Robin M. Meriweather
2020
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Pull out the substance of this filing.
What was filed
58
investments
2
positions
0
gifts
2
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Federal Magistrate Judges Association
- Grace Episcopal School
- Sojourn Consulting LLC (salary from employment)
As filed
Wells Fargo Checking — Interest
PNC Savings (X) — Interest
Fidelity 401K (H)
FIDELITY US BOND INDX — Int./Div.
VANGUARD DEV MKT IDX IS — Int./Div.
VANGUARD INST TR 2030 — Int./Div.
VANGUARD INST TR 2035 — Int./Div.
FIDELITY TOTAL MKT INDEX — Int./Div.
Virginia 529 College Savings Plan Aggressive Growth — None
Health Savings Account — Interest
Zions Bank Checking Accounts — Interest
Zions Bank Checking Accounts — Interest
Vanguard IRA Target Retirement 2040 — Dividend
Vanguard Roth IRA Target Retirement 2040 — Dividend
Vanguard Fed Money Market — Dividend — Open
Booz Allen ECAP 401k (H)
State Street Global Stable Value Fund — None
Bond Index Fund (State Street global advisors) — None
State Street S&P 500 Index Fund — None
US Structured Research Strategy Fund (T Rowe Price) — None
Russell 1000 Value Index Fund (State Street Global -lg cap value ) — None
Russell 1000 Growth Index Fund (State Street Global-lg cap growth) — None
Russell Small Cap Index Fund (State Street Global) — None
Euro Pacific Growth Fund (American Funds) — None
EAFE Stock Index Fund (State Street Global) — None
ADP TOTAL SOURCE 401k(H)
Voya Target Solution 2040 — None — Closed
Bluestar 401k(H)
Vanguard Target Retirement 2040 — None — Open
Wells Fargo Checking — Interest
PNC Savings (X) — Interest
Fidelity 401K (H)
FIDELITY US BOND INDX — Int./Div.
VANGUARD DEV MKT IDX IS — Int./Div.
VANGUARD INST TR 2030 — Int./Div.
VANGUARD INST TR 2035 — Int./Div.
FIDELITY TOTAL MKT INDEX — Int./Div.
Virginia 529 College Savings Plan Aggressive Growth — None
Health Savings Account — Interest
Zions Bank Checking Accounts — Interest
Zions Bank Checking Accounts — Interest
Vanguard IRA Target Retirement 2040 — Dividend
Vanguard Roth IRA Target Retirement 2040 — Dividend
Vanguard Fed Money Market — Dividend — Open
Booz Allen ECAP 401k (H)
State Street Global Stable Value Fund — None
Bond Index Fund (State Street global advisors) — None
State Street S&P 500 Index Fund — None
US Structured Research Strategy Fund (T Rowe Price) — None
Russell 1000 Value Index Fund (State Street Global -lg cap value ) — None
Russell 1000 Growth Index Fund (State Street Global-lg cap growth) — None
Russell Small Cap Index Fund (State Street Global) — None
Euro Pacific Growth Fund (American Funds) — None
EAFE Stock Index Fund (State Street Global) — None
ADP TOTAL SOURCE 401k(H)
Voya Target Solution 2040 — None — Closed
Bluestar 401k(H)
Vanguard Target Retirement 2040 — None — Open
Director (member of board of directors), Federal Magistrate Judges Association
Director (member of board of directors), Federal Magistrate Judges Association
Agreement — 1/1/2007 — continued participation in Jenner & Block 401k (administered by fidelity; does not provide me any firm profits or a guaranteed pension)
Agreement — 1/1/2007 — continued participation in Jenner & Block 401k (administered by fidelity; does not provide me any firm profits or a guaranteed pension)
Liability — Grace Episcopal School — Tuition Contract
Liability — Grace Episcopal School — Tuition Contract
Spouse's income — 1/20-12/20 — Sojourn Consulting LLC (salary from employment)
Spouse's income — 1/20-12/20 — Sojourn Consulting LLC (salary from employment)
In Part VII, on line 2, the bank account listed is marked with an X and not reported as a transaction under the inheritance exception, as I became joint
accountholder after the death of my mother.
In Part VII, on line 15, columns D2 & D3 are blank, per the FDR instructions p.46, because the value and amount deposited at opening was less than the reporting
threshold.
In Part VII, on lines 27 & 29, the closure and opening of the target date retirement accounts resulted from a change in the administration of the 401k plans at
my spouse's employer, which caused existing accounts to be rolled into options available with the new provider(Bluestar). I did not report this separately as a
transaction because I was unaware of it until the time I prepared this report.
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.