Robin M. Meriweather

2019

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Pull out the substance of this filing.

What was filed

  • 28

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Federal Magistrate Judges Association
  • Grace Episcopal School
  • Booz Allen & Hamilton (salary from employment)
  • Sojourn Consulting LLC (salary from employment)

As filed

Wells Fargo Checking — Interest

Fidelity 401K (H)

FIDELITY US BOND INDX — Int./Div.

VANGUARD DEV MKT IDX IS — Int./Div.

VANGUARD TARGET RET 2030 — Int./Div. — Closed

VANGUARD TARGET RET 2035 — Int./Div. — Closed

VANGUARD INST TR 2030 — Int./Div. — Open

VANGUARD INST TR 2035 — Int./Div. — Open

FIDELITY 500 INDEX — Int./Div. — Closed

FIDELITY TOTAL MKT INDEX — Int./Div. — Open

Virginia 529 College Savings Plan Aggressive Growth — None

Health Savings Account — Interest

Zions Bank Checking Accounts — Interest

Zions Bank Checking Accounts — Interest

Vanguard IRA Target Retirement 2040 — Dividend — Distributed (part)

Vanguard Roth IRA Target Retirement 2040 — Dividend — Spinoff (from line 15)

Booz Allen ECAP 401k (H)

State Street Global Stable Value Fund — None

Bond Index Fund (State Street global advisors) — None

State Street S&P 500 Index Fund — None

US Structured Research Strategy Fund (T Rowe Price) — None

Russell 1000 Value Index Fund (State Street Global -lg cap value ) — None

Russell 1000 Growth Index Fund (State Street Global-lg cap growth) — None

Russell Small Cap Index Fund (State Street Global) — None

Euro Pacific Growth Fund (American Funds) — None

EAFE Stock Index Fund (State Street Global) — None

ADP TOTAL SOURCE 401k(H)

Voya Target Solution 2040 — None

Director (member of board of directors), Federal Magistrate Judges Association

Agreement — 1/1/2007 — continued participation in Jenner & Block 401k (administered by fidelity; does not provide me any firm profits or a guaranteed pension)

Liability — Grace Episcopal School — Tuition Contract

Spouse's income — 1/19-8/19 — Booz Allen & Hamilton (salary from employment)

Spouse's income — 8/19-12/19 — Sojourn Consulting LLC (salary from employment)

In Part VII, on lines 5, 6 & 9, the accounts are listed as 'closed' because the 401K plan discontinued those particular funds; on lines 7, 8 & 10, the accounts listed as

"Opened" are the replacement funds selected by the 401k plan administrator. I did not report these transactions during the year becauuse I was unaware of them

until I reviewed the account statements to prepare this annual report.

In Part VII, on lines 15 & 16, the Transactions listed reflect the transfer of money from a traditional IRA into a Roth IRA. I selected "Distributed (part)" and

"spinoff" for the nature of those transactions because those were the closest descriptive terms that I found among the available options.

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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Robin M. Meriweather | Frix