Allison Jones Rushing
2019
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Pull out the substance of this filing.
What was filed
64
investments
0
positions
0
gifts
4
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- Williams & Connolly LLP, partnership income
- Williams & Connolly LLP, capital account withdrawal
- , wages
As filed
Industrial Select Security SPDR — None — Sold
Navy Federal Credit Union cash accounts — Interest
Investment Account (H)
Financial Select Security SPDR — None — Sold
IShares IBoxx Investment Corporate Bond — Dividend
Morgan Stanley Bank NA — Interest
Everbank CD Jackstonville FL 01/11/2019 — Interest — Redeemed
Bank Baroda New York NY 09/14/2020 — None
Utilities Select Security SPDR — Dividend — Sold
IShares MSCI Emerging Market ETF — Dividend
Vanguard REIT Index Admiral — Dividend
John Hancock FDS STR Inc Opp 1 — Dividend — Sold
Vanguard Mid-Cap ETF Index — Dividend
Vanguard FTSE Europe ETF — Dividend
IShares Inc MSCI Japan ETF — Dividend
IShares Core U.S. Aggregate — Dividend
Health Care Select Security SPDR — Dividend — Sold (part)
Health Care Select Security SPDR — Sold
IShares Global 100 ETF — Dividend
Energy Select Security SPDR — Dividend — Sold (part)
Energy Select Security SPDR — Sold (part)
Energy Select Security SPDR — Sold
Morgan Stanley Buffered Plus on Sx5E — None
IShares MSCI EAFE ETF — Dividend
Pioneer Mlt Asset Ultra-short Inc Y — Dividend
Vanguard 500 Index Admiral — Dividend
SPDR S&P 500 ETF — Dividend
Pioneer Mlt Ast Ultra-short Inc C — Dividend — Sold
Bank India New York City, NY CD 08/28/2019 — None — Sold
Beal Bk SSB Plano, TX CD 02/27/2019 — Interest — Redeemed
Comenity Cap Bk Salt Lake City, Utah CD — Interest — Sold
Discover Bk Greenwood, DE CD 03/01/2019 — Interest — Redeemed
Investors Svgs Bk Short Hills, NJ CD 05/14/2019 — None — Sold
Israel Disc Bk New York, NY CD 06/28/2019 — None — Sold
Simmons Bk Pine Bluff, AR CD 03/21/2019 — Interest — Redeemed
Bank Leumi New York, NY CD 07/22/2019 — None — Sold
Ishares S&P 500 Val ETF — Dividend
JP Morgan Ultra-Short Inc ETF — Dividend
Oakmark Equity & Income Adv — Dividend
Neuberger Berman EQ Inc Ins — Dividend
PGIM Total Return Bond Z — Dividend
Thornburg Inv Inc Builder I — Dividend
21st Century Bank Loretta MN CD 5/15/19 — None — Sold
Cadence Bank Birmingham AL CD 07/01/19 — Interest — Redeemed
State Bank Ind New York NY CD 06/11/20 — None
Suntrust Bank Atlanta GA CD 09/12/19 — Interest — Redeemed
Valley National Bank CD Passaic NJ 03/05/20 — None
Fidelity AF Target Date 2055 R6 Fund — Dividend
Ernst & Young Fidelity 401(k) (H)
Dodge & Cox Stock — Dividend
TRP New Horizons I — Dividend
Vang Cap Opps ADM — Dividend
Vanguard Target 2015 — Dividend
Vang Sm Val IDX Inst — Dividend
Fid 500 Index IPR — Dividend
AF New Perspect R6 — Dividend
Vanguard Target 2050 — Dividend
AF Europac Growth R6 — Dividend
Fid Divsfd Intl Pool — Dividend
Fidelity Blue Chip Growth — Dividend
Fidelity NASDAQ Composite Index — Dividend
Fidelity OTC Portfolio Fund — Dividend
Vanguard Target Retirement Trust 2050 II — None — Closed
Fidelity Govt Cash Reserves — Dividend — Closed
Agreement — 2017 — Williams & Connolly LLP partnership share - Final pro rata share was calculated as of the day I withdrew from the partnership in March.
Agreement — 2017 — Williams & Connolly LLP capital account - I received the balance in my capital account shortly after I withdrew from the partnership.
Agreement — 2017 — Williams & Connolly LLP defined benefit plan - Williams & Connolly LLP ceased making contributions to the plan after my separation from the firm in March.
Agreement — 2009 — Williams & Connolly LLP defined contribution plan - Williams & Connolly LLP ceased making contributions to the plan after my separation from the firm in March.
Income — 03/2019 — Williams & Connolly LLP, partnership income — $78,745.00
Income — 03/2019 — Williams & Connolly LLP, capital account withdrawal — $36,500.00
Spouse's income — 2019 — , wages
Part VII
---Line 63: The funds in the Vanguard Target Retirement Trust 2050 II listed at line 63 were rolled into my Thrift Savings Plan when I moved from private
employment to government employment in 2019. The Thrift Savings Plan is not subject to reporting, so I simply have noted that the Vanguard account has been
closed.
---Line 64: The positions listed within the Fidelity IRA in my prior report (as a nominee) were sold in 2018 and all resulting funds were held in a Fidelity Cash
Reserves account (see line 64) until that account was closed entirely around October 2019. I do not know the specific date the account was closed.
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.