Dale A. Kimball

2017Annual

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Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 8

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Utah Chapter, Federal Bar Association
  • American lon of Court
  • J. Reuben Clark Law School, Brigahm Young University
  • Fellow of the Amencan Bar Foundation
  • American Bar Association
  • Federal Judges’ Association
  • Judicial Conterence Committee on Criminal Law
  • Utah State Bar Committee on New Lawyer Trummg/Mentoring
  • J. Reuben Clark Law School, Brigahm Young University {teaching income)
  • Parr Brown PS Retirement Payment (retirement)

As filed

Draper Irrigation (Water Pro, Inc) — None

Real Estate - Draper City, Salt Lake County, UT — None

PARR BROWN/CHARLES SCHWAB RETIREMENT PLAN (H)

Mt Jordan Limited (X) — None

American Funds Wash Mut RS {(RWMFX) xX) — None

BlackRock Equity Dividend Instl IMADVX) (X} — None

JP Morgan Large Cap Growth RS (JLGRX) xX) — None

MainStay Large Cap Growth (MLAIX) 1X) — None

American Beacon Small Cp Val Inst (AVFIX) (X) — None

Janus Henderson Triton N JGMNX) (X) — None

American Funds Europacific Growth R (RERGX)(X) — None

Franklin Mutual Global Discovery 2 IMDISX)H(X) — None

Oppenheimer Developing Markets Y (ODVYX) (XD) — None

T Rowe Price Internat] Discovery (PRIDX) (xX) — None

Virtus Duff & Phelps Real Estate Se — None

JPMorgan Core Bond (WOBDX) (X) — None

Prudential Total Return Bond Z (PDBZX) (xX) — None

Invesco Stable Val Trust CF (46XS87XX5) (XxX) — None

Director, Utah Chapter, Federal Bar Association

Master of the Bench, American lon of Court

Adpunct Professor, J. Reuben Clark Law School, Brigahm Young University

Member, Fellow of the Amencan Bar Foundation

Member, American Bar Association

Member, Federal Judges’ Association

Member, Judicial Conterence Committee on Criminal Law

Member, Utah State Bar Committee on New Lawyer Trummg/Mentoring

Agreement — 1997 — Retirement Benefits - Parr Brown Gee & Loveless (former law firm)

Income — 1207 — J. Reuben Clark Law School, Brigahm Young University {teaching income) — $24.000.00

Income — 2007 — Parr Brown PS Retirement Payment (retirement) — S20.000.00

Part IL, line 1: Retirement benefits from former law firm (previously reported as part of the Retirement Plan in Part VII).

Part VII, line 3: See 2016, line 2, With respect to underlying assets, the filer does not have either the right or the ability to select individual holdings within

this account other than to select the level of risk (moderate). The filer does not have the right or ability to direct sule or purchase transactions within this

account, us those are dictated by Schwab based upon the selected level of risk within the parameters established with the firm. Income is not allocated to

individual holdings within this plan, and the plan does not provide information regarding the transactions it performs. The individual positions and their

values currently controlled by Schwab and credited to this account ure identified at lines 4-18; they are subject to change by the plan without the filer's

knowledge or control. This plan was established for the filer by the filer's former law firm and, despite request, no additional information is available.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in umt value, per

page 42 of the filing instructions.

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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