James L. Robart
2013Annual
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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.