David G. Campbell
2014Annual
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Pull out the substance of this filing.
What was filed
51
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- note 2, Part VIII
- note 1, Part VII
- note 2, Part VII
- note 3, Part VII
- PB Foundation
- Mamagememt of Electronic Reecords Conference
- ABA Conference
- Duke University Law School
As filed
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
Wells Fargo Bank IRA — Interest
Wells Fargo Bank IRA — Interest
Wheeler Machinery Note Payable — Interest — note 2, Part VIII
Exxon Mobil Common Stock — Int/Div
Bank of America Common Stock — Int/Div
Schwab Deposit Account — Interest
DFA Emerging Markets Port — Int/Div — Buy (add'l)
DFA Intl Small Co Port — Int/Div — Buy
DFA Large Cap Intl Port — Int/Div — Sold (part)
DFA Large Cap Value — Int/Div — Sold (part)
DFA U.S. Small Cap Value — Int/Div — Sold (part)
Powershs DB Commdty Indx — Int/Div — Buy (add'l)
Pimco Exch Traded Fund (Australia) — Int/Div — Sold
Pimco Exch Traded Fund (Treasury) — Int/Div — Sold
Spdr Dow Jones REIT — Int/Div — Buy (add'l)
Vanguard Bond Index Fund, Intermediate Term — Int/Div — Buy
Vanguard Bond Index Fund, Short Term — Distribution
Vanguard Growth — Int/Div — Buy (add'l)
SPDR Barclays ETF — Int/Div — Buy
Vanguard Small Cap Growth — Int/Div — Buy
MetLife Investors - Guarantee Adv UL Policy — Interest
Trust#1 — None — note 1, Part VII
Trust#2 — note 1, Part VII
Wheeler Machinery Note Pavable — Interest — note 2, Part VII
Mutual Fund and Other Investments
Schwab Deposit Account — Interest — note 3, Part VII
DFA Emerging Markets Port — Int/Div — Buy (add'l)
DFA Intl Small Co Port — Int/Div — Buy
DFA Large Cap Intl Port — Int/Div — Buy (add'l)
DFA Large Cap Value — Int/Div — Buy (add'l)
DFA US Small Cap Value — Int/Div — Buy
Pimco Exch Traded Fund (Treasury) — Int/Div — Sold
SPDR Barclays ETF — Int/Div — Buy (add'l)
Spdr Dow Jones REIT — Int/Div
Vanguard Bond Index Fund, Intermediate Term — Int/Div — Buy
Vanguard Bond Index Fund, Short Term — Int/Div
Vanguard Growth — Int/Div — Buy (add'l)
Vanguard Small Cap Value — Int/Div — Sold
Vanguard Small Cap Growth — Int/Div — Buy
Powershares DB Commdty Indx — Int/Div — Buy
Powershares DB Commdty Indx — Sold
Northwestern Mutual whole life policy — Int/Div
Northwestern Mutual 65Life policy — Int/Div
Northwestern Mutual 65Life policy — Int/Div
Northwesetern Mutual 65Life policy — Int/Div
Northwestern Mutual 65Life policy — Int/Div
Northwestern Mutual 65Life policy — Int/Div
Water rights, Carbon County, Utah — None
Dwrector, Trustee, PB Foundation
Reimbursement — Mamagememt of Electronic Reecords Conference — May 18-19, 2014 — Chicago, IL — Speak at conference — Transportation, hotel, meals
Reimbursement — ABA Conference — August 7-8, 2014 — Boston, MA — Speak at conference — Transportation, hotel, meals
Reimbursement — Duke University Law School — November 13-14, 2014 — Washington, DX — Participate mn legal conference — Transportation, hotel, meals
Note 1: Trust | is aj] trust that holds our personal
automobiles, and other assets. Other reportable assets held by the trust are included separately
in Part VIL Trust 2 is a college education trust that holds the assets listed below the trust.
Note 2: For the notes payable on lines 6 and 28, the debtor is Wheeler Machinery Company. The notes are simple demand notes bearing market interest rates.
Note 3: The cash deposit account in line 30 has been open in previous years, but | overlooked reporting it because it contained only incidental cash from time to
time while other transactions were occurring in the Mutual Funds and Other Investments portion of this report. | realized this year that | should be reporting this
account when it holds cash at the end of the year, as it did at the end of 2014. Because it has been open in previous years, | do not show a 2014 open date for this
account in columns D(1) or (2).
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.