Frix
Try Donna

Neomi Jehangir Rao

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 320

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • DaVinci Purchaser Holdings
  • Symplr Software,Inc.
  • Brigham Young University Law School

As filed

PFUUX — Dividend

Bank of America-Cash Bank Accounts — Interest

Capital One-Cash Bank Account — Interest

PNC Bank-Cash Bank Account — Interest

Barclays-Cash Bank Account — Interest — Closed

HSBC-Cash Bank Account — Interest

American Express-Cash Bank Account — Interest

Marcus-Cash Bank Accounts & CDs — Interest

CIBC-Cash Bank Accounts — Interest — Closed

BMO-Cash Bank Accounts — Interest — Closed

Common Units — None — Sold — DaVinci Purchaser Holdings

EQT Avatar Parent L.P. - Common Units — None — Sold

CERT — None — Spinoff (from line 11)

Profits Interest — None — Sold — DaVinci Purchaser Holdings

DaVinci Purchaser Holding LP-Common Units — None — Spinoff (from line 10)

DaVinci Purchaser Holding LP-Profits Interests — None

Profits Interests — None — Sold — Symplr Software,Inc.

Profits Interests — None

Optimvia LLC-Profits Interests — None

Legends of Learning-Common Stock & Series A Preferred Stock — None

FISMX — Dividend

FSNVX — Dividend

FLCNX — Dividend

SRJAX — Dividend

VPMAX — None — Sold

TRP LargeCap Growth Tr-E — None — Buy

CITI1656 - Vanguard Target Retirement 2035 Trust Plus — None — Sold

Vanguard Target Retirement 2035 Trust — None — Buy

SX135 — None — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

AAFTX — Dividend — Sold (part)

AAFTX — Buy (add'l)

KBS Real Estate Investment Trust Inc. — Dividend

FDRXX — Dividend — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FSPSX — Dividend — Buy (add'l)

FSPSX — Sold (part)

FSSNX — Dividend — Buy (add'l)

FSSNX — Buy (add'l)

FXAIX — Dividend — Buy (add'l)

FXAIX — Buy (add'l)

PMDQX — Dividend — Buy (add'l)

PMDQX — Buy (add'l)

PMDQX — Sold (part)

PFUAX — Dividend

PFUNX — Dividend — Buy (add'l)

PMFQX — Dividend — Buy (add'l)

PMFQX — Sold (part)

PMFQX — Buy (add'l)

CMLAX — Dividend — Buy (add'l)

CGFAX — Dividend — Buy (add'l)

CGFAX — Sold (part)

CNPAX — Dividend — Buy (add'l)

CNPAX — Sold (part)

CFTAX — Dividend — Buy (add'l)

CSTAX — Dividend — Buy

CTLAX — Dividend — Buy (add'l)

CIPAX — Dividend — Buy (add'l)

CCFAX — Dividend — Buy

Mass Mutual - Whole Life Policy — Dividend

Mass Mutual - Whole Life Policy — Dividend

Mass Mutual - Whole Life Policy — Dividend

DFREX — Dividend — Buy (add'l)

DFREX — Buy (add'l)

FPADX — None — Buy (add'l)

FPADX — Buy (add'l)

FPADX — Sold

FSMDX — None — Buy (add'l)

FSMDX — Buy (add'l)

FSMDX — Sold

VTMGX — None — Buy (add'l)

VTMGX — Buy (add'l)

VTMGX — Sold

VIGAX — Dividend — Buy (add'l)

VTMSX — None — Buy (add'l)

VTMSX — Buy (add'l)

VTMSX — Sold

VVIAX — Dividend — Buy (add'l)

VVIAX — Buy (add'l)

VVIAX — Sold

FUMBX — Dividend — Buy (add'l)

WFBIX — Dividend — Buy (add'l)

WFBIX — Sold (part)

VWEAX — Dividend — Buy (add'l)

VWEAX — Buy (add'l)

VWEAX — Sold

VTABX — Dividend — Buy (add'l)

IJR — Dividend — Buy

ESGD — Dividend — Buy

JKF — Dividend — Buy

VWO — Dividend — Buy

VO — Dividend — Buy

SHYG — Dividend — Buy

Bank of America-Cash Bank Accounts — Interest

Capital One-Cash Bank Account — Interest

PNC Bank-Cash Bank Account — Interest

Barclays-Cash Bank Account — Interest — Closed

HSBC-Cash Bank Account — Interest

American Express-Cash Bank Account — Interest

Marcus-Cash Bank Accounts & CDs — Interest

CIBC-Cash Bank Accounts — Interest — Closed

BMO-Cash Bank Accounts — Interest — Closed

Common Units — None — Sold — DaVinci Purchaser Holdings

EQT Avatar Parent L.P. - Common Units — None — Sold

CERT — None — Spinoff (from line 11)

Profits Interest — None — Sold — DaVinci Purchaser Holdings

DaVinci Purchaser Holding LP-Common Units — None — Spinoff (from line 10)

DaVinci Purchaser Holding LP-Profits Interests — None

Profits Interests — None — Sold — Symplr Software,Inc.

Profits Interests — None

Optimvia LLC-Profits Interests — None

Legends of Learning-Common Stock & Series A Preferred Stock — None

FISMX — Dividend

FSNVX — Dividend

FLCNX — Dividend

SRJAX — Dividend

VPMAX — None — Sold

TRP LargeCap Growth Tr-E — None — Buy

CITI1656 - Vanguard Target Retirement 2035 Trust Plus — None — Sold

Vanguard Target Retirement 2035 Trust — None — Buy

SX135 — None — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Buy (add'l)

SX135 — Sold (part)

SX135 — Buy (add'l)

AAFTX — Dividend — Sold (part)

AAFTX — Buy (add'l)

KBS Real Estate Investment Trust Inc. — Dividend

FDRXX — Dividend — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Sold (part)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FDRXX — Buy (add'l)

FSPSX — Dividend — Buy (add'l)

FSPSX — Sold (part)

FSSNX — Dividend — Buy (add'l)

FSSNX — Buy (add'l)

FXAIX — Dividend — Buy (add'l)

FXAIX — Buy (add'l)

PMDQX — Dividend — Buy (add'l)

PMDQX — Buy (add'l)

PMDQX — Sold (part)

PFUAX — Dividend

PFUUX — Dividend

PFUNX — Dividend — Buy (add'l)

PMFQX — Dividend — Buy (add'l)

PMFQX — Sold (part)

PMFQX — Buy (add'l)

CMLAX — Dividend — Buy (add'l)

CGFAX — Dividend — Buy (add'l)

CGFAX — Sold (part)

CNPAX — Dividend — Buy (add'l)

CNPAX — Sold (part)

CFTAX — Dividend — Buy (add'l)

CSTAX — Dividend — Buy

CTLAX — Dividend — Buy (add'l)

CIPAX — Dividend — Buy (add'l)

CCFAX — Dividend — Buy

Mass Mutual - Whole Life Policy — Dividend

Mass Mutual - Whole Life Policy — Dividend

Mass Mutual - Whole Life Policy — Dividend

DFREX — Dividend — Buy (add'l)

DFREX — Buy (add'l)

FPADX — None — Buy (add'l)

FPADX — Buy (add'l)

FPADX — Sold

FSMDX — None — Buy (add'l)

FSMDX — Buy (add'l)

FSMDX — Sold

VTMGX — None — Buy (add'l)

VTMGX — Buy (add'l)

VTMGX — Sold

VIGAX — Dividend — Buy (add'l)

VTMSX — None — Buy (add'l)

VTMSX — Buy (add'l)

VTMSX — Sold

VVIAX — Dividend — Buy (add'l)

VVIAX — Buy (add'l)

VVIAX — Sold

FUMBX — Dividend — Buy (add'l)

WFBIX — Dividend — Buy (add'l)

WFBIX — Sold (part)

VWEAX — Dividend — Buy (add'l)

VWEAX — Buy (add'l)

VWEAX — Sold

VTABX — Dividend — Buy (add'l)

IJR — Dividend — Buy

ESGD — Dividend — Buy

JKF — Dividend — Buy

VWO — Dividend — Buy

VO — Dividend — Buy

SHYG — Dividend — Buy

Reimbursement — Brigham Young University Law School — 2/27/2020 - 2/28/2020 — Salt Lake City, Utah — Moot Court Competition — Transportation; lodging; meals

Reimbursement — Brigham Young University Law School — 2/27/2020 - 2/28/2020 — Salt Lake City, Utah — Moot Court Competition — Transportation; lodging; meals

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.