Steven Daniel Grimberg

2020

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Pull out the substance of this filing.

What was filed

261
investments
9
positions
0
gifts
0
agreements
3
debts
0
reimbursements
3
income
3
spouse income

Named parties

American Inns of Court
Emory University School of Law, Kessler Eidson Trial Techniques Program
Clarence Cooper (formerly Lamar) Inn of Court
First Citizens Bank
Emory University School of Law - wages
Booz Allen Hamilton, Inc. - wages

As filed

First Citizen Bank cash accounts — Interest

401K #1 (H)

Voya Target Solution 2060 — Int./Div. — Closed

IRA #1 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 36)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Amg Managers Montag & Caldwell Growth I — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund Cl Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

401K #2 (H)

Voya: Bond Fund — Interest

Voya: State Street S&P 500 Index Fund — Dividend

Voya: US Structured Research Strat — Dividend

Russell Large Cap Value Index — Dividend

Russell Large Cap Growth Index — Dividend

Russell Small Cap Index — Dividend

Voya: Euro Pacific Growth Fund — Dividend

Voya EAFE Stock Index — Dividend

IRA #2 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 78)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Harbor Cap App Inst — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund CL Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

IRA/SEP (H)

American Funds: American High-Income Trust Fund — Dividend — Sold

American Funds: EuroPacfic Growth Fund — None — Sold

American Funds: The Growth Fund of America — None — Sold

American Funds: Smallcap World Fund — None — Sold

Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)

Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)

Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None

Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None

First Citizen Bank cash accounts — Interest

401K #1 (H)

Voya Target Solution 2060 — Int./Div. — Closed

IRA #1 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 36)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Amg Managers Montag & Caldwell Growth I — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund Cl Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

401K #2 (H)

Voya: Bond Fund — Interest

Voya: State Street S&P 500 Index Fund — Dividend

Voya: US Structured Research Strat — Dividend

Russell Large Cap Value Index — Dividend

Russell Large Cap Growth Index — Dividend

Russell Small Cap Index — Dividend

Voya: Euro Pacific Growth Fund — Dividend

Voya EAFE Stock Index — Dividend

IRA #2 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 78)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Harbor Cap App Inst — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund CL Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

IRA/SEP (H)

American Funds: American High-Income Trust Fund — Dividend — Sold

American Funds: EuroPacfic Growth Fund — None — Sold

American Funds: The Growth Fund of America — None — Sold

American Funds: Smallcap World Fund — None — Sold

Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)

Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)

Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None

Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None

First Citizen Bank cash accounts — Interest

401K #1 (H)

Voya Target Solution 2060 — Int./Div. — Closed

IRA #1 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 36)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Amg Managers Montag & Caldwell Growth I — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund Cl Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

401K #2 (H)

Voya: Bond Fund — Interest

Voya: State Street S&P 500 Index Fund — Dividend

Voya: US Structured Research Strat — Dividend

Russell Large Cap Value Index — Dividend

Russell Large Cap Growth Index — Dividend

Russell Small Cap Index — Dividend

Voya: Euro Pacific Growth Fund — Dividend

Voya EAFE Stock Index — Dividend

IRA #2 (H)

Fidelity Government Cash Reserves — Dividend — Merged (with line 78)

Baird Aggregate Bond Fund Instl — Dividend — Sold

Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold

Harbor Cap App Inst — None — Sold

Janus Henderson Flexible Bond I — Dividend — Sold

John Hancock Disciplined Value I — Dividend

Longleaf Partners — None — Sold

Northern Small Cap Value — None — Sold

Oakmark Intl Advisor Fund — None — Sold

Primecap Odyssey Growth Fund — None — Sold

T Rowe Price Emerg Markets Stock Fund I — None — Sold

Pimpco Total Return Instl — Dividend — Sold

WCM Focused Intl Growth Fund Instl — None — Sold

Madison Small Cap Fund CL Y — None — Sold

AQR Managed Futures Strategy Fund Class I N/L — Dividend

Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend

Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend

Causeway International Value Fund Institutional Class N/L — Dividend

Columbia Contrarian Core Fund Inst CL N/ L — Dividend

Columbia Dividend Income Fund Inst CL N/ L — Dividend

EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold

Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend

Hartford Midcap Fund Class I N/L — Dividend

MFS International Growth Fund Class I N/L — Dividend

MFS Research Fund Class I N/L — Dividend

SEI U.S. Managed Volatility Fund Class Y N/L — Dividend

T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend

Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold

Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend

Wasatch Core Growth Fund Inst Class N/L — Dividend

Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend

Cash — Interest

IRA/SEP (H)

American Funds: American High-Income Trust Fund — Dividend — Sold

American Funds: EuroPacfic Growth Fund — None — Sold

American Funds: The Growth Fund of America — None — Sold

American Funds: Smallcap World Fund — None — Sold

Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)

Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)

Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None

Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None

Member, Board of Trustees, American Inns of Court

Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program

Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court

Member, Board of Trustees, American Inns of Court

Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program

Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court

Member, Board of Trustees, American Inns of Court

Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program

Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court

Liability — First Citizens Bank — Co-signer on line of credit secured by real property (not primary residence)

Income — 2020 — Emory University School of Law - wages — $3,500.00

Spouse's income — 2020 — Booz Allen Hamilton, Inc. - wages

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.