# James Harvie Wilkinson 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28869 ## Record - **Judge:** James Harvie Wilkinson 3 - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text Trust#1 Albemarle Corp Common Stock — Int/Div AT&T Common Stock — Int/Div Deere & Co Common Stock — Int/Div Du Pont E De Nemours & Co Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div General Electric Co Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Kraft Common Stock — Int/Div — with line 10) Kraft Heinz Co Common Stock (X) — Int/Div Lilly Ely & 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 Providence & Worchester RR Co Common Stock — Int/Div Royal Dutch Petroleum Shell Co Common Stock — Int/Div Spectra Energy Corp Commom Stock — Int/Div SunTrust Banks Inc Common Stock — Int/Div The Chemours Co Common Stock (X) — None — from line 5) The Chemours Co Common Stock (X) — Sold Ridgeworth Fd - Sm Cap Val Equty — Int/Div Ridgeworth Fd - MidCap Value Eqty — Int/Div Ridgeworth SEIX Fd - Va Inter Mun Bond (SEIX added 10 name) — Interest Ridgeworth Fd - Intl Equity — Int/Div Ridgeworth SEIX Fd - US Govt Sec Ultra Short (SEIX added 10 name) — Interest Vanguard FTSE Emerging Mkts ETF — Int/Div Vanguard 500 Index Fd — Int/Div Federated Strategic Value Fd — Int/Div Vanguard Developed Mkts Index Fd (X) — Int/Div — Buy Federated Fd - TR MMMKT — Interest IRA #1 Ridgeworth Fd - Mid Cap Value Equity — Int/Div Ridgeworth Fd - Large Cap Growth — None — Sold Ridgeworth Fd - Large Cap Value Equity — Int/Div Ridgeworth Fd - Small Cap Value Equity — Int/Div Vanguard Dev Mkts Index Fd — Int/Div — Buy (add'l) Vanguard FTSE Emerging Mkts ETF — Int/Div — Sold (part) Vanguard Growth Index Fd (X) — Int/Div — Buy PWM Fid Master Dept Acct - SunTrust Money Mkt (See Note) — Interest Trust #2 Albemarle Corp Common Stock — Int/Div AT&T Inc Common Stock — Int/Div Du Pont E De Nemours & Co Common Stock — Int/Div Duke Energy Corp Common Stock — Int/Div Johnson & Johnson Common Stock — Int/Div Lmncoln Natl Corp Common Stock — Int/Div — Sold (part) S10. — Sold (part) Merck & Co Inc Common Stock — Int/Div Pfizer Inc Common Stock — Int/Div Royal Dutch Shell Sponsored Common Stock — Int/Div Spectra Energy Corp Common Stock — Int/Div Ridgeworth Fd - Agressive Growth — None — Sold Ridgeworth SEIX Fd - Va Inter Mun Bond (SEIX added 10 name) — Interest Ridgeworth Fd - Mid Cap Value Equity — Int/Div Ridgeworth Fd - Small Cap Value Equity — Int/Div Federated Strategic Value Fd — Int/Div Vanguard S00 Index Fd — Int/Div — Buy (add'l) Vanguard Dev Mkts Index Fd — Int/Div — Buy (add'l) Vanguard FTSE Emerging Mkis ETF — Int/Div The Chemours Co Common Stock (X) — None — from line 46) The Chemours Co Common Stock (X) — Sold Vanguard Growth Index Fd (X) — Int/Div — Buy Federated Fd - TR MMMKT — Interest Deposit Accounts SunTrust Interest Checking #1 — Interest SunTrust Checking #2 — None SunTrust Checking #3 — None Trust 43 Ridgeworth Fd - Large Cap Growth Stock — None — Sold Ridgeworth Fd - Large Cap Value Equity — Int/Div — Sold (part) Ridgeworth Fd - Large Cap Value Equity — Sold (part) Ridgeworth Fd - Mid Cap Value Equity — Int/Div Ridgeworth SEIX Fd - Va Inter Mun Bond (SEIX added to name) — Interest — Buy (add'l) Vanguard Dev Mkts Index Fd — Int/Div — Buy (add'l) Vanguard FTSE Emerging Mkts ETF — Int/Div — Sold Vanguard Growth Index Fd (X) — Int/Div — Buy Vanguard Limited-Term Tax-Exempt Fd (xX) — Interest — Buy Vanguard Limited-Term Tax-Exempt Fd (xX) — Sold (part) PWM Fid Master Dept Acct - SunTrust Money Mkt (See Note) — Interest Director, Tuesday Evening Concert Series Director, Virgima Historical Society Reimbursement — William & Mary Supreme Court Preview — 925/15 -926/15 — Williamsburg, VA — Symposium participant — Hotel lodging/meals Income — 2015 — Oxtord University Press, book royalties — S360.00 Income — 20158 — Encounter Books, book royalties — S31.500.00 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 ure 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 Line 41: In 2014, SunTrust changed the money market vehicle within this account from the Federated Treasury Money Market to the SunTrust PWM Fiduciary Master Deposit Account. Both are money markets with a price of $1/share. There was no gain or loss associated with this switch. Trust #2 My wife's Revocable Trust Trust #3 Irrevocable GST Trust for me (from my mother's trust). This trust was created from my mother’s Trust (her Revocable Trust became an Irrevocable Interim Trust - after her death) which was split into two shares, after IRS approval was received, for my brother and me. My share later became this trust, Line £4: In 2014, SunTrust changed the money market vehicle within this account from the Federated Fd Treasury Money Market to the SunTrust PWM Fiduciary Master Deposit Account. Both are money markets with u price of $1/share. There was no gain or loss associated with this switch. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28869. Public record. Not legal advice.