Virginia Emerson Hopkins
2018Annual
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What was filed
177
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Section VII Added Info
- IRREVOCABLE LIFE INSURANCE TRUST # 1 (UNFUNDED)
As filed
CASH - WELLS FARGO BANK ACCOUNT — Interest
CASH - LEGACY CREDIT UNION ACCOUNT — Int/Div
CASH - MORGAN STANLEY SMITH BARNEY ACCOUNT — Int/Div
ADOBE SYSTEMS — None — Sold (part)
ADOBE SYSTEMS — Sold (part)
ADOBE SYSTEMS — Sold (part)
ADOBE SYSTEMS — Sold (part)
ALIGN TECHNOLOGY — None — Sold (part)
ALIGN TECHNOLOGY — Sold (part)
ALIGN TECHNOLOGY — Sold (part)
ALIGN TECHNOLOGY — Sold (part)
ALIGN TECHNOLOGY — Sold (part)
AMAZON COM INC — None — Sold (part)
AMAZON COM INC — Sold (part)
AMAZON COM INC — Sold (part)
AMERICAN CENTURY EQUITY INCOME — None — Sold
ANTHEM INC COM — Int/Div — Sold (part)
ANTHEM INC COM — Buy (add'l)
ANTHEM INC COM — Sold (part)
ANTHEM INC COM — Sold (part)
ANTHEM INC COM — Buy (add'l)
APPLE INC — Int/Div — Buy (add'l)
APPLE INC — Buy (add'l)
APPLE INC — Sold (part)
APPLE INC — Sold (part)
APPLIED MATERIAL INC — None — Sold
BECTON DICKINSON & CO — Int/Div — Buy (add'l)
BECTON DICKINSON & CO — Sold (part)
BECTON DICKINSON & CO — Sold (part)
BECTON DICKINSON & CO — Buy (add'l)
BROADCOM LTD SHS — None — Sold
BIO-TECHNE CORP — Int/Div — Buy
BIO-TECHNE CORP — Sold (part)
BIO-TECHNE CORP — Buy (add'l)
BIO-TECHNE CORP — Sold (part)
BIO-TECHNE CORP — Sold
CONOCO PHILLIPS — Int/Div — Buy
CONOCO PHILLIPS — Sold
CONSTELLATION BRANDS INC CL A — Int/Div — Buy (add'l)
CONSTELLATION BRANDS INC CL A — Sold (part)
CONSTELLATION BRANDS INC CL A — Sold (part)
CONSTELLATION BRANDS INC CL A — Sold (part)
CONSTELLATION BRANDS INC CL A — Sold
DOW DUPONT — None — Buy
DOW DUPONT — Sold
EATON VANCE ENHANCED EQTY — Int/Div — Buy
EATON VANCE TAX MNGD BY WT — Int/Div — Buy
FACEBOOK INC CL-A — None — Sold (part)
FACEBOOK INC CL-A — Sold
FISERV INC WISCONSIN — None — Sold (part)
FISERV INC WISCONSIN — Sold (part)
FISERV INC WISCONSIN — Sold (part)
GLOBAL PAYMENT INC — Int/Div — Buy (add'l)
GLOBAL PAYMENT INC — Sold (part)
GLOBAL PAYMENT INC — Buy (add'l)
GLOBAL PAYMENT INC — Sold
HARRIS CORPORATION DELAWARE — Int/Div — Sold (part)
HARRIS CORPORATION DELAWARE — Buy (add'l)
HARRIS CORPORATION DELAWARE — Sold (part)
HARRIS CORPORATION DELAWARE — Sold (part)
HARRIS CORPORATION DELAWARE — Buy (add'l)
HEICO CORP NEW — Int/Div — Sold (part)
HEICO CORP NEW — Buy (add'l)
HEICO CORP NEW — Buy (add'l)
HEICO CORP NEW — Sold (part)
HEICO CORP NEW — Sold (part)
HEICO CORP NEW — Sold (part)
IDEXX LABS — None — Buy (add'l)
IDEXX LABS — Sold (part)
IDEXX LABS — Buy (add'l)
IDEXX LABS — Sold (part)
IDEXX LABS — Sold (part)
ISHARES 37 YR TREASURY BD ETF — Int/Div — Sold (part)
ISHARES BARCLAYS 1-3 YR TSY BD — Int/Div — Buy (add'l)
ISHARES BARCLAYS 1-3 YR TSY BD — Buy (add'l)
ISHARES BARCLAYS 1-3 YR TSY BD — Sold (part)
ISHARES BARCLAYS 1-3 YR TSY BD — Sold (part)
ISHARES BARCLAYS 1-3 YR TSY BD — Sold (part)
ISHARES BARCLAYS 1-3 YR TSY BD — Sold (part)
ISHARE CORE US AGGREGATE — Int/Div — Sold (part)
ISHARES SHORT TREAS BD — Int/Div — Buy
ISHARES SHORT TREAS BD — Buy (add'l)
ISHARES SHORT TREAS BD — Buy (add'l)
ISHARES US AEROSPACE & DEF ETF — Int/Div — Sold (part)
ISHARES US BASIC MATERIALS ETF — Int/Div — Sold
ISHARES US INDUSTRIALS ETF — Int/Div — Sold
JANUS HENDERSON SHORT DUR — Int/Div — Buy
JANUS HENDERSON SHORT DUR — Buy (add'l)
LULLULEMON ATHLETICS — None — Buy
LULLULEMON ATHLETICS — Buy (add'l)
LULLULEMON ATHLETICS — Sold
METROPOLITAN WEST TOT RET BD FD — Int/Div — Sold (part)
MOHAWK INDUSTRIES INC — None — Sold
MONOLITHIC PWR SYS — Int/Div — Buy
MONOLITHIC PWR SYS — Sold (part)
MONOLITHIC PWR SYS — Sold
MONSTER BEVERAGE CORP NEW COM — None — Sold
NVIDIA CORPORATION — Int/Div — Sold (part)
NVIDIA CORPORATION — Sold (part)
NVIDIA CORPORATION — Buy (add'l)
NVIDIA CORPORATION — Sold (part)
NVIDIA CORPORATION — Sold (part)
NVIDIA CORPORATION — Sold (part)
PIONEER MLTI AST ULT SHORT INC — Int/Div — Buy
RAYTHEON CO — None — Buy
RAYTHEON CO — Sold
REPUBLIC SERVICES INC — Int/Div — Sold
ROBO GLOBAL ROBOTICS — None — Buy
ROBO GLOBAL ROBOTICS — Buy (add'l)
ROBO GLOBAL ROBOTICS — Sold
ROCKWELL ALTOMATION INC — None — Sold (part)
ROCKWELL ALTOMATION INC — Sold
S&P GLOBAL INC — Int/Div — Buy
S&P GLOBAL INC — Sold (part)
S&P GLOBAL INC — Buy (add'l)
S&P GLOBAL INC — Buy (add'l)
S&P GLOBAL INC — Sold (part)
S&P GLOBAL INC — Sold (part)
S&P GLOBAL INC — Buy (add'l)
S&P GLOBAL INC — Sold
SALESFORCE.COM INC — None — Buy
SALESFORCE.COM INC — Buy (add'l)
SALESFORCE.COM INC — Buy (add'l)
SALESFORCE.COM INC — Buy (add'l)
SALESFORCE.COM INC — Sold (part)
SALESFORCE.COM INC — Sold (part)
SHERWIN WILLIAMS COMPANY OHIO — Int/Div — Sold (part)
SHERWIN WILLIAMS COMPANY OHIO — Sold (part)
SHERWIN WILLIAMS COMPANY OHIO — Buy (add'l)
SHERWIN WILLIAMS COMPANY OHIO — Buy (add'l)
SHERWIN WILLIAMS COMPANY OHIO — Sold (part)
SHERWIN WILLIAMS COMPANY OHIO — Buy (add'l)
SHERWIN WILLIAMS COMPANY OHIO — Sold (part)
SPDR BARCLAYS CAPITAL TIPS — Int/Div — Sold (part)
SPDR S&P S00 ETF — Int/Div — Buy
SPDR S&P S00 ETF — Sold (part)
SPDR S&P S00 ETF — Sold
SVB FINCL GRP — None — Buy (add'l)
SVB FINCL GRP — Buy (add'l)
SVB FINCL GRP — Sold (part)
SVB FINCL GRP — Buy (add'l)
SVB FINCL GRP — Sold (part)
SVB FINCL GRP — Sold
UNITEDHEALTH GP INC — Int/Div — Sold (part)
UNITEDHEALTH GP INC — Sold (part)
UNITEDHEALTH GP INC — Sold (part)
UNITEDHEALTH GP INC — Sold (part)
UNITEDHEALTH GP INC — Buy (add'l)
UNITEDHEALTH GP INC — Buy (add'l)
WISDOM TREE FLOATING RATE — Int/Div — Buy
XPO LOGISTICS — None — Buy
XPO LOGISTICS — Buy (add'l)
XPO LOGISTICS — Buy (add'l)
XPO LOGISTICS — Sold (part)
XPO LOGISTICS — Sold (part)
XPO LOGISTICS — Sold
FAMILY MEMBER ESTATE POSITION 2 SECTION — Section VII Added Info
AT&T INC — Int/Div — Open
AT&T INC — Sold
HARRIS CORP — None — Open
HARRIS CORP — Sold
HARTFORD FINANCIAL SERVICES — None — Open
HARTFORD FINANCIAL SERVICES — Sold
HARTFORD FLOTING RATE FUND — Int/Div — Open
HARTFORD FLOTING RATE FUND — Sold
LORD ABBETT SHORT DURATION FUND — Int/Div — Open
LORD ABBETT SHORT DURATION FUND — Sold
PEPSICO INC — None — Open
PEPSICO INC — Sold
PFIZER INC — None — Open
PFIZER INC — Sold
PIMCO INCOME FUND — Int/Div — Open
PIMCO INCOME FUND — Sold
VECTRUS INC — None — Open
VECTRUS INC — Sold
WELLS FARGO STRATEGIC MUNI BD — Int/Div — Open
WELLS FARGO STRATEGIC MUNI BD — Sold
TRUSTEE, IRREVOCABLE LIFE INSURANCE TRUST # 1 (UNFUNDED)
THE IRREVOCABLE INSURANCE TRUST #1 AS REPORTED IN PART I, LINE 1 IS UNFUNDED AND THEREFORE 1S NOT INCLUDED IN SECTION
VIL "INVESTMENTS AND TRUSTS".
PART I, VIRGINIA HOPKINS SERVED AS THE PERSONAL REPRESENTATIVE FOR THE ESTATE OF A FAMILY MEMBER. SINCE SHE
CONTROLLED ALL OF THE DECISIONS ON THE DISPOSITIONS OF THE ASSETS (CONSISTING ENTIRELY OF A BROKERAGE ACCOUNT WITH
SECURITIES), THEY ARE INCLUDED IN INVESTMENTS REPORTED IN SECTION VII, LINES 160 TRHOUGH 179. THE DATE OF DEATH, AT
WHICH TIME THE INVESTMENTS WERE TRANSFERRED INTO THE ESTATE, WAS MARCH 9, 2018, ALL WERE LIQUIDATED 30 DAYS AFTER
DATE OF DEATH AND PROCEEDS DISTRIBUTED TO THE HEIRS.
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.