# Kimberly C. Priest Johnson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14471

## Record

- **Judge:** Kimberly C. Priest Johnson
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 13

## Text

S29 ACCOUNT #2 (H)
CHASE BANK (VARIOUS ACCOUNTS) — Interest
BBVA COMPASS (VARIOUS ACCOUNTS) — Interest
RENTAL PROPERTY, TIGERTOWN, TX (/SINTEREST) — Rent
FISH & RICHARDSON, P.C. (CASH BALANCE) — Interest — Closed
ANKE H)
WELLS FARGO STABLE VALUE — Interest — Sold
TCW TOTAL RETURN BOND 1 — Int/Div — Sold
CALAMOS GROWTH & INCOME — Int/Div — Sold
DODGE & COX STOCK — Int/Div — Sold
MAINSTAY LARGE CAP GROWTH — Int/Div — Sold
JPMORGAN MID CAP VALLE INSTL — Int/Div — Sold
ARTISAN MID CAP INSTL — Int/Div — Sold
BROWN CAPITAL MGMT SMALL CO INSTL — Int/Div — Sold
ALLIANZ NFJ SMALL CAP VALUE INSTL — Int/Div — Sold
HARBOR INTERNATIONAL INSTITUTIONAL — Int/Div — Sold
ARTISAN INTERNATIONAL INSTL — None — Sold
401K 22 (H)
WELLS FARGO STABLE VALUE — Interest — Sold
VANGUARD INFLATION-PROTECTED SECS — Int/Div — Sold
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL — Int/Div — Sold
VANGUARD INSTITUTIONAL INDEX — Int/Div — Sold
VANGUARD MID CAP INDEX ADMIRAL — Int/Div — Sold
VANGUARD SMALL CAP INDEX ADMIRAL — Int/Div — Sold
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL — Int/Div — Sold
IRA #1 (H)
RAYMOND JAMES BANK DEPOSIT PROGRAM (Y)
AMG SOUTHERNSUN U.S. EQUITY FUND CLASS I N/L (SSEIX) — Int/Div — Buy (add'l)
AMG SOUTHERNSUN U.S. EQUITY FUND CLASS I N/L (SSEIX) — Sold (part)
BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div — Buy (add'l)
EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS N/L (AEPFX) — Int/Div — Buy (add'l)
JOHN HANCOCK DISCIPLINED VALUE FUND CLASS NL UVLIX) — Int/Div — Buy (add'l)
CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Int/Div — Buy (add'l)
VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Int/Div — Buy (add'l)
VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Sold (part)
ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div — Buy (add'l)
ISHARES TR MIN VOL UDA ETF (USMV) — Int/Div — Buy
ISHARES TR CORE MSC EAFE (IEFA) — Int/Div — Buy (add'l)
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy (add'l)
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)
IRA #2 (H)
RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest — Open
AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Int/Div — Buy
AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Buy (add'l)
AMG SOUTHERNSUN U.S. EQUITY FUND CLASS NL (SSEIX) — Sold (part)
BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div — Buy
EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Int/Div — Buy
EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Buy (add'l)
JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Int/Div — Buy
JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Buy (add'l)
JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Buy (add'l)
CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — Int/Div — Buy
CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — Buy (add'l)
VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Int/Div — Buy
VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Buy (add'l)
VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL (VSVIX) — Sold (part)
ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div — Buy
ISHARES TR CORE US AGGBD E1 (AGG) — Buy (add'l)
ISHARES TR MIN VOL UDA ETF (LSMV) — Int/Div — Buy
ISHARES TR CORE MSCI EAFE (IEFA) — Int/Div — Buy
ISHARES TR CORE MSCI EAFE (IEFA) — Buy (add'l)
ISHARES TR CORE MSCI EAFE (IEFA) — Buy (add'l)
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Buy (add'l)
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)
BROKERAGE ACCOUNT #1 (H)
AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS N/L (AMRFX) — Int/Div — Buy
DODGE & COX INCOME FUND N/L (DODIX) — Int/Div — Buy
EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS NL (AEFPFX) — Int/Div — Buy
JPMORGAN VALUE ADVANTAGE FUND CLASS L NL (JVAIX) — Int/Div — Buy
CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Int/Div — Buy
PRUDENTIAL HIGH YIELD FUND CLASS ZN/L(PHYZX) — Int/Div — Buy
T. ROWE PRICE SMALL CAP VALUE FUND ADVISOR CLASS N/L (PASVX) — Int/Div — Buy
T. ROWE PRICE SMALL CAP VALUE FUND ADVISOR CLASS N/L (PASVX) — Sold (part)
ISHARES TR CORE US AGGBD ET (AGG) — Distribution — Buy
ISHARES TR MIN VOL USA ETF {(USMV) — Int/Div — Buy
ISHARES TR CORE MSC EAFE (IEFA — Int/Div — Buy
ISHARES TR CORE MSC EAFE (IEFA — Buy (add'l)
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Buy
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Sold (part)
RETIREMENT SAVINGS PLAN #1 {H)
VANGUARD INST TR 2015 — Int/Div — Buy
EDUCATION ACCOUNTS (H)
MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2021 — None — Closed
MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2024 — None — Closed
MARYLAND COLLEGE INVESTMENT PLAN PORTFOLIO 2027 — None — Closed
BRIGHT START BLENDED AGE BASED T9 YEARS PORTFOLIO — None — Closed
529 ACCOUNT #1 (H)
NEST NE 529 AGE BASED GROWTH 15-18 CLASS A M/F (NEFEA) — None — Buy
NEST NE 529 AGE BASED GROWTH 15-18 CLASS A M/F (NEFEA) — Buy (add'l)
NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (NASTA)Y — None — Buy
NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (NASTA)Y — Sold
NEST NE 529 AGE BASED GROWTH 11-14 CLASS A MF (NEEFA) — None — Buy
529 ACCOUNT #3 (H)
NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (INASTA) — None — Buy
WHOLE/UNIVERSAL LIFE INSURANCE POLICIES (H)
METLIFE FLEXIBLE PREMIUM VARIABLE LIFE — Interest
NORTHWESTERN MUTUAL LIFE — None
NORTHWESTERN MUTUAL VARIABLE LIFE INVESTMENT POLICY (H)
NORTHWESTERN MUTUAL US EQUITY LARGE CAP — Int/Div
NORTHWESTERN MUTUAL US EQUITY MID CAP — Int/Div
NORTHWESTERN MUTUAL US EQUITY SMALL CAP — Int/Div
NORTHWESTERN MUTUAL INT'L DEVELOPED MKTS — Int/Div
NORTHWESTERN MUTUAL REAL ESTATE SECURITIES — Int/Div
Adjunct Faculty
Liability — Fish & Richardson, P.C. 401(k) — personal loan
Liability — American Bank of Texas, First United Bank — personal loan
Liability — Northwestern Mutual Life — msurance loan
Liability — Wells Fargo — Ine of credit
Liability — First United Bank — line of credit
Reimbursement — EDTX Bar Association — March 9, 2017 — Plano, TX — EDTX Criminal Bench Bar Dinner — Meal
Reimbursement — San Francisco Daily Joumal — April 16-19, 2017 — San Francisco, CA — Patent Conference (speaker) — Transportation, lodging, meals
Reimbursement — EDTX Bar Association — May 8, 2017 — Plano, TX — EDTX Bar Association Dinner — Meal
Reimbursement — Texas Bar Association — July 20-21, 2017 — Horseshoe Bay, TX — Patent Conference (speaker) — Transportation, lodging, meals
Reimbursement — EDTX Bar Association — October 4-6, 2017 — Plano, TX — EDTX Annual Bench Bar Dinner — Transportation, lodging, meals
Reimbursement — Texas Bar Association — November 1, 2017 — Horseshoe Bay, TX — Luncheon — Meal
Income — 27 — S2.000.00
Spouse's income — 2017 — Fish & Richardson P.C. (salary)
Spouse's income — 2007 — Self-employed (attomey)
Part VIL, lines 29 and 48: Symbol changes only.

Part VII, lines 106 and 107: These policies do not have individual underlying investments,

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

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

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14471. Public record. Not legal advice.
