James L. Robart

2015Annual

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Pull out the substance of this filing.

What was filed

  • 57

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 10

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitman College
  • Foundation #
  • Bank of America
  • India's National Judicial Academy
  • American Conference Institute
  • Licensing Executives Society
  • And Munich IP Lawyers’ Assoc.
  • AIPPI
  • Institute
  • Pamtings sold for cash.

As filed

Key Bank — Interest

Key Bank — Interest

Oak Harbor, WA Island Cnty Rental Property (2015 - $200,000) — Rent

Bank of Washington Common Stock — None

BROKERAGE ACCOUNT #1

Starbucks Common Stock — Int/Div — Sold (part)

Schwab Money Fund — Interest

MSC! Em. Mkts 1-Shares — Int/Div

MSC! EAFE Index Fund — Int/Div

S&P 600 1-Shares — Int/Div

Vanguard REIT Fund — Int/Div

S&P S00 Shares — Int/Div

Boston Priv. Fin. Hldg — Int/Div

Chevron Common Stock — Int/Div

BROKERAGE IRA #)

MSC EAFE Index -Shares — Int/Div

S&P Small Cap 600 Shares — Int/Div

S&P 500 1-Shares — Int/Div

Schwab Money Fund — Interest

US. TIPS — Sold (part)

US. TIPS — Buy (add'l)

Vanguard REIT — Int/Div

Emrg. Mkt I-Share — Int/Div

General Mills Notes — Interest — Matured

Bank of America Notes — Interest — Matured

Bank of America Notes — Interest — Buy (add'l)

Morgan Stanley Notes — Interest — Matured

LISCO Systems Note — Interest

Discover Bank CD — Interest

Goldman Sachs Notes — Interest

Pfizer Notes — Interest

GE Cap. Bank CD — Interest

Goldman Sachs BK CD — Interest

Lonoco Phillips Notes — Interest

GE Cap Retail CD — Interest — Matured

J.P. Morgan Chase — Interest

Amercan Express Bank CD — Interest

Synchrony Bank CD — Interest

Amgen Notes — Interest — Buy

BP Capt. Mks, — Interest — Buy

BROKERAGE IRA #2

Janus Balanced Mut. Fund — Int/Div

T.R. Price New Asia Mut. Fund — Int/Div

Schwab Money Fund — Interest

MSC1 EAFE Index Fund — Int/Div

S&P 500 -Shares — Int/Div

MSC! Em. Mkts Share — Int/Div

S&P Small Cap 600 Shares — Int/Div

IBM — Int/Div

Vanguard REIT — Int/Div

FOUNDATION 21

RBC Prime Money Fund — Int/Div — Donated

LP. Morgan Strag Income Bd. Fund — Interest — Donated

Promcipal Mid-Cap Fund — Int/Div — Donated

Vanguard Intl. Tax Managed Fund — Int/Div

TMB Tech. Corp. — None

Builders Capital Part — Int/Div

Trustee Ementus, Whitman College

Trustee, Foundation #

Liability — Bank of America — Credit Card

Liability — Bank of America — Credit Card

Liability — Whitman College — Multi-year pledge

Reimbursement — India's National Judicial Academy

Reimbursement — Long Term Care Litigation CLE

Reimbursement — American Conference Institute — February 24-25, 2015 — New York, NY — Construction Claims and Litigation CLE — Airfare, Lodging, Food, Transportation, and Parking

Reimbursement — Licensing Executives Society — March 11-14, 2015 — Munich, Germany — IP Law Conference — Airfare, Lodging, Food, and Transportation

Reimbursement — American Conference Institute — March 16-17, 2015 — Philadelphia, PennsyIvama — Bad Faith Claims & Litigation CLE — Auarfare, Lodgmg, Food, Transportation. and Parking

Reimbursement — And Munich IP Lawyers’ Assoc. — Tr Ty eT

Reimbursement — Competition Policy in the Courtroom/Antitrust CLE — and Parking

Reimbursement — AIPPI — October 10-14. 2015 — Rio, Brazil — Standard Esscatial Pateat ("SEP") Law CLE — Aurtaire, Lodging, Food, and Transportation

Reimbursement — Conference on Conference on Patent Litigation — and Parking

Reimbursement — Institute — Law Management & Consumer Lending CLE — and Parking

Spouse's income — 2015 — Pamtings sold for cash.

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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James L. Robart | Frix