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.

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Robin M. Meriweather | Frix