David G. Campbell
2017Annual
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Pull out the substance of this filing.
What was filed
42
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- note 2, Part VII
- note 1, Part VII
- Family Foundation
- Umversity of Utah College of Law
- State Bar of Anzona
- And Religion, BYU Law School
As filed
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
JP Morgan Chase Bank Account — Interest
Wheeler Machinery Note Payable — Interest — note 2, Part VII
Exxon Mobil Common Stock — Int/Div
Bank of America Common Stock — Int/Div
Schwab Deposit Account — Interest
DFA Emerging Markets Port — Int/Div — Sold (part)
DFA Intl Small Co Port — Int/Div
DFA Large Cap Intl Port — Int/Div
DFA U.S. Large Cap Value — Int/Div — Sold (part)
DFA U.S. Small Cap Value — Int/Div
Powershs DB Commdty Indx — Int/Div — Sold (part)
Spdr Dow Jones REIT — Int/Div
Vanguard Growth — Int/Div
SPDR Short Term (formerly SPDR Barclays Short Term ETF) — Int/Div
Vanguard Small Cap Growth — Int/Div — Sold (part)
DFA Investment Grade Port — Int/Div — Buy (add'l)
MetLife Investors - Guarantee Adv UL Policy — Interest
Trust#1) — None — note 1, Part VII
Mutual Fund and Other Investments
Schwab Deposit Account — Interest
DFA Emerging Markets Port — Int/Div — Sold (part)
DFA Intl Small Co Port — Int/Div — Sold (part)
DFA Large Cap Intl Port — Int/Div
DFA U.S. Large Cap Value — Int/Div — Sold (part)
DFA U.S. Small Cap Value — Int/Div — Sold (part)
Powershs DB Commdty Indx — Int/Div — Sold (part)
Spdr Dow Jones REIT — Int/Div
Vanguard Growth — Int/Div — Sold (part)
SPDR Short Term (formerly SPDR Barclays Short Term ETF) — Int/Div — Buy (add'l)
Vanguard Small Cap Growth — Int/Div — Sold (part)
DFA Investment Grade Port — Int/Div — Sold (part)
Vanguard Int Bond ETF — Int/Div — Buy
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
Schwab IRA (invested in money market acct) — Interest
Dwrector, Trustee, Family Foundation
Reimbursement — Umversity of Utah College of Law — April 12-13, 2017 — Salt Lake City, UT — Junst in residence at law school — Transportation, hotel, meals
Reimbursement — State Bar of Anzona — Juny 12, 2017 — Sun Diego, CA — CLE Program — Transportation
Reimbursement — And Religion, BYU Law School — gE He Ta
Note 1: Trust | is a family trust that holds our personal residence, automobiles, and other assets. Other reportable assets held by the trust are included separately
in Part VIL
Note 2: For the note payable on lines 4, the debtor is Wheeler Machinery Company, The note is 4 simple demand note bearing a market interest rate.
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.