Susan Yvonne Illston

2016Annual

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Pull out the substance of this filing.

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

What was filed

  • 98

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 5

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Association of Business Tnal Lawyers, Northern California
  • Children's Insurance Policies
  • Chase
  • Citibank
  • Schwab Bank
  • Wells Fargo
  • American Express
  • American Bar Association- Section of Antitrust Law
  • University of Miami School of Law

As filed

Schwab Inst'l Rollover IRA

Aberdeen Emerging Markets Fund — Int/Div

Akre Focus Fund — None

Alphabet, Inc. Google — None

Capital One — Int/Div — Buy

Comcast — None

Devon Energy — Int/Div — Buy

Dodge & CDX Income Fund — Int/Div

Dodge & CDX International — Int/Div — Buy

Dodge & CDX International — Buy (add'l)

Emerson Electric — None — Sold

FPA Crescent Fund — None — Sold

General Electric — Int/Div — Sold (part)

General Electric — Sold (part)

General Motors — Int/Div

GS Bond Fund Inst — Int/Div

Halliburton — Int/Div

Harbor Cap Appreciation Fund — Int/Div

Harbor International Fund — Int/Div

Ishares Biotech Fund — Int/Div

LP. Morgan — Int/Div — Sold

Johnson and Johnson — Int/Div — Sold (part)

Loomis Sayles Bond Fund — Int/Div — Sold (part)

Loomis Sayles High Income — None — Sold

Lord Abbett Bond — Int/Div — Buy

Matthews China Small Company Fund — Int/Div

Matthews Pacific Tiger Fund — Int/Div

Metlife — Int/Div

Microsoft — Int/Div

Oaktree Cap. Group — Int/Div — Buy

Oracle Corp. — Int/Div

Osterweis Strategic Inc. Fund — Int/Div

Range Resources — Int/Div — Sold

Roche ADR — None — Sold

Roche ADR — Buy

Roche ADR — Sold

Schlumberger LTD — Int/Div

Schroder International Multicap — None — Sold

Schwab Advisor Standard (Cash) — Int/Div

Sequoia Fund — None — Sold (part)

Sequoia Fund — Sold

Teva Pharm — Int/Div — Buy

Tweedy Browne Global — Int/Div

Walt Disney — None — Buy

Wells Fargo & Co. — Int/Div — Buy

Wells Fargo & Co. — Buy (add'l)

Wells Fargo & Co. — Buy (add'l)

11. Schwab One Brokerage Inst'l

Akre Focus Fund — None

Allergan Inc — None — Buy

Allergan Inc — Buy (add'l)

Allergan Inc — Buy (add'l)

Allergan Inc — Buy (add'l)

Allergan Inc — Buy (add'l)

Allergan Inc — Buy (add'l)

Antero Resources — None — Buy

Apple Computer — Int/Div — Buy

Baron Emerg. Mrkt — None

Cisco Systems — Int/Div — Sold

First Eagle Gold FD — None — Buy

General Motors — Int/Div

GS Gold Mine Linked Note 2016 — None — Redeemed

Kinder Morgan Inc — Int/Div — Buy

Kinder Morgan Inc — Buy (add'l)

Oaktree Cap. Grp. — Int/Div — Buy

Oaktree Cap. Grp. — Sold

Pear Tree Polaris — None — Buy

Qualcomm — Int/Div — Buy

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Range Resources — None — Sold

Schwab Muni Money Fund — Int/Div

Time Wamer — Int/Div — Sold (part)

111 Schwab SEP IRA

Apple Computer — Int/Div — Buy

Baron Emerging Markets — Int/Div — Buy

Schwab Cash Reserves Money Market Account — Int/Div

Third Avenue Real Estate — Int/Div — Sold

T Rowe Price Inst — Int/Div — Buy

T Rowe Price Inst — Buy (add'l)

Vanguard Corp. Bond ETF — Int/Div — Sold

IV. Schwab Living Trust

DOMIX — Int/Div — Buy (add'l)

DOMIX — Int/Div — Sold (part)

PARMX — Int/Div

PRBLX — Int/Div — Buy (add'l)

PXWIX — Int/Div

SWZXX (Cash Reserves Money Market Fund) — Int/Div

VFTSX — Int/Div

Citibank account — Interest

Northwestern Mutual Life Insurance Assets

Northwestern Mutual Life Annuity — Interest

Northwestern Mutual Life mms Insurance — None

Northwestern Mutual Life pm Annuities — istnbution

Northwestern Mutual Life Insurance Trust — None

Chase Bank Account — Interest

Wells Fargo Bank Account — Interest

Provident Federal Credit Union — Interest

Board of Govemors, Association of Business Tnal Lawyers, Northern California

Custodian, Children's Insurance Policies

Liability — Chase — Credit Cards

Liability — Citibank — Credit Cards

Liability — Schwab Bank — Credit Cards

Liability — Wells Fargo — Credit Cards

Liability — American Express — Credit Cards

Reimbursement — American Bar Association- Section of Antitrust Law — 4/5/16-4/8/16 — Washington, DC — Educational seminar or program — Travel, food, and lodging reimbursement

Reimbursement — University of Miami School of Law — 11300 1612/84/16 — Mam, FL — bducational seminar or program — Travel, food, and lodging reimbursement

On September 19, 2017, the Committee sent me a letter highlighting certam issues regarding my 2016 financial disclosure report. In response, | am filing this

amended report, which includes the change to Part VII discussed below.

Part VII, line 88. The description of asset has been amended to reflect that this is a money market fund.

I am simultaneously filing amended 2014 and 2015 reports to address the other issues highlighted by the Committee's letter.

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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