Stephanie A. Gallagher
2020
Ask Donna
Pull out the substance of this filing.
What was filed
118
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
8
spouse income
Named parties
- Federal Bar Association - Maryland Chapter
- Institute of Notre Dame
- Sister's Circle
- Self-employed (consultant)
- WilmerHale (salary)
- Mylan, Inc. (consultant)
- Robinhood (salary)
As filed
Individual Assets (H)
Suntrust (cash) — Interest
Rally Rd. (stock options) (X) — None
Account #1 (H)
Fidelity 500 Index Fund (FXAIX) — Dividend — Buy
Fidelity Contrafund (FCNTX) — Dividend
Glenmede Large Cap Core Inst (GTLIX) — None — Sold
Account #2 (H)
Fidelity Govt Cash Reserves (FDRXX) (cash sweep acct) (Y)
Fidelity Total Market Index Fund (FSKAX) — Dividend
Fidelity Contrafund (FCNTX) — Dividend — Buy (add'l)
iShares Core S&P Total US Stock Mkt (ITOT) — Dividend
iShares Russell 1000 Value (IWD) — Dividend — Sold
iShares Russell 1000 Growth ETF (IWF) — Dividend — Buy
Account #3 (H)
Fidelity Govt Cash Reserves (FDRXX) (cash sweep acct) (X) — Interest
Fidelity 500 Index Fund (FXAIX) — Dividend — Buy
Glenmede Large Cap Core Inst (GTLIX) — None — Sold
Account #4 (H)
Akre Focus Fund Instl (AKRIX) — None — Buy
iShares Core S&P Total US Stock (ITOT) — None — Buy
iShares Core S&P 500 ETF (IVV) — Dividend — Buy
iShares Core S&P 500 ETF (IVV) — Buy (add'l)
iShares Core S&P 500 ETF (IVV) — Buy (add'l)
iShares Tr Rus 1000 Grw ETF (IWF) — None — Buy
iShares Tr Ultr Sh Trm Bd (ICSH) — Dividend — Buy
iShares Tr Ultr Sh Trm Bd (ICSH) — Sold
JP Morgan Exchange-Traded FD Ultra Shrt Inc (JPST) — Dividend — Buy
JP Morgan Exchange-Traded FD Ultra Shrt Inc (JPST) — Sold
Account #5 (H)
iShares Core S&P Total US Stock (ITOT) — None — Buy
iShares Core S&P 500 (IVV) — Dividend — Buy
iShares Tr Rus 1000 Grw ETF (IWF) — None — Buy
Account #6 (H)
Vanguard Instl Target Retirement 2035 — None — Buy (add'l)
Account #7 (H)
Vanguard Russell 1000 Growth ETF (VONG) — Dividend — Buy
Vanguard S&P 500 ETF (VOO) — Dividend — Buy
Account #8 (H)
Fidelity Treasury Money Market Fund (FZFXX) — Dividend
SPDR Series Trust SPDR Bloomberg (BIL) — Dividend — Sold
Vanguard Intermdiate Tax Exempt Admiral (VWIUX) — Dividend — Buy
iShares Tr 0-3 Mnth Treasry (SGOV) — Dividend — Buy
iShares Tr 0-3 Mnth Treasry (SGOV) — Buy (add'l)
Viatris Inc Com (VTRS) — None
Mylan NV (MYL) — None — Sold (part)
Mylan NV (MYL) — Sold
Account #9 (H)
T Rowe Price MD 529 Plan Portfolio 2021 — None
Account #10 (H)
T Rowe Price MD 529 Plan Portfolio 2024 — None
Account #11 (H)
Wells Fargo (cash) (Y)
Symbiont (stock options) — None
Symbiont stock — None
Account #12 (H)
JPMorgan Smart Retirement 2035 Cl R5 (SRJIX) — Dividend — Sold
Account #13 (H)
JPMorgan Smart Retirement 2040 Cl R5 (SMTIX) — Dividend — Sold
Individual Assets (H)
Suntrust (cash) — Interest
Rally Rd. (stock options) (X) — None
Account #1 (H)
Fidelity 500 Index Fund (FXAIX) — Dividend — Buy
Fidelity Contrafund (FCNTX) — Dividend
Glenmede Large Cap Core Inst (GTLIX) — None — Sold
Account #2 (H)
Fidelity Govt Cash Reserves (FDRXX) (cash sweep acct) (Y)
Fidelity Total Market Index Fund (FSKAX) — Dividend
Fidelity Contrafund (FCNTX) — Dividend — Buy (add'l)
iShares Core S&P Total US Stock Mkt (ITOT) — Dividend
iShares Russell 1000 Value (IWD) — Dividend — Sold
iShares Russell 1000 Growth ETF (IWF) — Dividend — Buy
Account #3 (H)
Fidelity Govt Cash Reserves (FDRXX) (cash sweep acct) (X) — Interest
Fidelity 500 Index Fund (FXAIX) — Dividend — Buy
Glenmede Large Cap Core Inst (GTLIX) — None — Sold
Account #4 (H)
Akre Focus Fund Instl (AKRIX) — None — Buy
iShares Core S&P Total US Stock (ITOT) — None — Buy
iShares Core S&P 500 ETF (IVV) — Dividend — Buy
iShares Core S&P 500 ETF (IVV) — Buy (add'l)
iShares Core S&P 500 ETF (IVV) — Buy (add'l)
iShares Tr Rus 1000 Grw ETF (IWF) — None — Buy
iShares Tr Ultr Sh Trm Bd (ICSH) — Dividend — Buy
iShares Tr Ultr Sh Trm Bd (ICSH) — Sold
JP Morgan Exchange-Traded FD Ultra Shrt Inc (JPST) — Dividend — Buy
JP Morgan Exchange-Traded FD Ultra Shrt Inc (JPST) — Sold
Account #5 (H)
iShares Core S&P Total US Stock (ITOT) — None — Buy
iShares Core S&P 500 (IVV) — Dividend — Buy
iShares Tr Rus 1000 Grw ETF (IWF) — None — Buy
Account #6 (H)
Vanguard Instl Target Retirement 2035 — None — Buy (add'l)
Account #7 (H)
Vanguard Russell 1000 Growth ETF (VONG) — Dividend — Buy
Vanguard S&P 500 ETF (VOO) — Dividend — Buy
Account #8 (H)
Fidelity Treasury Money Market Fund (FZFXX) — Dividend
SPDR Series Trust SPDR Bloomberg (BIL) — Dividend — Sold
Vanguard Intermdiate Tax Exempt Admiral (VWIUX) — Dividend — Buy
iShares Tr 0-3 Mnth Treasry (SGOV) — Dividend — Buy
iShares Tr 0-3 Mnth Treasry (SGOV) — Buy (add'l)
Viatris Inc Com (VTRS) — None
Mylan NV (MYL) — None — Sold (part)
Mylan NV (MYL) — Sold
Account #9 (H)
T Rowe Price MD 529 Plan Portfolio 2021 — None
Account #10 (H)
T Rowe Price MD 529 Plan Portfolio 2024 — None
Account #11 (H)
Wells Fargo (cash) (Y)
Symbiont (stock options) — None
Symbiont stock — None
Account #12 (H)
JPMorgan Smart Retirement 2035 Cl R5 (SRJIX) — Dividend — Sold
Account #13 (H)
JPMorgan Smart Retirement 2040 Cl R5 (SMTIX) — Dividend — Sold
Secretary/Board Member, Federal Bar Association - Maryland Chapter
Board Member, Institute of Notre Dame
Board Member, Sister's Circle
Secretary/Board Member, Federal Bar Association - Maryland Chapter
Board Member, Institute of Notre Dame
Board Member, Sister's Circle
Spouse's income — 2020 — Self-employed (consultant)
Spouse's income — 2020 — WilmerHale (salary)
Spouse's income — 2020 — Mylan, Inc. (consultant)
Spouse's income — 2020 — Robinhood (salary)
Spouse's income — 2020 — Self-employed (consultant)
Spouse's income — 2020 — WilmerHale (salary)
Spouse's income — 2020 — Mylan, Inc. (consultant)
Spouse's income — 2020 — Robinhood (salary)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.