John Adrian Gibney jr
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
173
investments
4
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Lawyers Helping Lawyers
- hompsonMcMullan, PC See Part VII, Note
- Estate See Part VIII, Note 2
- Virgina Substance Abuse Services Commussion See Part VII, Note 3
- Virgina Trial Lawyers Association
As filed
Intel — Int/Div
Allegheny Energy Corp — Int/Div — Sold
AT&T — Int/Div
Beam, Inc — Int/Div
Coca-Cola — Int/Div
SY — Int/Div
Dominion Resources — Int/Div — Sold
DuPont — Int/Div
Exelon Corp — Int/Div
Exxon — Int/Div
First Energy Corp(X) — Int/Div
Fortune Brunds — Int/Div
Fromtier Communications — None — Sold
Loudoun Conty Virginia Bonds — Interest — Sold
Merck — Int/Div
Nuveen Select Maturities Municipal Fund — Interest
Nuveen Select Tax Free Fund — Interest
Pepeo — Int/Div
Plum Creek Timber — Int/Div
PNC Fmancial Services Common Stock — Int/Div
PPL Corp — Int/Div
Progress Energy — Int/Div
Verizon Communications — Int/Div — Sold
Virginia State Water bonds — None — Sold
Wal-Mart — Int/Div — Sold
Wellpomt, Inc. See Part VII Note 8 — Int/Div — Sold (part)
Wells Fargo Common Stock New — Int/Div — Sold
Fairfax County Bonds 4.25 — Interest — Sold
Fairfax Va. Bond 5.0 — Interest — Sold
Fairfax County Water Bonds 5.0 — Interest — Sold
Virginia St. Public School Authority Bond — Interest
Southwest Va Regional Jail Authority Bond — Interest
American Funds, AMCAP CL A — Int/Div — Buy
Amencan Funds, AMCAP CL A — Int/Div — Buy (add'l)
American Funds, American Balanced Fund CA — Int/Div — Buy
Amencan Funds, Amencan Balanced Fund — Int/Div — Buy (add'l)
American Funds, American Mutual Fund C1 A — Int/Div — Buy
American Funds, American Mutual Fund C1 A — Int/Div — Buy (add'l)
American Funds, Capital World Bond Fund — Int/Div — Buy
Amencan Funds, Capital World Bond Fund — Int/Div — Buy (add'l)
American funds, Capital World Growth and Income Fund — Int/Div — Buy
American Funds, Capital World Growth and Income Fund — Int/Div — Buy (add'l)
lems 39-73 of Nomination Report See Note 10
American Funds, Fundamental Investors Fund C1 A — Int/Div — Buy
American Funds, Fundamental Investors Fund C1 A — Int/Div — Buy (add'l)
American Funds, New Perspective Fund Cl A — Int/Div — Buy
American Funds, New Perspective Fund C1 A — Int/Div — Buy (add'l)
American Funds, New World Fund CL A — Int/Div — Buy
Amencan Funds, New World Fund C1 A — Int/Div — Buy (add'l)
Nuveen Select Tax Free Fund — Interest
Nuveen Virginia Municipal Bond Fund C1 1 — Interest
Nuveen Virginia Premium Bond Fund — Interest
American Funds, Washington Mutual Investors Fund C1 A — Int/Div
Wells Fargo Advantage Municipal C1 A — Int/Div
Fairfax Va. Bonds 4.25 — Interest — Sold
Fairfax Va. Bonds 5.0 — Interest — Sold
Fairfax Va. Bonds 5.0 — Interest — Sold
Virginia Commonwealth University Bond — Interest — Sold
Scott and Stringfellow Interest Account — Interest
Delaware Mutual Funds Tax Free USA Cl AX) — Interest
Vanguard Long-Term Tax-esempt{X) — Interest
Wells Fargo Bank Accounts — Interest
Bank of America Bank Accounts — Interest
Northwestern Mutual Whole Life Insurance Policy — Int/Div
Trust)
Citicorp Common Sock — Int/Div — Sold
Ford Motor Company New — Int/Div
Motors Liguidation Common Stock — Int/Div — Sold
American Funds, New Perspective Mutual Fund A — Int/Div
American Funds, Washington Mutual Fund — Int/Div
American Funds. AMCAP Fund A — Int/Div
Walt Disney Co. — Int/Div
Exxon — Int/Div
Scott and Stringfellow interest bearing account — Interest
Trust 2
Ford Motor Company New — Int/Div
American Funds, New Perspective Mutual Fund A — Int/Div
American Funds Washington Mutual Investors Fund — Int/Div
American Funds AMCAP Fund A — Int/Div
Walt Disney Co. — Int/Div
Exxon(X) — Int/Div
Scott and Stringfellow interest bearing account — Interest
IRA UX)
American Electic Power Co.(X) — Int/Div
John Hancock Income Securities Trust Fund(X) — Int/Div
Monmouth Real Estate Investment(X) Corp. — Int/Div
Pepco Holdings Inc(X) — Int/Div
FT Unit 633 Corp Invt Grade Port Symbol Xx) — Interest
American Funds, Amcap Cl A Fund — Int/Div — Buy
American Funds, American Balanced C1 A Fund — Int/Div — Buy
American Funds, Capital World Bond CL A Fund — Int/Div — Buy
American Funds, Capital World -Growth and income Cl A Fund — Int/Div — Buy
American Funds, Fundamental Investors C1 A Fund — Int/Div — Buy
American Funds, New Perspective Cl A Fund — Int/Div — Buy
American Funds. New World Cl A Fund — Int/Div — Buy
Scott and Stringfellow Interest Bearing Account X) — Interest
IRA2
American Funds, Amcap Cl A Fund — Int/Div
American Funds, American Balanced C1 A Fund — Int/Div
American Funds, American Mutual C1 A Fund — Int/Div
American Funds Capital World Bond CL A Fund — Int/Div
American Funds, Capital World Growth and income C1 A Fund — Int/Div
American Funds, Fundamental Investors C1 A Fund — Int/Div
American Funds, Growth Fund of America Cl A Fund — Int/Div
American Funds, New Perspective Cl A Fund — Int/Div
American Funds, New World C1 A Fund — Int/Div
AES Comp — Int/Div
Apollo Investment Corp — Int/Div
Bank of America — Int/Div — Sold
Cisco Systems, Inc — Int/Div
Commg, Inc — Int/Div
Corrections Corp America New — Int/Div
Gladstone Capital Corp — Int/Div
IBM — Int/Div
Johnson and Johnson — Int/Div — Sold
Microsoft — Int/Div
Nabors Industries Ltd — Int/Div
Proctor & Gamble — Int/Div
Qiagen NV Regular Shares — Int/Div
Smithfield Foods — Int/Div
Target Corp — Int/Div — Sold
Teva Pharmaceutical — Int/Div
Trangle Capital Corp. — Int/Div
Walgreen Company — Int/Div
Scott and Stringfellow Interest Bearing Account X) — Interest
IRA}
Vanguard Explorer Fund — Int/Div
401K see Note Sin Part VIII
Pioneer Strategic Income Fund — Int/Div — Sold (part)
Pioneer Strategic Income Fund — Int/Div — Sold
American Funds Income Fund — Int/Div — Sold (part)
American Funds Income Fund — Int/Div — Sold
American Cent Large Company Value Fund — Int/Div — Sold (part)
Amencan Cent Large Company Value Fund — Int/Div — Sold
American Funds Growth Fund — Int/Div — Sold (part)
American Funds Growth Fund — Int/Div — Sold
Lord Abbett Small Cap Value Fund — Int/Div — Sold (part)
Lord Abbett Small Cap Value Fund — Int/Div — Sold
T Row Price Mid-Cap Value Fund — Int/Div — Sold (part)
T Row Price Mid-Cap Value Fund — Int/Div — Sold
ING Fidelity VIP Mid Cap Portfolio Fund — Int/Div — Sold (part)
ING Fidelity VIP Mid Cap Portfolio Fund — Int/Div — Sold
American Funds EuroPacific Fund — Int/Div — Sold (part)
American Funds EuroPacific Fund — Int/Div — Sold
Estate See Part VIII, Note 6. — Int/Div
AT&T — Distributed
Beam. Inc — Distnibuted
CSX Corp — Distnbuted
Coca-Cola — Distnbuted
Dominion Resources — Distributed
DuPomt — Distributed
Exelon Comp — Distnbuted
Exxon — Distnbuted
First Energy Corp. — Distnbuted
Fortune Brands — Distnbuted
Frontier Communications — Distnbuted
Merck — Distnbuted
Nuveen Virginia Municipal Bond Fund — Distnbuted
Nuveen Select Maturities Municipal Fund — Distributed
Pepco — Distnbuted
PNC Financial Services Group, Inc — Distnbuted
PPL Group — Distnbuted
Plum Creek Timber Company — Distributed
Progress Energy — Distnbuted
Venzon Communications — Distnbuted
Wal-Mart Stores — Distnbuted
Wells Fargo Advantage Municipal Fund — Distributed
Wells Fargo Stock New — Distnbuted
Fairfax County Bonds — Distnbuted
Southwest Va. Regional Jail Authority Bonds — Distnbuted
Virginia State Public School Authority — Distnbuted
Virginia State Water Bonds — Distnbuted
Stock in ThompsonMcMullan See Part VIII, Note 7 — None — Redeemed
Member, Board of Directors, Lawyers Helping Lawyers
Director, hompsonMcMullan, PC See Part VII, Note
Executor, Estate See Part VIII, Note 2
Vice Chair, Virgina Substance Abuse Services Commussion See Part VII, Note 3
Agreement — 2010 — ThompsonMcMullan 401K retirement plan. was ible to select investments from a number of mumal funds, See Part VIII, Note 4
Reimbursement — Virgina Trial Lawyers Association — 33011 — Homestead, Virgima — Speak at convention — Room, meals, and mileage
1. Part I, Line 2. ThompsonMcMullan was the law firm with which | worked before taking office as a judge. | resigned effective the day of my swearing in.
2. Part I, Line 3. This is
estate,
3. Part I, Line 4. This is a commission appointed by the Governor of Virginia. | resigned upon my nomination to the bench.
4. Part II, Line 1. This 401K account came through my old law firm. | stopped making contributions when | left the firm to become a judge. In 2011, the
investments were liquidated and invested in IRA 2,
5. Part VIL, line 122-136. This 401 K account was closed after I left my old law firm. All the assets in the 401K were mutual funds. In order to close the 401K
account, it was necessary to sell the mutual funds. The proceeds of the sales were invested in mutual funds in IRA 2. | am unable to report the gain (if any) on
these assets, because the funds were acquired in a series of monthly deposits over approximately 15 years. | do not know the monthly cost of the shares, so |
cannot calculate the gain upon sale.
. lam
sole heir. All
investments are
6. Part VIL, Line 139. This is the estate
assets were transferred to me, and 1 paid all her liabilities.
mcludedin my mvestments Part VII.
7. Part VII, Line 167. This is my interest in my former law firm. 1 was paid for it immediately after | was sworn in as a judge.
8%. Part VII, Line 23. I made a partial donation of shares of this stock. 1do not know the precise dates on which this donation occurred. The dates of donation are
estimates.
9. Part I, Lines 5 and 6. These are trusts
10.Part VIL The assets listed on lines 39 through 73 of my nomination report were assets of
at the time 1 filed the report. We are no loager married.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.