Barbara M. Lynn
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
155
investments
4
positions
0
gifts
0
agreements
0
debts
6
reimbursements
0
income
1
spouse income
Named parties
- Executive Board, Southern Methodist University Dedman School of Law
- Trust 21 (Dallas, Texas) Income and Principal Beneficiary)
- Liquidity Trust (Dallas, Texas)(Income and Principal Beneficiary)
- Trust (Dallas, Texas Income and Principal Beneficiary)
- The George Washington University
- Colby College
- ABA
- The Sedona Conference
- Austin Intellectual Property Law Association
- Michael P. Lyin P.C
As filed
Schwab & Vanguard Account #1 (includes 2.27
Vanguard Ext, Mkt Idx Adm — Int/Div
Vanguard Int Term TE Adm — Int/Div — Redeemed
Vanguard Int Term TE Adm — Buy
Vanguard Int Term TE Adm — Redeemed
Vanguard Int Term TE Adm — Redeemed
Vanguard Int Term TE Adm — Buy (add'l)
Vanguard Int Term TE Adm — Buy (add'l)
Vanguard Int Term TE Adm — Redeemed
Vanguard Int Term TE Adm — Buy (add'l)
Vanguard 500 Idx Adm — Int/Div
Vanguard Tax Managed Cap Ap Adm — Int/Div — Sold
Vanguard Tax Managed Cap Ap Adm — Sold
Vanguard Tt Int Index Adm — Int/Div — Buy
Vanguard Tit Int Index Adm — Buy
Vanguard Tit Stk Ix Adm — Int/Div — Buy
Vanguard Tt Stk Ix Adm — Buy (add'l)
Vanguard Prime Money Mkt — Int/Div — Sold
Vanguard Prime Money Mkt — Sold
Vanguard Prime Money Mkt — Buy
Vanguard Prime Money Mkt — Sold
Vanguard Prime Money Mkt — Sold
Vanguard Prime Money Mkt — Sold
Vanguard Prime Money Mkt — Buy
Vanguard Prime Money Mkt — Sold
Vanguard Long Term TE Adm — Int/Div — Buy
Vanguard Ltd Term TE Adm — Int/Div — Buy
Vanguard Account #2 (includes 29-42)
Vanguard Int Tax Ex Adm — Int/Div — Buy
Vanguard Int Tax Ex Adm — Buy (add'l)
Vanguard Int Tax Ex Adm — Buy (add'l)
Vanguard Ltd-Term Tax-Exempt Adm — Int/Div — Buy
Vanguard Ltd-Term Tax-Exempt Adm — Buy
Vanguard Tt Stk Mkt [dx Adm — Int/Div — Buy
Vanguard Trl Stk Mkt Idx Adm — Sold
Vanguard Prime Money Market — Int/Div — Buy
Vanguard Prime Money Market — Sold
Vanguard Prime Money Market — Sold
Vanguard Prime Money Market — Sold
Vanguard Prime Money Market — Buy
Vanguard Prime Money Market — Sold
Vanguard Tt Int Index Adm — Int/Div — Buy
Vanguard Account £3 (includes 44.55) **
Vanguard Tax Ex MM — Int/Div — Buy
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy
Vanguard Tax EX MM — Sold
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Sold
Vanguard IRA Rollover #1 (includes $7-59) .e
Vanguard Int Inv Grade Adm — Int/Div
Vanguard TIt Bnd Mkt Idx Adm — Int/Div
Vanguard ST Inv Grade Adm — Int/Div
Schwab & Vanguard IRA #1 (includes 61)
Vanguard Total Bd Mkt Idx Inv — Int/Div
Trust #1 (includes 63-68)
Vanguard Int Term TE Adm — Int/Div — Buy
Vanguard Int Term TE Adm — Buy
Vanguard Int Term TE Adm — Buy
Vanguard Tt Int Index Adm — Int/Div
Vanguard Tt Stk Ix Adm — Int/Div
Pioneer Natural Resources — Int/Div
Trust #2 (includes 70-74)
Vanguard TI Intl Stk Ix Adm — Int/Div
Vanguard Tt Stk Ix Adm — Int/Div — Buy
Vanguard Tt Stk Ix Adm — Sold
Vanguard Tt Stk 1x Adm — Buy
Pioneer Natural Resources — Int/Div
Vanguard Trust £3 (includes 76-80)
Vanguard Prime Money Mkt Fund — Int/Div — Buy
Vanguard Prime Money Mkt Fund — Sold
Vanguard Int Tax Ex Adm — Int/Div — Sold
Vanguard Tk Int Adm — Int/Div — Sold
Vanguard TIk Stk Ix Adm — Int/Div — Sold
Vanguard Trust #4 (includes 82-85)
Vanguard Prime Money Mkt Fund — Int/Div — Buy
Vanguard Int Tax Ex Adm — Int/Div
Vanguard Int'l Stk Adm — Int/Div
Vanguard TIk Stk Ix Adm — Int/Div
Vanguard SEP IRA #1 (includes 87)**
Vanguard Tit Bnd Mkt Idx Adm — Int/Div
Vanguard IRA Rollover #1 (includes 89-91)
Vanguard Int Inv Grade Adm — Int/Div
Vanguard Tit Bd Mkt Idx Adm — Int/Div
Vanguard ST Inv Grd Adm — Int/Div
Vanguard IRA Rollover #2 (includes 03.05 )**
Vanguard Int Inv Grade Adm — Int/Div — Buy
Vanguard Int Inv Grade Adm — Buy
Vanguard ST Inv Grd Adm — Int/Div — Buy
Schwab & Vanguard IRA #2 (includes 97) IN)
Vanguard Tt Bnd Mkt Idx Adm — Int/Div
Vanguard Trust #1 (includes 99-120)
GM Accep Corp — Interest
Gateway Fund Class A — Int/Div
Vanguard LifeStrut Conserv Growth — Int/Div — Sold
ING Prime Rate TR — Int/Div
Vanguard Tax Ex MM — Int/Div — Buy
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax EX MM — Buy (add'l)
Vanguard Tax EX MM — Buy (add'l)
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Trust #2 (includes 122-142)
GM Accep Corp — Interest
Gateway Fund Class A — Int/Div
ING Prime Rate TR — Int/Div
Vanguard LifeStrat Mod Growth — Int/Div — Buy
Vanguard Tax Ex MM — Int/Div — Buy
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Sold
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Vanguard Tax Ex MM — Buy (add'l)
Investments Lid (includes 144-149)
Vanguard 500 Idx Adm — Int/Div
Vanguard Int Term TE Adm — Int/Div
Vanguard Tax Managed Cap Appreciation Adm — Int/Div
Vanguard Tit Int Index Adm — Int/Div
Vanguard Ltd Term Tax Ex Adm — Int/Div
Vanguard Ext Mkt Idx Adm — Int/Div
Management Ltd (includes 151)
Prime Money Market — Int/Div
401k-LTPC Profit Sharing* — None
Lexington Corp. Properties Trust (REIT) — Int/Div
IP Morgan Chase — Interest
Comerica — Interest
Member, Executive Board, Southern Methodist University Dedman School of Law
Trustee, Trust 21 (Dallas, Texas) Income and Principal Beneficiary)
Trustee, Liquidity Trust (Dallas, Texas)(Income and Principal Beneficiary)
Co-Trustee, Trust (Dallas, Texas Income and Principal Beneficiary)
Reimbursement — The George Washington University — January 23-25, 2012 — Washington, DC — Judge, G.W, Giles Rich Moot Court IP Competition — Transportation, meals, hotel
Reimbursement — Colby College — March 30 - April 2, 2012 — Waterville, MN — Brody Award — I ransportation, meals, hotel
Reimbursement — ABA — June 21-24, 2012 — San Juan, PR — Litigation Spring Leadership Meeting — Transportation, meals, hotel
Reimbursement — ABA — September 27 - October 1, 2012 — St, Louis, MO — Litigation Fall Leadership Meeting — Transportation, meals, hotel
Reimbursement — The Sedona Conference — October 10-14, 2012 — Sun Diego, CA — Sedona Conference — Transportation, meals, hotel
Reimbursement — Austin Intellectual Property Law Association — November 12-13, 2012 — Austin, TX — Austin IPLA Judges Appreciation Dinner — Transportation, meals, hotel
Spouse's income — 2012 — Michael P. Lyin P.C
Part VII Investments and Trusts:
Line | - previously listed as Schwab & Vanguard Account #1
Line 43 - previously listed as Schwab & Vanguard Account #3
Line 56 - previously listed as Schwab & Vanguard IRA Rollver #1
Line £6 - previously listed as Schwab & Vanguard SEP IRA #1
Line 88 - previously listed as Schwab & Vanguard IRA Rollover #2
Line 92 - previously listed as Schwab & Vanguard IRA #2
Line 152 - previously listed as 401k-Fidelity
This year we had a very significant number of transactions. I relied on our financial advisor in the implementation, accounting and recording of these transactions.
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.