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.