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.

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