Frank W. Volk

2018Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 26

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • IWIRC/TMA
  • American Bankruptcy Institute

As filed

Fifth Third Bank Accounts — Interest

Charleston Federal Credit Union — Interest

Hartford Funds (Smart 529) Age-Based Portfolios — Int/Div

Hartford Funds (Smart 529) Age-Based Portfolio — Int/Div

TRANSCANADA USA (46840) — Int/Div

FID Growth Co Pool — Int/Div

VANG INST TR 2035 — Int/Div

FID S00 INDEX INST — Int/Div

VANG VMMR-FED MMKT — Int/Div

Dominion Res. Inc. Va. New (Brokerage #1) — Int/Div

Travelers Companies Inc. (Brokerage #1) — Int/Div

Travelers Companies Inc. (Brokerage #2) — Int/Div

AEP (Brokerage #2) — Int/Div

AT&T (Brokerage #2) — Int/Div

BP PLC SPONSORED ADR (Brokerage #2) — Int/Div

Dommion Resources Inc. New (Brokerage w2) — Int/Div

Emerson Electric Co. (Brokerage #2) — Int/Div

Exelon Corp. (Brokerage #2) — Int/Div

Exxon Mobil Corp. (Brokerage #2) — Int/Div

Southern Co. (Brokerage #2) — Int/Div

Franklin Income Fund CL A (Brokerage 42) — Int/Div

Travelers Companies Inc. (Brokerage #2) Common Stock — Int/Div

Travelers Companies Inc. (Brokerage #2) Common Stock — Int/Div

Travelers Companies Inc. (Brokerage #2) Common Stock — Int/Div

TransCanada Retirement Plan (Defined Bft Cash Balance Pension) — Interest

"nM.

Reimbursement — IWIRC/TMA — April 12 10 April 13, 2018 — Atlanta, Georgia — Panel speaker — Transportation and meal

Reimbursement — American Bankruptcy Institute — August 21 to 23, 2018 — Cmcmmaty, Ohio — Panel speaker — Transportation, meals and lodging.

Part V. | have not included scholarships to my children by the State of West Virgmia or its mstitutions based upon my understandmg of the Judiciary Gift

Regulations found in Volume 11, Part C, Chapter 6 of the Guide to Judiciary Policy.

Part VII. My J former employer was # merged company composed of Nisource and Columbia Energy Group. Jill left that employment around the

turn of the century. In 2015, the merged company split into Nisource and Columbia Pipeline Group and, in 2016, Columbia Pipeline Group was acquired by

TransCanada.

Part VIL. Due to the merger transactions described above, my JI former account in the Columbia Retirement Plan (Defined Bft. Cash Balance Pension) has

now changed to a TransCanada account of i similar character, 1 was informed by the representative with whom I spoke in a prior year, however, that the balance

and eamings on the account are something to which Ji does not have access and that those figures would need to be prepared by hand and seat to us in a letter.

Extrapolating beyond the balance from last reporting period, and the low camings rate, | have estimated the value and earnings of the account and will amend the

report if necessary,

Part VII. The Smart 529 Plans were commenced over a decade ago, one for cach JI. The Hartford only provides income information for the life of

the investment. The Hartford will not break it down for me by year, although 1 lodged a special request that it do so. 1am thus left with little option to leave the

income column blank. Please advise if the Committee desires the statements of account.

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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