Allison Dale Burroughs

What was filed

94
investments
5
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income

Named parties

Sappi Limited
Agassiz Village
Trust #1
Trust #2
Trust #3
Trust #4
Securites and Exchange Commission
Rhode Island Chapter Federal Bar Association
Sappi North America, Inc., salary

As filed

Trust #1 (H)

Middlesex Savings Bank, accounts — Interest

Capital One 360, bank accounts — Interest

Hanscom Federal Credit Union, accounts — Interest

Nationstar Mortgage LLC, cash account (Y)

Gold Coins — None

Hopster's LLC Series A-2 Preferred Units — None

HWS Baseball VI, LLC, membership interest — None

Longleaf Partners Fund — Dividend

Longleaf Partners International Fund — Dividend

Sappi Limited Performance Shares (vested) — None — Buy — Sappi Limited

Sappi Limited Performance Shares (vested) — Sold

SPDR S&P 500 ETF Trust — Dividend — Sold (part)

SPDR S&P 500 ETF Trust — Sold (part)

U.S. Savings Bonds, Series EE — None

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Federal Money Market Fund — Sold (part)

Vanguard GNMA Fund — Dividend — Sold (part)

Vanguard GNMA Fund — Sold (part)

Vanguard Short-Term Investment Grade Fund — Dividend — Sold (part)

Vanguard Short-Term Investment Grade Fund — Sold (part)

Vanguard Total International Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total International Stock Market Index Fund — Sold

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Sold (part)

401K #2 (H)

American Funds EuroPacific Growth Fund — Dividend

Vanguard Retirement Savings Trust II — Dividend

Vanguard Total Stock Market Index Fund — Dividend

IRA #1 (H)

Vanguard GNMA Fund — Dividend

Vanguard Short-Term Investment Grade Fund — Dividend

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Brookfield Real Assets I: RA — Dividend

Netflix Inc. — None

Royal Dutch Shell ADRs — Dividend

Schwab Value Advantage Money Fund — Dividend — Sold (part)

Schwab Value Advantage Money Fund — Sold (part)

Charles Schwab & Co., Inc., cash balance — Interest — Buy (add'l)

Charles Schwab & Co., Inc., cash balance — Sold (part)

Charles Schwab & Co., Inc., cash balance — Sold

Charles Schwab & Co., Inc., cash balance — Buy

Trust #2 (H)

Vanguard GNMA Fund — Dividend — Sold (part)

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Sold (part)

Vanguard Short-Term Investment Grade Fund — Dividend — Sold (part)

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Trust #3 (H)

Vanguard GNMA Fund — Dividend — Sold (part)

Vanguard Federal Money Market Fund — Dividend — Buy (add'l)

Vanguard Federal Money Market Fund — Sold (part)

Vanguard Short-Term Investment Grade Fund — Dividend — Sold (part)

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

IRA #2 (H)

Vanguard GNMA Fund — Dividend

Vanguard Short-Term Investment Grade Fund — Dividend

Vanguard Total International Stock Market Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Trust #4 (H)

Middlesex Savings Bank, account — None

Trust #5 (H)

Middlesex Savings Bank, account — None

Trustee, Agassiz Village

Trustee, Trust #1

Trustee, Trust #2

Trustee, Trust #3

Trustee, Trust #4

Reimbursement — Securites and Exchange Commission — 09/26/2019-09/27/2019 — 9 Washington, DC — Panelist at the 2019 National Trial Attorneys Conference — RT Airfare, Hotel, Taxis (Home to Logan Airport, Boston; Airport to Hotel in DC)

Reimbursement — Rhode Island Chapter Federal Bar Association — 10/17/2019-10/18/2019 — 9 Providence, RI — Panelist at the 2019 RI Federal District Court Conference — Hotel (RI) and Parking At Hotel (RI)

Spouse's income — 2019 — Sappi North America, Inc., salary