Frix
Try Donna

Amy Berman Jackson

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 762

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Orrick Herrington & Sutcliffe LLP - law firm partnership income

As filed

TAIL — Sold

*** IND ACCOUNT***

SIL — Sold

DWSH — Sold

DWSH — Buy

DWSH — Sold

LUBFX — None — Buy

LUBFX — Sold

Capital One — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

Wells Fargo bank account — Interest

***SCHAWB INVESTMENTS***

CVMIX — Dividend — Buy

DFDPX — Distribution — Buy

DFTCX — Dividend — Sold

DGLRX — Distribution

EMVIX — Distribution

FPACX — Distribution

FPNIX — Dividend — Buy (add'l)

FSK — Dividend — Sold

FSKR — None — Buy

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold

HLEMX — Dividend — Sold (part)

ISTIX — Distribution

JNBSX — Dividend — Buy

LLDYX — Dividend — Buy (add'l)

MICSX — Distribution

MWCIX — Dividend — Buy (add'l)

MWCIX — Distribution — Buy (add'l)

MWCIX — Buy (add'l)

OGIYX — Distribution

SWVXX — Dividend — Sold (part)

THISX — Distribution

TRAIX — Distribution

VDIGX — Distribution

VIISX — Distribution — Sold (part)

VSCSX — Dividend

VTI — Dividend

VUSFX — Dividend

Schwab Investments cash equivalent account — Interest

***MERRILL LYNCH INVESTM'T ACCT***

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cty MD Refunding & Consolid. Publ. Improvement Bond — Interest — Matured

GFFFX — Dividend

VTI — Dividend

QQQ — Dividend — Buy

SDY — Dividend — Buy

MADVX — Dividend

SGIIX — Dividend — Buy

FPACX — None — Sold

MALOX — Dividend

BRKB — None

MERRILL LYNCH INHERITED IRA:

ML Bank Deposit - FIA Card/BoA RASP — Interest

AGTHX — Dividend

BEEAX — Dividend

BPIRX — Dividend

MDDVX — Dividend

MDLOX — Dividend

SGENX — Dividend

VTI — Dividend

CD American Bank Center — Interest

CD Goldman Sachs — Interest

CD Bank of America — Interest

Autumn Woods Limited Partnership* — Rent

*** IND ACCOUNT***

XSLV — Dividend — Sold

DGRO — Dividend — Sold

PRILX — Dividend — Buy

PRILX — Buy (add'l)

SCHD — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

VIG — Dividend

DIS — Dividend — Sold

IQLT — Dividend — Sold

MTT — Dividend

Hartford Cnty Conn Met Dist General Purpose - 416489QS4 — Interest — Redeemed

District of Columbia Income Tax General Purpose - 25477GGD1 — Interest

AKRIX — None — Buy

AKRIX — Buy (add'l)

ARKK — None — Buy

ARKK — Buy (add'l)

ARKK — Sold

CPODX — Distribution — Buy

DWSH — None — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

LUBFX — None — Buy

LUBFX — Sold

PHYS — None — Buy

SHY — Dividend — Buy

SHY — Buy (add'l)

SHY — Buy (add'l)

SHY — Sold (part)

SHY — Sold

SHY — Buy

TAIL — None — Buy

WCMIX — Distribution — Buy

WCMIX — Sold

WCMIX — Buy

*** IRA***

ABBV — Dividend — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Sold

AMCFX — Dividend — Buy (add'l)

AMCFX — Sold

ARKK — Distribution — Buy (add'l)

ARKK — Sold

ARKK — Buy (add'l)

ARKK — Sold

T — Dividend — Sold

SBLYX — Dividend — Sold

CMCSA — Dividend — Sold

DSEEX — Interest — Sold

CZA — Dividend — Sold (part)

CZA — Sold

PSCT — Dividend — Sold

IJH — Dividend — Buy (add'l)

NEE — Dividend

PFPWX — Dividend — Buy (add'l)

PFPWX — Buy (add'l)

PFPWX — Sold

PRILX — Dividend — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

SCHD — Dividend — Sold

SRE — Dividend — Sold

SO — Dividend — Sold

TGT — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

VB — Dividend — Buy (add'l)

VB — Sold

DHS — Dividend — Sold

BCE — Dividend — Sold

LMGNX — Dividend — Sold

IGLT — Dividend — Sold

MFAIX — Dividend — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

OAYIX — None — Sold

VWO — None — Sold

DSL — Dividend — Sold

LUBFX — Dividend — Sold

PONPX — Dividend — Sold

Lloyds TSB BK PLC Original Issue Discount - 539473AH1 — Interest

AMBFX — Dividend — Buy (add'l)

AMBFX — Buy (add'l)

AMBFX — Buy (add'l)

CFG — None — Buy

CFG — Sold

ADAIX — None — Buy

ADAIX — Buy (add'l)

AMEFX — Dividend — Buy

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

ANBFX — Dividend — Buy

ANBFX — Buy (add'l)

BGAIX — None — Buy

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

CPODX — None — Buy

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

DHR — None — Buy

DHR — Sold

EOI — Dividend — Buy

EOI — Sold

HLIEX — Dividend — Buy

HLIEX — Buy (add'l)

IEO — Dividend — Buy

IEO — Sold

IJH — Dividend — Buy

IJT — Dividend — Buy

JHEQX — Dividend — Buy

JHEQX — Buy (add'l)

JHEQX — Buy (add'l)

MGGIX — None — Buy

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MORT — Dividend — Buy

MORT — Buy (add'l)

PAYX — None — Buy

PAYX — Sold

PFPLX — Dividend — Buy

PFPLX — Buy (add'l)

SHY — Dividend — Buy

SHY — Sold (part)

SHY — Sold (part)

SHY — Buy (add'l)

SHY — Sold (part)

TOAXX — Dividend — Buy

TOAXX — Redeemed (part)

TOAXX — Redeemed (part)

SIL — None — Buy

SIL — Sold

V* — Dividend — Sold

VHT — Dividend — Buy

VIG — Dividend — Buy

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VLAAX — Dividend — Buy

VLAAX — Buy (add'l)

VLAAX — Buy (add'l)

VO — Dividend — Buy

WCMIX — None — Buy

WCMIX — Buy (add'l)

WCMIX — Sold

DWSH — None — Buy

DWSH — Buy (add'l)

DWSH — Buy (add'l)

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Buy (add'l)

DWSH — Sold

Capital One — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

Wells Fargo bank account — Interest

***SCHAWB INVESTMENTS***

CVMIX — Dividend — Buy

DFDPX — Distribution — Buy

DFTCX — Dividend — Sold

DGLRX — Distribution

EMVIX — Distribution

FPACX — Distribution

FPNIX — Dividend — Buy (add'l)

FSK — Dividend — Sold

FSKR — None — Buy

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold

HLEMX — Dividend — Sold (part)

ISTIX — Distribution

JNBSX — Dividend — Buy

LLDYX — Dividend — Buy (add'l)

MICSX — Distribution

MWCIX — Dividend — Buy (add'l)

MWCIX — Distribution — Buy (add'l)

MWCIX — Buy (add'l)

OGIYX — Distribution

SWVXX — Dividend — Sold (part)

THISX — Distribution

TRAIX — Distribution

VDIGX — Distribution

VIISX — Distribution — Sold (part)

VSCSX — Dividend

VTI — Dividend

VUSFX — Dividend

Schwab Investments cash equivalent account — Interest

***MERRILL LYNCH INVESTM'T ACCT***

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cty MD Refunding & Consolid. Publ. Improvement Bond — Interest — Matured

GFFFX — Dividend

VTI — Dividend

QQQ — Dividend — Buy

SDY — Dividend — Buy

MADVX — Dividend

SGIIX — Dividend — Buy

FPACX — None — Sold

MALOX — Dividend

BRKB — None

MERRILL LYNCH INHERITED IRA:

ML Bank Deposit - FIA Card/BoA RASP — Interest

AGTHX — Dividend

BEEAX — Dividend

BPIRX — Dividend

MDDVX — Dividend

MDLOX — Dividend

SGENX — Dividend

VTI — Dividend

CD American Bank Center — Interest

CD Goldman Sachs — Interest

CD Bank of America — Interest

Autumn Woods Limited Partnership* — Rent

XSLV — Dividend — Sold

DGRO — Dividend — Sold

PRILX — Dividend — Buy

PRILX — Buy (add'l)

SCHD — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

VIG — Dividend

DIS — Dividend — Sold

IQLT — Dividend — Sold

MTT — Dividend

Hartford Cnty Conn Met Dist General Purpose - 416489QS4 — Interest — Redeemed

District of Columbia Income Tax General Purpose - 25477GGD1 — Interest

AKRIX — None — Buy

AKRIX — Buy (add'l)

ARKK — None — Buy

ARKK — Buy (add'l)

ARKK — Sold

CPODX — Distribution — Buy

DWSH — None — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

LUBFX — None — Buy

LUBFX — Sold

PHYS — None — Buy

SHY — Dividend — Buy

SHY — Buy (add'l)

SHY — Buy (add'l)

SHY — Sold (part)

SHY — Sold

SHY — Buy

TAIL — None — Buy

TAIL — Sold

WCMIX — Distribution — Buy

WCMIX — Sold

WCMIX — Buy

*** IRA***

ABBV — Dividend — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Sold

AMCFX — Dividend — Buy (add'l)

AMCFX — Sold

ARKK — Distribution — Buy (add'l)

ARKK — Sold

ARKK — Buy (add'l)

ARKK — Sold

T — Dividend — Sold

SBLYX — Dividend — Sold

CMCSA — Dividend — Sold

DSEEX — Interest — Sold

CZA — Dividend — Sold (part)

CZA — Sold

PSCT — Dividend — Sold

IJH — Dividend — Buy (add'l)

NEE — Dividend

PFPWX — Dividend — Buy (add'l)

PFPWX — Buy (add'l)

PFPWX — Sold

PRILX — Dividend — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

SCHD — Dividend — Sold

SRE — Dividend — Sold

SO — Dividend — Sold

TGT — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

VB — Dividend — Buy (add'l)

VB — Sold

DHS — Dividend — Sold

BCE — Dividend — Sold

LMGNX — Dividend — Sold

IGLT — Dividend — Sold

MFAIX — Dividend — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

OAYIX — None — Sold

VWO — None — Sold

DSL — Dividend — Sold

LUBFX — Dividend — Sold

PONPX — Dividend — Sold

Lloyds TSB BK PLC Original Issue Discount - 539473AH1 — Interest

AMBFX — Dividend — Buy (add'l)

AMBFX — Buy (add'l)

AMBFX — Buy (add'l)

CFG — None — Buy

CFG — Sold

ADAIX — None — Buy

ADAIX — Buy (add'l)

AMEFX — Dividend — Buy

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

ANBFX — Dividend — Buy

ANBFX — Buy (add'l)

BGAIX — None — Buy

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

CPODX — None — Buy

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

DHR — None — Buy

DHR — Sold

EOI — Dividend — Buy

EOI — Sold

HLIEX — Dividend — Buy

HLIEX — Buy (add'l)

IEO — Dividend — Buy

IEO — Sold

IJH — Dividend — Buy

IJT — Dividend — Buy

JHEQX — Dividend — Buy

JHEQX — Buy (add'l)

JHEQX — Buy (add'l)

MGGIX — None — Buy

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MORT — Dividend — Buy

MORT — Buy (add'l)

PAYX — None — Buy

PAYX — Sold

PFPLX — Dividend — Buy

PFPLX — Buy (add'l)

SHY — Dividend — Buy

SHY — Sold (part)

SHY — Sold (part)

SHY — Buy (add'l)

SHY — Sold (part)

TOAXX — Dividend — Buy

TOAXX — Redeemed (part)

TOAXX — Redeemed (part)

SIL — None — Buy

V* — Dividend — Sold

VHT — Dividend — Buy

VIG — Dividend — Buy

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VLAAX — Dividend — Buy

VLAAX — Buy (add'l)

VLAAX — Buy (add'l)

VO — Dividend — Buy

WCMIX — None — Buy

WCMIX — Buy (add'l)

WCMIX — Sold

DWSH — None — Buy

DWSH — Buy (add'l)

DWSH — Buy (add'l)

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Buy (add'l)

DWSH — Sold

Capital One — Interest

DC College Savings Plan 17+ — None

DC College Savings Plan 17+ — None

Wells Fargo bank account — Interest

***SCHAWB INVESTMENTS***

CVMIX — Dividend — Buy

DFDPX — Distribution — Buy

DFTCX — Dividend — Sold

DGLRX — Distribution

EMVIX — Distribution

FPACX — Distribution

FPNIX — Dividend — Buy (add'l)

FSK — Dividend — Sold

FSKR — None — Buy

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold (part)

FSKR — Sold

HLEMX — Dividend — Sold (part)

ISTIX — Distribution

JNBSX — Dividend — Buy

LLDYX — Dividend — Buy (add'l)

MICSX — Distribution

MWCIX — Dividend — Buy (add'l)

MWCIX — Distribution — Buy (add'l)

MWCIX — Buy (add'l)

OGIYX — Distribution

SWVXX — Dividend — Sold (part)

THISX — Distribution

TRAIX — Distribution

VDIGX — Distribution

VIISX — Distribution — Sold (part)

VSCSX — Dividend

VTI — Dividend

VUSFX — Dividend

Schwab Investments cash equivalent account — Interest

***MERRILL LYNCH INVESTM'T ACCT***

ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest

Cecil Cty MD Refunding & Consolid. Publ. Improvement Bond — Interest — Matured

GFFFX — Dividend

VTI — Dividend

QQQ — Dividend — Buy

SDY — Dividend — Buy

MADVX — Dividend

SGIIX — Dividend — Buy

FPACX — None — Sold

MALOX — Dividend

BRKB — None

MERRILL LYNCH INHERITED IRA:

ML Bank Deposit - FIA Card/BoA RASP — Interest

AGTHX — Dividend

BEEAX — Dividend

BPIRX — Dividend

MDDVX — Dividend

MDLOX — Dividend

SGENX — Dividend

VTI — Dividend

CD American Bank Center — Interest

CD Goldman Sachs — Interest

CD Bank of America — Interest

Autumn Woods Limited Partnership* — Rent

*** IND ACCOUNT***

XSLV — Dividend — Sold

DGRO — Dividend — Sold

PRILX — Dividend — Buy

PRILX — Buy (add'l)

SCHD — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

VIG — Dividend

DIS — Dividend — Sold

IQLT — Dividend — Sold

MTT — Dividend

Hartford Cnty Conn Met Dist General Purpose - 416489QS4 — Interest — Redeemed

District of Columbia Income Tax General Purpose - 25477GGD1 — Interest

AKRIX — None — Buy

AKRIX — Buy (add'l)

ARKK — None — Buy

ARKK — Buy (add'l)

ARKK — Sold

CPODX — Distribution — Buy

DWSH — None — Buy

DWSH — Sold

DWSH — Buy

PHYS — None — Buy

SHY — Dividend — Buy

SHY — Buy (add'l)

SHY — Buy (add'l)

SHY — Sold (part)

SHY — Sold

SHY — Buy

TAIL — None — Buy

TAIL — Sold

WCMIX — Distribution — Buy

WCMIX — Sold

WCMIX — Buy

*** IRA***

ABBV — Dividend — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Buy (add'l)

ABBV — Sold

AMCFX — Dividend — Buy (add'l)

AMCFX — Sold

ARKK — Distribution — Buy (add'l)

ARKK — Sold

ARKK — Buy (add'l)

ARKK — Sold

T — Dividend — Sold

SBLYX — Dividend — Sold

CMCSA — Dividend — Sold

DSEEX — Interest — Sold

CZA — Dividend — Sold (part)

CZA — Sold

PSCT — Dividend — Sold

IJH — Dividend — Buy (add'l)

NEE — Dividend

PFPWX — Dividend — Buy (add'l)

PFPWX — Buy (add'l)

PFPWX — Sold

PRILX — Dividend — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

PRILX — Buy (add'l)

SCHD — Dividend — Sold

SRE — Dividend — Sold

SO — Dividend — Sold

TGT — Dividend — Sold

MRFOX — Dividend — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

MRFOX — Buy (add'l)

VB — Dividend — Buy (add'l)

VB — Sold

DHS — Dividend — Sold

BCE — Dividend — Sold

LMGNX — Dividend — Sold

IGLT — Dividend — Sold

MFAIX — Dividend — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

MFAIX — Buy (add'l)

OAYIX — None — Sold

VWO — None — Sold

DSL — Dividend — Sold

LUBFX — Dividend — Sold

PONPX — Dividend — Sold

Lloyds TSB BK PLC Original Issue Discount - 539473AH1 — Interest

AMBFX — Dividend — Buy (add'l)

AMBFX — Buy (add'l)

AMBFX — Buy (add'l)

CFG — None — Buy

CFG — Sold

ADAIX — None — Buy

ADAIX — Buy (add'l)

AMEFX — Dividend — Buy

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

AMEFX — Buy (add'l)

ANBFX — Dividend — Buy

ANBFX — Buy (add'l)

BGAIX — None — Buy

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

BGAIX — Buy (add'l)

CPODX — None — Buy

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

CPODX — Buy (add'l)

DHR — None — Buy

DHR — Sold

EOI — Dividend — Buy

EOI — Sold

HLIEX — Dividend — Buy

HLIEX — Buy (add'l)

IEO — Dividend — Buy

IEO — Sold

IJH — Dividend — Buy

IJT — Dividend — Buy

JHEQX — Dividend — Buy

JHEQX — Buy (add'l)

JHEQX — Buy (add'l)

MGGIX — None — Buy

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MGGIX — Buy (add'l)

MORT — Dividend — Buy

MORT — Buy (add'l)

PAYX — None — Buy

PAYX — Sold

PFPLX — Dividend — Buy

PFPLX — Buy (add'l)

SHY — Dividend — Buy

SHY — Sold (part)

SHY — Sold (part)

SHY — Buy (add'l)

SHY — Sold (part)

TOAXX — Dividend — Buy

TOAXX — Redeemed (part)

TOAXX — Redeemed (part)

SIL — None — Buy

SIL — Sold

V* — Dividend — Sold

VHT — Dividend — Buy

VIG — Dividend — Buy

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VIG — Buy (add'l)

VLAAX — Dividend — Buy

VLAAX — Buy (add'l)

VLAAX — Buy (add'l)

VO — Dividend — Buy

WCMIX — None — Buy

WCMIX — Buy (add'l)

WCMIX — Sold

DWSH — None — Buy

DWSH — Buy (add'l)

DWSH — Buy (add'l)

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Sold

DWSH — Buy

DWSH — Buy (add'l)

DWSH — Sold

Spouse's income — 2020 — Orrick Herrington & Sutcliffe LLP - law firm partnership income

Spouse's income — 2020 — Orrick Herrington & Sutcliffe LLP - law firm partnership income

Spouse's income — 2020 — Orrick Herrington & Sutcliffe LLP - law firm partnership income

Concerning VII. Investments and Trusts:

-- Line 77: Autumn Woods Limited Partnership (Maryland real estate investment) -- partnership owns an apartment building in Howard County, Maryland. The

value is not based on a formal appraisal but on an internal evaluation prepared by the comptroller of Starch Realty, which manages the property. The income

represents my share of the rental income from the property.

-- Line 231: Asset V was inadvertently omitted from my 2019 FDR. It should have appeared as follows:

DESCRIPTION OF ASSET: V (X)

INCOME DURING 2019

AMOUNT CODE: A

TYPE: Dividend

GROSS VALUE AT END OF 2019

VALUE CODE: K

VALUE METHOD TYPE: T

TRANSACTIONS DURING 2019

TYPE: Buy

DATE: 09/11/2019

VALUE CODE: K

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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