James L. Robart

2013Annual

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Pull out the substance of this filing.

What was filed

  • 80

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 8

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Whitman College
  • Foundation #
  • Bank of America
  • American Conference Institute
  • American Conference d Institute
  • American Conference ; Institute
  • Center for Advanced Studies mn IP Law
  • Munich Patent Law } Association
  • City University of London
  • Pamtings sold for cash.

As filed

Key Bank — Interest

Key Bank — Interest

Oak Harbor, WA Island Cnty Rental Property (2013 - $264,700) — Rent

Seattle, WA King Cnty Rental Property (2013 - $209.000) — Rent — Sold

Bank of Washington Common Stock — None

BROKERAGE ACCOUNT #1

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

Starbucks — Sold

Schwab Money Fund — Interest

Solver Standard Common Stock — None

Gabriel Technologies Corp — None

MSC Em. Mkts 1-Shares — Int/Div

MSCI EAFE Index Fund — Int/Div

S&P 600 1-Shares — Int/Div — Sold (part)

Vanguard REIT Fund — Int/Div

S&P 500 Shares — Int/Div — Sold (part)

Boston Priv. Fin. Hldg — Int/Div

Chevron Common Stock — Int/Div

Vanguard GNMA Mutual Fund — Int/Div

BROKERAGE IRA #)

MSC! EAFE Index -Shares — Int/Div — Sold (part)

S&P Small Cap 600 [Shares — Int/Div

SW Bank of St. Louis CD — Interest — Matured

Nat. City Bank CD — Interest — Matured

First Bank of Puerto Rico CD — Interest — Matured

GE Capit. Notes — Interest

Banco Pop. Corp. N.A. CD — Interest — Matured

GE Money Bank CD — Interest — Matured

S&P 500 1-Shares — Int/Div — Buy (add'l)

Schwab Money Fund — Interest

Capmark Bank CD — Interest

SallieMae Bank CD — Interest

LUS. TIPS — Interest — Buy (add'l)

Vanguard REIT — Int/Div

Emrg. Mkt [-Share — Int/Div — Sold (part)

General Mills Notes — Interest

Bank of America Notes — Interest

Morgan Stanley Notes — Interest

ISCO Systems Note — Interest

Discover Bank CD — Interest

Goldman Sachs Notes — Interest

Pfizer Notes — Interest

GE Cap. Bank CD — Interest

Goldman Sachs BK CD — Interest

Conoco Phillips Notes — Interest — Buy

GE Cap Retail CD — Interest — Buy

BROKERAGE IRA #2

Janus Balanced Mut. Fund — Int/Div

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

Schwab Money Fund — Interest

MSC! EAFE Index Fund — Int/Div

S&P SOO 1-Shares — Int/Div

MSC! Em. Mkts Share — Int/Div

S&P Small Cap 600 Shares — Int/Div

S&P Small Cap 600 Shares — Int/Div — Buy

Vanguard REIT — Int/Div — Buy

FOUNDATION 21

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

Exxon Mobil Common Stock — Int/Div

IBM Common Stock — Int/Div

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

RBC Prime Money Fund — Int/Div

Keeley Sm. Cap. Fund — Int/Div

Russell Emerg. Mkts FD — Int/Div

Eaton Vance Strag Income FD — Interest

Pimco Bd. Fund — Interest

LP. Morgan Strag Income Bd. Fund — Interest

Praxair — Int/Div — Sold (part)

IShares Med Devices — Int/Div

IShares Tech Index — Int/Div

IShares Consumer Serv Index — Int/Div — Sold (part)

LP. Morgan Large Cap Fund — Int/Div

Pimco All Assets Fund — Int/Div

Prinicipal Mid-Cap Fund — Int/Div

Henderson Glib. Equ. — Int/Div

Vanguard Intl. Tax Managed Fund — Int/Div

TREASURY DIRECT ACCOUNT

MV13 Note — Interest — Matured

TMB Tech. Corp. — None — Buy

Builders Capital Part — Int/Div — Buy

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 — American Conference Institute — February 27-28, 2013 — Houston, Texas — Admiralty & Maritime Claims — Airfare, Lodging, Transportation, and Parking

Reimbursement — American Conference d Institute — March S-8, 2013 — Chicago, inois — Medical Device Patents — Airfare, Lodging, Transportation, and Parking

Reimbursement — American Conference ; Institute — April 29-30, 2013 — Philadelphia, Pennsylvania — Bad Faith Ligation — Airfare, Lodgmg, Transportation, and Parking

Reimbursement — Center for Advanced Studies mn IP Law — May 9-18, 2013 — Shanghai, China — FRAND Patents — Airfaire, Lodging, Transportation, and Parking

Reimbursement — Munich Patent Law } Association — June 11-15, 2013 — Munich, Germany — FRAND Patents — Airfare, Lodging, Transportation, and Parking

Reimbursement — City University of London — November 2-8. 2013 — London, England, Lmted Kingdom — FRAND Patents — Adrtaire, Lodging, Transportation, and Parking

Reimbursement — American Conference Institute — November 21-22, 2013 — Miami, Flonda — Bad Faith Lingation — Airfaire, Lodging, Transportation, and Parking

Reimbursement — American Conference Institute — December 10-11. 2013 — New York, New York — Patent Litigation — Ausrfarre, Lodging, Transportation, and Parking

Spouse's income — 2013 — 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