Amy Coney Barrett
2019
Ask Donna
Pull out the substance of this filing.
What was filed
95
investments
1
positions
0
gifts
0
agreements
0
debts
13
reimbursements
1
income
1
spouse income
Named parties
- University of Notre Dame Law School
- Vanderbilt University
- Notre Dame Club of ‘Washington
- Federalist Society
- George Mason University
- Georgetown Law School
- Bngham Young University
- William & Mary Law School
- Case Western Law School
- Princeton University
- Villanova Law School
- University of Notre Dame Law School, teaching income
- SouthBank Legal: Ladue Curran Kuehn, salary
As filed
Flagstar Cash Accounts — Int/Div
Rental of Residence. South Bend IN (Y)
Brokerage Account #1 (H)
Fidelity Dividend Growth Fund — Int/Div
Fidelity Trend Fund — Int/Div
Fidelity Money Market Fund — Int/Div
Brokerage Account #2 (H)
American Funds AMCAP F?2? — Int/Div
American Funds American Mutual Fund F2 — Int/Div
Blackrock Global Long/Short Credit Institutional — Int/Div
Securian Brokerage Money Market Account — Int/Div
Dodge & Cox Income — Int/Div
Franklin Mutual Global Discovery Fund- Class Z — Int/Div — Sold (part)
Invesco Oppenheimer Senior Floating Rate Fund — Int/Div
Invesco Oppenheimer Steelpath MLP Select 40 Fund Class I — Int/Div
PIMCO Funds Income Fund Institutional — Int/Div
Pmncipal Global Diversified Income Fund Class (P) — Int/Div
Templeton Global Bond Fund-Advisor Class — Int/Div
Vanguard Specialized Portfolio RE11 Index ADM — Int/Div
PIMCO Short-term — Int/Div
AMG Yacktman Fund Service Class — Int/Div
Loomis Strategic Income Fund-Y — Int/Div
American Funds New Perspective Fund-F3 — Int/Div — Sold (part)
Invesco Oppenheimer Developing Markets Fund Y — Int/Div
Invesco Oppenheimer International Small Company — Int/Div
Primecap Odyssey Funds Growth Fund — Int/Div
T. Rowe Price Blue Chip Growth — None — Donated
Lord Abbett Short Duration Income Fund Class F — Int/Div
Blackrock Russell 2000 Small Cap Index institutional — Int/Div — Sold (part)
IRA#1@)
American Funds New Perspective F2 — Int/Div
AMG Yacktman Fund Service Class — Int/Div — Sold (part)
Securian Brokerage Money Market Account — Int/Div
Dodge & Cox Income — Int/Div
Eventide Gilead Fund Class 1 — Int/Div — Buy
Homestead Small-Company Stock Fund — Int/Div — Sold (part)
Loomis Strategic Income Fund — Int/Div — Sold
Franklin Mutual Global Discovery Fund- Class Z — Int/Div
Nuveen Equity Market Neutral fund — None — Buy
Nuveen Equity Market Neutral fund — Sold
Invesco Oppenheimer Developing Markets Fund — Int/Div
Invesco Oppenheimer International Small Mid Company Fund — Int/Div — Buy
PIMCO Funds Income FD P — Int/Div
Primecap Odssey Funds Gowth Fund — Int/Div — Buy
Principal Global Diversified Income Fund Class P — Int/Div — Sold
T. Rowe Price Blue Chip Growth — Int/Div
Templeton Global Bond Fund-Advisor Class — Int/Div
Vanguard Specialized Portfolio REIT Index ADM — Int/Div — Sold (part)
IRA?)
American Funds Capital Income Builder Class C — Int/Div
Securian Brokerage Money Market Account — None
IRA#3()
AMG River Road Small Cap Value Fund Class 1 — Int/Div
AQR Funds Managed Future Strategies 1 — Int/Div
Blackrock Strategic Income Opportunities — Int/Div — Buy
Securian Brokerage Money Market Account — Int/Div
Columbia Commodity Strategy Fund-R4 — Int/Div
Diamond Hill Long-Short Fund Class I — Int/Div
Dodge & Cox Intemational Stock Fund — Int/Div
Fidelity Adv International Growth — Int/Div — Sold (part)
FPA New Income Inc — Int/Div — Buy (add'l)
Hotchkis and Wiley Large-Cap Value Fund Class I — Int/Div — Sold (part)
Invesco Growth Ser. Inv. Conv. Sec. Fund y — Int/Div
Loomis Strategic Income Fund-Y — Int/Div — Sold
Invesco Oppenheimer Developing Markets Fund Y — Int/Div
Primecap Odyssey Funds Growth Fund — Int/Div
Prudential Global Real Estate Class Z — Int/Div
T. Rowe Price Blue Chip Growth — Int/Div
JP Morgan Small Cap Growth Fund-L — Int/Div
Templeton Global Bond Fund-Advisor Class — Int/Div
Victory Munder Intemational Small-Cap Fund Class Y — Int/Div
403(B)()
Vanguard Institutional Tr. 2040 — Int/Div
401(K) (HK)
Fidelity Low Price Stock — Int/Div
Vanguard Extended Market Index Fund Institutional Shares — Int/Div
PIMCO Total Return Institutional Class — Int/Div
Indiana 529 Plan #1 (H)
U.S. Equity Index Portfolio — None — Sold (part)
U.S. Equity Index Portfolio — Sold (part)
International Portfolio — None — Sold (part)
Bond Portfolio — None — Sold (part)
529 Plan #2 (H)
Louisiana Principal Protection Fund — Interest — Sold (part)
Louisiana Principal Protection Fund — Sold (part)
Vanguard Institutional Total Stock Market Index. Inst. Plus — Int/Div — Buy (add'l)
Vanguard Institutional Total Stock Market Index. Inst. Plus — Sold (part)
Vanguard Institutional Total Stock Market Index. Inst. Plus — Sold (part)
Indiana 529 Plan #3 (H)
U-S. Equity Index Portfolio — None
International Portfolio — None
Bond Index Portfolio — None
ABLE Account (H)
Aggressive Option — Int/Div
Knights of Columbus Life Insurance Policy — Int/Div
Adjunct Professor, University of Notre Dame Law School
Reimbursement — Vanderbilt University — February 1-2. 2019 — Nashville. TN — Moot Court Competition — Transportation, lodging, meals, airport parking
Reimbursement — Notre Dame Club of ‘Washington — February 19-20, 2019 — Washington, DC — Notre Dame alumni lecture - educational — Transportation, lodging. meals, airport parking
Reimbursement — Federalist Society — April 4-5, 2019 — Charlottesville, VA — Federalist Society Lecture educational — Transportation, lodging. meals, airport parking
Reimbursement — Federalist Society — April 11-14, 2019 — New Orleans. LA — Federalist Society Lecture educational — Transportation, meals
Reimbursement — George Mason University — April 25-26, 2019 — Arlington, VA — Scalia Forum Panelist — Transportation, lodging. meals, airport parking
Reimbursement — Georgetown Law School — May 21-23. 2019 — Washington, DC — Lecture - educational — Transportation, lodging. meals, airport parking
Reimbursement — Bngham Young University — September 4-7, 2019 — Salt Lake City, UT — Reuben Clark Law School - BYU Founders Day Lecture — Transportation, lodging, meals
Reimbursement — William & Mary Law School — September 13-15 2019 — Williamsburg, VA — Supreme Court Preview — Transportation, lodging, meals, airport parking
Reimbursement — Case Western Law School — Sept 19-20, 2019 — Cleveland. OH — Sumner Canary Lecture educational — Mileage, tolls, lodging. meals
Reimbursement — Princeton University — October 17-18. 2019 — Princeton. NJ — Walter F. Murphy Lecture educational — Transportation, lodging. meals, airport parking
Reimbursement — Federalist Society — November 14-16. 2019 — Washington, DC — Federalist Society National Lawyers Convention Panelis' — Transportation, lodging, meals, airport parking
Reimbursement — Federalist Society — February 25, 2019 — Philadelphia, PA — Federalist Society Lecture >ducational — Transportation, lodging, meals, airport parking
Reimbursement — Villanova Law School — -ebruary 25. 2019 — Villanova, PA — ecture — Transportation, lodging, meals, airport ‘Parking
Income — 2019 — University of Notre Dame Law School, teaching income — $27,825.00
Spouse's income — 2019 — SouthBank Legal: Ladue Curran Kuehn, salary
Part VII: On October 1, 2020, I filed an amended 2019 disclosure report because I noticed while preparing my 2020 nomination report that I had
transposed the letters in Line 4 Box 1 and Line 5 Box 1 in my 2019 annual report. They were reported as D and B respectively and should have
been B and D instead. When my tax professional fixed that error for the amended filing, she inadvertently did so on a draft of my 2019 disclosure
rather than on the final version. This second amended 2019 FDR corrects the typo on Lines 4 and 5 using the filed version of my 2019 FDR.
Line 2: Residence was not rented out in 2019
Lines 11, 33, 51, and 56: The Securian Brokerage Money Market Accounts are holding accounts for cash in the accounts.
Limes 14, 15, 24, 25, 41, 42, and 65: Invesco acquired Oppenheimer funds on May 24, 2019.
Lines 72, 78, 89 and 93: The 403(b) account, the 529 accounts, and the ABLE account provide the market value of the investment vehicles in the accounts.
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.