This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Andrei Iancu
Commerce (joined: Feb. 5, 2018)
Under Secretary for Intellectual Property and Director, U.S. Patent and Trademark Office | Financial Disclosure »
Former Positions Outside Government
- Family Revocable Trust #1 Trustee
- Irell & Manella LLP Managing Partner (I have been with this firm since January 1999. Prior to Managing Partner, I was Partner (Jan 2004-Feb 2012), and Associate (Jan 1999-Dec 2003).)
- University of California, Los Angeles Lecturer in Law (The position title of "Lecturer in Law" started in January 2016. Prior to this, the position was titled "Adjunct Professor" (from August 2011).)
Former Compensation Sources
- 10X Genomics, Inc. Legal services for firm client.
- Ariosa Diagnostics, Inc. Legal services for firm client. (Ariosa was acquired by Roche.)
- B/E Aerospace, Inc. Legal services for firm client. (B/E was recently acquired by Rockwell Collins.)
- Continuance LLC Legal services for firm client.
- Irell & Manella LLP I am a lawyer providing legal services to clients of the firm. I am also the firm's Managing Partner.
- Juno Therapeutics, inc. Legal services for firm client.
- Memorial Sloan Kettering Legal services for firm client.
- PayPal, Inc. Legal services for firm client.
- Rigel Pharmaceuticals, Inc. Legal services for firm client.
- Sienna Labs Inc. Legal services for firm client.
- Skyworks Solutions, Inc. Legal services for firm client.
- St. Jude Medical Legal services for firm client. (St. Jude was recently acquired by Abbott.)
- Synaptics Inc. Legal services for firm client.
- Thomson Licensing Legal services for firm client. (Technicolor is a related entity.)
- TiVo Legal services for firm client. (TiVo was recently acquired by Rovi Corp.)
- ZOLL Medical Legal services for firm client.
- ebay Inc. Legal services for firm client.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Irell & Manella LLP (law firm) | $4,733,748 | |
| Irell & Manella LLP (law firm) anticipated partnership share | $500,001 - $1,000,000 | None (or less than $201) |
| Irell & Manella LLP capital account | $500,001 - $1,000,000 | None (or less than $201) |
| Irell & Manella LLP, contingency fee cases (value not readily ascertainable) | None (or less than $201) | |
| Irell & Manella LLP Profit Sharing Plan (retirement) | ||
| Vanguard High-Yield Corp Adm | $15,001 - $50,000 | $2,501 - $5,000 |
| Templeton Global Bond Adv | $15,001 - $50,000 | $2,501 - $5,000 |
| Oppenheimer Developing Mkts I | $15,001 - $50,000 | $5,001 - $15,000 |
| Dreyfus Natural Resources I | $100,001 - $250,000 | $15,001 - $50,000 |
| Fidelity Adv Small Cap Value | $100,001 - $250,000 | $15,001 - $50,000 |
| Harbor International Inst | $100,001 - $250,000 | $5,001 - $15,000 |
| American Fds Fundamental R6 | $250,001 - $500,000 | $50,001 - $100,000 |
| Fidelity Contrafund | $250,001 - $500,000 | $50,001 - $100,000 |
| Vanguard Mid-Cap Index Adm | $50,001 - $100,000 | $5,001 - $15,000 |
| Vanguard Inflt Prot Adm | $15,001 - $50,000 | $1,001 - $2,500 |
| Roth IRA | ||
| Vanguard Inter-Term Bond Index Adm | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Total Stock Ix Adm | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Dividend Growth | $1,001 - $15,000 | $201 - $1,000 |
| IRA | ||
| Vanguard 500 Index Fund Adm | $100,001 - $250,000 | $2,501 - $5,000 |
| Irell & Manella LLP, cash balance pension plan | $250,001 - $500,000 | $5,001 - $15,000 |
| Loton SPA (film finance) | $1,001 - $15,000 | None (or less than $201) |
| NantKwest (Immunotherapy) | $1,001 - $15,000 | None (or less than $201) |
| PEQ Media, LLC (social messaging) | $1,001 - $15,000 | None (or less than $201) |
| Space Exploration (spacecraft) | $1,001 - $15,000 | None (or less than $201) |
| University of California, Los Angeles | $3,274 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. bank account #1 (cash) | $250,001 - $500,000 | $201 - $1,000 |
| U.S. bank account #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank account #3 (cash) | $5,000,001 - $25,000,000 | $5,001 - $15,000 |
| Vanguard California Muni Money Mkt | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Emerging Mkts Stk Idx | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard High-Yield Tax-Exempt | $15,001 - $50,000 | $2,501 - $5,000 |
| Vanguard Selected Value | $50,001 - $100,000 | None (or less than $201) |
| Vanguard Short-Term Investment-Grade | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Wellington | $15,001 - $50,000 | $2,501 - $5,000 |
| Vanguard 500 Index Adm | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard LifeStrategy Moderate Growth | $1,001 - $15,000 | None (or less than $201) |
| Franklin Mutual Quest Fund | $1,001 - $15,000 | $1,001 - $2,500 |
| U.S. bank account #4 (cash) | $250,001 - $500,000 | $201 - $1,000 |
| U.S. bank account #5 (cash) | $50,001 - $100,000 | None (or less than $201) |
| Juno Therapeutics | $250,001 - $500,000 | None (or less than $201) |
| Nacuity Pharmaceuticals, Inc. (ophthalmology) | $50,001 - $100,000 | None (or less than $201) |
| R.W. Selby & Company, Inc. | ||
| 433 Midvale LLC (residential apartment building in Los Angeles, CA) | $15,001 - $50,000 | $1,001 - $2,500 |
| Charles Schwab Managed Account | ||
| Lion Biotechnologies | $100,001 - $250,000 | None (or less than $201) |
| Dodge & Cox International Stock | $50,001 - $100,000 | $201 - $1,000 |
| Dodge & Cox Stock | $100,001 - $250,000 | $5,001 - $15,000 |
| Fidelity Small Cap Discovery | $15,001 - $50,000 | $201 - $1,000 |
| FMI International | $50,001 - $100,000 | $1,001 - $2,500 |
| FMI Large Cap | $100,001 - $250,000 | $5,001 - $15,000 |
| FPA Crescent | $100,001 - $250,000 | $2,501 - $5,000 |
| Legg Mason ClearBridge Small Cap | $15,001 - $50,000 | None (or less than $201) |
| Litman Gregory Masters Alternative Strategies | $50,001 - $100,000 | $1,001 - $2,500 |
| PRIMECAP Odyssey Growth | $100,001 - $250,000 | $2,501 - $5,000 |
| PRIMECAP Odyssey Stock | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard California Intermediate-Term Tax Exempt | $100,001 - $250,000 | $201 - $1,000 |
| Vanguard Dividend Growth | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard Equity Income | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard High Yield Tax Exempt | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard Mid Cap Index | $15,001 - $50,000 | $201 - $1,000 |
| Schwab Municipal Money Fund (cash) | $15,001 - $50,000 | None (or less than $201) |
| American High Income Municipal Bond Fund (SOLD) | None (or less than $1,001) | $2,501 - $5,000 |
| Homestead Small Company (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| T. Rowe Price Institutional International (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| Thornburg CA Ltd Term Municipal Bond (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| Thornburg Ltd. Term Muncipal Bond (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| Vanguard Ltd. Term Tax-Exempt (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| American Funds Tax Exempt Fund of California | $100,001 - $250,000 | $201 - $1,000 |
| Citi US Fixed Income Portfolio | ||
| Pennsylvania St Higher Ed Bond | $15,001 - $50,000 | $201 - $1,000 |
| Chicago Ill RFDG-PROJS-SER A Bond | $50,001 - $100,000 | $1,001 - $2,500 |
| Clark Cnty Nev Sch Dist Ser A Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Chester Cnty Pa Health & Ed Bond | $15,001 - $50,000 | $201 - $1,000 |
| Los Angeles CA Mun Impt Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Miami-Dade Cnty Fla Sch Brd Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| New Jersey Economic Dev Auth Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| New Jersey St Transn TR FD Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Newark NJ HSG Auth Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| New Jersey Econ Dev Auth Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Pennsylvania St Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| San Jose Calif Redev Agy Tax Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Hillsborough Cnty Fla Sch Brd Bond | $15,001 - $50,000 | $201 - $1,000 |
| Hollister Calif Jt Pwrs Fin Bond | $15,001 - $50,000 | $201 - $1,000 |
| Houston Tex Bond | $50,001 - $100,000 | $1,001 - $2,500 |
| Illinois St Bond | $15,001 - $50,000 | None (or less than $201) |
| Jacksonville Fla Spl Rev Bond | $15,001 - $50,000 | $201 - $1,000 |
| Oxnard Calif Sch Dist GO B Bond | $50,001 - $100,000 | None (or less than $201) |
| Pennsylvania St Second Ser Bond | $15,001 - $50,000 | $201 - $1,000 |
| Palm Beach Cnty Fla Sch Brd Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| San Jose Calif Redev Agy Bond | $1,001 - $15,000 | $201 - $1,000 |
| San Diego Calif Pub Facs Fi Bond | $50,001 - $100,000 | None (or less than $201) |
| Western Asset Inst Govt-Inst Government Reserves (cash) | $50,001 - $100,000 | $201 - $1,000 |
| ILLINOIS ST - BOND - SOLD | None (or less than $1,001) | $2,501 - $5,000 |
| DETROIT MICH WTR SUPPLY SYS - BOND - SOLD | None (or less than $1,001) | $2,501 - $5,000 |
| SCH DIST OF PHILADEL - BOND - SOLD | None (or less than $1,001) | $1,001 - $2,500 |
| CLARK CNTY NEV SCH DIST SER B - BOND - SOLD | None (or less than $1,001) | $1,001 - $2,500 |
| IRVINE CA IMPT BOND - SOLD | None (or less than $1,001) | $1,001 - $2,500 |
| NEW YORK ST DORM AUTH ST PERS - BOND - SOLD | None (or less than $1,001) | $2,501 - $5,000 |
| MIAMI FLA SPL OBLIG RFDG-SER A - BOND - SOLD | None (or less than $1,001) | $5,001 - $15,000 |
| CLARK CNTY NEV HWY IMPT REV - BOND - SOLD | None (or less than $1,001) | $1,001 - $2,500 |
| Livonia Mich Pub Schs Sch D - BOND - SOLD | None (or less than $1,001) | $201 - $1,000 |
| CLARK CNTY NEV HWY IMPT REV - BOND - SOLD | None (or less than $1,001) | $1,001 - $2,500 |
| Utah Educational Savings Plan (529 Plan) | ||
| Vanguard Short-Term Invest-Grade | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Short-Term Bond Index | $15,001 - $50,000 | $1,001 - $2,500 |
| FDIC-Insured Accounts | $100,001 - $250,000 | $1,001 - $2,500 |
| Vanguard Total Bond Market Index (No longer part of plan.) | None (or less than $1,001) | $201 - $1,000 |
| Vanguard Total Stock Market Index (No longer part of plan.) | None (or less than $1,001) | $201 - $1,000 |
| Grid Partners III, L.P. | ||
| Ingenu Inc. (fka Onramp Wireless Inc.) | $50,001 - $100,000 | None (or less than $201) |
| Mass Mutual Whole Life | $100,001 - $250,000 | $2,501 - $5,000 |
| Northwestern Mutual Adjustable CompLife (Whole Life) | $100,001 - $250,000 | $2,501 - $5,000 |
| Kayne Anderson Energy Fund VII | $100,001 - $250,000 | None (or less than $201) |
| Kayne Partners Fund II | $100,001 - $250,000 | None (or less than $201) |
| Kayne Partners Fund IV | $15,001 - $50,000 | None (or less than $201) |
| Kayne Anderson Real Estate Partners III | $250,001 - $500,000 | $15,001 - $50,000 |
| Kayne Anderson Infrastructure Income Fund | $100,001 - $250,000 | $5,001 - $15,000 |
| Morgan Stanley | ||
| SPX | None (or less than $1,001) | $50,001 - $100,000 |
| ABBVIE INC COM | $1,001 - $15,000 | None (or less than $201) |
| ACI WORLDWIDE INC | $1,001 - $15,000 | None (or less than $201) |
| ACCENTURE PLC IRELAND CL A | $1,001 - $15,000 | None (or less than $201) |
| ADOBE SYSTEMS | $1,001 - $15,000 | None (or less than $201) |
| AUTODESK INC DELAWARE | $1,001 - $15,000 | None (or less than $201) |
| AKAMAI TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) |
| ALEXION PHARM INC | $1,001 - $15,000 | None (or less than $201) |
| AMN HEALTHCARE SVCS INC | $1,001 - $15,000 | None (or less than $201) |
| AMAZON COM INC | $1,001 - $15,000 | None (or less than $201) |
| AMERICAN EXPRESS CO | $1,001 - $15,000 | None (or less than $201) |
| BIOGEN INC COM | $1,001 - $15,000 | None (or less than $201) |
| ANHEUSER BUSCH INBEV SA SPON | $1,001 - $15,000 | None (or less than $201) |
| CELGENE CORP | $1,001 - $15,000 | None (or less than $201) |
| Colgate-Palmolive Co | $1,001 - $15,000 | None (or less than $201) |
| CHIPOTLE MEXICAN GRILL INC COM | $1,001 - $15,000 | None (or less than $201) |
| Citrix Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corp | $1,001 - $15,000 | None (or less than $201) |
| WALT DISNEY CO HLDG CO | $1,001 - $15,000 | None (or less than $201) |
| DISCOVERY COMMUNICATIONS SER A | $1,001 - $15,000 | None (or less than $201) |
| eBay Inc. | $1,001 - $15,000 | None (or less than $201) |
| ENTEGRIS INC | $1,001 - $15,000 | None (or less than $201) |
| FACEBOOK INC CL-A | $1,001 - $15,000 | None (or less than $201) |
| FCB FINL HLDGS INC CL A | $1,001 - $15,000 | None (or less than $201) |
| FREEPORT-MCMORAN INC | $1,001 - $15,000 | None (or less than $201) |
| FORUM ENERGY TECHNOLOGIES | $1,001 - $15,000 | None (or less than $201) |
| FOX FACTORY HOLDING CORP | $1,001 - $15,000 | None (or less than $201) |
| FORTINET INC | $1,001 - $15,000 | None (or less than $201) |
| ALPHABET INC CL C | $1,001 - $15,000 | None (or less than $201) |
| ALPHABET INC CL A | $1,001 - $15,000 | None (or less than $201) |
| ICU MEDICAL INC | $1,001 - $15,000 | None (or less than $201) |
| INC RESH HLDGS INC CL A | $1,001 - $15,000 | None (or less than $201) |
| IONIS PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) |
| INTERPUBLIC GROUP OF COS INC | $1,001 - $15,000 | None (or less than $201) |
| LOWES COMPANIES INC | $1,001 - $15,000 | None (or less than $201) |
| MARSH & MCLENNAN COS INC | $1,001 - $15,000 | None (or less than $201) |
| MATADOR RES CO | $1,001 - $15,000 | None (or less than $201) |
| MACOM TECHNOLOGY SOLU HLDS | $1,001 - $15,000 | None (or less than $201) |
| MURPHY USA INC COM | $1,001 - $15,000 | None (or less than $201) |
| INGEVITY CORP | $1,001 - $15,000 | None (or less than $201) |
| NETSCOUT SYSTEMS INC | $1,001 - $15,000 | None (or less than $201) |
| NETGEAR INC | $1,001 - $15,000 | None (or less than $201) |
| NUANCE COMMUNICATIONS INC | $1,001 - $15,000 | None (or less than $201) |
| NUCOR CORPORATION | $1,001 - $15,000 | None (or less than $201) |
| PALO ALTO NETWORKS INC | $1,001 - $15,000 | None (or less than $201) |
| PAYPAL HLDGS INC COM | $1,001 - $15,000 | None (or less than $201) |
| LIBERTY INTERACTIVE CORP QVC A | $1,001 - $15,000 | None (or less than $201) |
| REGENERON PHARM | $1,001 - $15,000 | None (or less than $201) |
| RED HAT INC | $1,001 - $15,000 | None (or less than $201) |
| ROGERS CORP | $1,001 - $15,000 | None (or less than $201) |
| SELECTIVE INSURANCE GROUP | $1,001 - $15,000 | None (or less than $201) |
| SCRIPPS E.W. COMPANY CL A NEW | $1,001 - $15,000 | None (or less than $201) |
| TWITTER INC | $1,001 - $15,000 | None (or less than $201) |
| VMWARE INC CLASS A | $1,001 - $15,000 | None (or less than $201) |
| VERTEX PHARMACEUTICALS | $1,001 - $15,000 | None (or less than $201) |
| WEATHERFORD INTERNATIONAL | $1,001 - $15,000 | None (or less than $201) |
| YUM CHINA HLDNGS | $1,001 - $15,000 | None (or less than $201) |
| ZOETIS INC CLASS-A | $1,001 - $15,000 | None (or less than $201) |
| ALTRA HLDGS INC (AIMC) | $1,001 - $15,000 | None (or less than $201) |
| AMG YACKTMAN FOCUSED N (YAFFX) | $100,001 - $250,000 | $2,501 - $5,000 |
| ANADARKO PETE (APC) | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. | $1,001 - $15,000 | None (or less than $201) |
| AT&T INC (T) | $1,001 - $15,000 | None (or less than $201) |
| BANCORPSOUTH INC (BXS) | $1,001 - $15,000 | None (or less than $201) |
| BECTON DICKINSON & CO (BDX) | $1,001 - $15,000 | None (or less than $201) |
| Circor International INC | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK INC (BLK) | $1,001 - $15,000 | None (or less than $201) |
| BROADCOM LTD SHS (AVGO) | $1,001 - $15,000 | None (or less than $201) |
| BRUNSWICK CORP (BC) | $1,001 - $15,000 | None (or less than $201) |
| CHARLES SCHWAB NEW (SCHW) | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corp | $1,001 - $15,000 | None (or less than $201) |
| CHUBB LTD (CB) | $1,001 - $15,000 | None (or less than $201) |
| Coca-Cola Co | $1,001 - $15,000 | None (or less than $201) |
| COLUMBIA SPORTSWEAR CO (COLM) | $1,001 - $15,000 | None (or less than $201) |
| COMCAST CORP (NEW) CLASS A (CMCSA) | $1,001 - $15,000 | None (or less than $201) |
| CVB FINCL CP (CVBF) | $1,001 - $15,000 | None (or less than $201) |
| CVS HEALTH CORP COM (CVS) | $1,001 - $15,000 | None (or less than $201) |
| DENTSPLY SIRONA INC (XRAY) | $1,001 - $15,000 | None (or less than $201) |
| DISCOVER FINCL SVCS (DFS) | $1,001 - $15,000 | None (or less than $201) |
| DOLBY CLA A COM STK (DLB) | $1,001 - $15,000 | None (or less than $201) |
| ECOLAB INC (ECL) | $1,001 - $15,000 | None (or less than $201) |
| EMCOR GROUP INC (EME) | $1,001 - $15,000 | None (or less than $201) |
| ESCO TECHNOLOGIES (ESE) | $1,001 - $15,000 | None (or less than $201) |
| FIDELITY NATL INFORMATION SE (FIS) | $1,001 - $15,000 | None (or less than $201) |
| FINISH LINE INC CL A (FINL) | $1,001 - $15,000 | None (or less than $201) |
| FIRST TR MLD CP COR ALPHDX ETF (FNX) | $50,001 - $100,000 | None (or less than $201) |
| FLUOR CORP NEW (FLR) | $1,001 - $15,000 | None (or less than $201) |
| FULLER H B & COMPANY (FUL) | $1,001 - $15,000 | None (or less than $201) |
| GENERAL MTRS CO (GM) | $1,001 - $15,000 | None (or less than $201) |
| HARDING LOEVNER EMERG MKTS ADV (HLEMX) | $50,001 - $100,000 | None (or less than $201) |
| HARTFORD INTL VALUE I (HILIX) | $100,001 - $250,000 | $1,001 - $2,500 |
| Home Depot Inc | $1,001 - $15,000 | None (or less than $201) |
| HONEYWELL INTERNATIONAL INC (HON) | $1,001 - $15,000 | None (or less than $201) |
| HORACE MANN EDUCATORS CP (HMN) | $1,001 - $15,000 | None (or less than $201) |
| IBERIA BK CORP (IBKC) | $1,001 - $15,000 | None (or less than $201) |
| INDEPENDENT BK MASS (INDB) | $1,001 - $15,000 | None (or less than $201) |
| INGERSOLL-RAND PLC SHS (IR) | $1,001 - $15,000 | None (or less than $201) |
| ISHARES RUSSELL 1000 ETF (IWB) | $100,001 - $250,000 | $1,001 - $2,500 |
| J&J SNACK FOODS (JJSF) | $1,001 - $15,000 | None (or less than $201) |
| JOHNSON & JOHNSON (JNJ) | $1,001 - $15,000 | None (or less than $201) |
| JOHNSON CTLS INTL PLC (JCI) | $1,001 - $15,000 | None (or less than $201) |
| JPMORGAN CHASE & CO (JPM) | $1,001 - $15,000 | None (or less than $201) |
| KNOLL INC (KNL) | $1,001 - $15,000 | None (or less than $201) |
| L3 TECHNOLOGIES INC COM (LLL) | $1,001 - $15,000 | None (or less than $201) |
| LA Z BOY INCORPORATED (LZB) | $1,001 - $15,000 | None (or less than $201) |
| LITHIA MOTORS INC A (LAD) | $1,001 - $15,000 | None (or less than $201) |
| LITTELFUSE INC (LFUS) | $1,001 - $15,000 | None (or less than $201) |
| LOCKHEED MARTIN CORP (LMT) | $1,001 - $15,000 | None (or less than $201) |
| M K S INSTRUMENTS (MKSI) | $1,001 - $15,000 | None (or less than $201) |
| MEDTRONIC PLC SHS (MDT) | $1,001 - $15,000 | None (or less than $201) |
| METHODE ELEC INC (MEI) | $1,001 - $15,000 | None (or less than $201) |
| MGE ENERGY INC (MGEE) | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corp | $1,001 - $15,000 | None (or less than $201) |
| MINERALS TECHNOLOGY INC (MTX) | $1,001 - $15,000 | None (or less than $201) |
| MONDELEZ INTL INC COM (MDLZ) | $1,001 - $15,000 | None (or less than $201) |
| MONSANTO CO/NEW (MON) | $1,001 - $15,000 | None (or less than $201) |
| MSA SAFETY INC (MSA) | $1,001 - $15,000 | None (or less than $201) |
| MUELLER WATER PROD INC SER A (MWA) | $1,001 - $15,000 | None (or less than $201) |
| NASDAQ INC COM (NDAQ) | $1,001 - $15,000 | None (or less than $201) |
| National Oilwell Varco Inc | $1,001 - $15,000 | None (or less than $201) |
| NextEra Energy Inc | $1,001 - $15,000 | None (or less than $201) |
| NIELSEN HLDGS PLC (NLSN) | $1,001 - $15,000 | None (or less than $201) |
| NOVO NORDISK A/S ADR (NVO) | $1,001 - $15,000 | None (or less than $201) |
| ONE GAS INC (OGS) | $1,001 - $15,000 | None (or less than $201) |
| P H GLATFELTER (GLT) | $1,001 - $15,000 | None (or less than $201) |
| PACKAGING CORP AMER (PKG) | $1,001 - $15,000 | None (or less than $201) |
| PENTAIR PLC (PNR) | $1,001 - $15,000 | None (or less than $201) |
| PEPSICO INC NC (PEP) | $1,001 - $15,000 | None (or less than $201) |
| PFIZER INC (PFE) | $1,001 - $15,000 | None (or less than $201) |
| PHILLIPS 66 COM (PSX) | $1,001 - $15,000 | None (or less than $201) |
| PIONEER NATURAL RESOURCES CO (PXD) | $1,001 - $15,000 | None (or less than $201) |
| PORTLAND GENERAL ELEC CO (POR) | $1,001 - $15,000 | None (or less than $201) |
| Praxair Inc | $1,001 - $15,000 | None (or less than $201) |
| QUANEX BUILDING PRODUCTS CORP (NX) | $1,001 - $15,000 | None (or less than $201) |
| ROCKWELL COLLINS INC (COL) | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| SEAGATE TECHNOLOGY PLC (STX) | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P DIVIDEND (SDY) | $15,001 - $50,000 | $1,001 - $2,500 |
| STANDEX INTERNATIONAL CORP (SXI) | $1,001 - $15,000 | None (or less than $201) |
| TE CONNECTIVITY LTD NEW (TEL) | $1,001 - $15,000 | None (or less than $201) |
| TEXAS INSTRUMENTS (TXN) | $1,001 - $15,000 | None (or less than $201) |
| Thermo Fisher Scientific | $1,001 - $15,000 | None (or less than $201) |
| THORNBURG INTL GROWTH I (TINGX) | $100,001 - $250,000 | None (or less than $201) |
| TWENTY-FIRST CENTURY FOX CL A (FOXA) | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) |
| UNITED PARCEL SER INC CL-B (UPS) | $1,001 - $15,000 | None (or less than $201) |
| UNITEDHEALTH GP INC (UNH) | $15,001 - $50,000 | None (or less than $201) |
| US ECOLOGY INC NEW (ECOL) | $1,001 - $15,000 | None (or less than $201) |
| V F CORPORATION (VFC) | $1,001 - $15,000 | None (or less than $201) |
| VISA INC CL A (V) | $1,001 - $15,000 | None (or less than $201) |
| W W GRAINGER INC (GWW) | $1,001 - $15,000 | None (or less than $201) |
| WEC ENERGY GROUP INC COM (WEC) | $1,001 - $15,000 | None (or less than $201) |
| WELLS FARGO & CO NEW (WFC) | $1,001 - $15,000 | None (or less than $201) |
| WESTERN DIGITAL CORPORATION (WDC) | $1,001 - $15,000 | None (or less than $201) |
| WHIRLPOOL CORP (WHR) | $1,001 - $15,000 | None (or less than $201) |
| WOLVERINE WORLD WIDE (WWW) | $1,001 - $15,000 | None (or less than $201) |
| Xilinx Inc | $1,001 - $15,000 | None (or less than $201) |
| AB MUNICIPAL INCOME (MISHX) | $50,001 - $100,000 | $1,001 - $2,500 |
| HARTFORD FLOATING RT HI INC I (HFHIX) | $15,001 - $50,000 | None (or less than $201) |
| CALIFORNIA ST GENL OBLIG TAX EXEMPT VAR PURP GENL OBLIG REF | $1,001 - $15,000 | None (or less than $201) |
| CALIFORNIA ST GENL OBLIG VARIOUS PURP REF | $15,001 - $50,000 | $201 - $1,000 |
| CALIFORNIA ST DEPT OF WTR RES PWR SUPPLY REV SER | $15,001 - $50,000 | $201 - $1,000 |
| CALIFORNIA ST DEPT WTR RES CENTRAL VALLEY PROJ SYS REV-AW | $1,001 - $15,000 | None (or less than $201) |
| CALIFORNIA ST UNIV TRUSTEES SYSWIDE REV-A | $1,001 - $15,000 | None (or less than $201) |
| LONG BEACH CALIF UNI SCH DIST SER-A | $1,001 - $15,000 | None (or less than $201) |
| LOS ANGELES COMMUNITY COLLEGE DIST REF-A | $1,001 - $15,000 | None (or less than $201) |
| LOS ANGELES CALIF UNI SCH DIST | $15,001 - $50,000 | None (or less than $201) |
| SOUTHERN CALIFORNIA PUB PWR AUTH TRANMSN PROJ REV REF-A | $1,001 - $15,000 | None (or less than $201) |
| UNITED STATES TREASURY NOTE | $15,001 - $50,000 | None (or less than $201) |
| UNIVERSITY OF CALIFORNIA REGENTS GENERAL REVENUE SER-AK | $1,001 - $15,000 | None (or less than $201) |
| EASTGROUP PROPERTIES INC (EGP) | $1,001 - $15,000 | None (or less than $201) |
| EXTRA SPACE STORAGE INC (EXR) | $1,001 - $15,000 | None (or less than $201) |
| PEBBLEBROOK HOTEL TR COM (PEB) | $1,001 - $15,000 | None (or less than $201) |
| PHYSICIANS REALTY TRUST (DOC) | $1,001 - $15,000 | None (or less than $201) |
| QTS RLTY TR INC COM CL A (QTS) | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley BDP (cash) | $15,001 - $50,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT INST (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| CLEARBRIDGE AGGRESSIVE GWTH I (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| COLUMBIA DIVIDEND INC Z (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| COLUMBIA SELECT LG CP GROWTH Z (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| DEUTSCHE X-TRACKERS MSCI EAF (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| FEDERATED INTL STRAT DIV IS (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| GOLDMAN SACHS RISING DIV GW I (GSRLX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| HARTFORD EQUITY INC I (HQIIX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| JPMORGAN EQUITY INCOME I (HLIEX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| MFS VALUE I (MEIIX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| NEUBERGER BERMAN EQ INC INS (NBHIX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| NEUBERGER INTRINSIC VALUE INST (NINLX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| NUVEEN SANTA BARBARA DIV GR I (NSBRX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| SALIENT INTL DVDND SIGNAL ADV (FIDMX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| THORNBURG INTL VALUE I (TGVIX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| AB MUNI INCOME CA ADV (ALCVX) (SOLD) | None (or less than $1,001) | None (or less than $201) |
| AMER CENT CA HI YLD MUNI INV (BCHYX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| AMG GW&K MUNICIPAL BD S (GWMSX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| BLACKROCK CA MUNI OPP I (MACMX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| BLACKROCK NATIONAL MUNI I (MANLX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| CALIFORNIA ST BE 5000 19MY01 (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| INVESCO HIGH YIELD MUNI Y (ACTDX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| JP MORGAN CA TAX FREE BOND A (JCBAX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| MFS MUNI HIGH INCOME I (MMIIX) (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| NATIONWIDE HM CA ITM TAX FR BD (NWJNX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| NUVEEN CA MUNI BOND I (NCSPX) (SOLD) | None (or less than $1,001) | $1,001 - $2,500 |
| NUVEEN SH DUR HI YLD MUN BD I (NVHIX) (SOLD) | None (or less than $1,001) | None (or less than $201) |
| NUVEEN HI YLD MUNI BOND I (NHMRX) (SOLD) | None (or less than $1,001) | None (or less than $201) |
| PRUDENTIAL MUNI HI INC Z (PHIZX) (SOLD) | None (or less than $1,001) | None (or less than $201) |
| STATE OF CALIF BE 5000 22SP01 (SOLD) | None (or less than $1,001) | $201 - $1,000 |
| San Francisco Calif Bay Area Rapid Tran Green | $1,001 - $15,000 | None (or less than $201) |
| State of Israel 7th Maccabee Fix 5Y BOND | $1,001 - $15,000 | None (or less than $201) |
| State of Israel 6th Sabra Sav 3Y BOND | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #6 (cash) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Irell & Manella LLP | Los Angeles, California | Pursuant to agreement with my partners, following my withdrawal from the firm, I will receive my final partnership share distribution in one payment before the end of the year. The total amount of the payment will be calculated as of the date of my withdrawal. | July 16, 2017 |
| Irell & Manella LLP | Los Angeles, California | Pursuant to the firm's partnership agreement, my capital account will be returned within twelve months after my departure date. The amount to be returned will be fixed as of the date of my departure. | Jan. 16, 2004 |
| Irell & Manella LLP | Los Angeles, California | Upon my withdrawal from the partnership, I will renounce my interest in any contingency fee cases that I may currently have. | July 16, 2017 |
| Irell & Manella LLP | Los Angeles, California | I may continue to participate in the firm's defined contribution retirement plan. The plan sponsor will not make further contributions after my separation. Alternatively, I may roll the funds over into another retirement plan. | Jan. 16, 2004 |
| Irell & Manella LLP | Los Angeles, California | Before assuming the duties of Under Secretary for Intellectual Property, I will roll my funds out of the firm's Cash Balance Pension Plan and into another retirement plan. | Dec. 16, 2013 |
| Irell & Manells LLP | Los Angeles, California | Before assuming the position of Under Secretary for Intellectual Property, I will assign my share in any recoveries from the sale of stock that the Firm received in lieu of fees during my time as partner. Such shares are owned by Irell & Manella, and they can be sold only at the firm's discretion. If and when they are sold (even after I leave the firm), I would be entitled to a share of the proceeds based on my ownership percentage at the time the shares were originally acquired by the firm. | July 16, 2017 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Kayne Anderson | Capital commitment for Kayne Anderson Energy Fund VII (#24 in Part 6) | $100,001 - $250,000 | N/A | 2016 |
| Kayne Anderson | Capital commitment for Kayne Partners Fund IV (#26 in Part 6) | $100,001 - $250,000 | N/A | 2016 |
| Kayne Anderson | Capital commitment for Kayne Anderson Real Estate Partners III (#27 in Part 6) | $50,001 - $100,000 | N/A | 2013 |
| CitiMortgage, Inc. (This was paid off in October 2016.) | Mortgage on Personal Residence | $250,001 - $500,000 | LIBOR + 2.25% | 2005 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Southern California Permanente Medical Group (medical group) | bonus, partnership share (compensation) | ||
| SCPMG - capital contribution | $1,001 - $15,000 | None (or less than $201) | |
| SCPMG Keogh Plan | |||
| Vanguard Capital Opportunity Adm | $50,001 - $100,000 | $2,501 - $5,000 | |
| Robeco Boston Partners Small Mid-Cap | $50,001 - $100,000 | None (or less than $201) | |
| American Funds Capital World Gr&Inc | $50,001 - $100,000 | $2,501 - $5,000 | |
| Columbia Acorn Int'l Y | $1,001 - $15,000 | None (or less than $201) | |
| Dodge & Cox Int'l Stock | $50,001 - $100,000 | $1,001 - $2,500 | |
| Vanguard Wellington Adm | $100,001 - $250,000 | $5,001 - $15,000 | |
| Standish Mellon Fixed Income Fund | $100,001 - $250,000 | None (or less than $201) | |
| BTC US Equity Market Index | $100,001 - $250,000 | None (or less than $201) | |
| SCPMG 401(k) Plan | |||
| Vanguard Primecap Adm | $15,001 - $50,000 | $1,001 - $2,500 | |
| Vanguard Value Index I | $15,001 - $50,000 | $1,001 - $2,500 | |
| Hotchkis Wiley Mid-Cap Value | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Small Cap Index | $15,001 - $50,000 | $201 - $1,000 | |
| American Funds Capital World Gr&Inc | $50,001 - $100,000 | $2,501 - $5,000 | |
| T. Rowe Price Int'l Discovery | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Int'l Growth Adm | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Wellington Adm | $100,001 - $250,000 | $5,001 - $15,000 | |
| Vanguard Total Bond Market Idx Inst | $50,001 - $100,000 | $2,501 - $5,000 | |
| Vanguard Inst'l Ttl Stk Mkt Idx | $50,001 - $100,000 | $1,001 - $2,500 | |
| Kaiser Permanente Health Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Do you know something about Andrei Iancu? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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