Thomas Beall Griffith

2019

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Pull out the substance of this filing.

What was filed

  • 105

    investments

  • 5

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 11

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • CEELI Institute
  • The Temple and Observatory Group
  • Neal A. Maxwell Institute
  • Historical Society of the District of Columbia Circuit
  • BYU Law School
  • Administrative Office of the U.S. Courts
  • Harvard Law School
  • University of Virginia Law School
  • Temple Observatory Group
  • Federalist Society
  • Brigham Young University
  • Harvard Law School - Lecturer on Law salary
  • Deseret Mutual Benefit Association - Retirement Account

As filed

Wells Fargo Bank Acct — Interest

Nuveen Multi-Manager Large-Cap Value A — Dividend

DMBA Investment Fund — Dividend

Edward Jones Money Market — Interest

MUTUAL FUNDS (H)

Lord Abbett Fund Cl A — Dividend

Washington Mutual Invs FD Cl A — Dividend

Blackrock Equity Dividend — Dividend — Sold (part)

Blackrock Equity Dividend — Buy (add'l)

Blackrock Equity Dividend — Dividend — Sold (part)

Blackrock Equity Dividend — Dividend — Sold (part)

Blackrock High Yield Bond K — Dividend — Buy

Blackrock High Yield Bond K — Dividend — Sold (part)

Blackrock High Yield Bond K — Dividend — Sold (part)

Bridge Builder Core Bond — Dividend — Sold (part)

Bridge Builder Core Bond — Dividend — Sold (part)

Bridge Builder Core Bond — Dividend — Sold (part)

Bridge Builder Core Bond — Dividend — Sold (part)

Bridge Builder Core Plus Bond — Dividend

Bridge Builder Core Plus Bond — Dividend — Sold (part)

Bridge Builder Core Plus Bond — Buy (add'l)

Bridge Builder Core Plus Bond — Dividend — Sold (part)

Bridge Builder Core Plus Bond — Dividend — Sold (part)

Bridge Builder INTL Equity — Dividend — Sold (part)

Bridge Builder INTL Equity — Dividend — Sold (part)

Bridge Builder INTL Equity — Dividend — Sold (part)

Bridge Builder Large Growth — Dividend — Sold (part)

Bridge Builder Large Growth — Dividend — Sold (part)

Bridge Builder Large Growth — Dividend — Sold (part)

Bridge Builder Large Value — Dividend — Sold (part)

Bridge Builder Large Value — Dividend — Sold (part)

Bridge Builder Large Value — Dividend — Sold (part)

Bridge Builder Smallmid Growth — Dividend — Sold (part)

Bridge Builder Smallmid Growth — Dividend — Sold (part)

Bridge Builder Smallmid Growth — Dividend — Sold (part)

Bridge Builder Smallmid Value — Dividend — Sold (part)

Bridge Builder Smallmid Value — Dividend — Sold (part)

Bridge Builder Smallmid Value — Dividend — Sold (part)

Capital World Bond — Dividend — Sold (part)

Capital World Bond — Dividend — Sold (part)

Capital World Bond — Dividend — Sold (part)

Dodge & Cox INTL Stock — Dividend — Sold (part)

Dodge & Cox INTL Stock — Dividend — Sold (part)

Dodge & Cox INTL Stock — Dividend — Sold (part)

Franklin Dynatech (X) — Dividend — Sold

Franklin Mutual Global Disc A (X) — Dividend

Franklin VA Tax-Free Income A1 (X) — Dividend

Franklin VA Tax-Free Income A1 (X) — Dividend — Sold (part)

Franklin VA Tax-Free Income A1 (X) — Sold

Janus Flexible Bond — Dividend — Sold

JPMorgan Federal Money Market Fund Institutional Cl — Dividend — Sold (part)

JP Morgan Strategic Inc Opp C (X) — Dividend — Sold

Neuberger Berman Genesis — Dividend — Sold (part)

Neuberger Berman Genesis — Dividend — Sold (part)

Neuberger Berman Genesis — Dividend — Sold (part)

Neuberger Berman High Income — Dividend — Sold (part)

Neuberger Berman High Income — Dividend — Sold (part)

Neuberger Berman High Income — Dividend — Sold (part)

Prudential Total Return Bond — Dividend — Sold (part)

Prudential Total Return Bond — Dividend — Sold (part)

Prudential Total Return Bond — Dividend — Sold (part)

T Rowe Price Equity Income — Dividend — Sold (part)

T Rowe Price Equity Income — Dividend — Sold (part)

T Rowe Price Equity Income — Dividend — Sold (part)

Tiaa-Cref Mid-Cap Value C1 I (X) — Dividend — Sold (part)

Tiaa-Cref Mid-Cap Value C1 I (X) — Dividend — Sold (part)

Dimensional International Small Company Fund — Dividend

WA Managed Municipals C (X) — Dividend

WA Managed Municipals C (X) — Sold

MUNICIPAL BONDS (H)

Loudoun Cnty Virginia Public Improvement Gen Oblig Ser A — Interest — Redeemed

Norfolk Virginia General Oblication Cap Impt & Rfdg A — Interest

Suffolk Virginia Refunding General Oblication — Interest

Isle Wight County Virginia Refunding Series A Gen Oblig — Interest

Suffolk Virginia General Obligation & Refunding — Interest

Hampton Virginia Public Improvement General Obligation — Interest

Virginia State Series A-2 General Oblication — Interest

Fairfax Cnty Virginia Econ Dev Auth Fac Rev Cmnty Svcs Facs A — Interest

Harrisonburg Virginia GO Pub Impt — Interest — Sold

STOCKS (H)

Realty Income Corp — Dividend

Coca-Cola Co (X) — Dividend

Colgate Palmolive Co (X) — Dividend

Colgate Palmolive Co (X) — Dividend — Sold (part)

Eli Lilly & Co (X) — Dividend

Garrett Motion Inc.(X) — Dividend

General Mills Inc. (X) — Dividend

General Mills Inc. (X) — Dividend — Sold (part)

Honeywell International Inc (X) — Dividend

Johnson & Johnson (X) — Dividend

Kimberly Clark Corp (X) — Dividend

Kimberly Clark Corp (X) — Dividend — Sold (part)

Residio Technologies Inc (X) — Dividend

WP Carey Inc (X) — Dividend

EXCHANGE TRADED AND CLOSED END FUNDS (H)

Sector Spdr Trust Utilities — Dividend

LINCOLN FINANCIAL LIFE INSURANCE AMERICAN LEGACY II VARIABLE (H) — Dividend

Indiv. Fixed — Sold (part)

AMR Grth/Inc. — Sold (part)

AMR Growth — Sold (part)

AMR INTL — Sold (part)

AMR Govt Aaa — Sold (part)

DFA International Small Company — Dividend — Sold (part)

DFA International Small Company — Dividend — Sold (part)

DFA International Small Company — Dividend — Sold (part)

Member, International Advisory Board, CEELI Institute

Director, President, The Temple and Observatory Group

Member, Advisory Board and Imprint Board, Neal A. Maxwell Institute

Member, Board of Directors, Historical Society of the District of Columbia Circuit

Member, Advisory Board, BYU Law School

Agreement — 2000 — Deseret Mutual Benefit Association (DMBA) Investment Fund (retirement plan)

Reimbursement — Administrative Office of the U.S. Courts — 1/2/2019 - 1/4/2019 — San Diego, CA — Attend the meeting of the Code of Conduct Committee — Airfare, baggage fee, taxi, accommodations, meals, parking, mileage

Reimbursement — Harvard Law School — 1/6/2019 - 1/18/2019 — Cambridge, MA — Teach Class - "The Role of the ArSpeak at J. Reuben Clark Law Society Annual Fireside — Airfare, baggage fee, taxi, accommodations, parking, mileage

Reimbursement — University of Virginia Law School — 2/28/2019 — Charlottesville, VA — Participate in conference on Originalism — Mileage, meals

Reimbursement — Temple Observatory Group — 3/24/2019 - 3/25/2019 — Cambridge, MA — Participate in Temple Observatory Group meeting — Train, taxi, accommodations, meals

Reimbursement — Federalist Society — 3/28/2019 - 3/30/2019 — Idaho Falls, ID — Speak to Federalist Society members — Airfare, accommodations, meals, parking, mileage

Reimbursement — Temple Observatory Group — 4/8/2019 - 4/10/2019 — New Haven, CT — Participate in Temple Observatory Group meetings — Train, taxi, accommodations, meals

Reimbursement — Federalist Society — 4/10/2019 - 4/11/2019 — New Haven, CT — Speak to Yale Law School Federalist Society members — Train, accommodations, meals, mileage

Reimbursement — Brigham Young University — 6/7/2019 - 6/9/2019 — Provo, UT — Attend Maxwell Institute Board Meeting and Imprint Board Meeting — Airfare, baggage fee, car rental, accommodations, meals, parking, mileage

Reimbursement — Brigham Young University — 9/23/2019 - 9/26/2019 — Provo, UT — Participate in J. Clifford Wallace Lecture at BYU Law — Airfare, baggage fee, car rental, accommodations, meals, mileage, parking

Reimbursement — Federalist Society — 10/25/2019 - 10/29/2019 — Stanford, CA — Speak to the Stanford Law School Federalist Society members — Airfare, baggage fee, taxis, meals, parking, mileage

Reimbursement — Brigham Young University — 11/11/2019 - 11/17/2019 — Provo, UT — Attend Maxwell Institute Board Meeting, Speak to 1L students and FedSoc Group — Airfare, baggage fee, car rental, accommodations, meals, parking, mileage

Income — 2019 — Harvard Law School - Lecturer on Law salary — $28,050.00

Income — 2019 — Deseret Mutual Benefit Association - Retirement Account — $18,867.60

Part VII -- Investments and Trusts

#6 -- Lord Abbett Fund C1 A was previously lised as an IRA, in error, but is a mutual fund so was moved into the mutual fund section of this report.

#7 -- Washington Mutual Invs FD C1 A was previously listed as an IRA, in error, but is a mutual fund so was moved into the mutual fund section of this report.

#65 -- TIAA-Cref Mid-Cap Value C1 I purchase was mistakenly omitted from the 2018 report. B(1) A; B(2) Dividend; D(1) Buy; D(2) 8/3/18; D(3) J.

Virginia State Housing Dev. Authority Rental was sold in 2016 and mistakenly carried forward through 2018. Entries for 2016: B(1) A; B(2) Dividence; C(1) J;

C(2) T; D(1) Sold; D(2) 10/27/16; D(3) J; D(4) A.

Dimensional International Small Company Fund and DFA International are one in the same entity and were mistakenly entered as two entities in 2018..

Dimensional International Small Company Fund has been deleted and DFA International Small Company is now the correct entry.

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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Thomas Beall Griffith | Frix