Kimberly C. Priest Johnson

2018Annual

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What was filed

  • 127

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 5

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Eastern District of Texas Bar Association
  • SMU Dedman School of Law
  • Reclaim6l
  • FACTS Management Co
  • Northwestern Mutual Life
  • Wells Fargo
  • First United Bank
  • Sedona Conference Institute
  • Eastern District of Texas Bar } Association
  • Notre Dame Law School
  • Chips
  • University of Texas Law School
  • Self-employed (attomey)

As filed

529 ACCOUNT #5 (H)

CHASE BANK (CASH) — Interest

BBVA COMPASS (CASH) — Interest

RENTAL PROPERTY. TIGERTOWN, TX (1/SINTEREST) — Rent

IRAZI(H)

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS N'L (SSEIX) — None — Sold

BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div

EUROPACIFIC GROWTH FUND CLASS F2 . AMERICAN FUNDS N/L (AEPFX) — Int/Div

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Int/Div

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/LISAGYX) — Int/Div

NUANCE MID CAP VAL FD (NMVLX) — Int/Div — Buy

MERIDIAN GRWTH FD INV CLASS (MRIGX) — Int/Div — Buy

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL((VSVIX) — Int/Div — Sold (part)

ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div

ISHARES TR MIN VOL USA ETF (USMV) — Int/Div

ISHARES TR CORE MSC! EAFE (IEFA) — Int/Div

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div

IRA £2 (H)

RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS N'L (SSEIX) — None — Sold (part)

AMG SOUTHERNSUN U.S. EQUITY FUND CLASS N'L (SSEIX) — Sold

BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES N/L (BIAGX) — Int/Div — Sold (part)

EUROPACIFIC GROWTH FUND CLASS F2. AMERICAN FUNDS N/L (AEPFX) — Int/Div — Sold (part)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Int/Div — Sold (part)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Buy (add'l)

JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I NL JVLIX) — Sold

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS INL SAGYX) — Int/Div — Sold (part)

NUANCE MID CAP VALUE FUND (NMVLX) — Int/Div — Buy

MERIDIAN GROWTH FUND (MRIGX) — Int/Div — Buy

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL(VSVIX) — Int/Div — Sold (part)

VICTORY INTEGRITY SMALL CAP VALUE FUND CLASS Y NL(VSVIX) — Sold (part)

ISHARES TR CORE US AGGBD ET (AGG) — Int/Div — Sold (part)

ISHARES TR MIN VOL USA ETF (USMV) — Int/Div — Sold (part)

ISHARES TR CORE MSC EAFE (IEFA) — Int/Div — Sold (part)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Int/Div — Sold (part)

IRA ACCOUNT #3 (H)

RAYMOND JAMES BANK DEP PROG SWEEP (Y) — Open

RJ FORETHOUGHT FOREACCUMULATION ANNUITY — None — Buy

BROKERAGE ACCOUNT #1 (HY

RAYMOND JAMES BANK DEPOSIT PROGRAM (X) — Interest

CHAMPLAIN MID CAP FUND (CIPMX) — Int/Div — Buy

CHAMPLAIN MID CAP FUND (CIPMX) — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Int/Div — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Buy (add'l)

AMERICAN MUTUAL FUND CLASS F2 « AMERICAN FUNDS NL (AMRFX) — Buy (add'l)

DODGE & COX INCOME FUND N/L (DODIX) — Int/Div — Buy (add'l)

DODGE & COX INCOME FUND N/L (DODIX) — Buy (add'l)

DODGE & COX INCOME FUND N/L (DODIX) — Buy (add'l)

DODGE & COX INCOME FUND N/L (DODIX) — Buy (add'l)

DODGE & COX INCOME FUND N/L (DODIX) — Buy (add'l)

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Int/Div — Buy (add'l)

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Buy (add'l)

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Buy (add'l)

EUROPACIFIC GROWTH FUND CLASS F2 - AMERICAN FUNDS N/L (AEPFX) — Buy (add'l)

JPMORGAN VALUE ADVANTAGE FUND CLASS L NL UVAIX) — None — Buy (add'l)

JPMORGAN VALUE ADVANTAGE FUND CLASS L NL UVAIX) — Buy (add'l)

JPMORGAN VALUE ADVANTAGE FUND CLASS L NL UVAIX) — Buy (add'l)

JPMORGAN VALUE ADVANTAGE FUND CLASS L NL UVAIX) — Sold

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Int/Div — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH FUND CLASS IN/L (SAGYX) — Buy (add'l)

PRUDENTIAL HIGH YIELD FUND CLASS ZN/LIPHYZX) — Int/Div — Buy (add'l)

PRUDENTIAL HIGH YIELD FUND CLASS ZN/LIPHYZX) — Buy (add'l)

PRUDENTIAL HIGH YIELD FUND CLASS ZN/LIPHYZX) — Sold

PIMCO LOW DURATION FUND (PLDPX) — Int/Div — Buy

PIMCO LOW DURATION FUND (PLDPX) — Buy (add'l)

PIMCO LOW DURATION FUND (PLDPX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Int/Div — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Sold (part)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

T. ROWE PRICE SMALL CAP VALLE FUND INVESTOR CLASS N/L (PRSVX) — Buy (add'l)

ISHARES TR CORE US AGGBD E1 (AGG) — Int/Div — Buy (add'l)

ISHARES TR CORE US AGGBD E1 (AGG) — Buy (add'l)

ISHARES TR CORE US AGGBD E1 (AGG) — Buy (add'l)

ISHARES TR CORE US AGGBD E1 (AGG) — Buy (add'l)

ISHARES TR MIN VOL USA ETF (USMV) — Int/Div — Buy (add'l)

ISHARES TR MIN VOL USA ETF (USMV) — Buy (add'l)

ISHARES TR MIN VOL USA ETF (USMV) — Buy (add'l)

ISHARES TR MIN VOL USA ETF (USMV) — Buy (add'l)

ISHARES TR CORE MSCI EAFE (IEFA) — Int/Div — Buy (add'l)

ISHARES TR CORE MSCI EAFE (IEFA) — Buy (add'l)

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 (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Buy (add'l)

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) — Buy (add'l)

RETIREMENT SAVINGS PLAN #1 (H)

VANGUARD INST TR 2015 — Int/Div

529 ACCOUNT #1 (H)

529 ACCOUNT #2 (H)

529 ACCOUNT «3 (H)

NEST NE 529 AGE BASED GROWTH 6-10 CLASS A M/F (NASTA)Y — None — Sold

NEST NE 529 AGE BASED 9-10 INASGA) — None — Buy

529 ACCOUNT #4 (H)

NEST NE 529 AGE BASED 6-8 (FORMERLY 6-100 CL A M/F (INASTA) — None — Buy

NEST NE 529 AGE BASED 6-8 (FORMERLY 6-100 CL A M/F (INASTA) — Sold

NEST NE 529 AGE BASED 9-10 CL A M/ F (NASGA) — None — Buy

NEST NE 529 AGE BASED GRWTH 6-8 (FORMERLY 6-100 CL 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

NORTHWESTERN MUTUAL US EQUITY LARGE CAP (X) — Int/Div

NORTHWESTERN MUTUAL US EQUITY MID CAP (X) — Int/Div

NORTHWESTERN MUTUAL US EQUITY SMALL CAP (X) — Int/Div

NORTHWESTERN MUTUAL INT'L DEVELOPED MKTS (X) — Int/Div

NORTHWESTERN MUTUAL REAL ESTATE SECURITIES (X) — Int/Div

Bench Bar Planning Committee, Eastern District of Texas Bar Association

Adpmunct Faculty, SMU Dedman School of Law

Board of Directors, Reclaim6l

Liability — FACTS Management Co — tition loan

Liability — Northwestern Mutual Life — msurance loan

Liability — Wells Fargo — line of credit

Liability — First United Bank — line of credit

Reimbursement — Sedona Conference Institute — 3118-3218 — Nashville, TN — 12th Annual Sedona Conference Institute — Travel, lodging, meals

Reimbursement — Eastern District of Texas Bar } Association — 5/24/18 — Austin, TX — Circuit Dinner — Meal

Reimbursement — Notre Dame Law School — S/NS/I88/19/18 — Notre Dame, IN — Trial Practice Semin Instructor — Travel, lodging, meals

Reimbursement — Chips — TWVIT/18- TV IRS — Washington, DC — ChiIPs Global Summit — Travel, lodging, meals

Reimbursement — University of Texas Law School — 118-1 1/2/18 — Austin, TX — 23rd Annual Advanced Patent Law Institute — Travel, lodging, meals

Income — 2018 — SMU Dedman School of Law — S2.000.00

Spouse's income — 2018 — Self-employed (attomey)

Spouse's income — 2018 — SMU Dedman School of Law

Part VII, line 42: Following a reportable transaction, this item became unreportable without a corresponding reportable transaction.

Part VII, lines 85, 115, 120, and 124: Name/ticker changes are the result of corporate action; all reportable transactions are listed.

Part VIL, lines 126 and 127: These are whole life style policies; they 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 unit value, per

page 42 of the filing instructions.

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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