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Pull out the substance of this filing.

What was filed

  • 30

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Charles H. Taylor Memorial Library
  • The Edward L. Williams and Mary B. Williams Foundation
  • Hampton Yacht Club - 501(c)(7) recreational/social club
  • Administrative Office

As filed

Rental Property-Hampton VA (2019 Assessment: $128,100) — Rent

Merrill-Lynch Money Market Acct. — Interest

Merrill-Lynch Mutual Funds:

Alger Small Cap Focus — Dividend — Buy (add'l)

Blackrock Large Cap Fcs — Dividend — Buy (add'l)

Delaware Value Fund — Dividend — Sold (part)

Eaton Vance Floating Rate — Dividend — Sold (part)

Hartford World — Dividend — Sold

Ishares MSCI USA Minimum Volatility ETF — Dividend — Sold (part)

Janus Henderson Short — Dividend — Sold

Janus Henderson Strategic Income — Dividend — Sold

Loomis Sayles Growth Fund — Dividend — Buy (add'l)

MFS Corporate Bond Fund — Dividend — Buy

MFS International Diversificaiton Fund — Dividend — Sold (part)

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

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

PGIM Short Dur High Yld Income — Dividend — Sold (part)

Pimco Income Fund — Dividend — Sold (part)

Touchstone Flexible Income Fund — Dividend — Buy (add'l)

Vanguard 500 Index Fund — Dividend — Buy (add'l)

Northwestern Mutual Whole Life Policy — Dividend

SunTrust Savings Acct. — Interest

Newport News Municipal Employees C.U. — Interest

ICMA-Retirement Corp. 503-B — None

TIAA CREF-Retirement Acct:

TIAA Traditional — None

CREF Stock — None

VA Education Savgs Trust, Potomac Portfolio, FBO minor child — None

VA Education Savgs Trust, Potomac Portfolio, FBO minor child — None

Nelson's Grant Development LLC- Investment Membership — None

Board Member, Charles H. Taylor Memorial Library

Board of Managers Member, The Edward L. Williams and Mary B. Williams Foundation

Rear Commodore (Board Member), Hampton Yacht Club - 501(c)(7) recreational/social club

Reimbursement — Administrative Office — 5/29/19-5/31/19 — Washington, DC — Federal-State Jurisdiction Committee Meeting — Travel, lodging and meals

Reimbursement — Administrative Office — 12/11/19-12/13/19 — Phoenix, AZ — Federal-State Jurisdiction Commitee Meeting — Travel, lodging and meals

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.

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Douglas E. Miller | Frix