Kimberly Ann Moore
2016Annual
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Pull out the substance of this filing.
What was filed
114
investments
0
positions
0
gifts
0
agreements
0
debts
5
reimbursements
0
income
1
spouse income
Named parties
- Duke Umiversity
- International Trademark Association
- Boston Patent Law Association
- State Bar of Georgia
- Federal Circuit Bar Association
- attorney, self-employed, partner
As filed
Rental Property (2008 $2.211,554.00) {Currituck County, NC) — Rent
Capital One Bank Accounts — Interest
Citibank Account — Interest
Northwestern Mutual Life Insurance Whole Life — Int/Div
Northwestern Mutual Life Insurance Whole Life — Int/Div
Berkshire Life Insurance - Whole Life — Int/Div
CHARLES SCHWAB ACCOUNTS
Vanguard Developed Markets — Int/Div — Buy (add'l)
Vanguard Total Stock Market — Int/Div — Buy (add'l)
Morley Stable Value Fund Net 20 — None
T. Rowe Price Mid-Cap Growth — Int/Div
Vanguard Instiutwonal index — Int/Div — Buy (add'l)
Vanguard Total Bond — Interest — Buy (add'l)
VA S529 PLANS (H)
pre Paid — None
in Vest 2021 — None — Buy (add'l)
n Vest 2015 — None — Buy (add'l)
in Vest Stable Value — None — Buy (add'l)
VANGUARD ACCOUNT (H)
Energy Fund Investor — Int/Div
Large Cap Index — Int/Div
Mid Cap Index — Int/Div
Prime Money Market Fund — Int/Div
Short Term Bond — Int/Div — Buy
Small Cap Index — Int/Div
Total Bond Market Index — Int/Div — Buy
Total Index Intl Stock — Int/Div — Buy
Total Stock Market Fund — Int/Div
Vanguard Energy ETF — Int/Div — Buy
S00 Index Fund — Int/Div — Buy (add'l)
WELLS FARGO ACCOUNT A (BROKERAGE)
Align Tech — None — Buy
Align Tech — Buy (add'l)
Alphabet Inc — Buy
Alphabet Inc — Sold
Amensourcebergen Corp — Int/Div — Sold
Bulchem — None — Buy
Bulchem — Sold
Bard — Int/Div — Buy
Buxala — Int/Div — Sold
BJ's Resturant — Buy
BJ's Resturant — Sold
Caseys General Store Inc — Int/Div — Sold
Church & Dwight Inc — Int/Div — Sold
Clorox — Int/Div — Buy
Clorox — Buy (add'l)
Cracker Barrel Old Cry Store — Int/Div
CSX Comp. — Int/Div
CVS Health Corp. — Int/Div
Danaher Corp. — Int/Div
Fortive (Spun off from Danaher) — Int/Div — Sold
Deluxe Comp — Int/Div — Buy (add'l)
Edward Life Sciences — None — Buy
Edward Life Sciences — Sold
Fed Ex — None — Buy
Fed Ex — Buy (add'l)
Fed Ex — Buy (add'l)
Fiesta Restaurant — None — Buy
Fiesta Restaurant — Sold
Gilead Sciences Inc — Int/Div — Buy (add'l)
HanesBrands Inc — Int/Div — Buy (add'l)
Hershey Company — Int/Div — Buy
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Sold
Hershey Company — Buy
INTL Flavor — Int/Div — Buy
Intuitive Surgical — None — Buy (add'l)
JM Smucker — Int/Div — Buy (add'l)
McDonalds — Int/Div — Buy
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
Nike — Int/Div — Buy (add'l)
Norfolk Southern Corp — Int/Div
Pepsico Incorporated — Int/Div — Buy (add'l)
Reynolds American Inc — Int/Div — Sold
Stericycle Inc — None
Stryker — Int/Div — Buy
Stryker — Buy (add'l)
Stryker — Buy (add'l)
Texas Roadhouse — Int/Div — Buy
Texas Roadhouse — Buy (add'l)
Texas Roadhouse — Buy (add'l)
Therapeutics MD Inc — None — Buy (add'l)
Tompkins Financial Corp — Int/Div — Sold
Tractor Supply Company — Int/Div — Buy (add'l)
Visa — Int/Div — Buy
Visa — Buy (add'l)
Visa — Buy (add'l)
WELLS FARGO ACCOUNT B (IRA)
Anheuser Bush - Corp. Bond — Interest
Bard — Int/Div — Buy
Church & Dwight Inc — Int/Div — Sold
CSX Corp. — Int/Div
Danaher — Int/Div — Buy
Danaher — Buy (add'l)
Deluxe Corp. — Int/Div
Diamond Foods Inc — None — Sold
Fed Ex — Int/Div — Buy
Fortive — None — Buy
Fortive — Buy (add'l)
Fortive — Sold
Gilead Science — Int/Div
Ingersoll Rand - Foreign Bond — Interest
Intl Flavor & Fragrances — None — Buy
Intuitive Surgical — None
J) & J Snack Foods — None — Buy
J) & J Snack Foods — Sold
JM Smuckers — Int/Div
Panera Bread — None — Buy
Stericycle — None
Tompkins Financial Corp. — Int/Div — Buy
Tompkins Financial Corp. — Sold
Tractor Supply — Int/Div — Buy
Reimbursement — Duke Umiversity — 02/122016-02/122011 — Durham, NC — Activity of professional association — Transportation and meal
Reimbursement — International Trademark Association — 05/21/2016-0524720 14 — Orlando, FL — Activity of professional association — Transportation, meals and lodging
Reimbursement — Boston Patent Law Association — 06101.2016-06102/2011 — Boston, MA — Activity of professional association — Transportation, meals and lodging
Reimbursement — State Bar of Georgia — 9 162016-009/18/201¢ — Ameha Island, FL — Activity of professional associationeducation — Transportation, meals and lodging
Reimbursement — Federal Circuit Bar Association — 10 1172016- 10/15/2011 — "Pans, France — Activity of professional association — Transportation, meals and lodging
Spouse's income — 2016 — attorney, self-employed, partner
Line | - The appraisal date is 11/30/2016.
Lines I8, 20, and 22 changed names in 2016. Line I8 is now in Vest 2021, it was formally called in Vest Chesapeake. Line 20 is now in Vest 2015, it was
formally called in Vest Southside, Line 22 is now in Vest Stable Value, it was formally called in Vest Piedmont,
Line 34 was madvertently omitted in the 2015 Financial Disclosure Report. Please accept this asset for the year 2015 and 2016.
Line 75 is updated to correct a typo, In the 2015 report, line 53 listed J&J Smucker, The correct name is JM Smucker. Please accept for 2015 & 2016.
Line 118 was inadvertently omitted in the 2015 Financial Disclosure Report. Please accept this asset for the year 2015 and 2016.
Lines 119 and 120 was inadvertently omitted in the 2015 Financial Disclosure Report. Please accept this assest for the year 2015 and 2016,
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.