# James Harvie Wilkinson 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/27028 ## Record - **Judge:** James Harvie Wilkinson 3 - **Year:** 2010 - **Pages:** 10 ## Text Trust #1 Albemarle Corp Common Stock — Int/Div Altna Group Inc Common Stock — Int/Div — Sold Philip Morris Intl Common Stock — Int/Div — Sold AT&T Common Stock — Int/Div Deere & Co Common Stock — Int/Div — Sold (part) 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 Lily Ely & Co Common Stock — Int/Div Media General Inc. Common Stock — None — Sold Proctor & Gamble Co Common Stock — Int/Div — Sold (part) Providence & Worcester RR Common Stock — Int/Div Royal Dutch Petroleum Shell Co Common Stock — Int/Div Spectra Energy Corp Common Stock 20. SunTrust Bank Inc Common Stock — Int/Div Pfizer & Co Common Stock — Int/Div Ridgeworth Fd - Large Cap Core Equity — Int/Div Ridgeworth Fd - Sm Cap Val Equty — Int/Div — Buy (add'l) Ridgeworth Fd - Mid-Cap Core Eqty — Int/Div Ridgeworth Fd - Intl Equity — Int/Div — Buy Ridgeworth Fd - Intl Equity Index — Int/Div — Sold Ridgeworth Fd - Va Inter Mun Bond — Interest — Buy (add'l) Ridgeworth Fd - Va Inter Mun Bond — Buy (add'l) Ridgeworth Fd-Sm Cap Growth (Y) Ridgeworth Fd - Large Cap Grth Stk (Y) Ridgeworth Fd -Agressive Growth (Y) FederatedfD-Va Muni MMKT(formerlyRidgeworthFd-VaTaxFree MMKT — Interest Trust #2 Albemarle Corp Common Stock — Int/Div AT&T Common Stock — Int/Div Dupont E 1 De 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 Ridgeworth Fd - Va Inter Mun Bond — Interest FederatedFD-Va Muni MMKT(formerlyRidgeworthFd-VaTaxFree MMKT 59. 60. Deposit Accounts — Interest SunTrust Interest Checking #1] — Interest SunTrust Checking #2 — None SunTrust Checking #3 — None Trust#3 Ridgeworth Fd - Large Cap Core Equity — Int/Div Ridgeworth Fd - Small Cap Growth Stock — Int/Div Ridgeworth Fd - Intl Equity — Int/Div Ridgeworth Fd - Intl 130/30 — Int/Div Ridgeworth Fd - Mid Cap Core Equity — Int/Div — Sold Ridgeworth Fd - Large Cap Growth Stock — Int/Div Ridgeworth Fd - Agressive Growth Stock — Int/Div Ridgeworth Fd - Emerging Growth Stock — Int/Div Ridgeworth Fd - Large Cap Value Equity — Int/Div Ridgeworth Fd - Mid Cap Value Equity — Int/Div Ridgeworth Fd - Va Inter Mun Bond — Interest FederatedFD-Va Muni MMKT(formerlyRidgeworthFd-VaTaxFree MMKT — Interest Agreement — Date — I will receive no salary from my former employer, the University of Virginia Law School. There will be no continuing participation (contd Part VIII) Reimbursement — The Federalist Society — November 17-18, 2010 — Washington, DC — Panel — Lodging/Dinner Part 11: Agreements. RE: 1 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 - Account is invested entirely in SunTrust Bank mutual funds, named Ridgeworth Funds. Trust #2 Bern mn Revocable Trust Trust #3 — Ln : Irrevocable GST Trust: . Sede Smead This trust was created from Trust (her Revocable Trust became Irrevocable Interim Trust - after her death) which was split into two shares, after aT] 7 IRS approval was received. a My share later became this trust. When it was initially funded, it held only cash, but it has now been fully invested. The overall asset allocation no includes various asset classes represented by a diverse group of SunTrust Bank mutual funds (Ridgeworth Funds). Lines 32,42,58 and 77. Federated Funds purchased the Ridgeworth money market funds in 2010. All Ridgeworth money market funds were converted to Federated money market funds Lines 29,30,31 and 41 Ridgeworth Funds (Y). Each of these funds was inadvertently marked as "Sold (part)" in 2009 in the respective accounts. The correct reporting should have been "Sold." --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27028. Public record. Not legal advice.