Gray M. Borden
2018Annual
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What was filed
83
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- FAMILY IRREVOCABLE TRUST #1
As filed
IRA #3 (H)
UBS BANK USA DEP ACCT — None
GOOG Common — None
AMZN Common — None
AAPL Common — Int/Div
CVX Common — Int/Div
GM Common — Int/Div — Sold
HCA Common — None
INTC Common — Int/Div
IVZ Common — Int/Div — Sold
JPM Common — Int/Div
MAA Common — Int/Div
NKE Common — Int/Div
Ishares Core S&P Small-Cap ETF — Int/Div — Buy
Ishares Core S&P Small-Cap ETF — Int/Div — Sold
VOO — Int/Div
Vanguard FTSE All World Ex-US ETF — Int/Div — Sold (part)
HHDFX — Int/Div — Sold (part)
HHDFX — Sold
Natixis Vaughan Nelson Select Fund — Int/Div — Buy
Natixis Vaughan Nelson Select Fund — Buy (add'l)
0IGYX — Int/Div
Oppenheimer Global Opportunities Fund — None — Buy
UBVSX — Int/Div
BX — Int/Div
401K) £2 (H)
Vanguard Institutional S00 Index — Int/Div — Buy (add'l)
BlackRock EAFE Equity Index Fund — Int/Div
BlackRock Russell 2000 Index Fund — Int/Div
ACP2 - Southern Company Supplemental Benefit — None
Northern Trust Aggregate Bond Index Fund — Int/Div — Sold
Def. Comp. - Southern Company Stock Equivalent — Int/Div
529 Fund #1 - Utah Educational Savings Plan (H)
Vanguard Total Stock Market Index — Int/Div
Vanguard Developed Markets Index — Int/Div
Vanguard Emerging Mkt Stock Index — Int/Div
529 Fund #2 - Utah Educational Savings Plan (H)
Vanguard Total Stock Market Index — Int/Div
Vanguard Developed Markets Index — Int/Div
Vanguard Emerging Mkt Stock Index — Int/Div
Vanguard Total Bond Market Index — Int/Div
Vanguard Short-Term Invest-Grade — Int/Div
Vanguard Total International Bond Index — Int/Div
529 Fund #3 - Utah Educational Savings Plan (H)
Vanguard Institutional Index — Int/Div
Notch 8 Investments. LLC (H)
High Five MGM, LLC — None
BROKERAGE ACCOUNT #3 (HY
Southern Company (X) — Int/Div
HIINX — Int/Div — Sold
AEPGX — Int/Div — Sold
SHSAX — Int/Div — Sold
FSGRX — Int/Div — Sold
VGENX — Int/Div — Sold
MVCKX — Int/Div — Sold
Servislst Bank Accounts — Interest
KO Common — Int/Div
Wells Fargo Bank Accounts — Interest
IRA £2 (H)
UBS BANK USA DEP ACCT — None
UBS BANK USA DEP ACCT — Int/Div — Sold
Ishares Core S&P Small-Cap ETF — Int/Div
VOO — Int/Div
Natixis Vaughan Nelson Select Fund — Int/Div — Buy (add'l)
0IGYX — Int/Div — Buy (add'l)
UBVSX — Int/Div
BROKERAGE ACCOUNT #1 (H)
SO Common — Int/Div
NXPI Common — Int/Div
GE Common — Int/Div
Charles Schwab Deposit Accounts — Interest
HD Common — Int/Div
ADM Common (X) — Int/Div
WMT Common (X) — None
BROKERAGE ACCOUNT £2 (H)
VNSYX — Int/Div
WITIX — Int/Div
WITIX — Int/Div — Buy (add'l)
WITIX — Buy (add'l)
AFNIX — Int/Div — Buy (add'l)
TRBCX — Int/Div
UBS BANK USA DEP ACCT — Interest
UBS BANK USA DEP ACCT — Int/Div — Buy
TRUSTEE, FAMILY IRREVOCABLE TRUST #1
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is
accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory
provisions permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in
compliance with the provisions of $ US.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
Signature: s/ GRAY M. BORDEN
NOT
NY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL
AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
Committee on Financial Disclosure
Administrative Office of the United States Courts
Suite 2-301
One Columbus Circle, N.E.
Washington, D.C. 20544
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.