David W. Christel

2015Annual

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Pull out the substance of this filing.

What was filed

  • 242

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • David W. Chnstel Attomey at Law, PC
  • David W, Christel Attorney at Law 401 K Plan
  • Michael H. Peterson Jr, Trust (no reportable assets)
  • Garrow Trident, LLC
  • North Side Group, LLC
  • Pelican Bay Management, LLC
  • Kelly E. Chnistel
  • Umpqua Bank (formerly Bank of the Cascades)
  • David W. Christel Attorney at Law, PC (Salary)
  • David W. Christel Attorney at Law, PC (Business Income)
  • Battle Ground School District, Salary

As filed

ABBVIE INC — Int/Div — Sold (part)

ABBVIE INC — Sold

ACELTD — Int/Div — Sold (part)

ACELTD — Sold (part)

ACTAVIS PLC — None — Buy

ACTAVIS PLC — Distnbuted

AETNA INC — Int/Div — Sold (part)

AETNA INC — Sold (part)

AETNA INC — Sold (part)

ALLERGAN INC — None — Buy

ALLERGAN INC — Buy (add'l)

ALPHABET INC CL A (FORMERLY NAMED GOOGLE INC-CL A) — None — Buy

ALPHABET INC CL A (FORMERLY NAMED GOOGLE INC-CL A) — Buy (add'l)

AMAZON COM INC — None — Buy

AMAZON COM INC — Buy (add'l)

AMERICAN AIRLINES GROUP INC — Int/Div — Sold

AMERICAN EXPRESS CO — Int/Div — Sold

AMGEN INC — Int/Div — Sold (part)

AMGEN INC — Sold (part)

AMGEN INC — Buy (add'l)

AMGEN INC — Buy (add'l)

APPLE INC — Int/Div — Sold (part)

ALTOZONE INC — None — Buy

ALTOZONE INC — Buy (add'l)

AVAGO TECH — Int/Div — Buy

AVAGO TECH — Buy (add'l)

BANK OF AMERICA CORP — Int/Div — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Int/Div — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Buy (add'l)

BLACKROCK HI YIELD BD PTF INST — Sold (part)

BLACKROCK INC — Int/Div

BLACKSTONE GROLPLP — Int/Div

BORG WARNER INC — Int/Div — Buy

BORG WARNER INC — Sold

BRISTOL MYERS SQUIBB CO — Int/Div — Buy

BRISTOL MYERS SQUIBB CO — Buy (add'l)

CBS CORP NEW CL BSHARES — Int/Div — Sold

CDN PACIFIC RY LTD NEW — Int/Div — Buy (add'l)

CDN PACIFIC RY LTD NEW — Sold (part)

CDN PACIFIC RY LTD NEW — Sold

CF INDUSTRIES HOLDINGS. INC — Int/Div — Sold (part)

CF INDUSTRIES HOLDINGS. INC — Sold

COSTCO WHOLESALE CORP NEW — Int/Div

CVS CAREMARK CORP — Int/Div — Sold (part)

DANAHER CORPORATION — Int/Div — Sold (part)

DANAHER CORPORATION — Buy (add'l)

DANAHER CORPORATION — Buy (add'l)

DELPHI AUTOMOTIVE PLC — Int/Div — Buy (add'l)

DELTA AIRLINES INC NEW — Int/Div — Buy (add'l)

DEUTSCHE X-TRACKERS MSC EAF — None — Buy

DEUTSCHE X-TRACKERS MSC EAF — Sold

DISCOVER FINANCIAL SERVICES — Int/Div — Sold

ENERGY SEL SECT SPDR FUND — Int/Div — Buy

ENERGY TRANSFER PARTNERSLYP — Interest

ENTERPRISE PROD PARTNERS LP — Interest

EOG RESOURCES INC — Int/Div — Sold

ESTEE LAUDER CO INC CLA — Int/Div — Buy

ESTEE LAUDER CO INC CLA — Buy (add'l)

ESTEE LAUDER CO INC CLA — Buy (add'l)

ESTEE LAUDER CO INC CLA — Buy (add'l)

FACEBOOK INC CL-A — None — Buy (add'l)

FACEBOOK INC CL-A — Buy (add'l)

FACEBOOK INC CL-A — Buy (add'l)

FACEBOOK INC CL-A — Sold (part)

FIAT CHRYSLER AUTOMOBILES NV — None — Buy

FIAT CHRYSLER AUTOMOBILES NV — Buy (add'l)

FIAT CHRYSLER AUTOMOBILES NV — Sold

FIDELITY ADV TOTAL BOND — Int/Div — Buy (add'l)

FIDELITY ADV TOTAL BOND — Buy (add'l)

FIDELITY ADV TOTAL BOND — Buy (add'l)

FIRST TRUST HEALTH CARE ALPHA ETF — None — Sold (part)

FIRST TRUST HEALTH CARE ALPHA ETF — Sold (part)

FIRST TRUST HEALTH CARE ALPHA ETF — Buy (add'l)

FIRST TRUST HEALTH CARE ALPHA ETF — Sold (part)

FIRST TRUST ENERGY ALPHADEX FTF — Int/Div — Buy (add'l)

FIRST TRUST ENERGY ALPHADEX FTF — Buy (add'l)

FIRST TRUST ENERGY ALPHADEX FTF — Buy (add'l)

FIRST TRUST ENERGY ALPHADEX FTF — Buy (add'l)

FIRST TRUST ENERGY ALPHADEX FTF — Sold (part)

FIRST TRUST ENERGY ALPHADEX FTF — Sold

FIRST TRUST TECH ALPHA ETF — None — Sold

GILEAD SCIENCE — Int/Div — Buy

GILEAD SCIENCE — Sold

GOLDMAN SACH GRP INC — Int/Div — Buy

GOLDMAN SACH GRP INC — Buy (add'l)

GOLDMAN SACHS STRATEGIC INC 1 — Int/Div — Sold (part)

GOLDMAN SACHS STRATEGIC INC 1 — Sold

GOOGLE INCCLC — None — Sold

GOOGLE INC-CL A — None — Buy

GOOGLE INC-CL A — with line 12)

GUGGENHEIM S&P S00 EQU WEIGHT — Int/Div — Buy (add'l)

GUGGENHEIM S&P S00 EQU WEIGHT — Buy (add'l)

GUGGENHEIM S&P S00 EQU WEIGHT — Buy (add'l)

GUGGENHEIM S&P S00 EQU WEIGHT — Sold (part)

GUGGENHEIM S&P S00 EQU WEIGHT — Sold (part)

HEWLETT PACKARD — Int/Div — Sold

HONEYWELL INTERNATIONAL INC — Int/Div

IRONWOOD INSTITUTE MS LLC — Int/Div — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF — Int/Div — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF — Sold

ISHARES 7-10 YR TREASURY BOND ETF — Int/Div — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Sold (part)

ISHARES 7-10 YR TREASURY BOND ETF — Sold

ISHARE MSC1 EAFE ETF — Int/Div — Buy

ISHARE MSC1 EAFE ETF — Buy (add'l)

ISHARE MSC1 EAFE ETF — Buy (add'l)

ISHARE MSC1 EAFE ETF — Buy (add'l)

ISHARE MSC1 EAFE ETF — Sold (part)

ISHARE MSC1 EAFE ETF — Sold (part)

ISHARE MSC1 EAFE ETF — Sold

ISHARES MSCI1 USA MOMENTUM — Int/Div — Buy

ISHARES MSCI1 USA MOMENTUM — Buy (add'l)

ISHARES N AMERICAN TECH ETF — Int/Div — Buy

ISHARES N AMERICAN TECH ETF — Buy (add'l)

ISHARES S&P 100 ETF — Int/Div — Sold (part)

ISHARES S&P 100 ETF — Sold (part)

ISHARES S&P 100 ETF — Sold (part)

ISHARES S&P 100 ETF — Sold (part)

ISHARES S&P 100 ETF — Buy (add'l)

ISHARES SP SMALLCAP 600 INDEX — Int/Div — Buy (add'l)

ISHARES SP SMALLCAP 600 INDEX — Buy (add'l)

ISHARES SP SMALLCAP 600 INDEX — Sold (part)

ISHARES SP SMALLCAP 600 INDEX — Sold

ISHARES US CONSUMER SER ETF — Int/Div — Buy

ISHARES US CONSUMER SER ETF — Buy (add'l)

ISHARES US CONSUMER SER ETF — Buy (add'l)

ISHARES US CONSUMER SER ETF — Buy (add'l)

ISHARES MSCI USA QLTY — Int/Div — Buy

ISHARES MSCI USA QLTY — Buy (add'l)

IPMORGAN CHASE & CO — Int/Div — Sold (part)

LIBERTY MEDIA CORP SER A — None — Sold

LIBERTY MEDIA CORP SER ( — None — Buy (add'l)

LOWES COMPANIES INC — Int/Div — Buy

LOWES COMPANIES INC — Buy (add'l)

LYONDELLBASELL NV CL-A — Int/Div — Buy (add'l)

MACY'S INC — Int/Div — Sold (part)

MACY'S INC — Sold

MASTERCARD INCCL A — None — Buy

MASTERCARD INCCL A — Buy (add'l)

MCKESSON CORP — Int/Div — Sold (part)

MEDTRONIC INC — Int/Div

METLIFE INCORPORATED — None — Sold

MICROSOFT CORP — Int/Div — Buy

MICROSOFT CORP — Buy (add'l)

MONSANTO COYNEW — Int/Div — Sold

MOODY'S CORP — Int/Div — Buy

MOODY'S CORP — Buy (add'l)

MOODY'S CORP — Buy (add'l)

MS 8.15% CNTG COUPON NOTE LINKED TO S&p 500 RATE — Interest

MORGAN STANLEY ACTIVE ASSETS TAX FR TRUST (Y)

MORGAN STANLEY BANK ACCOUNT #1 — Interest

MORGAN STANLEY BANK ACCOUNT NUMBER #2 — Interest

MORGAN STANLEY BANK ACCOUNT #3 — Interest

MORGAN STANLEY BANK ACCOUNT Fry — Interest

MORGAN STANLEY BANK ACCOUNT “ws — Interest

MORGAN STANLEY BANK ACCOUNT yl — Interest

MORGAN STANLEY BANK ACCOUNT WRX) — Interest

MS EMERGING MKTS DOMESTIC DEBT (Y)

NOBLE ENERGY — Int/Div — Sold

NUVEEN SYMP FLOATING RT INC — Int/Div — Buy

NUVEEN SYMP FLOATING RT INC — Buy (add'l)

NUVEEN SYMP FLOATING RT INC — Buy (add'l)

NUVEEN SYMP FLOATING RT INC — Buy (add'l)

NUVEEN SYMP FLOATING RT INC — Sold (part)

PALO ALTO NETWORKS INC — None — Buy

PEPSICO — None — Buy

PEPSICO — Buy (add'l)

PEPSICO — Buy (add'l)

PHILLIPS 66 COM — Int/Div — Buy

PHILLIPS 66 COM — Buy (add'l)

PHILLIPS 66 COM — Buy (add'l)

PIMCO ALL ASSET ALLAUTHP — None — Sold

PIMCO INCOME P — None — Buy

POWERSHARES DWA CONSUMER STAPL — Int/Div — Buy

POWERSHARES QQOQ TR — Int/Div — Buy (add'l)

POWERSHARES QQOQ TR — Sold (part)

POWERSHARES QQOQ TR — Buy (add'l)

POWERSHARES QQOQ TR — Buy (add'l)

PROSHARES LARGE CAP CORE PLLS — Int/Div — Buy (add'l)

PROSHARES LARGE CAP CORE PLLS — Buy (add'l)

PROSHARES LARGE CAP CORE PLLS — Sold (part)

RAYTHEON — Int/Div — Sold

SALESFORCE.COM. INC — None — Buy

SALESFORCE.COM. INC — Buy (add'l)

SBA COMMUNICATIONS — None

SCHLUMBERGER — Int/Div — Buy

SCHLUMBERGER — Buy (add'l)

SCHLUMBERGER — Buy (add'l)

SEMPRA ENERGY — Int/Div

SKYBRIDGE MUL-ADVISOR SER G ADV — Int/Div — Buy (add'l)

SPDR S&P REGIONAL BANKING ETF — Int/Div — Buy

SPDR S&P REGIONAL BANKING ETF — Buy (add'l)

TABLEAU SOFTWARE INCCL A — None — Buy

TABLEAU SOFTWARE INCCL A — Sold

TCW GALILEO EMERG MARKETS INC 1 — Int/Div — Buy (add'l)

TCW GALILEO EMERG MARKETS INC 1 — Sold

TCW GALILEO TOTAL RETURN BOND 1 — Int/Div — Buy (add'l)

TCW GALILEO TOTAL RETURN BOND 1 — Buy (add'l)

TEMPLETON GLOBAL BOND FUND ADV — Int/Div — Buy (add'l)

TEMPLETON GLOBAL BOND FUND ADV — Buy (add'l)

TEMPLETON GLOBAL BOND FUND ADV — Sold

TEMPLETON GLOBAL BOND FUND C — Int/Div — Sold

TEMPLETON GLOBAL TOTAL RET C — Int/Div — Buy

THE FINANCIAL SEL SECT SPDR FUND — Int/Div — Buy

TOUCHSTONE MERGER ARBITRAGE Y — None — Sold

TRIMTABS FLOAT SHRINK ETF — Int/Div — Buy

UNITED TECHNOLOGIES CORP — Int/Div — Sold

UNION PACIFIC CORP — Int/Div

UNITED HEALTH GP INC — Int/Div — Sold (part)

VALERO ENERGY CP DELA NEW — Int/Div — Sold (part)

VALERO ENERGY CP DELA NEW — Sold

VISAINCCLA — Int/Div

WASHINGTON FEDERAL INC — Int/Div

WILLIAMS CO INC — Int/Div

WILLIAMS SONOMA — Int/Div — Sold (part)

WILLIAMS SONOMA — Sold

AMEN CORNER MANAGEMENT. LLC — None

AVEC GK, LLC (X) — Interest

BLLE TEE MANAGEMENT. LLC (X) — Interest

CHASE (X) — Interest

COLUMBIA COMMUNITY CREDIT UNION ACCOUNT #1 — Interest

COLUMBIA COMMUNITY CREDIT UNION #2 (X) — Interest

CLICK LOAN (X) — Interest

OVERTON LOAN(Y)

PACIFIC CONTINENTAL BANK (Y)

THOMAS/CHRISTEL LOAN (X) — Interest

SILVER LAKE RV PARK MANAGEMENT. LLC — Interest

RENTAL PROPERTY, VANCOUVER. WA (AMEN CORNER MGMT. LLC) — Rent

RENTAL PROPERTY, VANCOUVER. WA (BLUE TEE MGMT. LLC) — Reat

RENTAL PROPERTY, SUNNYBROOK. OR (DOUBLE CUT MGMT. LLC) — Rent

RENTAL PROPERTY VANCOUVER, WA (DOUBLE EAGLE MGMT. LLC) — Rent

RENTAL PROPERTY, VANCOUVER. WA (FIRSTCUT MGMT. LLCy — Rent

RENTAL PROPERTY, VANCOUVER. WA (FRONT NINE MGMT. LLC) — Reat

RENTAL PROPERTY, VANCOUVER. WA (GARROW TRIDENT. LLC) — Rent — Distnbuted

RENTAL PROPERTY, BROOKLYN NEW YORK (KICK POINT. LLC) — Reat

RENTAL PROPERTY. VANCOUVER. WA (NORTHSIDE.LLOY — Rent

RENTAL PROPERTY, CLACKAMAS, OR {PELICAN BAY MANAGEMENT. LLCO — Rent

RENTAL PROPERTY, ROCKLIN, CA (ROCKLIN NW. LLC — Rent

RENTAL PROPERTY, VANCOUVER. WA (SILVER LAKE RV. LLC) — Rent — Sold (part)

President, David W. Chnstel Attomey at Law, PC

Trustee, David W, Christel Attorney at Law 401 K Plan

Trustee, Michael H. Peterson Jr, Trust (no reportable assets)

Member, Garrow Trident, LLC

Manager/Member, North Side Group, LLC

Manager’Member, Pelican Bay Management, LLC

Attomey im Fact, Kelly E. Chnistel

Liability — Umpqua Bank (formerly Bank of the Cascades) — Mortgage on Commercial Rental (5% of property), Sunnybrook, OR (Pt VII, Line 258 and line 265)

Income — 2015 — David W. Christel Attorney at Law, PC (Salary) — $26,250.00

Income — 2015 — David W. Christel Attorney at Law, PC (Business Income) — S1LOK7.00

Spouse's income — 2015 — Battle Ground School District, Salary

1) Part VII, GOOGLE INC - CLA has changed name to ALPHABET INC CLA. See line 12 and line 91 for detail.

2) Part VII, line 65, 300 Facebook were donated on | 1/19/15 to Columbia Presbyterian Church.

3) Part VIL, line 238, final K-1 was received and assets were distributed.

4) Part VII, All assets held in the Michael H, Peterson Trust dated June 6, 1989 should be omitted as reporting was no longer required starting beginning in

calendar year 2014, However, we missed the update and included Peterson Trust assets in the 2014 report. For 2015 report, we confirmed with filer and spouse

that they did not create the trust, received no income from the trust and did not have beneficial interest in the trust in 2015 at all. As a result, we did not include

any Peterson Trust assets in the report. The Trustee position wus removed as 5/1/2015. 2015 is the last year David Christel being the trustee for Peterson. See

Part | position, line 3.

5) My 2015 Annual Report dated June 13, 2016, included in Part VII, line 241, "Rental Property, Sunnybrook, OR (Pelican Bay Management, LLC). This is the

same property included in my 2014 Annual Report in Part VII, line 375, where I listed "Rental Property, Clackamas, OR (Pelican Bay Management, LLC), but

the description used "Sunnybrook instead of "Clackamas". The property is located on "Sunnybrook Blvd" and is often refered to as the "Sunnybrook” property.

Thus, the reference in Part VII, line 241, has been amended as follows: "Rental Property, Clackamas, OR (Pelican Bay Management, LLC) as this is the same

property reflected on line 375, Part VII in my 2014 Report.

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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