Mark Allen Barnett

2014Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

56
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
0
spouse income

Named parties

Capital One Bank
Case Western Reserve Law School
John Marshall Law School

As filed

Brokerage Account #1

SEI Tax-Muanaged Large Cap Fund — Int/Div — Sold (part)

SEI Tax-Managed Small Cap Fund — Int/Div

SEI International Equity Fund — Int/Div

SEI Emerging Markets Equity Fund — Int/Div

SEI Intermediate-Term Muni Fund — Int/Div — Buy (add'l)

SEI High Yield Bond Fund — Int/Div

SEI International Fixed Income Fund — Int/Div

SEI Emerging Markets Debt Fund — Int/Div

SEI Tax Free Fund — Int/Div

Brokerage Account #2

SEI Tax-Managed Large Cap Fund — Int/Div — Sold (part)

SEI Tax-Munaged Small Cap Fund — Int/Div

SEI International Equity Fund — Int/Div

SEI Emerging Markets Equity Fund — Int/Div

SEI Intermediate- Term Mum Fund — Int/Div — Buy (add'l)

SEI High Yield Bond Fund — Int/Div

SEI International Fixed Income Fund — Int/Div

SEI Emerging Markets Debt Fund — Int/Div

SEI Prime Obligation Fund — Int/Div

Brokerage Account £3

SEI Large Cap Value Fund — Int/Div — Sold (part)

SEI Large Cap Growth Fund — Int/Div — Sold (part)

SEI Large Cap Growth Fund — Sold (part)

SEI Small Cap Growth Fund — Int/Div

SEI Small Cap Value Fund — Int/Div

SEI International Equity Fund — Int/Div

SEI Emerging Markets Equity Fund — Int/Div

SEI Core Fixed Income Fund — Int/Div — Buy (add'l)

SEI High Yield Bond Fund — Int/Div

SEI International Fixed Income Fund — Int/Div — Buy (add'l)

SEI Emerging Markets Debt Fund — Int/Div

SEI Prime Obligation Fund — Int/Div — Buy (add'l)

SEI Prime Obligation Fund — Buy (add'l)

Brokerage Account 24

SEI GNMA Fund — Int/Div

SEI Core Fixed Income Fund — Int/Div — Sold (part)

SEI Short-Duration Government Fund — Int/Div

SEI Prime Obligation Fund — Int/Div — Buy (add'l)

Brokerage Account #5

SEI Core Fixed Income Fund — Int/Div

529 Account #1

Virginia Education Savings Trust, Potomac Portfolio — None

Virginia Education Savings Trust. Aggressive Portfolio — None

529 Account #2

Virginia Education Savings Trust, Eastern Shore Portfolio — None

Virginia Education Savings Trust, Aggressive Portfolio — None

Janus Twenty Fund — Int/Div

Congressional Federal Credit mon Accounts — Interest

Capitol Counsel, LLC Employee Savings Plan (Y )see note) — Sold

Brokerage Acct. £6 (X)

John Hancock Stable Value — Int/Div — Buy

John Hancock Stable Value — Buy (add'l)

HOA accounts at BB&T Bank — Interest

Liability — Capital One Bank — Credit Card

Reimbursement — Case Western Reserve Law School — 11/56/2014 — Cleveland, OH — give lecture — travel, hotel, meals

Reimbursement — John Marshall Law School — TI/13-1472014 — Chicago, IL — give lecture — travel, hotel, meals

re part VIL lines 50 & 51 00000 firm added a 401k benefit in October 2013. From establishment until the end of 2013, the funds were held in a pooled

money market fund account through the broker dealer (Investors Capital Corp.) while the investment provider was being selected. In Junuary 2014, the funds

were transferred to individual accounts through the investment provider (line 51).

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.