James Harvie Wilkinson 3

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 80

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Oxford University Press, book royalties

As filed

Trust # 1 (H)

Albemarle Corp Common Stock — Dividend

AT&T Common Stock — Dividend

Corteva Inc. — Dividend

Deere & Co Common Stock — Dividend

Dow Inc. — Dividend

DuPont De Nemours Inc. Common Stock (formerly DowDuPont Inc.) — Dividend

Duke Energy Corp Common Stock — Dividend

Enbridge Inc. Common Stock — Dividend

Johnson & Johnson Common Stock — Dividend

Lilly Eli & Co Common Stock — Dividend

Merck & Co Common Stock — Dividend

Mondelez International Inc Common Stock — Dividend

Pfizer Inc Common Stock — Dividend

Proctor & Gamble Co Common Stock — Dividend

Royal Dutch Petroleum Shell Co Common Stock — Dividend

Truist Financial Corp Common Stock (formerly SunTrust Banks Inc.) — Dividend

Vanguard 500 Index Fd — Dividend — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund — Dividend — Buy (add'l)

Vanguard FTSE Emerging Mkts ETF — None — Sold

Vanguard Limited-Term Tax-Exempt Fund — Dividend — Buy (add'l)

Vanguard Mid-Cap Index Fund — Dividend — Buy

Vanguard Mid-Cap Value Index Fund Admiral — None — Sold

Vanguard Small-Cap Value Index Fund — None — Sold

Vanguard Developed Mkts Index Fd — Dividend

Viatris Inc. Common Stock — Dividend — Spinoff (from line 14)

Viatris Inc. Common Stock — Sold (part)

Federated Fd - TR MMMKT — Interest

IRA #1 (H)

Vanguard 500 Index Fd — Dividend

Vanguard Dev Mkts Index Fd — Dividend — Sold (part)

Vanguard Emerging Markets Stock Index Fund — Dividend — Buy

Vanguard FTSE Emerging Mkts ETF — None — Sold

Vanguard Growth Index Fd — Dividend — Sold (part)

Vanguard Mid-Cap Index Fund — Dividend — Buy

Vanguard Mid-Cap Value Index Fund Admiral — None — Sold

Vanguard Small-Cap Index Fund — Dividend — Sold (part)

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Trust #2 (H)

Albemarle Corp Common Stock — Dividend

AT&T Inc Common Stock — Dividend

Corteva Inc. — Dividend

Dow Inc. Common Stock — Dividend

DuPont De Nemours Inc. Common Stock (formerly DowDuPont Inc.) — Dividend

Duke Energy Corp Common Stock — Dividend

Enbridge Inc. Common Stock — Dividend

Johnson & Johnson Common Stock — Dividend

Lincoln Natl Corp Common Stock — Dividend

Merck & Co Inc Common Stock — Dividend

Pfizer Inc Common Stock — Dividend

Royal Dutch Shell Sponsored Common Stock — Dividend

Vanguard 500 Index Fund — Dividend

Vanguard Dev Mkts Index Fd — Dividend

Vanguard Emerging Markets Stock Index Fund — Dividend

Vanguard Growth Index Fd — Dividend

Vanguard Intermediate Term Tax-Exempt Fund — Dividend

Vanguard Mid-Cap Growth Index Fund — Dividend

Vanguard Mid-Cap Value Index Fund Admiral — Dividend

Vanguard - Small Cap Index Fund — Dividend

Viatris Inc. Common Stock — Dividend — Spinoff (from line 52)

Viatris Inc. Common Stock — Sold (part)

Federated Fd - TR MMMKT — Interest

Deposit Accounts (H)

SunTrust Interest Checking #1 — Interest

SunTrust Checking #2 — None

SunTrust Checking #3 — None

Trust #3 (H)

Vanguard 500 Index Fd — Dividend

Vanguard Dev Mkts Index Fd — Dividend

Vanguard Emerging Markets Stock Index Fund — Dividend

Vanguard Growth Index Fd — Dividend

Vanguard Limited-Term Tax-Exempt Fd — Dividend

Vanguard Mid-Cap Index Fund — Dividend — Buy

Vanguard Mid-Cap Value Index Fund Admiral — None — Sold

Vanguard Russell 1000 Value Index Fund — Dividend

PWM Fid Master Dept Acct - SunTrust Money Mkt — Interest

Davenport Brokerage (H)

Davenport Core Mutual Fund (X) — Dividend

Davenport Equity Opptys Mutual Fund (X) — Distribution

U S Treasury Oligs Cii (X) — Interest

Agreement — to date — I will receive no salary from my former employer, the University of Virginia Law School. There will be no continuing participation (contd Part VIII)

Income — 2020 — Oxford University Press, book royalties — $319.00

Part I: Positions

I have completed my service as a trustee, and did not serve on any Boards during the relevant reporting period.

___________________________________________________________________________________________________________________________________________

Part II: Agreements

RE: I will rec, contd… in any benefit plan provided by the University, although past pension benefits are vested. My mortgage was provided at a favorable rate

available to faculty members and had to be refinanced within 6 months of leaving the University. The mortgage was paid in full on 02/09/1985.

___________________________________________________________________________________________________________________________________________

Part VII: Investments and Trusts

Trust #1

My Revocable Trust

Spinoff of Viatris by Pfizer, effective 11/17/2020

Kraft Heinz Co Common Stock - Reported on Line 12 in 2020 Financial Disclosure Report as Sold (part) - Date 08/19/19. This should have been reported as Sold.

Column D; (3) Value Code 2 and (4) Gain Code 1 values were accurately stated on the 2020 report. The market value of the sale equals the market value held

prior to 08/19/19. Line 12, Columns B and C should not have stated any value at the end of the calendar year. This stock is not listed on this financial report as it

was not held in the account during the reporting period.

___________________________________________________________________________________________________________________________________________

IRA

My current IRA

___________________________________________________________________________________________________________________________________________

Trust #2

My Revocable Trust

Spinoff of Viatris by Pfizer, effective 11/17/2020

___________________________________________________________________________________________________________________________________________

Trust #3

Irrevocable GST Trust for me (from trust).

This trust was created from Trust ( Revocable Trust became an Irrevocable Interim Trust - after death) which was split into two shares, after

IRS approval was received, for and me. My share later became this trust.

___________________________________________________________________________________________________________________________________________

Davenport Brokerage

My account

These two mutual funds and the U.S. Treasury Oligs were inherited by from in 2018.

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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James Harvie Wilkinson 3 | Frix