Victor Allen Bolden

2019

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What was filed

  • 13

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 6

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Fairfield College Preparatory School
  • ABA Section of Litigation

As filed

T. Rowe Price International Fund — Int./Div. — Distributed (part)

T. Rowe Price International Fund — Distributed (part)

T. Rowe Price Mid-Cap Value Fund — Int./Div. — Distributed (part)

T. Rowe Price New America Growth Fund — Int./Div. — Distributed (part)

T. Rowe Price New America Growth Fund — Distributed (part)

T. Rowe Price New Era Fund — Int./Div. — Distributed (part)

T. Rowe Price New Era Fund — Distributed (part)

T. Rowe Price New Horizons Fund — Int./Div. — Distributed (part)

T. Rowe Price New Horizons Fund — Distributed (part)

T. Rowe Price Small-Cap Value Fund — Int./Div. — Distributed (part)

T. Rowe Price Small-Cap Value Fund — Distributed (part)

Vanguard 500 Index Fund — Int./Div.

J.P. Morgan Chase Accounts — Int./Div.

Agreement — 2005 — NAACP Legal Defense and Educational Fund, Inc. Defined Benefit Pension Plan

Liability — Fairfield College Preparatory School — Tuition Agreement

Reimbursement — ABA Section of Litigation — January 17, 2019 to January 19, 2019 — Dana Pont, California — Attended the Winter Leadership Meetingq — Lodging, transportation and meals

Reimbursement — ABA Section of Litigation — April 11, 2019 to April 12, 2019 — Chicago, Illinois — Attended leadership planning meeting — Lodging, and transportation

Reimbursement — ABA Section of Litigation — May 1, 2019 to May 3, 2019 — New York, New York — Attended the Section of Litigation Annual Conference — Lodging, and transportation

Reimbursement — ABA Section of Litigation — May 21, 2019 to May 22, 2019 — Washington, D.C. — Attended leadership planning meeting — Transportation

Reimbursement — ABA Section of Litigation — June 13, 2019 to June 15, 2019 — Park City, Utah — Attended the Spring Leadership Meeting — Lodging, transportation and meals

Reimbursement — ABA Section of Litigation — October 3, 2019 to October 5, 2019 — Scottsdale, Arizona — Attneded the Fall Leadership Meeting — Lodging, transportaton, and meals

With respect to Section II, my portion of this defined benefit plan remains in the pension plan of the NAACP Legal Defense & Educational Fund, Inc., even though

I left the organization's employ in January 2009. Due to my salary while employed there, I have been designated a highly compensated employee, ineligible to

rollover the value of my portion of this pension into another retirement account at this time.

ith respect to Section VII, during this reporting period, on January 10, 2019, I took a partial distributuon from the T. Rowe Price New Horizons Fund, the T.

Rowe Price New America Growth Fund, the T. Rowe Price International Stock Fund, and the T. Rowe Price New Era Fund, all in an IRA account. I also have

an IRA consisting entirely of investments in the T. Rowe Price Small-Cap Value Fund. On January 10, 2019, I also took a partial distribution from this fund. On

July 22, 2019, I took another partial distribution from the T. Rowe Price New Horizons Fund, the T. Rowe Price New America Growth Fund, the T. Rowe Price

International Stock Fund, and the T. Rowe Price New Era Fund. On July 22, 2019, I also took a partial distribution from the T. Rowe Price Mid-Cap Value Fund.

On July 22, 2019, from the IRA consisting entirely of investments in the T. Rowe Price Small-Cap Value Fund, I aslo took a partial distribution from that fund.

I also have retirement investments in the Vanguard 500 Index Fund, a Rollover IRA and a Roth IRA. I have not sold or taken any distributions from either of these

accounts during this reporting period.

With respoect to Section VII, Column A, for income , when I use the Int./Div. code, I am referring to income from capital gains and dividends together.

With respect to Section VII, Column D, when I refer to distributions, these are the distributions referenced above, which happened on two separate occasions,

during this reporting period, January 10, 2019, and July 22, 2019, as noted above.

Because I took two distributions during the 2019 calendar year, from the T. Rowe Price New Horizons Fund, the T. Rowe Price New America Growth Fund,

the T. Rowe Price International Stock Fund, and the T. Rowe Price New Era Fund as well as the the T. Rowe Price Small-Cap Value Fund, I have resturcuted

my Financial Disclosure Form for Section VII, Column D for this reporting year in order to provide space for the two distributions in these funds, moving to a

different line the references from the last reporting period for the following: the T. Rowe Price Mid-Cap Value Fund, the T. Rowe Price New America Growth

Fund, the T. Rowe Price New Era Fund, the T. Rowe Price New Horizons Fund, the T. Rowe Price Small-Cap Value Fund, the Vanguard 500 Index Fund, and my

J. P. Morgan Chase account.

More specifically, the following changes in the reporting line of the Financial Disclousre Form, Section VII for this reporting year have occurred. Reporting for

the the T. Rowe Price International Stock Fund now occurs on Lines 4 and 5 of the Financial Disclosure Form, Section VII, with the bulk of the reporting relared

to this fund occurring on Line 4, including the disclosue of the first partial distribution on January 10, 2019, and on Line 5, only the disclosure of the second

partial distribution on July 22, 2019 is reported. Reporting for the the T. Rowe Price Mid-Cap Value Fund now occurs on Line 6 of the Financial Disclosure

Form, Section VII. Reporting for the T.Rowe Price New America Growth Fund now occurs on Lines 7 and 8 of the Financial Disclosure Form, Section VII,

with the bulk of the reporting relared to this fund occurring on Line 7, including the disclosue of the first partial distribution on January 10, 2019, and on Line

8, only the disclosure of the second partial distribution on July 22, 2019 is reported. Reporting for the T. Rowe Price New Era Fund now occurs on Lines 9

and 10 of the Financial Disclosure Form, Section VII, with the bulk of the reporting relared to this fund occurring on Line 9, including the disclosue of the first

partial distribution on January 10, 2019, and on Line 10, only the disclosure of the second partial distribution on July 22, 2019 is reported. Reporting for the

T. Rowe Price New Horizons Fund now occurs on Lines 11 and 12 of the Financial Disclosure Form, Section VII, with the bulk of the reporting relared to this

fund occurring on Line 11, including the disclosue of the first partial distribution on January 10, 2019, and on Line 12, only the disclosure of the second partial

distribution on July 22, 2019 is reported. Reporting for the T. Rowe Price Small-Cap Value Fund now occurs on Lines 13 and 14 of the Financial Disclosure

Form, Section VII, with the bulk of the reporting relared to this fund occurring on Line 13, including the disclosue of the first partial distribution on January

10, 2019, and on Line 14, only the disclosure of the second partial distribution on July 22, 2019 is reported. The reporting for the Vanguard 500 Index Fund

now occurs on Line 15 of the Financial Disclosure Form, Section VII. The reporting for the J.P. Morgan Chase account now occurs on Line 16 of the Financial

Disclosure Form, Section VII.

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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Victor Allen Bolden | Frix