Kimberly Ann Moore

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 110

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Utah State Bar
  • Federal Circuit Bar } Association
  • Georgia Bar Association
  • attorney, self-employed, partner

As filed

Rental Property (2008 $2,211,554.00) (Currituck County. NC) 11-30-2016 — Rent

Alexandna Apartment Associates, LLC Alexandria, VA June 2017 $500,000 — Rent

Capital One Bank Accounts — Interest

Citibank Account — Interest

Northwestern Mutual Life Insurance Whole Life — Int/Div

Northwestern Mutual Life Insurance Whole Life — Int/Div

Berkshire Life Insurance - Whole Life — Int/Div

CHARLES SCHWAB ACCOUNTS

Vanguard Developed Markets — Int/Div — Buy (add'l)

Vanguard Total Stock Market — Int/Div — Buy (add'l)

Morley Stable Value Fund Net 20 — None

T. Rowe Price Mid-Cap Growth — Int/Div — Buy (add'l)

Vanguard Instiutional Index — Int/Div — Buy (add'l)

Vanguard Total Bond — Interest — Buy (add'l)

"nM.

VA 529 PLANS (H)

pre Paid — None

n Vest 2021 — None

n Vest 2015 — None

in Vest Stable Value — None

VANGUARD ACCOUNT (H)

Energy Fund Investor — Int/Div

Large Cap Index — Int/Div — Buy (add'l)

Large Cap Index — Buy (add'l)

Large Cap Index — Buy (add'l)

Mid Cap Index — Int/Div — Buy (add'l)

Mid Cap Index — Buy (add'l)

Mid Cap Index — Buy (add'l)

Prime Money Market Fund — Int/Div

Short Term Bond — Int/Div

Small Cap Index — Int/Div — Buy (add'l)

Small Cap Index — Buy (add'l)

Small Cap Index — Buy (add'l)

Total Bond Market Index — Int/Div

Total Index Intl Stock — Int/Div — Buy (add'l)

Total Stock Market Fund — Int/Div — Buy (add'l)

Vanguard Energy ETF — Int/Div — Buy (add'l)

S00 Index Fund — Int/Div — Buy (add'l)

S00 Index Fund — Buy (add'l)

S00 Index Fund — Buy (add'l)

WELLS FARGO ACCOUNT A (BROKERAGE)

Becton Dickinson — Int/Div — Buy (add'l)

Bw Life Solutions — None — Buy

Bw Life Solutions — Buy (add'l)

Church & Dwight Inc — Int/Div

Cmtas — Int/Div — Sold

Cmtas — Buy

Clorox — Int/Div

Constellation Brands — Int/Div — Buy (add'l)

Constellation Brands — Buy (add'l)

Cracker Barrel Old Cry Store — Int/Div — Buy (add'l)

Cryoport — None

Danaher Corp. — Int/Div — Buy (add'l)

Deluxe Corp. — Int/Div

Dollar General — Int/Div — Buy

Dollar General — Buy (add'l)

Dr. Pepper — Int/Div — Sold

Fed Ex — Int/Div — Buy (add'l)

Fed Ex — Buy (add'l)

HanesBrands Inc — Int/Div — Sold

Hormel Foods — Int/Div — Sold

Hershey Company — Int/Div

Hill-Rom Holdings — Int/Div — Buy (add'l)

Hill-Rom Holdings — Buy (add'l)

INTL Flavor — Int/Div — Buy (add'l)

Intmtive Surgical — None

JM Smucker — Int/Div — Buy (add'l)

Marathon Petroleum — None — Buy

McCormick & Co. — None — Buy

McDonalds — Int/Div — Buy (add'l)

McDonalds — Buy (add'l)

Old Dominion Freight Line — Int/Div — Buy

Old Dominion Freight Line — Buy (add'l)

Old Dominion Freight Line — Buy (add'l)

Pepsico Incorporated — Int/Div

Petmed Expresss — None — Buy

Petmed Expresss — Buy (add'l)

Petmed Expresss — Sold

Stencycle Inc — None

Stryker — Int/Div — Buy (add'l)

Therapeutics MD Inc — None

Transenterix Inc — None — Buy

US Foods Holdings — None

Visa — Int/Div — Buy

View Ray Inc — None — Sold

WELLS FARGO ACCOUNT B (IRA)

Becton Dickinson — Int/Div

Church & Dwight Inc — Int/Div

Cracker Barrel — Int/Div — Buy

Cracker Barrel — Buy (add'l)

Cryoport — None — Buy

Cintas Corp. — None — Sold

Danaher — Int/Div — Buy

Deluxe Corp. — Int/Div

Dollar General — Int/Div — Buy

Dr. Pepper — Sold

Fed Ex — Int/Div — Buy (add'l)

Gilead Science — None — Sold

Growth Fund America — Int/Div

Ingersoll Rand - Foreign Bond — Interest — Redeemed

Intl Flavor & Fragrances — Int/Div

Intuitive Surgical — None

JM Smuckers — Int/Div

J & J Snack Foods — Int/Div — Buy

J & J Snack Foods — Sold

Pepsico — Int/Div — Buy

Petmed Express — None — Buy

Petmed Express — Sold

Stericycle — None

Tractor Supply — Int/Div — Sold

Reimbursement — Utah State Bar — 02/2272018 02/26/2018 — Salt Lake City, UT — Activity of professional association — Transportation, meals and lodging

Reimbursement — Federal Circuit Bar } Association — 0672012018 6232018 — San Diego, CA — Activity of professional association — Transportation, meals and lodging

Reimbursement — Georgia Bar Association — 09/20,2018 09/23/2018 — Amelia Island, FL — Activity of professional association — Transportation, meals and lodging

Spouse's income — 2018 — attorney, self-employed, partner

Lime 135 in the the 2017 Financial Disclosure Report column D1 should have been reported as “sold in part.” Please refer to line 136 in the 2018 Financial

Disclosure Report. Please accept this for the 2017 and 2018 report.

Line 154 in the 2018 Financial Disclosure Reort was inadvertenly omitted from the 2017 Financial Disclosure Report. Please sccept for the 2017 and 2018 report.

Line 169 in the the 2017 Financial Disclosure Report Gilead Science was inadvertently misreported. This was sold on 6/1/2017, Please refer to line 168 in the

2018 Financial Disclosure Report, Please accept for the 2017 and 2018 report,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Kimberly Ann Moore | Frix