# James Harvie Wilkinson 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16345 ## Record - **Judge:** James Harvie Wilkinson 3 - **Year:** 2013 - **Report type:** Annual - **Pages:** 10 ## Text Trust #1 Albemarle Corp Common Stock — Int/Div AT&T Common Stock — Int/Div Deere & Co Common Stock — Int/Div Dupont E De Nemours & Co Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div General Electric Co Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Kraft Common Stock — Int/Div Lily Ely & Co Common Stock — Int/Div Merck & Co Comon Stock — Int/Div Mondelez Corp Common — Int/Div Phizer & Co Common Stock — Int/Div Proctor & Gamble Co Common Stock — Int/Div Providence & Worcester RR Common Stock — Int/Div Royal Dutch Petroleum Shell Co Common Stock — Int/Div Spectra Energy Corp Common Stock — Int/Div SunTrust Bank Inc Common Stock — Int/Div Ridgeworth Fd - Large Cap Core Growth Fund — Sold Ridgeworth Fd - Sm Cap Val Equty — Int/Div Ridgeworth Fd - MidCap Value Eqty — Int/Div Ridgeworth Fd - Intl Equity — Int/Div Ridgeworth Fd - Va Inter Mun Bond — Interest Vanguard FTSE Emerging Mkts ETF — Int/Div Federated Strategic Value Fd — Int/Div Ridgeworth Fd - US Govt Sec Ultra Short — Interest Federated FD - TR MMMKT — Interest IRA #) Ridgeworth Fd - Mid Cap Value Equity — Int/Div — Buy (add'l) Ridgeworth Fd - Large Cap Growth — Int/Div Ridgeworth Fd - Large Cap Value Equity — Int/Div Ridgeworth Fd - Intl Equity — None — Sold Ridgeworth Fd - Small Cap Value Equity — Int/Div — Buy (add'l) Vanguard Dev Mkts Index Fd — Int/Div — Buy Vanguard Dev Mkts Index Fd — Buy (add'l) Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy Vanguard FTSE Emerging Mkts ETF — Buy (add'l) Federated FD « TR MMMKT — Interest Trust #2 Albemarle Corp Common Stock — Int/Div AT&T Common Stock — Int/Div Dupont E De Nemours & Co Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Lmcoln Natl Corp Common Stock — Int/Div — Sold (part) Lmcoln Natl Corp Common Stock — Sold (part) Merck & Co Common Stock — Int/Div Phizer & Co Common Stock — Int/Div Royal Dutch Petroleum Shell Co Common Stock — Int/Div Spectra Energy Corp Common Stock — Int/Div Ridgeworth Fd -Agressive Growth — Int/Div Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l) Federated FD - Strategic Value Fund — Int/Div Ridgeworth Mid Cap Value Fund — Int/Div — Buy Ridgeworth Small Cap Value Fund — Int/Div — Buy Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy Vanguard FTSE Emerging Mkts ETF — Buy (add'l) Vanguard Develope Mkts Index Fd — Int/Div — Buy Vanguard Develope Mkts Index Fd — Buy (add'l) Federated FD - TR MMMKT — Interest Deposit Accounts SunTrust Interest Checking #1 — Interest SunTrust Checking #2 — None SunTrust Checking #3 — None Trust #3 Ridgeworth Fd - Intl Equity — None — Sold Ridgeworth Fd - Large Cap Growth Stock — Int/Div — Sold (part) Ridgeworth Fd - Large Cap Value Equity — Int/Div — Sold (part) Ridgeworth Fd - Mid Cap Value Equity — Int/Div — Sold (part) Vanguard Developed Mkts Index FD — Int/Div — Buy Vanguard FTSE Emerging Mkts ETF — Int/Div — Buy Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l) Federated FD - TR MMMKT — Interest Director, Tuesday Evening Concert Series Director, Virgima Historical Society Reimbursement — The Federalist Society — November 15-16 — Washington, DC — Speaker — Hotel lodging/meals Income — 2013 — Oxtord University Press, book royalties — S1.100.00 Part I: Positions 1 receive no compensation for my service. The start date for each non-profit position was June, 2013. Part 11: Agrements RE: 1 will rec, cont in any benefit plan provided by the University, although past pension benefits ae vested. My mortgage was provided at a favorable rate available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985, Part VII: Investments and Trusts Trust #1 My Revocable Trust Line 19. Investment was sold on 01/23/12 and was inadertently listed as still being owned on 12/31/2012. Line 24. Investment name was changed from Vanguard Fd-lntl Eqty IDX MSCI Emer Mkt to Vanguard FTSE Emerging Mkts ETF on 1/10/2013. IRA My current IRA Trust #2 Revouble Trust Trust #3 Irrevocable GST Trust for me (from trust) This trust was created from Trust Revocable Trust became Irrevocable Interim Trust - which was split into two shares, after IRS approval was received, for and me. My share later became this trust. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16345. Public record. Not legal advice.