Amit Priyavadan Mehta

What was filed

1008
investments
3
positions
0
gifts
0
agreements
9
debts
3
reimbursements
0
income
6
spouse income

Named parties

Council for Court Excellence
ACS
Greensky
Afiniti Inc.
American Bar Association
Self-employed attorney
Afiniti, Inc - W-2 employee

As filed

Citibank Accounts — Interest

BNY Mellon Accounts (H)

Invesco St Treasury Reserve — Int./Div. — Closed

Blackrock Global Allocation Fund Inc — Dividend — Sold

Burkhart & Co. - Joint w/Survivor Account (H)

Cash Balance at Burkhart & Co. — None

Bank Deposit Sweep Program at Burkhart & Co. — Int./Div.

American High-Income Municipal Bond — Dividend — Buy

American High-Income Municipal Bond — Buy (add'l)

DFA Emerging Markets Small-Cap Portfolio Institutional — Dividend — Buy

DFA Emerging Markets Small-Cap Portfolio Institutional — Buy (add'l)

DFA International Small Company Portfolio Institutional — Dividend — Buy

DFA International Small Company Portfolio Institutional — Buy (add'l)

DFA International Small Company Portfolio Institutional — Buy

DFA International Small-Cap Value Portfolio Institutional — Dividend — Buy

DFA International Small-Cap Value Portfolio Institutional — Buy (add'l)

DFA International Sustainability Core 1 Portfolio — Dividend — Buy

DFA International Sustainability Core 1 Portfolio — Buy (add'l)

Fidelity Large-Cap Growth Index Fund — Dividend — Buy

Fidelity Large-Cap Value Index Fund — Dividend — Buy

Fidelity Small-Cap Value Index Fund — Dividend — Buy

Fidelity Small-Cap Value Index Fund — Buy (add'l)

iShares Russell 2000 Growth ETF — Dividend — Buy

iShares Russell 2000 Growth ETF — Buy (add'l)

iShares Russell 2000 Value ETF — Dividend — Buy

JPMorgan Global Allocation Fund — Dividend — Buy

JPMorgan Global Allocation Fund — Buy (add'l)

JPMorgan Income Builder Fund — Dividend — Buy

JPMorgan Income Builder Fund — Buy (add'l)

Nuveen High-Yield Municipal Bond Fund — Dividend — Buy

Nuveen High-Yield Municipal Bond Fund — Buy (add'l)

PGIM Global Total Return Fund — Dividend — Buy

PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional — Dividend — Buy

Vanguard FTSE All-World Ex-U.S. Small- Cap Index Fund — Dividend — Buy

Vanguard FTSE All-World Ex-U.S. Small- Cap Index Fund — Buy (add'l)

Vanguard FTSE Developed Markets ETF — Dividend — Buy

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Vanguard FTSE Emerging Markets Index Fund ETF — Dividend — Buy

Vanguard FTSE Emerging Markets Index Fund ETF — Buy (add'l)

401(k) (Rolled over to IRA during 2020) (H)

American Funds Growth Fund of America (transferred to new funds) — None — Sold

American Funds New Perspective Fund — None — Buy (add'l)

American Funds New Perspective Fund — Sold (part)

American Funds New Perspective Fund — Sold

American Funds Washington Mutual Investors Fund — Dividend — Buy (add'l)

American Funds Washington Mutual Investors Fund — Buy (add'l)

American Funds Washington Mutual Investors Fund — Sold (part)

American Funds Washington Mutual Investors Fund — Sold

American Funds EuroPacific — None — Buy

American Funds EuroPacific — Buy (add'l)

American Funds EuroPacific — Sold

American Funds New World — None — Buy

American Funds New World — Buy (add'l)

American Funds New World — Sold

American Funds SMALLCAP World — None — Buy

American Funds SMALLCAP World — Buy (add'l)

American Funds SMALLCAP World — Sold

American Funds Income Fund of America — None — Buy

American Funds Income Fund of America — Buy (add'l)

American Funds Income Fund of America — Sold

American Funds Bond Fund of America — None — Buy

American Funds Bond Fund of America — Buy (add'l)

American Funds Bond Fund of America — Sold

DC College Savings Plan (H)

Intermediate-Term Bond Portfolio — None

US Large Cap Equity Portfolio — None — Buy (add'l)

DC College Savings 2025 Portfolio — None — Buy (add'l)

DC College Savings 2028 Portfolio — None — Buy (add'l)

IRA #1 (H)

Pershing Government Account — Dividend — Closed

iShares Inc Core MSCI Emerging Mkts ETF — None — Sold (part)

iShares Inc Core MSCI Emerging Mkts ETF — Sold

iShares Short Maturity Bond — Dividend — Sold

iShares Core S&P 500 — Dividend — Sold (part)

iShares Core S&P 500 — Buy (add'l)

iShares Core S&P 500 — Sold

iShares Intermediate Credit Bond — Dividend — Sold

iShares Edge MSCI Min Vol USA — Dividend

iShares Core MSCI EAFE — None — Sold

iShares Global Tech — None — Sold (part)

iShares Global Tech — Sold

iShares US Treasury Bond — Dividend — Sold (part)

iShares US Treasury Bond — Sold (part)

iShares US Treasury Bond — Sold

iShares Barclays 20+ Yr Treas Bond — Dividend — Sold

iShares S&P Total US Stk Mkt — None — Sold

iShares MBS — Dividend — Sold (part)

iShares MBS — Sold

iShares Edge MSCI USA Quality Factor — Dividend — Sold

iShares Edge MSCI USA Size Factor — Dividend — Sold (part)

iShares Edge MSCI USA Size Factor — Sold

iShares ESG MSCI Emerging Mkts ETF — None — Buy

iShares ESG MSCI Emerging Mkts ETF — Sold

iShares 0-5 Yr High Yield Corp Bd — Dividend — Buy

iShares 0-5 Yr High Yield Corp Bd — Sold

iShares MSCI USA ESG Optimized ETF — Dividend — Buy

iShares MSCI USA ESG Optimized ETF — Sold

iShares Iboxx USD Invt Grade Corp Bd — None — Buy

iShares Iboxx USD Invt Grade Corp Bd — Sold

Cash Balance at Burkhart & Co. (IRA acct) — None — Open

Advisory Rtmt Sweep Program at Burkhart & Co. (IRA acct) — Int./Div. — Open

American Funds Developing World Growth & Income — Dividend — Buy

American Funds Developing World Growth & Income — Buy (add'l)

American Funds Emerging Mkts Bond Fd — Dividend — Buy

American Funds Emerging Mkts Bond Fd — Buy (add'l)

American Funds Global Balanced — Dividend — Buy

American Funds Global Balanced — Buy (add'l)

American Funds Small-Cap World — Dividend — Buy

American Funds Small-Cap World — Buy (add'l)

DFA International Small-Cap Value Portfolio Institutional — Dividend — Buy

DFA International Small-Cap Value Portfolio Institutional — Buy (add'l)

DFA U.S. Micro Capital Portfolio Institutional — Dividend — Buy

DFA U.S. Micro Capital Portfolio Institutional — Buy (add'l)

FPA Crescent Fund — Dividend — Buy

FPA Crescent Fund — Buy (add'l)

Harbor Small-Cap Value Fund Institutional — Dividend — Buy

Harbor Small-Cap Value Fund Institutional — Buy (add'l)

JPMorgan Emerging Mkts Equity Fund — Dividend — Buy

JPMorgan Emerging Mkts Equity Fund — Buy (add'l)

JPMorgan Income Builder Fund — Dividend — Buy

JPMorgan Income Builder Fund — Buy (add'l)

Matthews Asia Esg Fund Institutional — Dividend — Buy

Matthews Asia Esg Fund Institutional — Buy (add'l)

PIMCO Income Fund — Dividend — Buy

PIMCO Income Fund — Buy (add'l)

Templeton Global Total Return Fund — Dividend — Buy

Templeton Global Total Return Fund — Buy (add'l)

Wasatch Micro Capital Fund — Dividend — Buy

Wasatch Micro Capital Fund — Buy (add'l)

IRA #2 (H)

Cash Balance at Burkhart & Co. — None — Open

Advisory Rtmt Sweep Program at Burkhart & Co. — Interest — Open

American Funds Capital Income Builder — Dividend — Buy

American Funds Capital Income Builder — Buy (add'l)

American Funds Capital World Growth & Income — Dividend — Buy

American Funds Capital World Growth & Income — Buy (add'l)

American Funds EuroPacific Growth — Dividend — Buy

American Funds EuroPacific Growth — Buy (add'l)

American Funds Growth Fund of America — Dividend — Buy

American Funds New Perspective — Dividend — Buy

American Funds New World — Dividend — Buy

American Funds New World — Buy (add'l)

American Funds Washington Mutual Investor — Dividend — Buy

American Funds Washington Mutual Investor — Buy (add'l)

BlackRock Multi-Asset Income Portfolio Institutional — Dividend — Buy

BlackRock Multi-Asset Income Portfolio Institutional — Buy (add'l)

FPA New Income Fund — Dividend — Buy

FPA New Income Fund — Buy (add'l)

Gateway Fund — Dividend — Buy

Gateway Fund — Buy (add'l)

Harbor Small-Cap Value Fund — Dividend — Buy

Harbor Small-Cap Value Fund — Buy (add'l)

PIMCO Short Asset Investment Fund — Dividend — Buy