# James Harvie Wilkinson 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/20378 ## Record - **Judge:** James Harvie Wilkinson 3 - **Year:** 2018 - **Report type:** Annual - **Pages:** 10 ## Text Deere & Co Common Stock — Int/Div Trust#1 Albemarle Corp Common Stock — Int/Div AT&T Common Stock — Int/Div — Sold (part) DowDuPont Inc. Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div Enbndge Inc. Common Stock — Int/Div General Electric Corp Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Kraft Heinz Co Common Stock — Int/Div Lilly Eli & Co Common Stock — Int/Div Merck & Co Common Stock — Int/Div Mondelez Intemational Inc Common Stock — Int/Div Pfizer Inc Common Stock — Int/Div Proctor & Gamble Co Common Stock — Int/Div Royal Dutch Petroleum Shell Co Common Stock — Int/Div SunTrust Banks Inc Common Stock — Int/Div Vanguard 500 Index Fd — Int/Div — Buy (add'l) Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy Vanguard FTSE Emerging Mkts ETF — Int/Div Vanguard Limited-Term Tax-Exempt Fund — Int/Div — Buy (add'l) Vanguard Mid-Cap Value Index Fund Admiral — Int/Div Vanguard Small-Cap Value Index Fund — Int/Div Vanguard Developed Mkts Index Fd — Int/Div Federated Fd - TR MMMKT — Interest IRA #1 Vanguard 500 Index Fd — Int/Div Vanguard Dev Mkts Index Fd — Int/Div Vanguard FTSE Emerging Mkts E17 — Int/Div Vanguard Growth Index Fd — Int/Div Vanguard Mid-Cap Value Index Fund Admiral — Int/Div Vanguard Small-Cap Index Fund — Int/Div PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest Trust #2 Albemarle Corp Common Stock — Int/Div AT&T Inc Common Stock — Int/Div DowDuPont Inc. Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div Enbridge Inc. Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Lmcoln Natl Corp Common Stock — Int/Div Merck & Co Inc Common Stock — Int/Div Phizer Inc Common Stock — Int/Div Royal Dutch Shell Sponsored Common Stock — Int/Div Vanguard 500 Index Fund — Int/Div Vanguard Dev Mkts Index Fd — Int/Div Vanguard Bmergmg Markets Stock Index Fund — Int/Div — Buy Vanguard Growth Index Fd — Int/Div Vanguard Intermediate Term Tax-Exempt Fund — Int/Div — Buy (add'l) Vanguard Mid-Cap Growth Index Fund — Int/Div — Buy Vanguard Mid-Cap Value Index Fund Admiral — Int/Div — Sold (part) Vanguard - Small Cap Index — Int/Div Federated Fd - TR MMMKT — Interest Deposit Accounts SunTrust Interest Checking #1 — Interest SunTrust Checking #2 — None SunTrust Checking #3 — None Trust 43 Federated Strategic Value Fd — Int/Div — Sold Vanguard 500 Index Fd — Int/Div — Buy (add'l) Vanguard Dev Mkts Index Fd — Int/Div — Buy (add'l) Vanguard Dev Mkts Index Fd — Buy (add'l) Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy Vanguard Emerging Markets Stock Index Fund — Buy (add'l) Vanguard Growth Index Fd — Int/Div Vanguard Lumited-Term Tax-Exempt Fd — Int/Div Vanguard Mid-Cap Value Index Fund Admiral — Int/Div Vanguard Russell 1000 Value Index Fund — Int/Div — Buy Vanguard Russell 1000 Value Index Fund — Buy (add'l) Virtus Ceredex Large-Cap Value Equity R6 — Int/Div — Sold (part) Virtus Ceredex Large-Cap Value Equity R6 — Sold PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest Davenport Brokerage Davenport Core Mutual Fund (X) — Int/Div Davenport Equity Opptys Mutual Fund (X) — istnbution US Treasury Oligs Cui (X) — Interest Director, Virginia Historical Society Income — 2018 — Oxtord University Press, book royalties — $396.00 Income — 2018 — Encounter Books, book royalties — $620.00 Part I: Positions 1 receive no compensation for my service. The start date for each non-profit position was June, 2013 Part II: Agreements RE: I will rec, contd... in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985, Part VII: Investments and Trusts Trust #1 My Revocable Trust IRA My current IRA Trust #2 I evocable Trust Trust #3 Irrevocable GST Trust for me (from I vs This trust was created from [Ji] Trust (her Revocable Trust became an Irrevocable Interim Trust - after her death) which was split into two shares, after IRS approval wus received, for] and me. My share later became this trust. Davenport Brokerage I occount These two mutual funds and the U.S. Treasury Oligs were inherited by [lj Ill from [I IEE i» 2018. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20378. Public record. Not legal advice.