Stephen C. St. John

What was filed

110
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
0
spouse income

Named parties

Mid-Atlantic Bankruptcy Conference, Virginia Continuing Legal Education
Bank of America
Northern Virginia Bar Association

As filed

Wells Fargo Bank, N.A. Cash Account — Interest

BB&T Bank Trust Department IRA (H)

Sterling Capital Cash Account — Interest

Sterling Capital Total Return Bond Fund — Dividend — Sold (part)

Sterling Capital Total Return Bond Fund — Buy (add'l)

Sterling Capital Total Return Bond Fund — Sold (part)

Sterling Capital Equity Income Fund — Dividend — Sold (part)

Sterling Capital Equity Income Fund — Sold (part)

Harding Loevner International Equity Fund — Dividend — Buy (add'l)

Harding Loevner International Equity Fund — Sold (part)

Harding Loevner International Equity Fund — Buy (add'l)

Lazard Emerging Markets Portfolio Fund — Dividend — Sold (part)

Lazard Emerging Markets Portfolio Fund — Buy (add'l)

Virtus KAR Small Cap Fund — Dividend — Buy (add'l)

Virtus KAR Small Cap Fund — Sold (part)

Virtus KAR Small Cap Fund — Buy (add'l)

Doubleline Total Return Bond Fund — Dividend — Sold (part)

Doubleline Total Return Bond Fund — Buy (add'l)

Doubleline Total Return Bond Fund — Sold (part)

Metropolitan West T/R Bd-Pln — Dividend — Sold (part)

Metropolitan West T/R Bd-Pln — Buy (add'l)

Metropolitan West T/R Bd-Pln — Sold (part)

Neuberger Berman Strategic Income Fund-I — Dividend — Sold (part)

Neuberger Berman Strategic Income Fund-I — Buy (add'l)

Neuberger Berman Strategic Income Fund-I — Sold (part)

PIMCO Real Return Fund-Inst. Fund — Dividend — Buy

PIMCO Real Return Fund-Inst. Fund — Buy (add'l)

Causeway International Value-Ins — Dividend — Buy (add'l)

Causeway International Value-Ins — Buy (add'l)

Natixis Loomis Say Growth Fund — Dividend — Buy (add'l)

Natixis Loomis Say Growth Fund — Sold (part)

Natixis Loomis Say Growth Fund — Buy (add'l)

Vanguard 500 Index Fund — Dividend — Sold (part)

Vanguard 500 Index Fund — Sold (part)

Morgan Stanley Institutional Fund — None — Buy (add'l)

Morgan Stanley Institutional Fund — Sold (part)

Morgan Stanley Institutional Fund — Merged (with line 78)

Touchstone Mid Cap Value Fund — Dividend — Buy (add'l)

Touchstone Mid Cap Value Fund — Sold (part)

Touchstone Mid Cap Value Fund — Buy (add'l)

Vanguard Developed Markets Index Fund — Dividend — Buy (add'l)

Vanguard Developed Markets Index Fund — Sold (part)

Vanguard Developed Markets Index Fund — Buy (add'l)

Goldman Sachs Intl Small Cap Fund — Dividend — Sold

Fidelity Long-Term Treasury Bond Index Fund — Dividend — Sold

PGIM Total Return Bond Fund — Dividend — Sold (part)

PGIM Total Return Bond Fund — Buy (add'l)

PGIM Total Return Bond Fund — Sold (part)

Touchstone Mid Cap Growth Fund — Dividend — Buy (add'l)

Touchstone Mid Cap Growth Fund — Sold (part)

Federated MDT Small Cap Growth-R6 — None — Buy (add'l)

Federated MDT Small Cap Growth-R6 — Buy (add'l)

Federated MDT Small Cap Growth-R6 — Sold (part)

Invesco Oppenheimer Developing Markets Fund (X) — Dividend — Sold (part)

Invesco Oppenheimer Developing Markets Fund (X) — Buy (add'l)

Morgan Stanley Global Opportunity Institutional Fund — None — Buy

Fidelity Short Term Treasury Bond Index Fund — Dividend — Buy

Fidelity Short Term Treasury Bond Index Fund — Buy (add'l)

IShares MSCI EAFE Small Cap Index Fund — Dividend — Buy

IShares MSCI EAFE Small Cap Index Fund — Buy (add'l)

IShares MSCI EAFE Small Cap Index Fund — Sold (part)

Hotchkis & Wiley High Yield Fund-I — Dividend — Buy

Hotchkis & Wiley High Yield Fund-I — Sold

BB&T Bank Cash Account — Interest

Wells Fargo Advisors Cash Account — Interest

TD Ameritrade IRA (H)

T. Rowe Price Personal Strategy Growth Mutual Fund — Dividend

Cash Sweep Account — Interest

Wells Fargo Advisors Brokerage Account (H)

American Electric Power Inc. common stock — Dividend

Wells Fargo Advisors Cash Account — Interest

FirstEnergy Corporation common stock — Dividend

Exxon Mobil Corporation common stock — Dividend

Dominion Resources Incorporated common stock — Dividend

Ameren Corporation common stock — Dividend

Entergy Corporation common stock — Dividend

Avangrid common stock — Dividend

Enbridge Inc. common stock — Dividend

Exelon Corporation common stock — Dividend

Scana Corporation common stock — Dividend — Merged (with line 97)

Federated High Income Bond Fund — Dividend

Duke Energy Corporation common stock — Dividend

The Southern Company common stock — Dividend

Massachusetts Mutual Life Insurance Co. (Whole Life Policy) — Dividend

BB&T Cash Account — Interest

BB&T Bank Cash Account — Interest

USAA Cash Account — Interest

Planning Committee, Mid-Atlantic Bankruptcy Conference, Virginia Continuing Legal Education

Liability — Bank of America — Credit Card

Reimbursement — Northern Virginia Bar Association — June 19-20, 2019 — Fairfax, Virginia — to appear in CLE seminar — travel, lodging, and meals

Notes for Part VII. Investments and Trusts

Line 50: Morgan Stanley Institutional Fund shares were exchanged in full for Morgan Stanley Global Opportunity Institutional Fund shares (listed at Line 78) on

July 29, 2019.

Line 74: Invesco Oppenheimer Developing Markets Fund was formerly known as Oppenheimer Developing Market-Class I; a name change occurred on May 24,

2019.

Line 78: See Note for Line 50.