John Glover Roberts jr

2017Annual

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Pull out the substance of this filing.

What was filed

  • 202

    investments

  • 0

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Mississipm Federal Judges
  • Australia
  • Wellington
  • Harvard Law School
  • SS, Harvard Law School
  • University of Melbourne stipend
  • Victoria University of Wellington (stipend was received mn 2018; see Part Vill).
  • Major, Lindsey & Africa, LLC -- Attorney Search Consultants

As filed

Tine Wamer Inc. New TWX — Int/Div

Hillenbrand (Common) HI — Int/Div — Sold

Hill-Rom Holdings, Inc — Int/Div — Sold

Nokia (Common) NOK — Int/Div — Sold

Lam Research LRCX — Int/Div

Texas Instruments (Common) TXN — Int/Div

TMO (Common) — Int/Div

Sinus XM Radio (Common) — Int/Div

Amer. Century Gro. Inv. Class TWCGX conversion TWGIX see Part VIII — Int/Div

MetLife GVUL: Putnam Multi-Cap Growth Fund — None

Vanguard Int'l Gr Fund Admiral Shares VWILX — Int/Div

Vanguard Sm-Cap Index Fund Admiral VSMAX — Int/Div — Sold (part)

CC. Schwab Muni M. Fund SWXXX — Int/Div

Wells Fargo bank accounts — Interest

Capital One, Inc. bank accounts — Interest

1/8 int. cottage, Knocklong, County Limerick, Ireland — Reat

Utah Educ. Svgs Plan Equity « 10% Int'l (see Part VIII) — Int/Div

Utah Educ. Svgs Plan Age-Based Moderate, 13-15 (see Part VID — Int/Div

Allegis Group Ret. Plan (H)

Vanguard Target Retirement 2020 Trust 11 — None

Eaton Vance Ser Il Income Fund Boston CL 1 EIBIX — Int/Div — Sold (part)

Eaton Vance Global Macr Absolute Return 1 FIGMX — Int/Div — Sold (part)

First Eagle Global SGIIX — Int/Div — Buy (add'l)

First Eagle Global SGIIX — Sold (part)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Int/Div — Buy (add'l)

Gabelli Small Cap Growth GACIX — Sold (part)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

T. Rowe Price Real Estate TRREX — Int/Div

T. Rowe Price Blue Chip Growth TRBCX — Int/Div — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Sold (part)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund PISXX — Int/Div — Sold (part)

Wells Fargo Treas. Plus Mon Mkt Fund PISXX — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund PISXX — Sold

Wells Fargo Absolute Return Fund WABIX — Int/Div — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

Wells Fargo Absolute Return Fund WABIX — Buy (add'l)

AQR FDS Mgd. Futures Strategy AQMIX — None — Buy (add'l)

Dodge & Cox FDS International Stock DODFX — Int/Div — Sold (part)

Dodge & Cox FDS International Stock DODFX — Buy (add'l)

BlackRock Emerging Mkt L/S Eq Inst] BLSIX — None — Buy (add'l)

BlackRock Emerging Mkt L/S Eq Inst] BLSIX — Sold

TIME, Inc — Int/Div

Jane Brain, LLC (H)

Empowered Learning Institute of DC LLC — None

Principal MidCap Institutional PCBIX — Int/Div — Buy (add'l)

Principal MidCap Institutional PCBIX — Sold (part)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Prudential Jennison PNRZX — None — Sold

ASG GLBL ALTRNTVE CL Y (see Part Vi — Int/Div — Buy (add'l)

Dodge & Cox Stock DODGX — Int/Div — Buy (add'l)

Dodge & Cox Stock DODGX — Sold (part)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Dodge & Cox Stock DODGX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Int/Div — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Charter Commumcations CHTR — None

Utah Educ. Svgs Plan FDIC (see Part VIII) — Int/Div

Thormburg Ltd-Term Muni Inst LTMIX — Int/Div — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thormburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Int/Div — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

T Rowe Price Short-Term Bond — Int/Div — Buy (add'l)

Vanguard Div. Growth Fd Investor Shares VDIGX — Int/Div

Gateway Fund GTEYX — Int/Div — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Gateway Fund GTEYX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Int/Div — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Goldman Finl Sq Treas MM — Int/Div — Buy

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Sold (part)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Sold (part)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Sold (part)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Sold (part)

Goldman Finl Sq Treas MM — Buy (add'l)

Goldman Finl Sq Treas MM — Buy (add'l)

Wells Fargo Custod. Roth IRA / Inv, Co Amer, Class C AICCX — Int/Div — Buy (add'l)

MetLife GVUL: Deutsche Gove. Money Mkt VIP — None

MetLife GVUL Put.Gro. Opps — None

Bost. Pirs. L/S Rsreh. Fund BPIRX — None — Buy

Van Eck Global GHAYX — None — Buy

Van Eck Global GHAYX — Buy (add'l)

Gift — Mississipm Federal Judges — Inscribed foothall helmet — $579.00

Reimbursement — Australia — Supreme Court - Historical Perspective — ERR TRON, ANU A Ita mers ace 4 Llasuraint che uae 0

Reimbursement — Wellington — TEA vl a Aer i — Supreme Court - Historical Perspective — pp rig rede age Mesralplramon: Noremeeadaing, arc

Reimbursement — Harvard Law School — 1026/17 — Cambridge, Massachusetts — Attended Harvard Law School's Bicentennial — Transportation

Reimbursement — SS, Harvard Law School — 11714-15717 — Cambridge, Massachusetts — Judged moot court; met with students — Transportation and meals

Income — 0524/17 — University of Melbourne stipend — S10.000.00

Income — 04/06/18 — Victoria University of Wellington (stipend was received mn 2018; see Part Vill). — S1O.000.00

Spouse's income — 2017 — Major, Lindsey & Africa, LLC -- Attorney Search Consultants

Part 111, Ime 2. Stipend was received in 2018 although related teaching was performed in July 2017.

Part VII, line 9. American Century Growth Investor Class I TWCOGX -- share class conversion to TWGIX,

Part VII, lines 17, 1%, and 129. Utah Educational Savings Plan became my529 on February 5, 2018.

Part VII, line 101. Formerly Natixis SA.

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.

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John Glover Roberts jr | Frix