James Harvie Wilkinson 3
2007
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Pull out the substance of this filing.
What was filed
85
investments
0
positions
0
gifts
1
agreements
0
debts
4
reimbursements
0
income
0
spouse income
Named parties
- Harvard Law School
- The Federalist Society
- NYU Law School
- American Constitution Society
As filed
TRUST#1
Albemarle Corp Common Stock — Int/Div — split
Altria Group, Inc. Common Stock — Int/Div
BellSouth Corp. CommonStock — merger
AT&T Common Stock — Int/Div
Deere & Com Common Stock — Int/Div — split
Dupont E I De Nemours & Co. Common Stock — Int/Div
Duke Energy Corp. Common Stock — Int/Div
General Electric Co. Common STock — Int/Div
Hewlett Packard Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Kraft Common Stock — Int/Div — spin-off*
Lilly Eh & Co. Common Stock — Int/Div
Media General Inc. Common Stock — Int/Div
Proctor & Gamble Co. Common Stock — Int/Div
Providence & Worcester RR Common Stock — Int/Div
Royal Dutch Petro Shell Co. Common Stock — Int/Div
Schering Plough Corp Common Stock — Int/Div
SunTrust Bank Inc. Common Stock — Int/Div
Wyeth Common Stock — Int/Div
STI Classic Fd-Large Cap Relative Val I-shs — change
STI Classic Fd-LargeCap Corc Equity I-shs — Int/Div
STI Classic Fd-Sm Cap Growth I-shs — Int/Div
STI Classic Fd-Sm Cap Val I-shs — Int/Div
STI Classic Fd-Intl Equity I-shs — Int/Div
STI Classic Fd-Cap Apprec. I-shs — change
ST Classic Fd-LargeCap Growth Stk I-shs — Int/Div
STI Classic Fd-Aggressive Growth I-shs — Int/Div
STI Classic Fd-Va. Inter Muni Bd Fd I-shs — Int/Div
ST Classic Fd-Va Tax Free MM Fd I-shs — Int/Div
IRA#1
Dreyfus/Laurel Fds Prem SmallCap Val Cl R — sold
Goldman Sachs Tr Emerging Mkts Equity I-CL — sold
Pimco Commodity RealReturn Strategy Fd Ins — sold
Rowe T Price Real Estate Fd com — sold
STI Classic Fd-SmCap Growth Stk I-shs — Int/Div
STI Classic Fd-MidCap Equity I-shs — change
STI Classic Fd-MidCap Core Equity 1-shs — Int/Div
STI Classic Fd-MidCap Value Equity I-shs — Int/Div
STI Classic Fd-LargeCap Relative Value I-shs — change
STI Classic Fd-Large Cap Core I-shs — Int/Div
STI Classic Fd-LargeCap Quan Equity I-shs — Int/Div
STI Classic Fd-Cap Apprec I-shs — change
STI Classic Fd-LargeCap Growth Stk I-shs — Int/Div
STI Classic Fd-AggressiveGrowth Stk 1-shs — Int/Div
STI Classic Fd-Emerging Growth Stk I-shs — Int/Div
STI Classic Fd-Intl Equity I-shs — Int/Div
STI Classic Fd-Prime Quality MMKT I-shs — Int/Div
TRUST #2
Albemarle Corp Common Stock — Int/Div — spht
Bellsouth Corp BLS Group Common Stock — Merger
AT & T Common Stock — Int/Div
Dupont E I Nemours & Co. Common Stock — Int/Div
Duke Energy Corp Common Stock — Int/Div
Hewlett Packard Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Lincoln Natl Corp Common Stock — Int/Div
Royal Dutch Petro Shell Common Stock — Int/Div
Spectra Energy Corp Common Stock — Int/Div — spin-off*
Schering Plough Corp Common Stock — Int/Div
Wyeth Common Stock — Int/Div
Shares Tr S&P SM Cap 600 Value Index Fd — Int/Div
STI Classic Fd-Large Cap Relative Value I-shs — change
STI Classic Fd-LargeCap Corc Equity I-shs — Int/Div
STI Classic Fd-Sm Cap Growth Stk I-shs — Int/Div
STI Classic Fd-Intl Equity I-shs — Int/Div
STI Classic Fd-Aggressive Growth Stk I-shs — Int/Div
ST Classic Fd-Va Inter Muni Bd I-shs — Int/Div
STI Classic Fd-Va Tax Free MM I-shs — Int/Div
DEPOSIT ACCOUNTS
SunTrust Interest Checking #1 — Int/Div
SunTrust Checking #2 — None
SunTrust Checking #3 — None
TRUST #3
STI Classic Fd-LargeCap Core Equity I-shs — Int/Div
STI Classic Fd-Sm Cap Growth Stk Fd-I-shs — Int/Div
STI Classic Fd-Intl Equity I-shs — Int/Div
STI Classic Fd-MidCap Core Equity I-shs — Int/Div
STI Classic Fd-LargeCap Growth Stk I-shs — Int/Div
STI Classic Fd-Aggressive Growth I-shs — Int/Div
STI Classic Fd-Emerging Growth Stk I-shs — Int/Div
STI Classic Fd-LargeCap Quan Equity I-shs — Int/Div
STI Classic Fd-MidCap Val Equity I-shs — Int/Div
STI Classic Fd-Va. Inter Muni Bd I-shs — Int/Div
STI Classic Fd-Va. Tax Free MM I-shs — Int/Div
Agreement — I will receive no salary from my former employer the University of Va. Law School. There will be no continuing participation (cntd Part VIII),
Reimbursement — Harvard Law School — Cambridge, MA
Reimbursement — The Federalist Society — Washington, DC
Reimbursement — NYU Law School — New York, NY
Reimbursement — American Constitution Society — Washington, DC
Part II. Agreements
Re: I will rec, contd...in any benefit plan provided by the University, although past pension benefits arc 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.
de 985 5 8 17 SOT AI
Trust #1
My Revocable Trust
*#12-Spin-off of Altria
eS OO AR ABS 8 i
IRA
My current IRA-fully invested in SunTrust Bank mutual funds ( items 33-49)
Trust #2
GED R cvocable Trust
*#61 Spin-off of Duke
mm 180 10 11 PR Be ee eB BB Bm te
Trust #3
Irrev. GST Trust for me (from (ENED trust)
This trust was created from Ell Trust (her Rev. Trust became Irrev. Interim Trust-after her death) which was split into (Efi after IRS approval was
received, for
mc. My share later became this trust. When it was initially funded, it only held cash, but it has now been fully invested. The overall
asset allocation now includes various asset classes represented by a diverse group of SunTrust Bank mutual funds (STI Classic)
»
items 79 through 89.
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.