David W. Christel
2015Annual
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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.