John Zihun Lee

2015Annual

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

What was filed

  • 100

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 3

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Capital One
  • Ditech Mortgage Corp.
  • Federal Judicial Center
  • Department of Justice
  • Physician Anesthesia Associates
  • Ninois Board of Health

As filed

FDIC Insured Deposit Acct — Sold

Rental Property #1, Barrington, IL (2007 £745.000) — Rent

LPL Financial IRA #1 — Int/Div

Am. Beacon High Yield Fund — Sold (part)

Am. Beacon Lg Cap Value Fund — Sold (part)

Am. Beacon Sm Cap Value Fund — Buy

Am. Century Mid Cap Value Fund — Buy

Am. Century Real Estate Fund — Sold (part)

Am. Funds Cap. Income Builder Fund — Sold (part)

Artisan Mid Cap Fund — Buy (add'l)

Artisan Small Cap Value Fund — Sold

Clearbridge Aggressive Growth Fund — Buy

DWS CROC! International Fund — Buy

DWS Floating Rate Fund — Sold

DWS Select Alt Allocation Fund — Sold

JP Morgan Prime Money Mkt Acct

Janus Venture Fund — Sold (part)

Natixis ASG Global Alt. Fund — Sold (part)

Oakmark Intemational Fund

Oakmark Select Fund — Buy (add'l)

Oppenheimer Dev. Mkts Fund — Buy (add'l)

Perkins Mad Cap Value Fund — Sold

Prudential Total Return Bond Fund — Buy

RS Small Cap Growth Fund

TCW Select Equities Fund — Sold

TCW Total Return Fund — Sold

Touchstone Sands Select Fund

LPL Fmancial IRA #2 — Int/Div

Janus Global Allocation Mut Fund — Buy

Goldman Sachs Bank USA Cash Acct — Buy

Trust#1 — Int/Div

DFA Intem'] Core Equity Pil Fund — Sold

DFA US Core Equity 2 Fund — Sold

DFA Emerg Mkts Core Equity Fund — Sold

DFA Intern'l Sm Cap Value Fund — Sold

DFA US Small Cap Value Port Fund — Sold

DFA US Large Cap Value Port Fund — Sold

DFA Real Estate Ptf Fund — Sold

DFA Global Real Estate Sec Ptf Fund — Sold

DFA Inter] Value Ptf Fund — Sold

Vanguard Intern'l Equity Index Fund — Sold

Vanguard REIT ETF Index Fund — Sold

Am. Beacon Sm Cap Value Fund — Buy

Am. Beacon Birdgeway Lg Cap Fund — Buy

Am Century Mid Cap Value Fund — Buy

Henderson Inter'l Opportunities Fund — Buy

Henderson Inter'l Opportunities Fund — Buy (add'l)

iShares Core S&P S00 ETF Fund — Buy

iShares Core S&P S00 ETF Fund — Buy (add'l)

Janus Enterprise Mut Fund — Buy

Natixis ASG Global Alternatives Fund — Buy

Oppenheimer Developing Mkt Fund — Buy

Prudential Absolute Return Bond Fund — Buy

Ridgeworth Float. Rate High Income Fund — Buy

Touchstone Small Cap Growth Fund — Buy

Vanguard Growth ETF Fund — Buy

Goldman Sachs Bank USA Cash Acct — Buy

Am. Century Equity Income Mut. Fund — Int/Div — Sold (part)

Am. Century Equity Income Mut. Fund — Buy (add'l)

Am. Century Value Investor Mut. Fund — Int/Div — Buy

Artisan Mid Cap. Mut. Fund — None — Sold

Deutsche Managed Muni. Bond Mut. Fund — Int/Div

Henderson Euro. Focus Mut. Fund — Int/Div

Janus Venture Mut. Fund — Int/Div

Oakmark Select Mut. Fund — None — Sold

Oakmark Fund Mutual Fund — Int/Div — Buy

Goldman Sachs Bank USA Cash Acct — Interest — Buy

Bright Directions College Savings 9-12 A Portfolio — None — Buy (add'l)

Bright Directions College Savings 9-12 A Portfolio — Buy (add'l)

Bright Directions College Savings 9-12 A Portfolio — Buy (add'l)

Bright Directions College Savings 9-12 A Portfolio — Sold

Bright Directions College Savings 13-16 Portfolio — None — Buy

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Sold

Bright Directions College Savings 17-20 Portfolio — None — Buy

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

EE Jeffery, LIX — None

Apple (AAPL) — Int/Div

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

Agreement — 2012 — Freeborn & Peters LLP — Compensation for legal services rendered before becoming a judge

Liability — Capital One — Mortgage on Rental Property #1, Barrington, IL

Liability — Ditech Mortgage Corp. — Mortgage on Rental Property #1, Barrington, IL

Reimbursement — Federal Judicial Center — 05/04/15405/05/15 — Milwaukee, WI — Judicial conference — Transportation, meals, and lodging

Reimbursement — Federal Judicial Center — 05/19/15-0522/15 — Berkeley, CA — Judicial training — Transportation, meals, and lodging

Reimbursement — Department of Justice — 10/24/15- 130/15 — Denpasar, Indonesia — Judicial traimng — Transportation, meals, and lodging

Spouse's income — 2015 — Physician Anesthesia Associates

Spouse's income — 2015 — Ninois Board of Health

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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