Ketanji Brown Jackson

2022

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Pull out the substance of this filing.

What was filed

  • 50

    investments

  • 8

    positions

  • 6

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Harvard University
  • American Law Institute
  • Georgetown Day School
  • Historical Society of the District of Columbia Circuit
  • John Steele
  • Oprah Winfrey
  • Advance Magazine Publishers Inc., d/b/a Condé Nast/Vogue Magazine
  • Medstar (salary)
  • Self-employed (expert witness fees)

As filed

Individual Assets (H)

PNC Bank (cash) — Interest

TD Bank (cash) — None

TIAA-Cref Money Market Fund — Dividend

Black Rock Money Market Class A — Dividend

Black Rock Wealth Liquid Env Aware — Dividend

Black Rock Large Cap Core- Class A — Dividend

Account #1 (H)

PRIMECAP Odyssey Growth (POGRX) — Dividend

Schwab Inst Large Cap Val Trust Fd In — None

Schwab S&P 500 (SWPPX) — Dividend

DFA US Target Value I (DFFVX) (X) — Dividend

Individual Assets (H)

PNC Bank (cash) — Interest

TD Bank (cash) — None

TIAA-Cref Money Market Fund — Dividend

Black Rock Money Market Class A — Dividend

Black Rock Wealth Liquid Env Aware — Dividend

Black Rock Large Cap Core- Class A — Dividend

Account #1 (H)

PRIMECAP Odyssey Growth (POGRX) — Dividend

Schwab Inst Large Cap Val Trust Fd In — None

Schwab S&P 500 (SWPPX) — Dividend

DFA US Target Value I (DFFVX) (X) — Dividend

Schwab Small Cap Index (SWSSX) — Dividend

Vanguard Mid Cap Index Ins (VMCIX) — Dividend

Dodge & Cox International Stock (DODFX) — Dividend

T. Rowe Price International Discovery Fund (PRIDX) — Dividend

Vanguard Total Intl Stock Index (VGTSX) — Dividend

Schwab Instl CorePlus Fixed Inc III — None

Victory Integrity Sm Cap Value Y (VSCVX) (Y)

Account #2 (H)

MedStar Health, Inc. Cash Balance Retirement Plan (cash) — None

Account #3 (H)

NY's 529 College Savings Plan, Growth (formerly Age-Based) Portfolio — None

Account #4 (H)

The Education Plan Enrollment (formerly Age-Based) Portfolio — None

Schwab Small Cap Index (SWSSX) — Dividend

Vanguard Mid Cap Index Ins (VMCIX) — Dividend

Dodge & Cox International Stock (DODFX) — Dividend

T. Rowe Price International Discovery Fund (PRIDX) — Dividend

Vanguard Total Intl Stock Index (VGTSX) — Dividend

Schwab Instl CorePlus Fixed Inc III — None

Victory Integrity Sm Cap Value Y (VSCVX) (Y)

Account #2 (H)

MedStar Health, Inc. Cash Balance Retirement Plan (cash) — None

Account #3 (H)

NY's 529 College Savings Plan, Growth (formerly Age-Based) Portfolio — None

Account #4 (H)

The Education Plan Enrollment (formerly Age-Based) Portfolio — None

Overseer, Harvard University

Council Member, American Law Institute

Board Member, Georgetown Day School

Board of Directors, Historical Society of the District of Columbia Circuit

Overseer, Harvard University

Council Member, American Law Institute

Board Member, Georgetown Day School

Board of Directors, Historical Society of the District of Columbia Circuit

Gift — John Steele — Painting — $580.00

Gift — Oprah Winfrey — Congratulatory floral arrangement — $1,200.00

Gift — Advance Magazine Publishers Inc., d/b/a Condé Nast/Vogue Magazine — Designer dress and jacket worn in photo shoot — $6,580.00

Gift — John Steele — Painting — $580.00

Gift — Oprah Winfrey — Congratulatory floral arrangement — $1,200.00

Gift — Advance Magazine Publishers Inc., d/b/a Condé Nast/Vogue Magazine — Designer dress and jacket worn in photo shoot — $6,580.00

Reimbursement — Harvard University — May 24-27, 2022 — Boston, MA — Board of Overseers Meeting & Commencement — Transportation, meals, lodging

Reimbursement — Harvard University — May 24-27, 2022 — Boston, MA — Board of Overseers Meeting & Commencement — Transportation, meals, lodging

Spouse's income — 2022 — Medstar (salary)

Spouse's income — 2022 — Self-employed (expert witness fees)

Spouse's income — 2022 — Medstar (salary)

Spouse's income — 2022 — Self-employed (expert witness fees)

Part VII: Account #1 is a Morrison & Foerster Retirement Plan managed by Charles Schwab. There were no reportable transactions in this account within

the 2022 reporting cycle.

Part VII, line 21: This item was converted by the employer from Fidelity Freedom K-2035 to a cash balance retirement plan prior to the 2022 reporting cycle;

the participant has no control over this plan and did not initiate the conversion.

Part VII, lines 23 and 25: Updated naming conventions do not reflect a change in holdings.

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 45 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.

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