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What was filed

  • 30

    investments

  • 16

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 4

    income

  • 0

    spouse income

Named parties

  • American Inns of Court Foundation
  • Ministry of Caring
  • Sacred Heart Village
  • The Sedona Conference Judicial Advisory Board
  • Family Member's Estate
  • University of Pennsylvania School of Law
  • Vanderbilt University Law School
  • Advisory Board of GAIN IP Academic Center
  • The Naples Roundtable
  • George Mason Law & Econoomic Seminar
  • Vanderbilt University - teaching
  • University of Pennsylvania Law School - teaching

As filed

Schwab Bank Sweep Acct — Interest

Schwab U.S. Small Cap — Dividend

Schwab Value Advantage — Dividend

DFA Investment Grade Port Ins — Dividend

DFA US Cor Eqty 1 Port — Dividend

DFA Int'l Value Port — Dividend — Sold

Pimco Incm — Dividend

SPDR S&P 500 ETF — Dividend

Capital One - Cash Accts (Y)

TD Bank - Cash Accts — Interest

Ally Bank -Cash Accts (X) — Interest

IRA #1 - Equity Trust (H) — Interest

Land Solutions Ptnrs East Meadows LLC — Interest

Rental Prop #1 - Midway, UT — Rent — Sold

Rental Prop #2 - Eden, UT (7/5/19 $615,000) — Rent

Schwab Bank Sweep Acct — Interest

Schwab U.S. Small Cap — Dividend

Schwab Value Advantage — Dividend

DFA Investment Grade Port Ins — Dividend

DFA US Cor Eqty 1 Port — Dividend

DFA Int'l Value Port — Dividend — Sold

Pimco Incm — Dividend

SPDR S&P 500 ETF — Dividend

Capital One - Cash Accts (Y)

TD Bank - Cash Accts — Interest

Ally Bank -Cash Accts (X) — Interest

IRA #1 - Equity Trust (H) — Interest

Land Solutions Ptnrs East Meadows LLC — Interest

Rental Prop #1 - Midway, UT — Rent — Sold

Rental Prop #2 - Eden, UT (7/5/19 $615,000) — Rent

Board Member and President, American Inns of Court Foundation

Board Member and Secretary, Ministry of Caring

Board Member, Sacred Heart Village

Board Member, The Sedona Conference Judicial Advisory Board

Co-Executor, Family Member's Estate

Adjunct Professor, University of Pennsylvania School of Law

Adjunct Professor, Vanderbilt University Law School

Member, Advisory Board of GAIN IP Academic Center

Board Member and President, American Inns of Court Foundation

Board Member and Secretary, Ministry of Caring

Board Member, Sacred Heart Village

Board Member, The Sedona Conference Judicial Advisory Board

Co-Executor, Family Member's Estate

Adjunct Professor, University of Pennsylvania School of Law

Adjunct Professor, Vanderbilt University Law School

Member, Advisory Board of GAIN IP Academic Center

Reimbursement — Vanderbilt University Law School — 2/10-15/20 — Nashville, TN — teach — travel, food and lodging

Reimbursement — The Naples Roundtable — 2/16-18/20 — Naples, FL — panelist — travel, food and lodging

Reimbursement — George Mason Law & Econoomic Seminar — 8/8-16/20 — Farmington, PA — seminar — travel, food and lodging

Reimbursement — Vanderbilt University Law School — 2/10-15/20 — Nashville, TN — teach — travel, food and lodging

Reimbursement — The Naples Roundtable — 2/16-18/20 — Naples, FL — panelist — travel, food and lodging

Reimbursement — George Mason Law & Econoomic Seminar — 8/8-16/20 — Farmington, PA — seminar — travel, food and lodging

Income — 2020 — Vanderbilt University - teaching — $8,955.00

Income — 2020 — University of Pennsylvania Law School - teaching — $10,000.00

Income — 2020 — Vanderbilt University - teaching — $8,955.00

Income — 2020 — University of Pennsylvania Law School - teaching — $10,000.00

I.5 Co-Executor - no reportable assets.

VII.9 this account was closed on 9/15/20 and the funds moved into VII.11 which was opened on 9/16/20.

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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Kent A. Jordan | Frix