HTTP 200 OK
Allow: GET, PUT, PATCH, DELETE, HEAD, OPTIONS
Content-Type: application/json
Vary: Accept
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api",
"id": 34207,
"agreements": [],
"debts": [
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/debts/53678/?format=api",
"id": 53678,
"date_created": "2023-08-31T08:48:07.102307-07:00",
"date_modified": "2023-08-31T08:48:07.102319-07:00",
"creditor_name": "Wells Fargo Bank, NA",
"description": "Mortgage on Rental Property #1, New York, New York (Pt. VII, Line 7)",
"value_code": "N",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/debts/53681/?format=api",
"id": 53681,
"date_created": "2023-08-31T08:48:41.695368-07:00",
"date_modified": "2023-08-31T08:48:41.695380-07:00",
"creditor_name": "Wells Fargo Bank, NA",
"description": "Mortgage on Rental Property #1, New York, New York (Pt. VII, Line 7)",
"value_code": "N",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
}
],
"gifts": [],
"investments": [
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385757/?format=api",
"id": 5385757,
"date_created": "2023-08-31T08:48:07.096436-07:00",
"date_modified": "2023-08-31T08:48:07.096449-07:00",
"page_number": 5,
"description": "Citibank, N.A. Accounts",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "N",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385758/?format=api",
"id": 5385758,
"date_created": "2023-08-31T08:48:07.096494-07:00",
"date_modified": "2023-08-31T08:48:07.096500-07:00",
"page_number": 5,
"description": "Morgan Stanley Bank, NA",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385759/?format=api",
"id": 5385759,
"date_created": "2023-08-31T08:48:07.096529-07:00",
"date_modified": "2023-08-31T08:48:07.096534-07:00",
"page_number": 5,
"description": "Morgan Stanley Bank, NA (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "M",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385760/?format=api",
"id": 5385760,
"date_created": "2023-08-31T08:48:07.096562-07:00",
"date_modified": "2023-08-31T08:48:07.096567-07:00",
"page_number": 5,
"description": "Morgan Stanley Domestic Holdings, Inc. (IRA) (H)",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385761/?format=api",
"id": 5385761,
"date_created": "2023-08-31T08:48:07.096593-07:00",
"date_modified": "2023-08-31T08:48:07.096598-07:00",
"page_number": 5,
"description": "Blackrock GLB Allocation FD Class A (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385762/?format=api",
"id": 5385762,
"date_created": "2023-08-31T08:48:07.096625-07:00",
"date_modified": "2023-08-31T08:48:07.096630-07:00",
"page_number": 5,
"description": "Pimco Unconstrained BDA (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385763/?format=api",
"id": 5385763,
"date_created": "2023-08-31T08:48:07.096655-07:00",
"date_modified": "2023-08-31T08:48:07.096659-07:00",
"page_number": 5,
"description": "Rental Property #1, New York, NY Appraised 2021",
"redacted": false,
"income_during_reporting_period_code": "D",
"income_during_reporting_period_type": "Rent",
"gross_value_code": "P1",
"gross_value_method": "Q",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385764/?format=api",
"id": 5385764,
"date_created": "2023-08-31T08:48:07.096684-07:00",
"date_modified": "2023-08-31T08:48:07.096688-07:00",
"page_number": 5,
"description": "Morgan Stanley Domestic Holdings, Inc. (H)",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385765/?format=api",
"id": 5385765,
"date_created": "2023-08-31T08:48:07.096714-07:00",
"date_modified": "2023-08-31T08:48:07.096718-07:00",
"page_number": 5,
"description": "Ishares Core MSCI EAFE ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385766/?format=api",
"id": 5385766,
"date_created": "2023-08-31T08:48:07.096746-07:00",
"date_modified": "2023-08-31T08:48:07.096751-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385767/?format=api",
"id": 5385767,
"date_created": "2023-08-31T08:48:07.096776-07:00",
"date_modified": "2023-08-31T08:48:07.096780-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385768/?format=api",
"id": 5385768,
"date_created": "2023-08-31T08:48:07.096805-07:00",
"date_modified": "2023-08-31T08:48:07.096809-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385769/?format=api",
"id": 5385769,
"date_created": "2023-08-31T08:48:07.096833-07:00",
"date_modified": "2023-08-31T08:48:07.096838-07:00",
"page_number": 5,
"description": "Ishares Russell 1000 GRW ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385770/?format=api",
"id": 5385770,
"date_created": "2023-08-31T08:48:07.096863-07:00",
"date_modified": "2023-08-31T08:48:07.096868-07:00",
"page_number": 5,
"description": "Ishares Russell 1000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385771/?format=api",
"id": 5385771,
"date_created": "2023-08-31T08:48:07.096895-07:00",
"date_modified": "2023-08-31T08:48:07.096899-07:00",
"page_number": 5,
"description": "Ishares IBOXX HY COR BD ETF (HYG)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Sold",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "E",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385772/?format=api",
"id": 5385772,
"date_created": "2023-08-31T08:48:07.096925-07:00",
"date_modified": "2023-08-31T08:48:07.096929-07:00",
"page_number": 5,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385773/?format=api",
"id": 5385773,
"date_created": "2023-08-31T08:48:07.096971-07:00",
"date_modified": "2023-08-31T08:48:07.096976-07:00",
"page_number": 5,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385774/?format=api",
"id": 5385774,
"date_created": "2023-08-31T08:48:07.097009-07:00",
"date_modified": "2023-08-31T08:48:07.097015-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385775/?format=api",
"id": 5385775,
"date_created": "2023-08-31T08:48:07.097048-07:00",
"date_modified": "2023-08-31T08:48:07.097053-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385776/?format=api",
"id": 5385776,
"date_created": "2023-08-31T08:48:07.097080-07:00",
"date_modified": "2023-08-31T08:48:07.097084-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385777/?format=api",
"id": 5385777,
"date_created": "2023-08-31T08:48:07.097110-07:00",
"date_modified": "2023-08-31T08:48:07.097114-07:00",
"page_number": 6,
"description": "Ishares Russell MIDCAP V ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385778/?format=api",
"id": 5385778,
"date_created": "2023-08-31T08:48:07.097139-07:00",
"date_modified": "2023-08-31T08:48:07.097143-07:00",
"page_number": 6,
"description": "Ishares Russell MIDCAP V ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385779/?format=api",
"id": 5385779,
"date_created": "2023-08-31T08:48:07.097170-07:00",
"date_modified": "2023-08-31T08:48:07.097175-07:00",
"page_number": 6,
"description": "PIMCO ENHANCED SHRT MTRT EXC",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Sold",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "K",
"transaction_gain_code": "E",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385780/?format=api",
"id": 5385780,
"date_created": "2023-08-31T08:48:07.097203-07:00",
"date_modified": "2023-08-31T08:48:07.097208-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BAR SHRT TERM",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "L",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385781/?format=api",
"id": 5385781,
"date_created": "2023-08-31T08:48:07.097238-07:00",
"date_modified": "2023-08-31T08:48:07.097244-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BAR SHRT TERM",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385782/?format=api",
"id": 5385782,
"date_created": "2023-08-31T08:48:07.097276-07:00",
"date_modified": "2023-08-31T08:48:07.097283-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "C",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "M",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385783/?format=api",
"id": 5385783,
"date_created": "2023-08-31T08:48:07.097311-07:00",
"date_modified": "2023-08-31T08:48:07.097315-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "K",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385784/?format=api",
"id": 5385784,
"date_created": "2023-08-31T08:48:07.097340-07:00",
"date_modified": "2023-08-31T08:48:07.097345-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "K",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385785/?format=api",
"id": 5385785,
"date_created": "2023-08-31T08:48:07.097370-07:00",
"date_modified": "2023-08-31T08:48:07.097374-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385786/?format=api",
"id": 5385786,
"date_created": "2023-08-31T08:48:07.097399-07:00",
"date_modified": "2023-08-31T08:48:07.097404-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385787/?format=api",
"id": 5385787,
"date_created": "2023-08-31T08:48:07.097434-07:00",
"date_modified": "2023-08-31T08:48:07.097438-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385788/?format=api",
"id": 5385788,
"date_created": "2023-08-31T08:48:07.097469-07:00",
"date_modified": "2023-08-31T08:48:07.097475-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385789/?format=api",
"id": 5385789,
"date_created": "2023-08-31T08:48:07.097506-07:00",
"date_modified": "2023-08-31T08:48:07.097512-07:00",
"page_number": 6,
"description": "JP MORGAN ULTRA SHORT INCOME (JPST)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385969/?format=api",
"id": 5385969,
"date_created": "2023-08-31T08:48:41.689571-07:00",
"date_modified": "2023-08-31T08:48:41.689586-07:00",
"page_number": 5,
"description": "Citibank, N.A. Accounts",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "N",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385970/?format=api",
"id": 5385970,
"date_created": "2023-08-31T08:48:41.689629-07:00",
"date_modified": "2023-08-31T08:48:41.689634-07:00",
"page_number": 5,
"description": "Morgan Stanley Bank, NA",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385971/?format=api",
"id": 5385971,
"date_created": "2023-08-31T08:48:41.689665-07:00",
"date_modified": "2023-08-31T08:48:41.689670-07:00",
"page_number": 5,
"description": "Morgan Stanley Bank, NA (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Interest",
"gross_value_code": "M",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385972/?format=api",
"id": 5385972,
"date_created": "2023-08-31T08:48:41.689699-07:00",
"date_modified": "2023-08-31T08:48:41.689704-07:00",
"page_number": 5,
"description": "Morgan Stanley Domestic Holdings, Inc. (IRA) (H)",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385973/?format=api",
"id": 5385973,
"date_created": "2023-08-31T08:48:41.689732-07:00",
"date_modified": "2023-08-31T08:48:41.689737-07:00",
"page_number": 5,
"description": "Blackrock GLB Allocation FD Class A (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385974/?format=api",
"id": 5385974,
"date_created": "2023-08-31T08:48:41.689764-07:00",
"date_modified": "2023-08-31T08:48:41.689769-07:00",
"page_number": 5,
"description": "Pimco Unconstrained BDA (IRA)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385975/?format=api",
"id": 5385975,
"date_created": "2023-08-31T08:48:41.689797-07:00",
"date_modified": "2023-08-31T08:48:41.689802-07:00",
"page_number": 5,
"description": "Rental Property #1, New York, NY Appraised 2021",
"redacted": false,
"income_during_reporting_period_code": "D",
"income_during_reporting_period_type": "Rent",
"gross_value_code": "P1",
"gross_value_method": "Q",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385976/?format=api",
"id": 5385976,
"date_created": "2023-08-31T08:48:41.689829-07:00",
"date_modified": "2023-08-31T08:48:41.689834-07:00",
"page_number": 5,
"description": "Morgan Stanley Domestic Holdings, Inc. (H)",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385977/?format=api",
"id": 5385977,
"date_created": "2023-08-31T08:48:41.689860-07:00",
"date_modified": "2023-08-31T08:48:41.689865-07:00",
"page_number": 5,
"description": "Ishares Core MSCI EAFE ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385978/?format=api",
"id": 5385978,
"date_created": "2023-08-31T08:48:41.689896-07:00",
"date_modified": "2023-08-31T08:48:41.689901-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385979/?format=api",
"id": 5385979,
"date_created": "2023-08-31T08:48:41.689930-07:00",
"date_modified": "2023-08-31T08:48:41.689935-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385980/?format=api",
"id": 5385980,
"date_created": "2023-08-31T08:48:41.689963-07:00",
"date_modified": "2023-08-31T08:48:41.689968-07:00",
"page_number": 5,
"description": "Ishares Core MSCI Emerging",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385981/?format=api",
"id": 5385981,
"date_created": "2023-08-31T08:48:41.689996-07:00",
"date_modified": "2023-08-31T08:48:41.690001-07:00",
"page_number": 5,
"description": "Ishares Russell 1000 GRW ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385982/?format=api",
"id": 5385982,
"date_created": "2023-08-31T08:48:41.690029-07:00",
"date_modified": "2023-08-31T08:48:41.690034-07:00",
"page_number": 5,
"description": "Ishares Russell 1000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385983/?format=api",
"id": 5385983,
"date_created": "2023-08-31T08:48:41.690061-07:00",
"date_modified": "2023-08-31T08:48:41.690066-07:00",
"page_number": 5,
"description": "Ishares IBOXX HY COR BD ETF (HYG)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Sold",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "E",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385984/?format=api",
"id": 5385984,
"date_created": "2023-08-31T08:48:41.690093-07:00",
"date_modified": "2023-08-31T08:48:41.690098-07:00",
"page_number": 5,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385985/?format=api",
"id": 5385985,
"date_created": "2023-08-31T08:48:41.690126-07:00",
"date_modified": "2023-08-31T08:48:41.690131-07:00",
"page_number": 5,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385986/?format=api",
"id": 5385986,
"date_created": "2023-08-31T08:48:41.690158-07:00",
"date_modified": "2023-08-31T08:48:41.690163-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Growth ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385987/?format=api",
"id": 5385987,
"date_created": "2023-08-31T08:48:41.690190-07:00",
"date_modified": "2023-08-31T08:48:41.690195-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385988/?format=api",
"id": 5385988,
"date_created": "2023-08-31T08:48:41.690222-07:00",
"date_modified": "2023-08-31T08:48:41.690226-07:00",
"page_number": 6,
"description": "Ishares Russell 2000 Value ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385989/?format=api",
"id": 5385989,
"date_created": "2023-08-31T08:48:41.690254-07:00",
"date_modified": "2023-08-31T08:48:41.690259-07:00",
"page_number": 6,
"description": "Ishares Russell MIDCAP V ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "J",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385990/?format=api",
"id": 5385990,
"date_created": "2023-08-31T08:48:41.690287-07:00",
"date_modified": "2023-08-31T08:48:41.690291-07:00",
"page_number": 6,
"description": "Ishares Russell MIDCAP V ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385991/?format=api",
"id": 5385991,
"date_created": "2023-08-31T08:48:41.690319-07:00",
"date_modified": "2023-08-31T08:48:41.690324-07:00",
"page_number": 6,
"description": "PIMCO ENHANCED SHRT MTRT EXC",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Sold",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "K",
"transaction_gain_code": "E",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385992/?format=api",
"id": 5385992,
"date_created": "2023-08-31T08:48:41.690350-07:00",
"date_modified": "2023-08-31T08:48:41.690355-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BAR SHRT TERM",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "L",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385993/?format=api",
"id": 5385993,
"date_created": "2023-08-31T08:48:41.690383-07:00",
"date_modified": "2023-08-31T08:48:41.690387-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BAR SHRT TERM",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385994/?format=api",
"id": 5385994,
"date_created": "2023-08-31T08:48:41.690415-07:00",
"date_modified": "2023-08-31T08:48:41.690420-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "C",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "M",
"gross_value_method": "T",
"transaction_during_reporting_period": "",
"transaction_date_raw": "",
"transaction_date": null,
"transaction_value_code": "",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385995/?format=api",
"id": 5385995,
"date_created": "2023-08-31T08:48:41.690446-07:00",
"date_modified": "2023-08-31T08:48:41.690451-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "K",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385996/?format=api",
"id": 5385996,
"date_created": "2023-08-31T08:48:41.690479-07:00",
"date_modified": "2023-08-31T08:48:41.690483-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "K",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385997/?format=api",
"id": 5385997,
"date_created": "2023-08-31T08:48:41.690511-07:00",
"date_modified": "2023-08-31T08:48:41.690515-07:00",
"page_number": 6,
"description": "SPDR NUVEEN BBG BARCLAYS MUN B",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385998/?format=api",
"id": 5385998,
"date_created": "2023-08-31T08:48:41.690543-07:00",
"date_modified": "2023-08-31T08:48:41.690548-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy",
"transaction_date_raw": "03/18/22",
"transaction_date": "2022-03-18",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5385999/?format=api",
"id": 5385999,
"date_created": "2023-08-31T08:48:41.690575-07:00",
"date_modified": "2023-08-31T08:48:41.690580-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "06/10/22",
"transaction_date": "2022-06-10",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5386000/?format=api",
"id": 5386000,
"date_created": "2023-08-31T08:48:41.690607-07:00",
"date_modified": "2023-08-31T08:48:41.690612-07:00",
"page_number": 6,
"description": "Ishares 20t YEAR TREASURY BOND ETF",
"redacted": false,
"income_during_reporting_period_code": "",
"income_during_reporting_period_type": "",
"gross_value_code": "",
"gross_value_method": "",
"transaction_during_reporting_period": "Buy (add'l)",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": true,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/investments/5386001/?format=api",
"id": 5386001,
"date_created": "2023-08-31T08:48:41.690640-07:00",
"date_modified": "2023-08-31T08:48:41.690644-07:00",
"page_number": 6,
"description": "JP MORGAN ULTRA SHORT INCOME (JPST)",
"redacted": false,
"income_during_reporting_period_code": "A",
"income_during_reporting_period_type": "Dividend",
"gross_value_code": "K",
"gross_value_method": "T",
"transaction_during_reporting_period": "Buy",
"transaction_date_raw": "12/09/22",
"transaction_date": "2022-12-09",
"transaction_value_code": "J",
"transaction_gain_code": "",
"transaction_partner": "",
"has_inferred_values": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
}
],
"non_investment_incomes": [
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42529/?format=api",
"id": 42529,
"date_created": "2023-08-31T08:48:07.112075-07:00",
"date_modified": "2023-08-31T08:48:07.112087-07:00",
"date_raw": "3/10/2022",
"source_type": "DHX Media Ltd. (second option fee)",
"income_amount": "$10,116.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42530/?format=api",
"id": 42530,
"date_created": "2023-08-31T08:48:07.112107-07:00",
"date_modified": "2023-08-31T08:48:07.112113-07:00",
"date_raw": "3/10/2022",
"source_type": "Penguin Random House LLC (book royalties)",
"income_amount": "$29,999.70",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42531/?format=api",
"id": 42531,
"date_created": "2023-08-31T08:48:07.112125-07:00",
"date_modified": "2023-08-31T08:48:07.112129-07:00",
"date_raw": "10/25/2022",
"source_type": "Penguin Random House LLC (book royalties)",
"income_amount": "$79,428.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42532/?format=api",
"id": 42532,
"date_created": "2023-08-31T08:48:07.112142-07:00",
"date_modified": "2023-08-31T08:48:07.112147-07:00",
"date_raw": "10/25/2022",
"source_type": "Francis Sillaw and Mark Kurtz (payment for theater adaptation rights for Just Ask!)",
"income_amount": "$2,225.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42533/?format=api",
"id": 42533,
"date_created": "2023-08-31T08:48:07.112161-07:00",
"date_modified": "2023-08-31T08:48:07.112166-07:00",
"date_raw": "11/7/2022",
"source_type": "Penguin Random House (book royalties)",
"income_amount": "$40,067.48",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42539/?format=api",
"id": 42539,
"date_created": "2023-08-31T08:48:41.698828-07:00",
"date_modified": "2023-08-31T08:48:41.698838-07:00",
"date_raw": "3/10/2022",
"source_type": "DHX Media Ltd. (second option fee)",
"income_amount": "$10,116.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42540/?format=api",
"id": 42540,
"date_created": "2023-08-31T08:48:41.698856-07:00",
"date_modified": "2023-08-31T08:48:41.698862-07:00",
"date_raw": "3/10/2022",
"source_type": "Penguin Random House LLC (book royalties)",
"income_amount": "$29,999.70",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42541/?format=api",
"id": 42541,
"date_created": "2023-08-31T08:48:41.698875-07:00",
"date_modified": "2023-08-31T08:48:41.698880-07:00",
"date_raw": "10/25/2022",
"source_type": "Penguin Random House LLC (book royalties)",
"income_amount": "$79,428.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42542/?format=api",
"id": 42542,
"date_created": "2023-08-31T08:48:41.698893-07:00",
"date_modified": "2023-08-31T08:48:41.698898-07:00",
"date_raw": "10/25/2022",
"source_type": "Francis Sillaw and Mark Kurtz (payment for theater adaptation rights for Just Ask!)",
"income_amount": "$2,225.00",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/non-investment-incomes/42543/?format=api",
"id": 42543,
"date_created": "2023-08-31T08:48:41.698910-07:00",
"date_modified": "2023-08-31T08:48:41.698915-07:00",
"date_raw": "11/7/2022",
"source_type": "Penguin Random House (book royalties)",
"income_amount": "$40,067.48",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
}
],
"positions": [
{
"resource_uri": "https://www.courtlistener.com/api/rest/v3/disclosure-positions/99105/",
"id": 99105,
"date_created": "2023-08-31T08:48:07.104662-07:00",
"date_modified": "2023-08-31T08:48:07.104673-07:00",
"position": "Governing Director",
"organization_name": "iCivics",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v3/disclosure-positions/99120/",
"id": 99120,
"date_created": "2023-08-31T08:48:41.696204-07:00",
"date_modified": "2023-08-31T08:48:41.696213-07:00",
"position": "Governing Director",
"organization_name": "iCivics",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
}
],
"reimbursements": [
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97031/?format=api",
"id": 97031,
"date_created": "2023-08-31T08:48:07.109793-07:00",
"date_modified": "2023-08-31T08:48:07.109803-07:00",
"source": "Washington University in St. Louis",
"date_raw": "April 3-5, 2022",
"location": "St Louis, MO",
"purpose": "Meeting with students, meeting with local judges",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97032/?format=api",
"id": 97032,
"date_created": "2023-08-31T08:48:07.109822-07:00",
"date_modified": "2023-08-31T08:48:07.109827-07:00",
"source": "New York University",
"date_raw": "July 17-22, 2022",
"location": "Edinburgh, Scotland",
"purpose": "Participation in New York University Law Leadership Conference",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97033/?format=api",
"id": 97033,
"date_created": "2023-08-31T08:48:07.109840-07:00",
"date_modified": "2023-08-31T08:48:07.109844-07:00",
"source": "Just the Beginning-A Pipeline Organization",
"date_raw": "October 20-21, 2022",
"location": "Chicago, IL",
"purpose": "Participation in non-profit organization National Conference",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97036/?format=api",
"id": 97036,
"date_created": "2023-08-31T08:48:41.697343-07:00",
"date_modified": "2023-08-31T08:48:41.697353-07:00",
"source": "Washington University in St. Louis",
"date_raw": "April 3-5, 2022",
"location": "St Louis, MO",
"purpose": "Meeting with students, meeting with local judges",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97037/?format=api",
"id": 97037,
"date_created": "2023-08-31T08:48:41.697376-07:00",
"date_modified": "2023-08-31T08:48:41.697382-07:00",
"source": "New York University",
"date_raw": "July 17-22, 2022",
"location": "Edinburgh, Scotland",
"purpose": "Participation in New York University Law Leadership Conference",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
},
{
"resource_uri": "https://www.courtlistener.com/api/rest/v4/reimbursements/97038/?format=api",
"id": 97038,
"date_created": "2023-08-31T08:48:41.697399-07:00",
"date_modified": "2023-08-31T08:48:41.697404-07:00",
"source": "Just the Beginning-A Pipeline Organization",
"date_raw": "October 20-21, 2022",
"location": "Chicago, IL",
"purpose": "Participation in non-profit organization National Conference",
"items_paid_or_provided": "Transportation, Lodging and Meals",
"redacted": false,
"financial_disclosure": "https://www.courtlistener.com/api/rest/v4/financial-disclosures/34207/?format=api"
}
],
"spouse_incomes": [],
"person": "https://www.courtlistener.com/api/rest/v4/people/3045/?format=api",
"filepath": "https://storage.courtlistener.com/us/federal/judicial/financial-disclosures/3045/sonia-sotomayor-disclosure.2022.pdf",
"thumbnail": "https://storage.courtlistener.com/us/federal/judicial/financial-disclosures/3045/sonia-sotomayor-disclosure.2022-thumbnail_1.png",
"date_created": "2023-08-31T08:47:50.428102-07:00",
"date_modified": "2023-08-31T08:48:41.681695-07:00",
"year": 2022,
"thumbnail_status": 1,
"page_count": 8,
"sha1": "b6cb8a5228f2250f14782dd9c8523b2cc2763cb1",
"report_type": -1,
"is_amended": false,
"addendum_content_raw": "\n Part III - A - Items 1-3 and 5 amounts listed are all net of literary agent's commission. All dates provided are dates of checks forwarded by literary agent.\n Part III - A - Items 2, 3 and 5 - Publisher royalities for Turning Pages and Just Ask!. Penguin Random House has advised me that it disbursed a total of $1,200.00\n to promote the sale of books of mine it has published. \nPart III - A - Item 1 - Second option fee for potential television/video treatment of Just Ask! \nItem III - A - In addition to the non-investment income items disclosed in this report, I am reporting a Conference of the Connecticut Forum, a 501(c)(3)\n organization which, among other programs sponsors the Connecticut Youth Form, one of which was held on November 15, 2022 in Hartford, CT. As I\n participated in the event virtually, no items were paid or provided to me. I report this event as the sponsors of the event purchased copies of my memior \"My\n Beloved World\" and another of my books \"Just Ask!\". All of the books were distributed to the young people attending the event in person.\nPart IV - Item 1 - In conjunction with my meetings with Washington University students, the University purchased copies of my memoir \"My Beloved Word\",\n which were distributed to the students.\nPart IV - Item 2 - In conjunction with my participation in the identified event, I extended my stay at my own expense for a private vacation in Scotland.\nPart IV - Item 3 - Just the Beginning is sponsored in part by the Judicial Resources Committee of the U.S. Judicial Conference.\n ",
"addendum_redacted": false,
"has_been_extracted": true
}