James L. Robart

2017Annual

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What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 10

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitman College
  • Bank of America
  • American Conference Institute
  • Arnzona State Umiversaty
  • Umiversity of Oregon
  • Techmcal Univeristy of Munich
  • Owners Association
  • Smgapore Management University
  • Comell Univeristy
  • Pamtings sold for cash.

As filed

Key Bank — Interest

Key Bank — Interest

Oak Harbor, WA Island Cnty Rental Property (2017 - $200,000) — Rent

Bank of Washington Common Stock — None

BROKERAGE ACCOUNT #1

Starbucks Common Stock — Int/Div — Sold (part)

Schwab Money Fund — Interest

MSC! Em. Mkts 1-Shares — Int/Div

MSC! EAFE Index Fund — Int/Div

S&P 600 1-Shares — Int/Div

Vanguard REIT Fund — Int/Div

S&P S00 Shares — Int/Div

Boston Priv. Fin. Hldg — Int/Div

Chevron Common Stock — Int/Div

BROKERAGE IRA #)

MSC EAFE Index -Shares — Int/Div

S&P Small Cap 600 Shares — Int/Div

S&P 500 1-Shares — Int/Div

Schwab Money Fund — Interest

US. TIPS — None — Sold (part)

US. TIPS — Buy (add'l)

Vanguard REIT — Int/Div

Emrg. Mkt I-Share — Int/Div

Bank of America Notes — Interest

Bank of America Notes — Interest — Buy (add'l)

Goldman Sachs Notes — Interest — Matured

Pfizer Notes — Interest

GE Cap. Bank CD — Interest — Matured

Conoco Phillips Notes — Interest — Closed

LP. Morgan Chase — Interest

Amercan Express Bank CD — Interest

Synchrony Bank CD — Interest

Amgen Notes — Interest

BP Capt. Mks — Interest

General Electric Note — Interest

Toyota Auto Receiy — Interest

Verizon Comm. Note — Interest

Merck Bond — Interest — Buy

Franklin Resources Note — Interest — Buy

Bank of China C.D — Interest — Buy

BROKERAGE IRA #2

Janus Balanced Mut. Fund — Int/Div

T.R. Price New Asia Mut. Fund — Int/Div

Schwab Money Fund — Interest

MSC1 EAFE Index Fund — Int/Div

S&P 500 -Shares — Int/Div

MSC! Em. Mkts Share — Int/Div

S&P Small Cap 600 Shares — Int/Div

IBM — Int/Div

Vanguard REIT — Int/Div

Vanguard Intl. Tax Managed Fund — Int/Div

TMB Tech. Corp. — None

Builders Capital Part — Int/Div

Boeing Employees Credit Union — Interest

Trustee Ementus, Whitman College

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Reimbursement — American Conference Institute — January 26-27, 2017 — Miami, Florida — Wage & Hour Litigation CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — American Conference Institute — March 1-2, 2017 — Chicago, inois — ERISA Lingation CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Arnzona State Umiversaty — March 22-23, 2017 — Pheonix, Anzona — Standard Essential Patents Workshop — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Whitman College — March 30-31, 2017 — Walla Walla, Washington — Class on Sentencing — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — American Conference Institute — April 3-4, 2017 — New York, New York — Class Action Workship — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Umiversity of Oregon — May 20-21, 2017 — Eugene, Oregon — Law School Commencement Address — Lodging, Food, and Transportation

Reimbursement — Techmcal Univeristy of Munich — June 22-24, 2017 — Munich, Germany — Intemational Law Conference — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Owners Association — September 18, 2017 — San Fransisco, California — Panel ar Annual Meeting — Airfaire, Food, Transportation, and Parking

Reimbursement — Smgapore Management University — November 9-10, 2017 — Singapore, Republic of Singapore — Standard Essential Patents and FRAND Conference — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Comell Univeristy — October 27-29, 2017 — Ithaca, New York — Moot Court Competition — Airfaire, Lodging, Food, Transportation, and Parking

Spouse's income — 2017 — Pamtings sold for cash.

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 L. Robart | Frix