Frederick P. Corbit
2017Annual
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What was filed
96
investments
0
positions
0
gifts
0
agreements
1
debts
6
reimbursements
0
income
2
spouse income
Named parties
- Northwestern Mutual*
- Federal Judicial Center
- Oregon Bar Association
- Bankruptcy Bar Assocation for Eastern District of WA
- Montana Bar Association
- Washington State Bar Association
- Great Northern School District - Salary
- Orchard Prane School District - Salary
As filed
WELLS FARGO BROKERAGE ACCOUNT (HY
Wells Fargo Bank Deposit Sweep — Interest
Cashmere Valley Bank Wash New (CSHX) — Int/Div
Calamos lnvt Tru New Market Neutral Income (CMNIX) — Int/Div — Sold (part)
Invesco Dividend Income Fund Class Y TAUYX) — Int/Div — Sold (part)
Federated Strategic Value Dividend Fund Institutional Shares (SVAIX) — Int/Div — Sold (part)
Goldman Sachs Global Income Fund Institutional (GSGLX) — Int/Div — Sold (part)
Pioneer Multi-Asset Ultrashort Income Fund Class Y IMYFRX) — Int/Div — Sold (part)
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) — Int/Div — Sold
Wells Fargo Diversified Capital Builder Fund - Class Inst. (EKBYX) — Int/Div — Sold (part)
Wells Fargo Diversified Capital Builder Fund - Class Inst. (EKBYX) — Sold (part)
AB Large Cap Growth Fund Adv. (APGYX) — Int/Div — Buy
AB Large Cap Growth Fund Adv. (APGYX) — Buy (add'l)
AB High income Fund (AGDAX) — Int/Div — Buy
John Hancock Int'l Growth Fund Class 1GOGIX) — Int/Div — Buy
John Hancock Int'l Growth Fund Class 1GOGIX) — Sold (part)
John Hancock Int'l Growth Fund Class 1GOGIX) — Sold (part)
John Hancock Int'l Growth Fund Class 1GOGIX) — Sold (part)
Ivy Emergmg Markets Equity Fund (1POIX) — Int/Div — Buy
Mainstay Convertible Fund Class (MONVX) — Int/Div — Buy
PIMCO Income Fund Inst]. CL (PIMIX) — Int/Div — Buy
WELLS FARGO BENEFICIARY IRA (H)
Wells Fargo Bank Deposit Sweep — Interest
iShares Russell 2000 Index (IWM) — Int/Div
Calamos Invt Tr New Market Neutral Income Fund (CMNIX) — Int/Div — Sold (part)
Invesco Dividend Income Fund Class Y (IAUYX) — Int/Div — Sold (part)
Federated Strategic Value Dividend Fund Institutional Shares (SVAIX) — Int/Div — Sold (part)
Goldman Sachs Global Income Fund Institutional (GSGLX) — Int/Div — Sold (part)
Pioneer Multi-Asset Ultrashort Income Fund Class Y IMYFRX) — Int/Div — Sold (part)
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) — Int/Div — Sold
Wells Fargo Diversified Capital Builder Fund - Class Inst (EKBYX) — Int/Div — Sold (part)
John Hancock Funds Intl Growth Fund Class LHHGOGIX) — Int/Div — Buy
Mainstay Convertible Fund Class (MONVX) — Int/Div — Buy
AB High Income Fund Advisor Class (AGDYX) — Int/Div — Buy
AB Large Cap Growth Fund Class A (APGAX) — Int/Div — Buy
AB Large Cap Growth Fund Class A (APGAX) — Buy (add'l)
Ivy Emergmg Markets Equity Fund Class A {IPOAX) — Int/Div — Buy
PIMCO Income Fund Institutional Class (PIMIX) — Int/Div — Buy
NORTHWESTERN MUTUAL IRA (H)
Dreyfus Ins Deposit Program (DIDI) — Interest
Russell Short Duration Bond Fund (RFBSX) — Int/Div
Russell Strategic Bond Fund Class (RFCTX) — Int/Div
Russell Emerging Markets Fund CL § (REMSX) — Int/Div
Russell Global Real Estate Securities Fund Class S (RRESX) — Int/Div — Sold (part)
Russell Int] Developed Markets Fund Class S(RINTX) — Int/Div — Buy (add'l)
Russell US Small Cap Equity Fund Class S (RLESX) — Int/Div
Russell US Core Equity Fund Class S {RLISX) — Int/Div — Sold (part)
Russell Global InfraStructure Fund Class S (RGISX) — Int/Div
Fidelity Advisor (FOCUS) Health Care {FHCIX) — Int/Div
Prudential Jennison Utility Fund Class Z (PRUZX) — Int/Div
Russell US. Mid Cap Equity Fund (RMCSX) — Int/Div
Russell Global Opportunistic {RGCSX) — Int/Div
Russell Investment Grade Bond Fund (RFASX) — Int/Div
NORTHWESTERN MUTUAL ROTH IRA (Hy
General Money Market Fund C1 B {(GMMB- Ry — Int/Div — Distributed
Calvert Short-Income Fund Class ¢ (CDICX) — Int/Div — Sold
NORTHWESTERN MUTUAL IRA* (H)
Dreyfus Ins Deposit Program (DIDI) — Interest
Fidelity Advisor (FOCUS) Health Care Fund Class 1 (FHCIX) — Int/Div
Russell U.S. Mid Cap Equity Fund Class S (RMOSX) — Int/Div
Russell Short Duration Bond Fund Class S (RFBSX) — Int/Div
Russell Emerging Markets Fund Class S (REMSX) — Int/Div
Russell Global Real Estate Securities Fund Class S (RRESX) — Int/Div
Russell Global Opportunistic Credit Fund Class S (RGCSX) — Int/Div
Russell Global Infrasturcture Fund Class S (RGISX) — Int/Div
Russell Strategic Bond Fund Class S {RFCTX) — Int/Div
Russell Int'l Developed Markets Fund Class S(RINTX) — Int/Div
Russell U.S. Small Cap Equity Fund Class S (RLESX) — Int/Div
Russell U.S. Core Equity Fund Class S (RLISX) — Int/Div
Russell Investment Grade Bond Fund Class S(RFATX) — Int/Div
NORTHWESTERN MUTUAL ROTH IRA* (H)
General Money Market Fund C1 B (GMMB- rR) — Int/Div — Distnbuted
Calvert Short-Income Fund Class C {CDICX) — Int/Div — Sold
OTHER ACCOUNTS (H)
AXA EQUITABLE EQUI-VEST VARIABLE ANNUITY 403(b)* (H)
AXA Moderate-Plus Allocation — None
EQ/Mid Cap Value PLUS — None
AXA PTC Cust Rollover IRA FBO Merilee Corbit* (Fy
iShares Tr/Core MSC EAFE ETF (IEFA) — Int/Div
iShares Inc/Core MSCI Emerging (IEMG) — Int/Div
iShares Core S&P Mid Cap (JH) — Int/Div
PowerShares QQQ Trust, Series (QQQ) — Int/Div — Sold
SSGA Active ETF/Blackstone / GSO SR (SRLN) — Int/Div
SPDR Barclays Capital High Yield ETF (INK) — Int/Div
SPDR DJ Wilshire Global Real Estate (RWO) — Int/Div — Sold
Vanguard Intermediate Term Corporate Bond (VCIT) — Int/Div — Buy (add'l)
Vanguard Total Bond Market ETF (BND) — Int/Div
Vanguard Total Stock Market ETF (VT1) — Int/Div — Sold (part)
iShares Russell 3000 Growth Index (IUSG) 1X) — Int/Div
iShares Russell 3000 Value Index (IUSV) xX) — Int/Div
Global X MLP & Energy Infrastructure (MLPX) (XD — Int/Div
WA State Teachers’ Retirement System (TRS Plan 3)* — None
Northwestern Mutual Whole Life Insurance Policy — Int/Div
Northwestern Mutual Whole Life Insurance Policy* — Int/Div
Bank of America Accounts — Interest
Comenity Capital Bank * — Inv
Liability — Northwestern Mutual* — Loan from whole life insurance policy
Reimbursement — Dn "ow 15s A AT Clerks, Lawyers Rep Practitioners Conference
Reimbursement — Federal Judicial Center — 3/12-3/15/17 — Charleston, SC — National Bankruptcy Judges Workshop — Aartare and Lodging
Reimbursement — Oregon Bar Association — 47-4817 — Vancouver, WA — Bankruptcy Bar Seminar — Mileage, Lodging and Meals
Reimbursement — Bankruptcy Bar Assocation for Eastern District of WA — &N15-6/17/27 — Winthrop, WA — Bankruptcy Bar seminar — Mileage, Lodging and Meals
Reimbursement — Montana Bar Association — R1T7-R18/17 — Helena, MT — MT Bar Association Bankruptcy Section CLE — Mileage, Lodging, Meals
Reimbursement — Washington State Bar Association — 1091/10/17 — Seattle, WA — Access to Justice Board Meeting — Airfare, Lodging, Meals
Spouse's income — 2017 — Great Northern School District - Salary
Spouse's income — 2007 — Orchard Prane School District - Salary
Line 75 - 76: this designation may have been mcorrect on the 2016 FDR. The specific funds that comprise the current AXA PTC Cust Rollover FBO Merilee
Corbit are listed on lines 78-91. On the 2016 FDR, the value of the funds in the retirement accounts of Merilee Corbit were accurately listed; however some
of those funds were liquidated to purchase other funds, and some of those transactions were inadvertently omitted from the 2016 FDR. Below are the 2016
transactions that were not reported in the 2016 FDR.
Ishares Tr/Core MSCI EAFE (IEFA)
10/31/16 Buy J
12/7/16 Buy (addi) J
Ishares Inc/Core MSCI Emerging (TEMG)
10/31/16 Buy J
12/7/16 Buy (addl) J
Ishares Core S&P Mid Cap (UH)
10/31/16 Buy J
12/7/16 Buy (addl) J
Ishares Russell 2000 Index (IWM)
10/31/16 Buy J
12/7/16 Buy add! J
Powershares QQQ Trust, Series | (QQQ)
10/31/16 Buy J
12/7/16 Buy (add!) J
SSGA Active ETF/Blackstone / GSO SR (SRLN)
10/31/16 Buy J
12/7/16 Buy (addi) J
SPDR Barclays Capital High Yield Bad (JNK)
10/31/16 Buy J
12/7/16 Buy (addl) J
SPDR DJ Wilshire Globul Real Estate (RWO)
10/31/16 Buy J
12/7/16 Buy (addi) J
Vanguard Intermediate Term Corporate Bond (VCIT)
10/31/16 Buy J
1207/16 Buy (addl) J
Vanguard Total Bond Market (BND)
10/31/16 Buy J
12/7/16 Buy (addl) J
Vanguard Total Stock Market (VTT)
1031/16 Buy K
12/7/16 Buy (addi) J
Line 92: In 2016, the Washington State Retirement and Savings Plan was liquidated and on 12/6/2016, those funds (value $48,554.95) were invested in the AXA
rollover IRA account detailed in lines 78-91.
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.