Allison Jones Rushing

2020

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Pull out the substance of this filing.

What was filed

  • 256

    investments

  • 0

    positions

  • 0

    gifts

  • 4

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

American Funds 529 College 2036 C — Buy (add'l)

Navy Federal Credit Union cash accounts — Interest

Investment Account (H)

IShares IBoxx Investment Corporate Bond — Dividend — Sold

Morgan Stanley Bank NA — Interest

Bank Baroda New York NY 09/14/2020 — Interest — Redeemed

IShares MSCI Emerging Market ETF — None — Sold

Vanguard REIT Index Admiral — Dividend

Vanguard Mid-Cap ETF Index — Dividend

Vanguard FTSE Europe ETF — None — Sold

IShares Inc MSCI Japan ETF — None — Sold

IShares Core U.S. Aggregate — Dividend — Sold

IShares Global 100 ETF — Dividend — Sold (part)

IShares Global 100 ETF — Sold (part)

Morgan Stanley Buffered Plus on Sx5E — None — Redeemed

IShares MSCI EAFE ETF — None — Sold

Pioneer Mlt Asset Ultra-short Inc Y — Dividend

Vanguard 500 Index Admiral — Dividend

SPDR S&P 500 ETF — Dividend — Sold (part)

SPDR S&P 500 ETF — Sold (part)

SPDR S&P 500 ETF — Sold (part)

Ishares S&P 500 Val ETF — None — Sold

JP Morgan Ultra-Short Inc ETF — Dividend — Sold

Oakmark Equity & Income Adv — Dividend

Neuberger Berman EQ Inc Ins — Dividend

PGIM Total Return Bond Z — Dividend — Sold

Thornburg Inv Inc Builder I — Dividend — Sold (part)

State Bank Ind New York NY CD 06/11/20 — Interest — Redeemed

Valley National Bank CD Passaic NJ 03/05/20 — Interest — Redeemed

AB Sel US Long/Short ADV — Dividend — Buy

ACAP Strategic Interval Common — Dividend — Buy

American Funds 529 College 2036 A — Dividend — Buy

American Funds 529 College 2036 A — Buy (add'l)

American Funds 529 College 2036 C — Dividend — Buy

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

Calamos Market Neutral Inc I — Dividend — Buy

Delaware Value Institutional — Dividend — Buy

Guggenheim Total Return Bond Fund I — Dividend — Buy

Invesco Developing Mkts Y — Dividend — Buy

Lord Abbett Short Duration Inc F — Dividend — Buy

Metropolitan West Total Return Bond I — Dividend — Buy

Oakmark International Advisors — Dividend — Buy

Pimco Total Return 12 — Dividend — Buy

Principal Blue Chip I — Dividend — Buy

T Rowe Price Japan Fund — Dividend — Buy

Vanguard FTSE Developed Mkts E — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Virtus Kar Small Mid Cap Core I — None — Buy

Fidelity AF Target Date 2055 R6 Fund — Dividend

Ernst & Young Fidelity 401(k) (H)

Dodge & Cox Stock — Dividend

TRP New Horizons I — Dividend

Vang Cap Opps ADM — Dividend

Vanguard Target 2015 — Dividend

Vang Sm Val IDX Inst — Dividend

Fid 500 Index IPR — Dividend

AF New Perspect R6 — Dividend

Vanguard Target 2050 — Dividend

AF Europac Growth R6 — Dividend

Fid Divsfd Intl Pool — Dividend

Fidelity Blue Chip Growth — None — Sold

Fidelity NASDAQ Composite Index — None — Sold

Fidelity OTC Portfolio Fund — None — Sold

Navy Federal Credit Union cash accounts — Interest

Investment Account (H)

IShares IBoxx Investment Corporate Bond — Dividend — Sold

Morgan Stanley Bank NA — Interest

Bank Baroda New York NY 09/14/2020 — Interest — Redeemed

IShares MSCI Emerging Market ETF — None — Sold

Vanguard REIT Index Admiral — Dividend

Vanguard Mid-Cap ETF Index — Dividend

Vanguard FTSE Europe ETF — None — Sold

IShares Inc MSCI Japan ETF — None — Sold

IShares Core U.S. Aggregate — Dividend — Sold

IShares Global 100 ETF — Dividend — Sold (part)

IShares Global 100 ETF — Sold (part)

Morgan Stanley Buffered Plus on Sx5E — None — Redeemed

IShares MSCI EAFE ETF — None — Sold

Pioneer Mlt Asset Ultra-short Inc Y — Dividend

Vanguard 500 Index Admiral — Dividend

SPDR S&P 500 ETF — Dividend — Sold (part)

SPDR S&P 500 ETF — Sold (part)

SPDR S&P 500 ETF — Sold (part)

Ishares S&P 500 Val ETF — None — Sold

JP Morgan Ultra-Short Inc ETF — Dividend — Sold

Oakmark Equity & Income Adv — Dividend

Neuberger Berman EQ Inc Ins — Dividend

PGIM Total Return Bond Z — Dividend — Sold

Thornburg Inv Inc Builder I — Dividend — Sold (part)

State Bank Ind New York NY CD 06/11/20 — Interest — Redeemed

Valley National Bank CD Passaic NJ 03/05/20 — Interest — Redeemed

AB Sel US Long/Short ADV — Dividend — Buy

ACAP Strategic Interval Common — Dividend — Buy

American Funds 529 College 2036 A — Dividend — Buy

American Funds 529 College 2036 A — Buy (add'l)

American Funds 529 College 2036 C — Dividend — Buy

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

Calamos Market Neutral Inc I — Dividend — Buy

Delaware Value Institutional — Dividend — Buy

Guggenheim Total Return Bond Fund I — Dividend — Buy

Invesco Developing Mkts Y — Dividend — Buy

Lord Abbett Short Duration Inc F — Dividend — Buy

Metropolitan West Total Return Bond I — Dividend — Buy

Oakmark International Advisors — Dividend — Buy

Pimco Total Return 12 — Dividend — Buy

Principal Blue Chip I — Dividend — Buy

T Rowe Price Japan Fund — Dividend — Buy

Vanguard FTSE Developed Mkts E — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Virtus Kar Small Mid Cap Core I — None — Buy

Fidelity AF Target Date 2055 R6 Fund — Dividend

Ernst & Young Fidelity 401(k) (H)

Dodge & Cox Stock — Dividend

TRP New Horizons I — Dividend

Vang Cap Opps ADM — Dividend

Vanguard Target 2015 — Dividend

Vang Sm Val IDX Inst — Dividend

Fid 500 Index IPR — Dividend

AF New Perspect R6 — Dividend

Vanguard Target 2050 — Dividend

AF Europac Growth R6 — Dividend

Fid Divsfd Intl Pool — Dividend

Fidelity Blue Chip Growth — None — Sold

Fidelity NASDAQ Composite Index — None — Sold

Fidelity OTC Portfolio Fund — None — Sold

Navy Federal Credit Union cash accounts — Interest

Investment Account (H)

IShares IBoxx Investment Corporate Bond — Dividend — Sold

Morgan Stanley Bank NA — Interest

Bank Baroda New York NY 09/14/2020 — Interest — Redeemed

IShares MSCI Emerging Market ETF — None — Sold

Vanguard REIT Index Admiral — Dividend

Vanguard Mid-Cap ETF Index — Dividend

Vanguard FTSE Europe ETF — None — Sold

IShares Inc MSCI Japan ETF — None — Sold

IShares Core U.S. Aggregate — Dividend — Sold

IShares Global 100 ETF — Dividend — Sold (part)

IShares Global 100 ETF — Sold (part)

Morgan Stanley Buffered Plus on Sx5E — None — Redeemed

IShares MSCI EAFE ETF — None — Sold

Pioneer Mlt Asset Ultra-short Inc Y — Dividend

Vanguard 500 Index Admiral — Dividend

SPDR S&P 500 ETF — Dividend — Sold (part)

SPDR S&P 500 ETF — Sold (part)

SPDR S&P 500 ETF — Sold (part)

Ishares S&P 500 Val ETF — None — Sold

JP Morgan Ultra-Short Inc ETF — Dividend — Sold

Oakmark Equity & Income Adv — Dividend

Neuberger Berman EQ Inc Ins — Dividend

PGIM Total Return Bond Z — Dividend — Sold

Thornburg Inv Inc Builder I — Dividend — Sold (part)

State Bank Ind New York NY CD 06/11/20 — Interest — Redeemed

Valley National Bank CD Passaic NJ 03/05/20 — Interest — Redeemed

AB Sel US Long/Short ADV — Dividend — Buy

ACAP Strategic Interval Common — Dividend — Buy

American Funds 529 College 2036 A — Dividend — Buy

American Funds 529 College 2036 A — Buy (add'l)

American Funds 529 College 2036 C — Dividend — Buy

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

Calamos Market Neutral Inc I — Dividend — Buy

Delaware Value Institutional — Dividend — Buy

Guggenheim Total Return Bond Fund I — Dividend — Buy

Invesco Developing Mkts Y — Dividend — Buy

Lord Abbett Short Duration Inc F — Dividend — Buy

Metropolitan West Total Return Bond I — Dividend — Buy

Oakmark International Advisors — Dividend — Buy

Pimco Total Return 12 — Dividend — Buy

Principal Blue Chip I — Dividend — Buy

T Rowe Price Japan Fund — Dividend — Buy

Vanguard FTSE Developed Mkts E — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Virtus Kar Small Mid Cap Core I — None — Buy

Fidelity AF Target Date 2055 R6 Fund — Dividend

Ernst & Young Fidelity 401(k) (H)

Dodge & Cox Stock — Dividend

TRP New Horizons I — Dividend

Vang Cap Opps ADM — Dividend

Vanguard Target 2015 — Dividend

Vang Sm Val IDX Inst — Dividend

Fid 500 Index IPR — Dividend

AF New Perspect R6 — Dividend

Vanguard Target 2050 — Dividend

AF Europac Growth R6 — Dividend

Fid Divsfd Intl Pool — Dividend

Fidelity Blue Chip Growth — None — Sold

Fidelity NASDAQ Composite Index — None — Sold

Fidelity OTC Portfolio Fund — None — Sold

Navy Federal Credit Union cash accounts — Interest

Investment Account (H)

IShares IBoxx Investment Corporate Bond — Dividend — Sold

Morgan Stanley Bank NA — Interest

Bank Baroda New York NY 09/14/2020 — Interest — Redeemed

IShares MSCI Emerging Market ETF — None — Sold

Vanguard REIT Index Admiral — Dividend

Vanguard Mid-Cap ETF Index — Dividend

Vanguard FTSE Europe ETF — None — Sold

IShares Inc MSCI Japan ETF — None — Sold

IShares Core U.S. Aggregate — Dividend — Sold

IShares Global 100 ETF — Dividend — Sold (part)

IShares Global 100 ETF — Sold (part)

Morgan Stanley Buffered Plus on Sx5E — None — Redeemed

IShares MSCI EAFE ETF — None — Sold

Pioneer Mlt Asset Ultra-short Inc Y — Dividend

Vanguard 500 Index Admiral — Dividend

SPDR S&P 500 ETF — Dividend — Sold (part)

SPDR S&P 500 ETF — Sold (part)

SPDR S&P 500 ETF — Sold (part)

Ishares S&P 500 Val ETF — None — Sold

JP Morgan Ultra-Short Inc ETF — Dividend — Sold

Oakmark Equity & Income Adv — Dividend

Neuberger Berman EQ Inc Ins — Dividend

PGIM Total Return Bond Z — Dividend — Sold

Thornburg Inv Inc Builder I — Dividend — Sold (part)

State Bank Ind New York NY CD 06/11/20 — Interest — Redeemed

Valley National Bank CD Passaic NJ 03/05/20 — Interest — Redeemed

AB Sel US Long/Short ADV — Dividend — Buy

ACAP Strategic Interval Common — Dividend — Buy

American Funds 529 College 2036 A — Dividend — Buy

American Funds 529 College 2036 A — Buy (add'l)

American Funds 529 College 2036 C — Dividend — Buy

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

American Funds 529 College 2036 C — Buy (add'l)

Calamos Market Neutral Inc I — Dividend — Buy

Delaware Value Institutional — Dividend — Buy

Guggenheim Total Return Bond Fund I — Dividend — Buy

Invesco Developing Mkts Y — Dividend — Buy

Lord Abbett Short Duration Inc F — Dividend — Buy

Metropolitan West Total Return Bond I — Dividend — Buy

Oakmark International Advisors — Dividend — Buy

Pimco Total Return 12 — Dividend — Buy

Principal Blue Chip I — Dividend — Buy

T Rowe Price Japan Fund — Dividend — Buy

Vanguard FTSE Developed Mkts E — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Virtus Kar Small Mid Cap Core I — None — Buy

Fidelity AF Target Date 2055 R6 Fund — Dividend

Ernst & Young Fidelity 401(k) (H)

Dodge & Cox Stock — Dividend

TRP New Horizons I — Dividend

Vang Cap Opps ADM — Dividend

Vanguard Target 2015 — Dividend

Vang Sm Val IDX Inst — Dividend

Fid 500 Index IPR — Dividend

AF New Perspect R6 — Dividend

Vanguard Target 2050 — Dividend

AF Europac Growth R6 — Dividend

Fid Divsfd Intl Pool — Dividend

Fidelity Blue Chip Growth — None — Sold

Fidelity NASDAQ Composite Index — None — Sold

Fidelity OTC Portfolio Fund — None — Sold

Agreement — 2017 — Williams & Connolly defined benefit plan - the law firm ceased making contributions to the plan after my separation in 2019

Agreement — 2017 — Williams & Connolly defined benefit plan - the law firm ceased making contributions to the plan after my separation in 2019

Agreement — 2017 — Williams & Connolly defined benefit plan - the law firm ceased making contributions to the plan after my separation in 2019

Agreement — 2017 — Williams & Connolly defined benefit plan - the law firm ceased making contributions to the plan after my separation in 2019

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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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Allison Jones Rushing | Frix