Gregory George Katsas
2020
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Pull out the substance of this filing.
What was filed
348
investments
2
positions
0
gifts
2
agreements
0
debts
10
reimbursements
0
income
0
spouse income
Named parties
- Trust #1 (reportable holdings are included in Part VII)
- George Mason University Center for Law and Economics
- Federalist Society
As filed
Individual Assets (H)
Schwab Bank (cash) — Interest
United Trust (cash) — Interest
Account #1 (H)
Schwab Bank Sweep (cash) — Interest
Schwab US Dividend Equity Fund (SCHD) — None — Sold
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Account #2 (H)
Schwab Bank Sweep (cash) — Interest
Alphabet Inc Class A (GOOGL) — None — Buy
Alphabet Inc Class A (GOOGL) — Sold
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Diamond Hill Long Short Fund (DHLSX) — None — Sold
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Buy (add'l)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
iShares Core High (HDV) — None — Sold
iShares Core S&P 500 (IVV) — None — Sold (part)
iShares Core S&P 500 (IVV) — Sold
iShares Core S&P 500 (IVV) — Buy
iShares Core S&P 500 (IVV) — Sold
Schwab Fundamental Intl Large Co Index (SFNNX) — None — Sold
Account #3 (H)
Schwab Bank Sweep Account (cash) — Interest
Alphabet Inc Class A (GOOGL) — None — Buy
Alphabet Inc Class A (GOOGL) — Sold
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Buy (add'l)
Amazon.com Inc (AMZN) — Sold
Amazon.com Inc (AMZN) — Buy
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold
Apple Inc (AAPL) — Buy
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold
Walmart Inc (WMT) — Buy
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold
SPDR Gold Shares ETF (GLD) — None — Buy
Call Apple Inc (AAPL) (X) — None — Sold
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Buy (add'l)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
Charles Schwab US MC ETF (SCHM) — None — Buy (add'l)
Charles Schwab US MC ETF (SCHM) — Sold
Schwab US Broad Market ETF (SCHB) — None — Sold
Schwab US Dividend Equity ETF (SCHD) — None — Sold
Schwab US Large Cap Growth ETF (SCHG) — None — Sold (part)
Schwab US Large Cap Growth ETF (SCHG) — Sold
Schwab US Large-Cap ETF (SCHX) — None — Sold
Account #4 (H)
Schwab Bank Sweep (cash) — Interest
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Sold
Amazon.com Inc (AMZN) — Buy
Amazon.com Inc (AMZN) — Buy (add'l)
Amazon.com Inc (AMZN) — Sold (part)
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Sold
Walmart Inc (WMT) — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
iShares Core S&P 500 ETF (IVV) — None — Sold (part)
iShares Core S&P 500 ETF (IVV) — Sold
iShares Core S&P 500 ETF (IVV) — Buy
iShares Core S&P 500 ETF (IVV) — Sold
Schwab US Large Cap Value ETF (SCHV) — None — Sold
Vanguard Dividend Appreciation ETF (VIG) — None — Sold
Gateway Fund CL Y (GTEYX) — None — Sold
Account #5 (H)
Fidelity Core Cash Account (cash) — Interest
Gateway Fund Class Y (GTEYX) — Dividend — Sold (part)
Gateway Fund Class Y (GTEYX) — Sold
Schwab Fundamental US Large Co Index (SFLNX) — Dividend — Sold
iShares Core S&P 500 ETF (IVV) — Dividend — Sold (part)
iShares Russell 2000 ETF (IWM) — Dividend — Sold
Account #6 (H)
iShares Core S&P 500 ETF (IVV) — Dividend — Sold (part)
Vanguard Dividend Appreciation Fund (VIG) — Dividend
Vanguard Growth ETF (VUG) — Dividend — Buy
FMI Large Cap Fund (FMIHX) — None — Sold
Schwab Fundamental Intl Large Co Index (SFNNX) — None — Sold
Vanguard 500 Index Fd Admiral SHRS (VFIAX) — Dividend
Account #7 (H)
Vanguard Growth ETF (VUG) — Dividend — Buy
Gateway Fund CL Y (GTEYX) — Dividend
Schwab Fundamental US Large Co Index (SFLNX) — Dividend — Sold (part)
Vanguard 500 Index Fd Admiral Shrs (VFIAX) — Dividend — Sold (part)
Account #8 (H)
Schwab Bank Sweep (cash) (X) — Interest
Ishares Core S&P ETF (IJH) — None — Sold
Schwab US Broad Market ETF (SCHB) — None — Sold
Schwab US Large-Cap Value ETF (SCHV) — None — Sold
Schwab US Small-Cap ETF (SCHA) — None — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Buy
Vanguard Total Stock Market ETF (VTI) — Dividend — Buy
Diamond Hill Long Short Fund Cl I (DHLSX) — None — Sold
Vanguard 500 Index Fd Admiral Shrs (VFIAX) — Dividend — Sold
Account #9 (H)
Charles Schwab Conservative Pool (SCGC1) — None — Buy
Charles Schwab Conservative Pool (SCGC1) — Sold (part)
Charles Schwab Conservative Pool (SCGC1) — Sold (part)
Charles Schwab Conservative Pool (SCGC1) — Sold
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — None — Sold
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — Buy
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — Sold (part)
Schwab Money Market Pool (SCGM1) — None — Sold (part)
Schwab Money Market Pool (SCGM1) — Sold
Schwab Money Market Pool (SCGM1) — Buy
Schwab Money Market Pool (SCGM1) — Sold (part)
Charles Schwab Total Market Equity Index Pool (SCBP1) — None — Sold
Charles Schwab Total Market Equity Index Pool (SCBP1) — Buy
Charles Schwab Total Market Equity Index Pool (SCBP1) — Sold (part)
Account #10 (H)
Schwab Money Market Portfolio — None — Buy
Schwab Aggressive Growth Index Portfolio — None — Sold (part)
Account #11 (H)
529 Virginia Prepay - tuition plan (cash) — None
Account #12 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Account #13 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Invesco Advisors Stable Value Portfolio — None
Account #14 (H)
Schwab Aggressive Growth Index Portfolio — None — Sold (part)
Scwhab Money Market Portfolio — Dividend — Buy
Account #15 (H)
529 Virginia Prepay - tuition plan (cash) — None
Account #16 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Account #17 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Invesco Advisors Stable Value Portfolio — None
Individual Assets (H)
Schwab Bank (cash) — Interest
United Trust (cash) — Interest
Account #1 (H)
Schwab Bank Sweep (cash) — Interest
Schwab US Dividend Equity Fund (SCHD) — None — Sold
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Account #2 (H)
Schwab Bank Sweep (cash) — Interest
Alphabet Inc Class A (GOOGL) — None — Buy
Alphabet Inc Class A (GOOGL) — Sold
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Diamond Hill Long Short Fund (DHLSX) — None — Sold
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Buy (add'l)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
iShares Core High (HDV) — None — Sold
iShares Core S&P 500 (IVV) — None — Sold (part)
iShares Core S&P 500 (IVV) — Sold
iShares Core S&P 500 (IVV) — Buy
iShares Core S&P 500 (IVV) — Sold
Schwab Fundamental Intl Large Co Index (SFNNX) — None — Sold
Account #3 (H)
Schwab Bank Sweep Account (cash) — Interest
Alphabet Inc Class A (GOOGL) — None — Buy
Alphabet Inc Class A (GOOGL) — Sold
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Buy (add'l)
Amazon.com Inc (AMZN) — Sold
Amazon.com Inc (AMZN) — Buy
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold
Apple Inc (AAPL) — Buy
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold
Walmart Inc (WMT) — Buy
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold
SPDR Gold Shares ETF (GLD) — None — Buy
Call Apple Inc (AAPL) (X) — None — Sold
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Buy (add'l)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
Charles Schwab US MC ETF (SCHM) — None — Buy (add'l)
Charles Schwab US MC ETF (SCHM) — Sold
Schwab US Broad Market ETF (SCHB) — None — Sold
Schwab US Dividend Equity ETF (SCHD) — None — Sold
Schwab US Large Cap Growth ETF (SCHG) — None — Sold (part)
Schwab US Large Cap Growth ETF (SCHG) — Sold
Schwab US Large-Cap ETF (SCHX) — None — Sold
Account #4 (H)
Schwab Bank Sweep (cash) — Interest
Amazon.com Inc (AMZN) — None — Buy
Amazon.com Inc (AMZN) — Sold
Amazon.com Inc (AMZN) — Buy
Amazon.com Inc (AMZN) — Buy (add'l)
Amazon.com Inc (AMZN) — Sold (part)
Amazon.com Inc (AMZN) — Sold
Apple Inc (AAPL) — Dividend — Buy
Apple Inc (AAPL) — Buy (add'l)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Sold (part)
Apple Inc (AAPL) — Buy (add'l)
Walmart Inc (WMT) — Dividend — Buy
Walmart Inc (WMT) — Sold
Walmart Inc (WMT) — Buy
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Walmart Inc (WMT) — Buy (add'l)
Walmart Inc (WMT) — Sold (part)
Equinix Inc Reit (EQIX) — Dividend — Buy
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold (part)
Equinix Inc Reit (EQIX) — Sold
iShares Core S&P 500 ETF (IVV) — None — Sold (part)
iShares Core S&P 500 ETF (IVV) — Sold
iShares Core S&P 500 ETF (IVV) — Buy
iShares Core S&P 500 ETF (IVV) — Sold
Schwab US Large Cap Value ETF (SCHV) — None — Sold
Vanguard Dividend Appreciation ETF (VIG) — None — Sold
Gateway Fund CL Y (GTEYX) — None — Sold
Account #5 (H)
Fidelity Core Cash Account (cash) — Interest
Gateway Fund Class Y (GTEYX) — Dividend — Sold (part)
Gateway Fund Class Y (GTEYX) — Sold
Schwab Fundamental US Large Co Index (SFLNX) — Dividend — Sold
iShares Core S&P 500 ETF (IVV) — Dividend — Sold (part)
iShares Russell 2000 ETF (IWM) — Dividend — Sold
Account #6 (H)
iShares Core S&P 500 ETF (IVV) — Dividend — Sold (part)
Vanguard Dividend Appreciation Fund (VIG) — Dividend
Vanguard Growth ETF (VUG) — Dividend — Buy
FMI Large Cap Fund (FMIHX) — None — Sold
Schwab Fundamental Intl Large Co Index (SFNNX) — None — Sold
Vanguard 500 Index Fd Admiral SHRS (VFIAX) — Dividend
Account #7 (H)
Vanguard Growth ETF (VUG) — Dividend — Buy
Gateway Fund CL Y (GTEYX) — Dividend
Schwab Fundamental US Large Co Index (SFLNX) — Dividend — Sold (part)
Vanguard 500 Index Fd Admiral Shrs (VFIAX) — Dividend — Sold (part)
Account #8 (H)
Schwab Bank Sweep (cash) (X) — Interest
Ishares Core S&P ETF (IJH) — None — Sold
Schwab US Broad Market ETF (SCHB) — None — Sold
Schwab US Large-Cap Value ETF (SCHV) — None — Sold
Schwab US Small-Cap ETF (SCHA) — None — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Buy
Vanguard Total Stock Market ETF (VTI) — Dividend — Buy
Diamond Hill Long Short Fund Cl I (DHLSX) — None — Sold
Vanguard 500 Index Fd Admiral Shrs (VFIAX) — Dividend — Sold
Account #9 (H)
Charles Schwab Conservative Pool (SCGC1) — None — Buy
Charles Schwab Conservative Pool (SCGC1) — Sold (part)
Charles Schwab Conservative Pool (SCGC1) — Sold (part)
Charles Schwab Conservative Pool (SCGC1) — Sold
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — None — Sold
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — Buy
Charles Schwab Large Cap Equity Managed Pool (SCGE1) — Sold (part)
Schwab Money Market Pool (SCGM1) — None — Sold (part)
Schwab Money Market Pool (SCGM1) — Sold
Schwab Money Market Pool (SCGM1) — Buy
Schwab Money Market Pool (SCGM1) — Sold (part)
Charles Schwab Total Market Equity Index Pool (SCBP1) — None — Sold
Charles Schwab Total Market Equity Index Pool (SCBP1) — Buy
Charles Schwab Total Market Equity Index Pool (SCBP1) — Sold (part)
Account #10 (H)
Schwab Money Market Portfolio — None — Buy
Schwab Aggressive Growth Index Portfolio — None — Sold (part)
Account #11 (H)
529 Virginia Prepay - tuition plan (cash) — None
Account #12 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Account #13 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Invesco Advisors Stable Value Portfolio — None
Account #14 (H)
Schwab Aggressive Growth Index Portfolio — None — Sold (part)
Scwhab Money Market Portfolio — Dividend — Buy
Account #15 (H)
529 Virginia Prepay - tuition plan (cash) — None
Account #16 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Account #17 (H)
Vanguard Total Stock Index Fund (VSMPX) — None — Buy (add'l)
Invesco Advisors Stable Value Portfolio — None
Trustee, Trust #1 (reportable holdings are included in Part VII)
Trustee, Trust #1 (reportable holdings are included in Part VII)
Agreement — 2009 — Jones Day - defined benefit pension plan (no control)
Agreement — 2009 — Jones Day - defined benefit pension plan (no control)
Reimbursement — George Mason University Center for Law and Economics — January 10-12, 2020 — Naples, FL — Originalism Summit — Travel, food, lodging
Reimbursement — Federalist Society — January 31 - February 2, 2020 — Orlando, FL — Conference — Travel, food, lodging
Reimbursement — Federalist Society — February 10-11, 2020 — New Haven, CT — Speaker — Travel, food, lodging
Reimbursement — Federalist Society — February 19-20, 2020 — Wichita, KS — Speaker — Travel, food, lodging
Reimbursement — Federalist Society — March 3-4, 2020 — Austin, TX — Speaker — Travel, food, lodging
Reimbursement — George Mason University Center for Law and Economics — January 10-12, 2020 — Naples, FL — Originalism Summit — Travel, food, lodging
Reimbursement — Federalist Society — January 31 - February 2, 2020 — Orlando, FL — Conference — Travel, food, lodging
Reimbursement — Federalist Society — February 10-11, 2020 — New Haven, CT — Speaker — Travel, food, lodging
Reimbursement — Federalist Society — February 19-20, 2020 — Wichita, KS — Speaker — Travel, food, lodging
Reimbursement — Federalist Society — March 3-4, 2020 — Austin, TX — Speaker — Travel, food, lodging
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.