Kimberly A. Jolson
2019
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Pull out the substance of this filing.
What was filed
26
investments
0
positions
1
gifts
0
agreements
1
debts
1
reimbursements
0
income
2
spouse income
Named parties
- Duke University Law School
- American Education Services
- Nationwide Mutual Insurance Company (salary)
- Village of Marble Cliff (salary)
As filed
Individual Assets (H)
Fifth Third Bank (cash) — None
Arch City Investors, LLC — Distribution
Promissory Note (Arch City Investors, LLC) — Interest
Ohio Public Employees Retirement System (H)
OPERS Stable Value Fund — None
OPERS Bond Index Fund — None
OPERS Stock Index Fund — None
OPERS Large Cap Index Fund — None
OPERS Small Cap Index Fund — None
OPERS Non-US Stock Index Fund — None
529 Plan #1 (H)
Vanguard Aggressive Age-Based PortfolioBlended Aggressive Growth Port — None
529 Plan #2 (H)
Vanguard Aggressive Age-Based Portfolio:Blended Aggressive Growth Port — None
401K #1 (H)
Nationwide Retirement Plan, Fidelity Cash Balance (cash) — Interest
Fidelity 2045 Model Portfolio — None
IRA #1 (H)
Vanguard Total Stock Market Index Inv. (VTSMX) — Dividend — Sold
Vanguard Total Stock Mkt inx Adm. (VTSAX) — Dividend — Buy
Insurance Policies (H)
Guardian Whole Life Insurance Policy — Dividend
USAA Whole Life Insurance — None
USAA Universal Life Insurance (policy #1) — Interest
USAA Universal Life Insurance (policy #2) — Interest
Gift — Duke University Law School — LLM Scholarship — $22,400.00
Liability — American Education Services — Student Loan
Reimbursement — Duke University Law School — May 19-June 14, 2019 — Durham, NC — LLM — Transportation, meals, lodging
Spouse's income — 2019 — Nationwide Mutual Insurance Company (salary)
Spouse's income — 2019 — Village of Marble Cliff (salary)
Part VII, line 3: Real estate company.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.