filing.

What was filed

600
investments
2
positions
0
gifts
2
agreements
0
debts
0
reimbursements
4
income
0
spouse income

Named parties

University of California, Berkeley School of Law
Orrick Herrington Defined Benefit Plan
UC - Berkeley School of Law

As filed

NFLX — None — Buy

UBER — None — Buy

TEAM — None — Buy

Provident Credit Union — Interest

Orrick Investments 2000 LLC — Interest

Pollock Montgomery Washington Tower Investors II Partnership — Distribution

Pollock 2007-2008 Independent Investors, LLC — Distribution

Morgan Stanley Cash Account — Interest

TTLC RIA 2 LLC — Int./Div.

TTLC Talavera, LLC — Distribution — Closed

TTLC Lee Farms, LLC — Distribution — Closed

TTLC Livermore Center, LLC — Int./Div.

TTLC Mirza, LLC — Int./Div.

Morgan Stanley Bank Account — Interest

Legg Mason Scholars Choice 529 Age Based Option: Age 10-12 (Y)

Legg Mason Scholars Choice 529 Age Based Option: 7-10 (Y)

Legg Mason Scholars Choice 529 Age Based Option: Age 4-6 (Y)

Condo Rental - Cabo San Lucas, Baja Sur, Mexico 7/18 ($ 385,000) — None

TTLC Tarob 4, LLC — Int./Div.

TTLC High Point, LLC — Int./Div.

TTLC Sunnyvale FC LLC — Int./Div.

TTLC Calistoga, LLC — Int./Div.

The True Life Companies, LLC — Int./Div.

True Life Elite Fund 1 LP — Int./Div.

Vanguard Extended Mkt ETF (VXF) — Dividend — Buy

Vanguard Value Etf Index (VTV) — Dividend — Buy

Vanguard Value Etf Index (VTV) — Sold (part)

MSIF Growth I (MSEQXS) — Dividend — Buy

ABNB — None — Buy

ABNB — Sold

ALNY — None — Buy

ALNY — Buy (add'l)

ALNY — Sold

AMZN — None — Buy

AMZN — Buy (add'l)

AMZN — Sold

TEAM — Buy (add'l)

TEAM — Sold

CVNA — None — Buy

CVNA — Buy (add'l)

CVNA — Sold (part)

CVNA — Sold

CHWY — None — Buy

CHWY — Buy (add'l)

CHWY — Sold (part)

CHWY — Sold

NET — None — Buy

NET — Sold

COUP — None — Buy

COUP — Buy (add'l)

COUP — Sold (part)

COUP — Sold

CVET — None — Buy

CVET — Buy (add'l)

CVET — Sold

DDOG — None — Buy

DDOG — Buy (add'l)

DDOG — Sold (part)

DDOG — Sold

DXCM — None — Buy

DXCM — Buy (add'l)

DXCM — Sold (part)

DXCM — Sold

DASH — None — Buy

DASH — Sold

FTCH — None — Buy

FTCH — Buy (add'l)

FTCH — Sold (part)

FTCH — Sold

FSLY — None — Buy

FSLY — Buy (add'l)

FSLY — Sold (part)

FSLY — Sold

GH — None — Buy

GH — Buy

GH — Sold (part)

GH — Sold

ILMN — None — Buy

ILMN — Buy (add'l)

ILMN — Sold (part)

ILMN — Sold

ISRG — None — Buy

ISRG — Buy (add'l)

ISRG — Sold (part)

ISRG — Sold

Livongo Health Inc — Dividend — Buy

Livongo Health Inc — Sold (part)

Livongo Health Inc — Sold

LDLFX — Dividend — Buy

LDLFX — Sold

MRNA — None — Buy

MRNA — Buy (add'l)

MRNA — Sold (part)

MRNA — Sold

MDB — None — Buy

MDB — Buy (add'l)

MDB — Sold (part)

MDB — Sold

NFLX — Buy (add'l)

NFLX — Sold

NVDA — Dividend — Buy

NVDA — Buy (add'l)

NVDA — Sold

OKTA — None — Buy

OKTA — Buy (add'l)

OKTA — Sold (part)

OKTA — Sold

PFTPX — Dividend — Buy

PFTPX — Sold

PINS — None — Buy

PINS — Sold

MYFRX — Dividend — Buy

MYFRX — Sold

ROKU — None — Buy

ROKU — Sold

RGLD — Dividend — Buy

RGLD — Buy (add'l)

RGLD — Sold

RPRX — Dividend — Buy

RPRX — Buy (add'l)

RPRX — Sold

NOW — None — Buy

NOW — Sold

SHOP — None — Buy

SHOP — Buy (add'l)

SHOP — Sold (part)

SHOP — Sold

WORK — None — Buy

WORK — Buy (add'l)

WORK — Sold (part)

WORK — Sold

SNAP — None — Buy

SNAP — Buy (add'l)

SNAP — Sold (part)

SNAP — Sold

SNOW — None — Buy

SNOW — Buy (add'l)

SNOW — Sold

SPSB — Dividend — Buy

SPSB — Sold

SPOT — None — Buy

SPOT — Buy (add'l)

SPOT — Sold (part)

SPOT — Sold

SQ — None — Buy

SQ — Buy (add'l)

SQ — Sold (part)

SQ — Sold

TDOC — None — Buy

TDOC — Sold

TTD — None — Buy

TTD — Buy (add'l)

TTD — Sold (part)

TTD — Sold

TWLO — None — Buy

TWLO — Buy (add'l)

TWLO — Sold (part)

TWLO — Sold

TWTR — None — Buy

TWTR — Buy (add'l)

TWTR — Sold (part)

TWTR — Sold

UBER — Buy (add'l)

UBER — Sold (part)

UBER — Sold

U — None — Buy

U — Buy (add'l)

U — Sold

VEEV — None — Buy

VEEV — Buy (add'l)

VEEV — Sold (part)

VEEV — Sold

W — None — Buy

W — Buy (add'l)

W — Sold (part)

W — Sold

Z — None — Buy

Z — Buy (add'l)

Z — Sold (part)

Z — Sold

ZM — None — Buy

ZM — Buy (add'l)

ZM — Sold (part)

ZM — Sold

TXG — None — Buy

TXG — Buy (add'l)

TXG — Sold (part)

TXG — Sold

Morgan Stanley IRA # 1 (H)

Bank Deposit Program — Interest

ISHARES FTSE/Xinua China 25 — Dividend — Buy (add'l)

ISHARES - MSCI EAFE Index Fund — Dividend

ISHARES - MSCI Emerging Markets Index — Dividend — Buy (add'l)

ISHARES - S&P Europe 350 Index — Dividend

Energy Select Sector SPDR — Dividend — Sold

First TR Exchange Traded FD Dow Jones — Dividend

Ishares TR Russell Mid-Cap ETF — Dividend

Ishares TR S&P Small-Cap 600 Growth — Dividend

Blackrock Global Allocation I (MALOX) — Dividend

Clearbridge Energy MLP FD Inc (CEM) — Dividend — Sold

Clearbridge Energy MLP OPP FD (EMO) — Dividend — Sold

Cons Discret Sel Sect Spdr Fd (XLY) — Dividend — Sold (part)

Ishares Russell 2000 ETF (IWM) — Dividend

Principal Preferred Sec Inst (PPSIX) — Dividend

SPDR Trust Series 1 (SPY) — Dividend

Telsa Motors Inc (TSLA) — None

Ishares Core High Dividend ETF (HDV) — Dividend — Sold (part)

Vanguard Dividend Appreciation (VIG) — Dividend

Doubleline Core Fixed Inc (DBLFX) — Dividend

Van Eck Emerging Markets Y (EMRYX) — Dividend

Alerian MLP ETF (AMLP) — Dividend — Sold

Blockrock Strategic Inc (BSIIX) — Dividend

Templeton Global BD FD (TBGAX) — Dividend — Buy (add'l)

Principal Midcap Instl (PCBIX) — Dividend

Clearbridge All Cap Value I (SFVYX) — Dividend — Sold (part)

Utilities Sel Sec SPDR FUnd (XLU) — Dividend

Putnam Short Duration Income Y (PSDYX) — Dividend — Sold (part)

Blackrock Corp High Yield (HYT) — Dividend — Buy

Blackrock Science & Tech (BSTZ) — Dividend — Buy

First Tr High Yl (HYLS) — Dividend — Buy

First Trust High Inc (FSD) — Dividend — Buy

FT Nasdaq Cybersecur ETF (CIBR) — Dividend — Buy

Invesco Optimum Yield Diversif (PDBC) — None — Buy

Ishares Silver Shares (SLV) — None — Buy

Ishares Silver Shares (SLV) — Buy (add'l)

Pimco Enchanced Shrt (Mint) — Dividend — Buy

Vaneck Vectors Gold Miners (GDX) — Dividend — Buy

Vaneck Vectors Gold Miners (GDX) — Buy (add'l)

Vaneck Vectors Junior Gold (GDXJ) — Dividend — Buy

Vaneck Vectors Junior Gold (GDXJ) — Buy (add'l)

Royce Premier Inv ( RYPRX) — None — Buy

Sprott Gold Equity Fund (SGDIX) — None — Buy

Activision Blizzard Inc — None — Buy

Activision Blizzard Inc — Sold

Amazon Com Inc — None — Buy

Amazon Com Inc — Buy (add'l)

Amazon Com Inc — Sold

Blackrock Inc — None — Buy

Blackrock Inc — Buy (add'l)

Blackrock Inc — Sold

Cloudera Inc — None — Buy

Cloudera Inc — Buy (add'l)

Cloudera Inc — Sold

Docusign Inc — None — Buy

Docusign Inc — Sold

Ebay Inc — None — Buy

Ebay Inc — Buy (add'l)

Ebay Inc — Sold

Logitech Intl SA — Dividend — Buy

Logitech Intl SA — Sold

Microsoft Corp — Dividend — Buy

Microsoft Corp — Sold

Tencent Holdings LTD Unspon ADR — None — Buy

Tencent Holdings LTD Unspon ADR — Sold

Morgan Stanely IRA # 2 (H)

Invesco Bric ETF (EEB) — Dividend — Redeemed

Invesco QQQ Trust, Series 1 (QQQ) — Dividend

iShares S&P 500/Barr Growth — Dividend

iShares S&P Global 100 — Dividend

Bank Deposit Program — Interest

WORK — Sold

SNAP — None — Buy

Provident Credit Union — Interest

Orrick Investments 2000 LLC — Interest

Pollock Montgomery Washington Tower Investors II Partnership — Distribution

Pollock 2007-2008 Independent Investors, LLC — Distribution

Morgan Stanley Cash Account — Interest

TTLC RIA 2 LLC — Int./Div.

TTLC Talavera, LLC — Distribution — Closed

TTLC Lee Farms, LLC — Distribution — Closed

TTLC Livermore Center, LLC — Int./Div.

TTLC Mirza, LLC — Int./Div.

Morgan Stanley Bank Account — Interest

Legg Mason Scholars Choice 529 Age Based Option: Age 10-12 (Y)

Legg Mason Scholars Choice 529 Age Based Option: 7-10 (Y)

Legg Mason Scholars Choice 529 Age Based Option: Age 4-6 (Y)

Condo Rental - Cabo San Lucas, Baja Sur, Mexico 7/18 ($ 385,000) — None

TTLC Tarob 4, LLC — Int./Div.

TTLC High Point, LLC — Int./Div.

TTLC Sunnyvale FC LLC — Int./Div.

TTLC Calistoga, LLC — Int./Div.

The True Life Companies, LLC — Int./Div.

True Life Elite Fund 1 LP — Int./Div.

Vanguard Extended Mkt ETF (VXF) — Dividend — Buy

Vanguard Value Etf Index (VTV) — Dividend — Buy

Vanguard Value Etf Index (VTV) — Sold (part)

MSIF Growth I (MSEQXS) — Dividend — Buy

ABNB — None — Buy

ABNB — Sold

ALNY — None — Buy

ALNY — Buy (add'l)

ALNY — Sold

AMZN — None — Buy

AMZN — Buy (add'l)

AMZN — Sold

TEAM — None — Buy

TEAM — Buy (add'l)

TEAM — Sold

CVNA — None — Buy

CVNA — Buy (add'l)

CVNA — Sold (part)

CVNA — Sold

CHWY — None — Buy

CHWY — Buy (add'l)

CHWY — Sold (part)

CHWY — Sold

NET — None — Buy

NET — Sold

COUP — None — Buy

COUP — Buy (add'l)

COUP — Sold (part)

COUP — Sold

CVET — None — Buy

CVET — Buy (add'l)

CVET — Sold

DDOG — None — Buy

DDOG — Buy (add'l)

DDOG — Sold (part)

DDOG — Sold

DXCM — None — Buy

DXCM — Buy (add'l)

DXCM — Sold (part)

DXCM — Sold

DASH — None — Buy

DASH — Sold

FTCH — None — Buy

FTCH — Buy (add'l)

FTCH — Sold (part)

FTCH — Sold

FSLY — None — Buy

FSLY — Buy (add'l)

FSLY — Sold (part)

FSLY — Sold

GH — None — Buy

GH — Buy

GH — Sold (part)

GH — Sold

ILMN — None — Buy

ILMN — Buy (add'l)

ILMN — Sold (part)

ILMN — Sold

ISRG — None — Buy

ISRG — Buy (add'l)

ISRG — Sold (part)

ISRG — Sold

Livongo Health Inc — Dividend — Buy

Livongo Health Inc — Sold (part)

Livongo Health Inc — Sold

LDLFX — Dividend — Buy

LDLFX — Sold

MRNA — None — Buy

MRNA — Buy (add'l)

MRNA — Sold (part)

MRNA — Sold

MDB — None — Buy

MDB — Buy (add'l)

MDB — Sold (part)

MDB — Sold

NFLX — None — Buy

NFLX — Buy (add'l)

NFLX — Sold

NVDA — Dividend — Buy

NVDA — Buy (add'l)

NVDA — Sold

OKTA — None — Buy

OKTA — Buy (add'l)

OKTA — Sold (part)

OKTA — Sold

PFTPX — Dividend — Buy

PFTPX — Sold

PINS — None — Buy

PINS — Sold

MYFRX — Dividend — Buy

MYFRX — Sold

ROKU — None — Buy

ROKU — Sold

RGLD — Dividend — Buy

RGLD — Buy (add'l)

RGLD — Sold

RPRX — Dividend — Buy

RPRX — Buy (add'l)

RPRX — Sold

NOW — None — Buy

NOW — Sold

SHOP — None — Buy

SHOP — Buy (add'l)

SHOP — Sold (part)

SHOP — Sold

WORK — None — Buy

WORK — Buy (add'l)

WORK — Sold (part)

SNAP — Buy (add'l)

SNAP — Sold (part)

SNAP — Sold

SNOW — None — Buy

SNOW — Buy (add'l)

SNOW — Sold

SPSB — Dividend — Buy

SPSB — Sold

SPOT — None — Buy

SPOT — Buy (add'l)

SPOT — Sold (part)

SPOT — Sold

SQ — None — Buy

SQ — Buy (add'l)

SQ — Sold (part)

SQ — Sold

TDOC — None — Buy

TDOC — Sold

TTD — None — Buy

TTD — Buy (add'l)

TTD — Sold (part)

TTD — Sold

TWLO — None — Buy

TWLO — Buy (add'l)

TWLO — Sold (part)

TWLO — Sold

TWTR — None — Buy

TWTR — Buy (add'l)

TWTR — Sold (part)

TWTR — Sold

UBER — None — Buy

UBER — Buy (add'l)

UBER — Sold (part)

UBER — Sold

U — None — Buy

U — Buy (add'l)

U — Sold

VEEV — None — Buy

VEEV — Buy (add'l)

VEEV — Sold (part)

VEEV — Sold

W — None — Buy

W — Buy (add'l)

W — Sold (part)

W — Sold

Z — None — Buy

Z — Buy (add'l)

Z — Sold (part)

Z — Sold

ZM — None — Buy

ZM — Buy (add'l)

ZM — Sold (part)

ZM — Sold

TXG — None — Buy

TXG — Buy (add'l)

TXG — Sold (part)

TXG — Sold

Morgan Stanley IRA # 1 (H)

Bank Deposit Program — Interest

ISHARES FTSE/Xinua China 25 — Dividend — Buy (add'l)

ISHARES - MSCI EAFE Index Fund — Dividend

ISHARES - MSCI Emerging Markets Index — Dividend — Buy (add'l)

ISHARES - S&P Europe 350 Index — Dividend

Energy Select Sector SPDR — Dividend — Sold

First TR Exchange Traded FD Dow Jones — Dividend

Ishares TR Russell Mid-Cap ETF — Dividend

Ishares TR S&P Small-Cap 600 Growth — Dividend

Blackrock Global Allocation I (MALOX) — Dividend

Clearbridge Energy MLP FD Inc (CEM) — Dividend — Sold

Clearbridge Energy MLP OPP FD (EMO) — Dividend — Sold

Cons Discret Sel Sect Spdr Fd (XLY) — Dividend — Sold (part)

Ishares Russell 2000 ETF (IWM) — Dividend

Principal Preferred Sec Inst (PPSIX) — Dividend

SPDR Trust Series 1 (SPY) — Dividend

Telsa Motors Inc (TSLA) — None

Ishares Core High Dividend ETF (HDV) — Dividend — Sold (part)

Vanguard Dividend Appreciation (VIG) — Dividend

Doubleline Core Fixed Inc (DBLFX) — Dividend

Van Eck Emerging Markets Y (EMRYX) — Dividend

Alerian MLP ETF (AMLP) — Dividend — Sold

Blockrock Strategic Inc (BSIIX) — Dividend

Templeton Global BD FD (TBGAX) — Dividend — Buy (add'l)

Principal Midcap Instl (PCBIX) — Dividend

Clearbridge All Cap Value I (SFVYX) — Dividend — Sold (part)

Utilities Sel Sec SPDR FUnd (XLU) — Dividend

Putnam Short Duration Income Y (PSDYX) — Dividend — Sold (part)

Blackrock Corp High Yield (HYT) — Dividend — Buy

Blackrock Science & Tech (BSTZ) — Dividend — Buy

First Tr High Yl (HYLS) — Dividend — Buy

First Trust High Inc (FSD) — Dividend — Buy

FT Nasdaq Cybersecur ETF (CIBR) — Dividend — Buy

Invesco Optimum Yield Diversif (PDBC) — None — Buy

Ishares Silver Shares (SLV) — None — Buy

Ishares Silver Shares (SLV) — Buy (add'l)

Pimco Enchanced Shrt (Mint) — Dividend — Buy

Vaneck Vectors Gold Miners (GDX) — Dividend — Buy

Vaneck Vectors Gold Miners (GDX) — Buy (add'l)

Vaneck Vectors Junior Gold (GDXJ) — Dividend — Buy

Vaneck Vectors Junior Gold (GDXJ) — Buy (add'l)

Royce Premier Inv ( RYPRX) — None — Buy

Sprott Gold Equity Fund (SGDIX) — None — Buy

Activision Blizzard Inc — None — Buy

Activision Blizzard Inc — Sold

Amazon Com Inc — None — Buy

Amazon Com Inc — Buy (add'l)

Amazon Com Inc — Sold

Blackrock Inc — None — Buy

Blackrock Inc — Buy (add'l)

Blackrock Inc — Sold

Cloudera Inc — None — Buy

Cloudera Inc — Buy (add'l)

Cloudera Inc — Sold

Docusign Inc — None — Buy

Docusign Inc — Sold

Ebay Inc — None — Buy

Ebay Inc — Buy (add'l)

Ebay Inc — Sold

Logitech Intl SA — Dividend — Buy

Logitech Intl SA — Sold

Microsoft Corp — Dividend — Buy

Microsoft Corp — Sold

Tencent Holdings LTD Unspon ADR — None — Buy

Tencent Holdings LTD Unspon ADR — Sold

Morgan Stanely IRA # 2 (H)

Invesco Bric ETF (EEB) — Dividend — Redeemed

Invesco QQQ Trust, Series 1 (QQQ) — Dividend

iShares S&P 500/Barr Growth — Dividend

iShares S&P Global 100 — Dividend

Bank Deposit Program — Interest

Lecturer, University of California, Berkeley School of Law

Agreement — 2020 — Orrick, Herrington and Sutcliffe Defined Benefit Plan - Retired Partner

Income — Jan - Dec — Orrick Herrington Defined Benefit Plan — $23,400.00

Income — Jan - Dec — UC - Berkeley School of Law — $6,165.00

Income — Jan - Dec — Orrick Herrington Defined Benefit Plan — $23,400.00

Income — Jan - Dec — UC - Berkeley School of Law — $6,165.00

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.