James Parker Jones

What was filed

281
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

The Duke Endowment Trustee's fees

As filed

The Doris Duke Trust, income beneficiary — Int/Div

Trust No. 1, income beneficary — Int/Div

Trust No. 2, mcome beneficary — Int/Div

Trust No. 3, mcome benficiary — Int/Div

Trust No. 4, income benficiary — Int/Div

Hennessy Gas Utility Index Fund — Int/Div

Berkshire Hathaway B common stock — None

Chevron Corp common stock — Int/Div

Duke Energy common stock — Int/Div

Exxon Mobil common stock — Int/Div

IBM common stock — Int/Div

AT&T Inc common stock — Int/Div

T. Rowe Price Va Bond Fund — Int/Div

T. Rowe Price Summit Muncipal Intermediate Fund — Int/Div

T. Rowe Price Growth Stock Fund — Int/Div

T. Rowe Price New Horizons Fund — Int/Div

T. Rowe Price New Asia Fund — Int/Div

T. Rowe Price New Asia Fund — Sold (part)

T. Rowe Price Int'l Stock Fund — Int/Div

T. Rowe Price Int'l Stock Fund — Int/Div — Sold (part)

T. Rowe Price Int'l Stock Fund — Sold (part)

T. Rowe Price New Income Fund — Int/Div

T. Rowe Price Government Money Fund — Int/Div

T. Rowe Price Science & Tech. Fund — Int/Div

T. Rowe Price Blue Chip Growth Fund — Int/Div

T. Rowe Price Equity Index S00 Fund — Int/Div — Sold (part)

T. Rowe Price Equity Index S00 Fund — Sold (part)

S10. — Sold (part)

T. Rowe Price Equity Index 500 Fund — Int/Div — Sold (part)

T. Rowe Price Equity Index 500 Fund — Sold (part)

L-3 Technologies Inc common stock — Int/Div

T. Rowe Price Equity Index 500 Fund — Sold (part)

T. Rowe Price Value Fund — Int/Div

T. Rowe Price Equity Income — Int/Div

T. Rowe Price High Yield Fund — Int/Div — Sold (part)

T. Rowe Price High Yield Fund — Sold (part)

T. Rowe Price Summit Cash Reserves — Int/Div — Sold (part)

T. Rowe Price Summit Cash Reserves — Sold (part)

Wells Fargo bunk account — Interest

Highlands Union bank account — None

J P Morgan bank account — None

Virginia529 Plan James River Portfolio — Int/Div — Buy (add'l)

Virginia529 Plan James River Portfolio — Sold (part)

Transamerica TS&W Int'l Equity Portfolio — Int/Div

Allstate Corp common stock — Int/Div

Alphabet Inc common stock — None

AMC Networks Inc. common stock — None

American Express Co. common stock — Int/Div

Amensourcebergan Co common stock — Int/Div — Buy

Amensourcebergan Co common stock — Sold

Avnet Inc common stock — Int/Div — Sold

Berkshire Hathaway B common stock — None

Chevron Corp common stock — Int/Div

Chubb LTD common stock — Int/Div

Cisco Systems Inc common stock — Int/Div

C1 T Group Inc common stock — Int/Div

Comerica Inc common stock — Int/Div

Disney Walt Co common stock — Int/Div

Dominion Resources Inc common stock — Int/Div

Emerson Electric Co common stock — Int/Div

Ford Motor Co common stock — None — Buy

Ford Motor Co common stock — Sold

EOG Resources. Inc common stock — Int/Div

Garrett Motion Inc — None — from line 226)

Garrett Motion Inc — Sold

Johnson & Johnson common stock — Int/Div

JPMorgan Chase & Co common stock — Int/Div

Kellogg Co. common stock — Int/Div — Sold

Laboratory Corp of America common stock — None

Liberty Expedia Hold common stock — None

Liberty Interacty common stock — None

Linde plc common stock (X) — None

Liberty Media Coip Common Stock C Sirius XM — None

Macy's Inc common stock — Int/Div

Michael Kors Holdings common stock — None — Sold

Microsoft Corp common stock — Int/Div

Netapp Inc common stock — Int/Div — Sold (part)

Netapp Inc common stock — Sold

News Corp common stock A — Int/Div — Sold (part)

Norfolk Southern common stock — Int/Div

Northrop Grumman Corp common stock — Int/Div

Oracle Corp common stock — Int/Div

PG & E Corp common stock — None — Buy

PG & E Corp common stock — Sold

Phizer Inc common stock — Int/Div

PPL Corp common stock — Int/Div

Praxair. Inc common stock — Int/Div — with line 130)

Prudential Financial Ine common stock — Int/Div

Resideo Technologies Inc common stock — None — from line 226)

Resideo Technologies Inc common stock — Sold

Rockwell Collins Ine common stock — Int/Div — with line 273)

Schlumberger Ltd common stock — Int/Div

SPDR S&P SOO ETF — None

Siemans AG ADR — Int/Div

Target Corp common stock — Int/Div

Total SA sponsored ADR — Int/Div

Unilever NV common stock — Int/Div

Vanguard Interm Term Tax Exempt Fund — Int/Div

Vanguard Long Term Tax Exempt Fund — Int/Div

Vanguard Ltd Term Tax Exempt Fund — Int/Div

Willis Towers Watson ple common stock — Int/Div

Wells Fargo Bk NA common stoick — Int/Div

Xilinx lnc common stock — Int/Div

Schwab U.S. Treas Money Fund — Int/Div

Arlington Cnty Va muni bond — Interest

Orange Co VA mum bond — Interest

Amencan International Group common stock — Int/Div

Cigna Corp common stock — Int/Div

National Grid Plc common stock — Int/Div — Sold

Amerisourcebergen Co common stock — Int/Div — Buy

Amerisourcebergen Co common stock — Sold

Air Products & Chemicals Inc common stock — Int/Div

Amazon Com Inc common stock — None

Apple Inc common stock — Int/Div

AT&T Inc common stock — Int/Div

Autozone Inc common stock — None

Bank of America Corp common stock — Int/Div

Boston Scientific Corp common stock — None

Brighthouse Financial Inc common stock — None

Campbell Soup Co common stock — Int/Div

Cardinal Health Inc common stock — Int/Div — Sold

Caterpillar Inc common stock — Int/Div

CBS Corp Class B common stock — Int/Div

Celgene Corp common stock — None — Sold

Centerpoint Energy Inc common stock — Int/Div

Cisco Systems Inc common stock — Int/Div

Citigroup Inc New common stock — Int/Div

Citrix Systems Inc common stock — Int/Div

Coca-Cola Co common stock — Int/Div

Colgate Palmolive Co common stock — Int/Div

Columbia Dividend Income Fund C1 Z — None

Columbia Va Intermed Mun Bd Fund — Int/Div

Columbia Income Opportunities Fund — Int/Div

Columbia Short Term Mun Bd Fund C1 2 — Int/Div

Comcast Corp Cl A common stock — Int/Div — Buy (add'l)

Constellations Brands Inc A common stock — Int/Div

CVS Health Corp. common stock — Int/Div — Sold

CSX Corp common stock — Int/Div

Darden Restaurants Inc common stock — Int/Div

Dell Technologies Ine common stock — None — Sold (part)

Devon Energy Corp common stock — Int/Div

Dish Network Corp common stock — None — Buy (add'l)

Dish Network Corp common stock — Buy (add'l)

Dish Network Corp common stock — Sold

Dommion Energy Inc common stock — Int/Div — Buy (add'l)

DowDuPont Ine common stock — Int/Div

Eaton Corp PLC common stock — Int/Div

EMC Corp Mass common stock — Int/Div

Emerson Electric Co common stock — Int/Div

EOG Resoutces Inc common stock — Int/Div

Equinix Inc common stock — Int/Div

Express Scripts Hldg common stock — None — with line 166)

FirstEnergy Corp common stock — Int/Div

Goldman Sachs Group Inc — Int/Div

EOG Resources Ine common stock — Int/Div

Estee Lauder Cos Inc Cl A common stock — None

Exxon Mobil Corp common stock — Int/Div

Fortune Brands Home & Sec common stock — Int/Div

General Electric Co common stock — Int/Div

General Mills Inc common stock — Int/Div

General Motors Co common stock — Int/Div

Gilead Sciences Inc common stock — Int/Div — Buy (add'l)

Gilead Sciences Inc common stock — Sold (part)

Halliburton Co. common stock — Int/Div

Home Depot Inc common stock — Int/Div

Honeywell Intemational Inc common stock — Int/Div

Humana Inc common stock — Int/Div

Intercontinental Exchange Inc common stock — Int/Div

Invesco Ltd common stock — Int/Div

iShares Barclays Tips Bond ETF — Int/Div — Sold

iShares Russell Mid-Cap Index ETF — Int/Div

iShares MSC1 EAFE ETF — Int/Div

iShares Russell 2000 ETF — Int/Div

Ivy Larg Cap Growth Fund — Int/Div

Johnson & Johnson common stock — Int/Div

Kar Auction Services common stock — None — Sold

Kroger Co common stock — Int/Div

Kraft Heinz Co. common stock — Int/Div

Lam Research Corp common stock — None

Legg Mason BW Absolute Return Opp Fund Zz — Int/Div

Lennar Corp C1 A common stock — None

Lennar Corp C1 B comon stock — Int/Div — Sold

Lowes Companies Inc common stock — Int/Div

Managers AMG Funds - TimesSquare Mid Cap Growth fund — None

Marathon Pete Corp common stock — Int/Div — Sold

Matthews Pacific Tier Inst] Fund — Int/Div

MetLife Inc. common stock — Int/Div — Sold

McKesson Corp common stock — Int/Div — Sold (part)

McKesson Corp common stock — Buy (add'l)

Microsoft Corp common stock — Int/Div

Monsanto Co common stock — Int/Div — Sold

Mondelez Intl Inc common stock — Int/Div

NASDAQ OM X Group common stock — Int/Div

News Corp common stock — Int/Div

Nextera Energy Inc common stock — Int/Div

Nike Inc B common stock — Int/Div

Norfolk Southern Corp common stock — Int/Div

Occidental Petroleum Corp common stock — Int/Div

Oracle Corp common stock — Int/Div

Permanent Portfolio Fund — None

Pfizer Inc common stock — Int/Div

PIMCO All Asset All Authority Fund — None

Principal Pd Secs Fd Inst] C1 — Int/Div

Prudential Fimancial Inc common stock — Int/Div

Qualcomm Inc common stock — Int/Div — Sold (part)

Schlumberger Ltd common stock — Int/Div

SPDR Gold Trust fund — None

Templeton Global Bd Fund — Int/Div

Target Corp common stock — Int/Div

Time Inc common stock — Int/Div

Time Warmer Inc New common stock — None — with line 173)

Union Pacific Service common stock — Int/Div

United Technologies Corp common stock — Int/Div — Buy (add'l)

Unitedhealth Group Inc common stock — Int/Div

US Bancorp Del common stock — Int/Div

Vanguard REIT — Int/Div

Verizon Communications Inc common stock — Int/Div

Vertex Pharmaceuticals Inc common stock — None

Visa Inc — Int/Div

Xilinx Corp common stock — Int/Div — Sold

Yum Brands Inc common stock — Int/Div

Yum China Hldgs Inc common stock — Int/Div

Spouse's income — 2018 — The Duke Endowment Trustee's fees

Part VII Investment and Trusts

Express Seripts Hidg (211) merged with Cigna Corp (166) in 2018

Resideo Technologies Inc ((147) was spin off from from Hoenywell Intemational Inc (226) in 2018

Garrett Motion Inc (121) was spin off from Honeywell Intemational Inc (226) in 2018

Praxair Inc (145) merged with Linde plc (130) in 2018

Rockwell Collins Inc (149) merged with United Technologies Corp (273) in 2018

Time Warner Inc New (271) merged with A T& T Inc (173) in 2018