James Harvie Wilkinson 3
2020
Ask Donna
Pull out the substance of this filing.
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.
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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.
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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.
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IRA
My current IRA
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Trust #2
My Revocable Trust
Spinoff of Viatris by Pfizer, effective 11/17/2020
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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.
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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.