James Emanuel Boasberg

2016Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 181

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • St. Albans School Governing Board
  • Edward Bennett Williams Inn of Court
  • Lawyers’ Club of Washington
  • Federal Judges Association
  • Sidwell Friends School
  • Brown Umversity
  • Natwonal Cathedral School
  • Self-Employed Business Consultant

As filed

AAPL — Int/Div

CRM — None

State Street Equity Index Fund - A — None — Buy (add'l)

State Street Equity Index Fund - B — None — Buy (add'l)

State Street Equity Index Fund - € — None — Buy (add'l)

Brokerage Account #1

BRKAB — None

BRKAB — Int/Div — Sold

INTC — Int/Div

LETC — Int/Div — Sold

LETC — None — Sold

MSFT — Int/Div

MCO — Int/Div

PG — Int/Div

WAG — Int/Div

WU — Int/Div

Fidelity US Treasury Money Market — Int/Div

Brokerage Account #2 (IRA)

INTC — Int/Div

JNJ — Int/Div

LLTC — Int/Div — Sold

MSFT — Int/Div

PG — Int/Div

WAG — Int/Div

WU — Int/Div

Fidelity Cash/Money Market — Int/Div

Brokerage Account 23 (IRA)

BRKAB — None

JNJ — Int/Div

LLTC — Int/Div — Sold

MSFT — Int/Div

PG — Int/Div

WAG — Int/Div

WU — Int/Div

Fidelity Cash/Money Market — Int/Div

Brokerage Account 24 (Trust)

BRKB — None

INTC — Int/Div

JIN) — Int/Div

LLTC — Int/Div — Sold

LLTC — Int/Div — Sold

LLTC — None — Sold

MSFT — Int/Div

MCO — Int/Div

PG — Int/Div

WAG — Int/Div

Fidelity Municipal Money Market — Int/Div

Brokerage Account #5 (Trust A)

BRKB — None — Sold (part)

INTC — Int/Div — Buy

IN) — Int/Div

LLTC — Int/Div — Sold

MDT — Int/Div

MOCO — Int/Div — Sold (part)

PG — Int/Div

WAG — Int/Div

MSFT — Int/Div

Fidelity Municipal Money Market — Int

Brokerage Account #6 (Trust K)

BRKB — None — Sold (part)

INTC — Int/Div

JNJ — Int/Div

LLTC — Int/Div — Sold

MDT — Int/Div

MSFT — Int/Div

MSFT — Int/Div — Sold (part)

PG — Int/Div

WAG — Int/Div

WAG — None — Sold

Fidelity Municipal Money Market — Int/Div

Brokerage Account £7 (Trust D)

Brokerage Account £7 (Trust D) — None — Sold

BRKB — None

NJ — Int/Div

LLTC — Int/Div

MSFT — Int/Div

MSFT — Int/Div — Sold (part)

PG — Int/Div

WAG — Int/Div

Fidelity Municipal Money Market — Int/Div

Rental Property #1, Washington, DC — Rent

Wells Fargo Bank — Interest

Wells Fargo Bank — Interest

Wells Fargo Bank — Interest

Wedding Wire — None

Note Receivable - 705 King St. LLC — Interest — Sold (part)

Armstrong Equity Partners — None

E.6thSt, LLC — istnbution

DAG, LLC — None — Sold

Bedrock Billiards. LLP — Distribution

Buffalo Billiards, LLP — Distribution

Carpool, LLP — Distribution — Sold

Buffalo Billiards (TN), LLP — istnbution

Buffalo Billiards (TX), LLP — None

Brokerage Account #8

KKD — None

ETrade bank Money Market — Int/Div

Brokerage Account #9

LOW — Int/Div

Etrade Bank Money Market — Int/Div

Brokerage Account £10

LOW — Int/Div

Etrade Bank Money Market — Inv

Brokerage Account #11 (Trust)

Brokerage Account #11 (Trust) — Int/Div — Buy

MSFT — Int/Div

MCO — Int/Div

BRKB — None

WU — Int/Div

MDT — Int/Div

JNJ — Int/Div

WAG — Int/Div

LLTC — Int/Div — Sold

Schwab Money Market Fund — Int/Div

Brokerage Account #8 {cont.)

AAPL — Int/Div

CRM — None

Brokerage Account #9 (cont.)

AAPL — Int/Div

CRM — None

Brokerage Account £10 (cont. )

Brokerage Account #12

ARTIX — Int/Div

L'SRSX — Int/Div — Buy (add'l)

DISVX — Int/Div — Buy (add'l)

DFREX — Int/Div — Buy (add'l)

DFLVX — Int/Div — Buy (add'l)

DFUSX — Int/Div — Buy (add'l)

DFFVX — Int/Div — Buy (add'l)

HAINX — Int/Div — Buy (add'l)

PCRIX — Int/Div

PFORX — Int/Div — Buy (add'l)

LTMIX — Int/Div — Buy (add'l)

Schwab Money Market Fund — Int/Div

Brokerage Account #2 (cont.)

Brokerage Account #2 (cont.) — None — Sold

Brokerage Account #3 (cont.)

Brokerage Account #3 (cont.) — None — Sold

Brokerage Account #3 (cont.) — Int/Div — Sold

Brokerage Account #5 (cont.)

Brokerage Account #5 (cont.) — None — Sold

Brokerage Account #5 (cont.) — Int/Div — Sold

Brokerage Account 26 (cont. )

Brokerage Account 26 (cont. ) — Int/Div — Sold

Brokerage Account #7 (cont.)

Brokerage Account #7 (cont.) — Int/Div — Sold

Brokerage Account #11 (cont)

Brokerage Account #11 (cont) — None — Sold

Brokerage Account #11 (cont) — Int/Div — Sold

Brokerage Account #12 (cont. )

ALRM — None — Sold (part)

ALRM — None — Buy

Schwab Money Market/ Cash — Int/Div

Schwab Money Market/ Cash — None — Buy

NFLX — None — Buy

NFLX — Int/Div — Buy

SHOP — None — Buy

TSLA — None — Buy

SGOIX — Int/Div — Buy

LNKD — None — Sold

LNKD — None — Buy

GOOG — None — Buy

TWOU — None — Buy

Brokerage Account #8 (cont.)

Brokerage Account #8 (cont.) — None — Buy

Brokerage Account #9 (cont.)

Brokerage Account #9 (cont.) — None — Buy

Brokerage Account #10 (cont. )

Brokerage Account #10 (cont. ) — None — Buy

Brokerage Account #13 (SEP)

DFUSX — Int/Div — Buy

DFFVX — Int/Div — Buy

Brokerage Account #14 (IRA)

ARTIX — Int/Div

LL 'SRSX — Int/Div

DISVX — Int/Div

DFLVX — Int/Div

DFFVX — Int/Div

MWTIX — Int/Div

HAINX — Int/Div

DFUSX — Int/Div — Sold

Char, St. Albans School Governing Board

President, Edward Bennett Williams Inn of Court

Vice President, Lawyers’ Club of Washington

Director, Federal Judges Association

Liability — Sidwell Friends School — Tuition

Liability — Brown Umversity — Tuition

Liability — Natwonal Cathedral School — Twtion

Spouse's income — 2016 — Self-Employed Business Consultant

*The rental property listed in Part VII, line 85, has an assessed value of $3.23 million. | own 25%.

*Brokerage account #14 is an IRA inherited by ©

*PCP at line 7 was purchased on 7/10/15 for L amount and should have been included in the 2015 Report.

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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James Emanuel Boasberg | Frix