John Glover Roberts jr

What was filed

228
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
3
spouse income

Named parties

Macrae, Inc. -- Attorney Search Consultants -- recoverable base salary and commission (see Part VIII)
Pillsbury Winthrop Shaw Pittman LLP -- payment from unfunded, non-qualified deferred compensation plan

As filed

Lam Research (Common) LRCX — Dividend

Texas Instruments (Common) TXN — Dividend — Donated (part)

Texas Instruments (Common) TXN — Sold

Thermo Fisher (Common) TMO — Dividend

Amer. Century Gro. Inv. Class I TWGIX — Dividend

MetLife GVUL: Putnam Multi-Cap Growth Fund — None

Vanguard Int'l Gr Fund Admiral Shares VWILX — Dividend

Vanguard Sm-Cap Index Fund Admiral VSMAX — Dividend

Wells Fargo bank accounts — Interest

Capital One, Inc. bank accounts — Interest

Caraheen Partners 1/8 int cottage, Knocklong, County Limerick, Ireland — Rent

my529 Equity - 10% Int'l UTSNX — None

my529 Enrolled UTAWX — None

First Eagle Global SGIIX — Dividend — Sold (part)

First Eagle Global SGIIX — Buy (add'l)

Lam Research (Common) LRCX — Dividend

Texas Instruments (Common) TXN — Dividend — Donated (part)

Texas Instruments (Common) TXN — Sold

Thermo Fisher (Common) TMO — Dividend

Amer. Century Gro. Inv. Class I TWGIX — Dividend

MetLife GVUL: Putnam Multi-Cap Growth Fund — None

Vanguard Int'l Gr Fund Admiral Shares VWILX — Dividend

Vanguard Sm-Cap Index Fund Admiral VSMAX — Dividend

Wells Fargo bank accounts — Interest

Capital One, Inc. bank accounts — Interest

First Eagle Global SGIIX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Dividend — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

Allspring Absolute Return Fund WABIX — None — Sold

Dodge & Cox FDS International Stock DODFX — Dividend — Sold (part)

Principal MidCap Institutional PCBIX — Dividend — Sold (part)

Principal MidCap Institutional PCBIX — Buy (add'l)

ASG GLBL ALTRNTVE CL Y GAFYX — Dividend — Sold (part)

ASG GLBL ALTRNTVE CL Y GAFYX — Buy (add'l)

Invesco Developing Markets ODVYX — None — Buy (add'l)

Invesco Developing Markets ODVYX — Buy (add'l)

Invesco Developing Markets ODVYX — Sold

Charter Communications (Common) CHTR — None — Sold

my529-FDIC-Insured Static Investment Option UTSIX — None

Thornburg Ltd-Term Muni Inst LTMIX — Dividend — Buy (add'l)

Thornburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thornburg Ltd-Term Muni Inst LTMIX — Sold

Tweedy Browne Global Value Fund TBGVX — Dividend — Buy (add'l)

Tweedy Browne Global Value Fund TBGVX — Buy (add'l)

T Rowe Price Short-Term Bond PRWBX — Dividend — Sold (part)

T Rowe Price Short-Term Bond PRWBX — Buy (add'l)

Vanguard Div. Growth Fd Investor Shares VDIGX — Dividend

Gateway Fund GTEYX — Dividend

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Dividend — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Dividend — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Wells Fargo IRA / Inv. Co. Amer. Class C AICCX — Dividend — Buy (add'l)

MetLife GVUL: Deutsche Govt. Money Mkt VIP — None

MetLife GVUL Put.Gro. Opps. — None

Bost.Ptnrs. L/S Rsrch. Fund BPIRX — Dividend — Sold (part)

Charles Schwab bank account — Interest

C. Schwab Value Advantage M. Fund SWVXX — Dividend — Buy (add'l)

C. Schwab Value Advantage M. Fund SWVXX — Sold (part)

Tributary SM Co INSTL IP FOSBX — Dividend — Sold (part)

Tributary SM Co INSTL IP FOSBX — Buy (add'l)

Baird Aggregate FD CL I BAGIX — Dividend — Sold (part)

Baird Aggregate FD CL I BAGIX — Sold

Credit Suisse Comm Ret. I CRSOX — Dividend — Buy (add'l)

Credit Suisse Comm Ret. I CRSOX — Buy (add'l)

MFS Value I MEIIX — Dividend — Sold (part)

MFS Value I MEIIX — Buy (add'l)

TriNet Ret. Plan (H)

TA Vangard Instl Target Ret. 2020 VITWX — None — Buy (add'l)

TA Vangard Instl Target Ret. 2020 VITWX — Buy (add'l)

Investment Account #1 (H)

Janney Advantage Insured Sweep Cash Account — Interest

American Balanced CL F2 AMBFX — Dividend — Sold (part)

American Global Balanced CL F2 GBLFX — Dividend — Buy (add'l)

American Inflation Linked Bond CL F2 BFIGX — Dividend

American Mutual CL F2 AMRFX — Dividend — Sold (part)

Capital Income Builder CL F2 CAIFX — Dividend — Sold (part)

Capital Income Builder CL F2 CAIFX — Sold (part)

Income Fund of America CL F2 AMEFX — Dividend — Sold (part)

Income Fund of America CL F2 AMEFX — Sold (part)

American High Income CL F2 AHIFX — Dividend — Sold (part)

Capital World Growth & Income CL F2 WGIFX — Dividend — Buy (add'l)

Amcap CL F2 AMCFX — Dividend — Buy (add'l)

American Multisector Income CL F2 MIAYX — Dividend — Buy (add'l)

American Funds SmallCap World Amer. Class C SCWCX — None

American Funds New World Fund Class C NEWCX — Dividend

BlackRock Global Allocation I MALOX — Dividend — Sold (part)

Cottage, Knox County, Maine, United States — Rent

Baird Short-Term Muni Bond BTMIX — Dividend — Buy

T Rowe Price Summit Municipal Income Fund PRINX — Dividend — Buy

T Rowe Price Summit Municipal Income Fund PRINX — Buy (add'l)

Lord Abbett Floating Rate Fund Class I LFRIX — Dividend — Buy

Lord Abbett Floating Rate Fund Class I LFRIX — Sold

Pimco Long Duration Total Return Fund PLRIX — None — Buy

Davis New York Venture Fund Class Y DNVYX — Dividend — Buy

Allspring Emerging Markets Equity Income Fund EQIIX — Dividend — Buy

Allspring Emerging Markets Equity Income Fund EQIIX — Buy (add'l)

Macrae, Inc. (see Part VIII) — None

Caraheen Partners 1/8 int cottage, Knocklong, County Limerick, Ireland — Rent

my529 Equity - 10% Int'l UTSNX — None

my529 Enrolled UTAWX — None

First Eagle Global SGIIX — Dividend — Sold (part)

First Eagle Global SGIIX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Dividend — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

Allspring Absolute Return Fund WABIX — None — Sold

Dodge & Cox FDS International Stock DODFX — Dividend — Sold (part)

Principal MidCap Institutional PCBIX — Dividend — Sold (part)

Principal MidCap Institutional PCBIX — Buy (add'l)

ASG GLBL ALTRNTVE CL Y GAFYX — Dividend — Sold (part)

ASG GLBL ALTRNTVE CL Y GAFYX — Buy (add'l)

Invesco Developing Markets ODVYX — None — Buy (add'l)

Invesco Developing Markets ODVYX — Buy (add'l)

Invesco Developing Markets ODVYX — Sold

Charter Communications (Common) CHTR — None — Sold

my529-FDIC-Insured Static Investment Option UTSIX — None

Thornburg Ltd-Term Muni Inst LTMIX — Dividend — Buy (add'l)

Thornburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Thornburg Ltd-Term Muni Inst LTMIX — Sold

Tweedy Browne Global Value Fund TBGVX — Dividend — Buy (add'l)

Tweedy Browne Global Value Fund TBGVX — Buy (add'l)

T Rowe Price Short-Term Bond PRWBX — Dividend — Sold (part)

T Rowe Price Short-Term Bond PRWBX — Buy (add'l)

Vanguard Div. Growth Fd Investor Shares VDIGX — Dividend

Gateway Fund GTEYX — Dividend

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Dividend — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Dividend — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Goldman Finl Sq Treas Money Market Fund FTIXX — Sold (part)

Goldman Finl Sq Treas Money Market Fund FTIXX — Buy (add'l)

Wells Fargo IRA / Inv. Co. Amer. Class C AICCX — Dividend — Buy (add'l)

MetLife GVUL: Deutsche Govt. Money Mkt VIP — None

MetLife GVUL Put.Gro. Opps. — None

Bost.Ptnrs. L/S Rsrch. Fund BPIRX — Dividend — Sold (part)

Charles Schwab bank account — Interest

C. Schwab Value Advantage M. Fund SWVXX — Dividend — Buy (add'l)

C. Schwab Value Advantage M. Fund SWVXX — Sold (part)

Tributary SM Co INSTL IP FOSBX — Dividend — Sold (part)

Tributary SM Co INSTL IP FOSBX — Buy (add'l)

Baird Aggregate FD CL I BAGIX — Dividend — Sold (part)

Baird Aggregate FD CL I BAGIX — Sold

Credit Suisse Comm Ret. I CRSOX — Dividend — Buy (add'l)

Credit Suisse Comm Ret. I CRSOX — Buy (add'l)

MFS Value I MEIIX — Dividend — Sold (part)

MFS Value I MEIIX — Buy (add'l)

TriNet Ret. Plan (H)

TA Vangard Instl Target Ret. 2020 VITWX — None — Buy (add'l)

TA Vangard Instl Target Ret. 2020 VITWX — Buy (add'l)

Investment Account #1 (H)

Janney Advantage Insured Sweep Cash Account — Interest

American Balanced CL F2 AMBFX — Dividend — Sold (part)

American Global Balanced CL F2 GBLFX — Dividend — Buy (add'l)

American Inflation Linked Bond CL F2 BFIGX — Dividend

American Mutual CL F2 AMRFX — Dividend — Sold (part)

Capital Income Builder CL F2 CAIFX — Dividend — Sold (part)

Capital Income Builder CL F2 CAIFX — Sold (part)

Income Fund of America CL F2 AMEFX — Dividend — Sold (part)

Income Fund of America CL F2 AMEFX — Sold (part)

American High Income CL F2 AHIFX — Dividend — Sold (part)

Capital World Growth & Income CL F2 WGIFX — Dividend — Buy (add'l)

Amcap CL F2 AMCFX — Dividend — Buy (add'l)

American Multisector Income CL F2 MIAYX — Dividend — Buy (add'l)

American Funds SmallCap World Amer. Class C SCWCX — None

American Funds New World Fund Class C NEWCX — Dividend

BlackRock Global Allocation I MALOX — Dividend — Sold (part)

Cottage, Knox County, Maine, United States — Rent

Baird Short-Term Muni Bond BTMIX — Dividend — Buy

T Rowe Price Summit Municipal Income Fund PRINX — Dividend — Buy

T Rowe Price Summit Municipal Income Fund PRINX — Buy (add'l)

Lord Abbett Floating Rate Fund Class I LFRIX — Dividend — Buy

Lord Abbett Floating Rate Fund Class I LFRIX — Sold

Pimco Long Duration Total Return Fund PLRIX — None — Buy

Davis New York Venture Fund Class Y DNVYX — Dividend — Buy

Allspring Emerging Markets Equity Income Fund EQIIX — Dividend — Buy

Allspring Emerging Markets Equity Income Fund EQIIX — Buy (add'l)

Macrae, Inc. (see Part VIII) — None

Spouse's income — 2022 — Macrae, Inc. -- Attorney Search Consultants -- recoverable base salary and commission (see Part VIII)

Spouse's income — 2022 — Pillsbury Winthrop Shaw Pittman LLP -- payment from unfunded, non-qualified deferred compensation plan

Spouse's income — 2022 — Macrae, Inc. -- Attorney Search Consultants -- recoverable base salary and commission (see Part VIII)

Part III-B., line 1. Spousal non-investment income type clarified over prior year reports.

Part VII., line 114. Reports from 2019 through 2021 disclosed spousal non-investment income from Mlegal Group, Inc. / Macrae, Inc. in Part III-B., but

inadvertently omitted from Part VII a non-income-generating equity holding obtained incident to commencement of employment. Reports from 2019 to 2021

have been amended to reflect this asset.