Ask Donna

Pull out the substance of this filing.

What was filed

  • 66

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 6

    reimbursements

  • 10

    income

  • 0

    spouse income

Named parties

  • iCivics
  • Wells Fargo Bank, NA
  • Washington University in St. Louis
  • New York University
  • Just the Beginning-A Pipeline Organization
  • DHX Media Ltd. (second option fee)
  • Penguin Random House LLC (book royalties)
  • Francis Sillaw and Mark Kurtz (payment for theater adaptation rights for Just Ask!)
  • Penguin Random House (book royalties)

As filed

Citibank, N.A. Accounts — Interest

Morgan Stanley Bank, NA — Interest

Morgan Stanley Bank, NA (IRA) — Interest

Morgan Stanley Domestic Holdings, Inc. (IRA) (H)

Blackrock GLB Allocation FD Class A (IRA) — Dividend

Pimco Unconstrained BDA (IRA) — Dividend

Rental Property #1, New York, NY Appraised 2021 — Rent

Morgan Stanley Domestic Holdings, Inc. (H)

Ishares Core MSCI EAFE ETF — Dividend — Buy (add'l)

Ishares Core MSCI Emerging — Dividend — Buy (add'l)

Ishares Core MSCI Emerging — Buy (add'l)

Ishares Core MSCI Emerging — Buy (add'l)

Ishares Russell 1000 GRW ETF — Dividend

Ishares Russell 1000 Value ETF — Dividend

Ishares IBOXX HY COR BD ETF (HYG) — Dividend — Sold

Ishares Russell 2000 Growth ETF — Dividend

Ishares Russell 2000 Growth ETF — Buy (add'l)

Ishares Russell 2000 Growth ETF — Buy (add'l)

Ishares Russell 2000 Value ETF — Dividend

Ishares Russell 2000 Value ETF — Buy (add'l)

Ishares Russell MIDCAP V ETF — Dividend

Ishares Russell MIDCAP V ETF — Buy (add'l)

PIMCO ENHANCED SHRT MTRT EXC — Dividend — Sold

SPDR NUVEEN BBG BAR SHRT TERM — Dividend

SPDR NUVEEN BBG BAR SHRT TERM — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Dividend

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

Ishares 20t YEAR TREASURY BOND ETF — Dividend — Buy

Ishares 20t YEAR TREASURY BOND ETF — Buy (add'l)

Ishares 20t YEAR TREASURY BOND ETF — Buy (add'l)

JP MORGAN ULTRA SHORT INCOME (JPST) — Dividend — Buy

Citibank, N.A. Accounts — Interest

Morgan Stanley Bank, NA — Interest

Morgan Stanley Bank, NA (IRA) — Interest

Morgan Stanley Domestic Holdings, Inc. (IRA) (H)

Blackrock GLB Allocation FD Class A (IRA) — Dividend

Pimco Unconstrained BDA (IRA) — Dividend

Rental Property #1, New York, NY Appraised 2021 — Rent

Morgan Stanley Domestic Holdings, Inc. (H)

Ishares Core MSCI EAFE ETF — Dividend — Buy (add'l)

Ishares Core MSCI Emerging — Dividend — Buy (add'l)

Ishares Core MSCI Emerging — Buy (add'l)

Ishares Core MSCI Emerging — Buy (add'l)

Ishares Russell 1000 GRW ETF — Dividend

Ishares Russell 1000 Value ETF — Dividend

Ishares IBOXX HY COR BD ETF (HYG) — Dividend — Sold

Ishares Russell 2000 Growth ETF — Dividend

Ishares Russell 2000 Growth ETF — Buy (add'l)

Ishares Russell 2000 Growth ETF — Buy (add'l)

Ishares Russell 2000 Value ETF — Dividend

Ishares Russell 2000 Value ETF — Buy (add'l)

Ishares Russell MIDCAP V ETF — Dividend

Ishares Russell MIDCAP V ETF — Buy (add'l)

PIMCO ENHANCED SHRT MTRT EXC — Dividend — Sold

SPDR NUVEEN BBG BAR SHRT TERM — Dividend

SPDR NUVEEN BBG BAR SHRT TERM — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Dividend

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

SPDR NUVEEN BBG BARCLAYS MUN B — Buy (add'l)

Ishares 20t YEAR TREASURY BOND ETF — Dividend — Buy

Ishares 20t YEAR TREASURY BOND ETF — Buy (add'l)

Ishares 20t YEAR TREASURY BOND ETF — Buy (add'l)

JP MORGAN ULTRA SHORT INCOME (JPST) — Dividend — Buy

Governing Director, iCivics

Governing Director, iCivics

Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1, New York, New York (Pt. VII, Line 7)

Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1, New York, New York (Pt. VII, Line 7)

Reimbursement — Washington University in St. Louis — April 3-5, 2022 — St Louis, MO — Meeting with students, meeting with local judges — Transportation, Lodging and Meals

Reimbursement — New York University — July 17-22, 2022 — Edinburgh, Scotland — Participation in New York University Law Leadership Conference — Transportation, Lodging and Meals

Reimbursement — Just the Beginning-A Pipeline Organization — October 20-21, 2022 — Chicago, IL — Participation in non-profit organization National Conference — Transportation, Lodging and Meals

Reimbursement — Washington University in St. Louis — April 3-5, 2022 — St Louis, MO — Meeting with students, meeting with local judges — Transportation, Lodging and Meals

Reimbursement — New York University — July 17-22, 2022 — Edinburgh, Scotland — Participation in New York University Law Leadership Conference — Transportation, Lodging and Meals

Reimbursement — Just the Beginning-A Pipeline Organization — October 20-21, 2022 — Chicago, IL — Participation in non-profit organization National Conference — Transportation, Lodging and Meals

Income — 3/10/2022 — DHX Media Ltd. (second option fee) — $10,116.00

Income — 3/10/2022 — Penguin Random House LLC (book royalties) — $29,999.70

Income — 10/25/2022 — Penguin Random House LLC (book royalties) — $79,428.00

Income — 10/25/2022 — Francis Sillaw and Mark Kurtz (payment for theater adaptation rights for Just Ask!) — $2,225.00

Income — 11/7/2022 — Penguin Random House (book royalties) — $40,067.48

Income — 3/10/2022 — DHX Media Ltd. (second option fee) — $10,116.00

Income — 3/10/2022 — Penguin Random House LLC (book royalties) — $29,999.70

Income — 10/25/2022 — Penguin Random House LLC (book royalties) — $79,428.00

Income — 10/25/2022 — Francis Sillaw and Mark Kurtz (payment for theater adaptation rights for Just Ask!) — $2,225.00

Income — 11/7/2022 — Penguin Random House (book royalties) — $40,067.48

Part III - A - Items 1-3 and 5 amounts listed are all net of literary agent's commission. All dates provided are dates of checks forwarded by literary agent.

Part III - A - Items 2, 3 and 5 - Publisher royalities for Turning Pages and Just Ask!. Penguin Random House has advised me that it disbursed a total of $1,200.00

to promote the sale of books of mine it has published.

Part III - A - Item 1 - Second option fee for potential television/video treatment of Just Ask!

Item III - A - In addition to the non-investment income items disclosed in this report, I am reporting a Conference of the Connecticut Forum, a 501(c)(3)

organization which, among other programs sponsors the Connecticut Youth Form, one of which was held on November 15, 2022 in Hartford, CT. As I

participated in the event virtually, no items were paid or provided to me. I report this event as the sponsors of the event purchased copies of my memior "My

Beloved World" and another of my books "Just Ask!". All of the books were distributed to the young people attending the event in person.

Part IV - Item 1 - In conjunction with my meetings with Washington University students, the University purchased copies of my memoir "My Beloved Word",

which were distributed to the students.

Part IV - Item 2 - In conjunction with my participation in the identified event, I extended my stay at my own expense for a private vacation in Scotland.

Part IV - Item 3 - Just the Beginning is sponsored in part by the Judicial Resources Committee of the U.S. Judicial Conference.

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.