Victor Allen Bolden
2018
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Pull out the substance of this filing.
What was filed
9
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
- Federal Bar Council
As filed
T. Rowe Price International Fund — Int./Div.
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 Era Fund — Int./Div.
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)
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 11, 2018 to January 13, 2018 — Honolulu, Hawaii — Attended the Winter Leadership Meetingq — Lodging, transportation and meals
Reimbursement — Federal Bar Council — February 10, 2018 to February 17, 2018 — Charlestown, Nevis — Attended Winter Bench and Bar Conference — Lodging, transportation and meals
Reimbursement — ABA Section of Litigation — February 22, 2018 to February 23, 2018 — Phoenix, Arizona — Attended leadership planning meetnig — Lodging, and transportation
Reimbursement — ABA Section of Litigation — May 4, 2018 to May 5, 2018 — San Diego, California — Attended the Section of Litigation Annual conference/Spring Leadership meeting — Lodging
Reimbursement — ABA Section of Litigation — September 27, 2018 to September 29, 2018 — Louisville, Kentucky — Attended the Fall Leadership meeting — Lodging, transportation and meals
Reimbursement — Federal Bar Council — October 19, 2018 to October 21, 2018 — Westbrook, Connecticut — Attneded Fall Bench and Bar Retreat — Lodging, 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.
With respect to Section VII, during this reporting period, I did the following transactions. First, I had a 403(b) account with T. Rowe Price with the following five
accounts: T. Rowe Price International Stock Fund, the T. Rowe Price Mid-CapValue Fund, the T. Rowe Price New America Growth Fund, the T. Rowe Price
New Era Fund, and the T. Rowe Price New Horizons Fund. I rolled over all of the funds in these accounts into an IRA and maintained the same five accounts.
Second, during the reporting period, I took a partial distribution from theT. Rowe Price New Horizons Fund on August 31, 2018 and partial distributions from the
T. Rowe Price New Horizons Fund again on December 10, 2018 as well as from the T. Rowe Price Mid-Cap Value Fund, and the T. Rowe Price New America
Growth Fund. Third, I have an IRA consisting entirely of investments in the T. Rowe Price Small-Cap Value Fund. I took a partial distribution from this fund on
August 31, 2018.
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.
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.
Because I took two distributions from one of the funds during the 2018 calendar year, the T. Rowe Price New Horizons 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 this one fund, moving to a different line
the references to the T. Rowe Price Small-Cap Value Fund, the Vanguard Funds, and my J. P. Morgan Chase account. More specifically, reporting for the T.
Rowe Price New Horizons Fund now occurs on Lines 8 and 9 of the Financial Disclosure Form, Section VII, with the bulk of the reporting relared to this fund
occurring on Line 8, including the disclosue of the first partial distribution on August 31, 2018 and on Line 9, only the disclosure of the second partial distribution
on December 10, 2018 is reported. As a result, what had been reported previously on Lines, 9, 10, and 11 (the entries for the T. Rowe Price Small-Cap Value
Fund, the Vanguard 500 Index Fund, and my J. P. Morgan Chase account respectively) in the last reporting year is now reported on Lines 10, 11, and 12 (T. Rowe
Price Small-Cap Value Fund, the Vanguard 500 Index Fund, and my J. P. Morgan Chase account respectively) in this reporting year.
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.