Gregory Howard Woods 3
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
93
investments
1
positions
0
gifts
3
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- 223
- 224
- 225
- 50
- 136
- nn
- 21
- 29
- 78
- 120
- 85
- 135
- WILLIAMS COLLEGE
- Washington & Lee University
As filed
JP MORGAN CHASE CASH ACCOUNTS — Interest
BLACKROCK LARGE CAP GROWTH FUNDC(Y)
CREF STOCK R2 — None — 223
CREF GROWTH R2 — None — 224
CREF SOCIAL CHOICE R2 — None — 225
MGJ REALTY CORPORATION (COMMON STOCK OF PRIVATE CORP.) — Distribution
r—————r— (COMMON STOCK OF PRIVATE CORP.) — None
RENTAL PROPERTY #1, NEW YORK, NY (X) — Reat
RETIREMENT ACCOUNT #1 (H)
VANGUARD PRIME MONEY MARKET Y)
VANGUARD FEDERAL MONEY MARKET FUND — Int/Div
VANGUARD US VALLE FUND — Int/Div
VANGUARD SELECTED VALLE FUND — Int/Div
VANGUARD MID-CAP GROWTH FUND — Int/Div
VANGUARD INST INDEX FUND — Int/Div
VANGUARD WELLINGTON FUND — Int/Div
VANGUARD MORGAN GROWTH FUND — Int/Div
VANGUARD INFLA-PROTECTED SEC — Int/Div
VANGUARD TOTAL BOND MKT INDEX — Int/Div
VANGUARD HEALTH CARE FUND — Int/Div
VANGUARD TOTAL INT'L STOCK INDEX — Int/Div
VANGUARD WINDSOR FUND — Int/Div
VANGUARD EXPLORER FUND — Int/Div
VANGUARD EXTENDED MKT INDEX — Int/Div
RETIREMENT ACCOUNT £2 (H)
VANGUARD US VALUE FUND — Int/Div
VANGUARD SELECTED VALLE FUND — Int/Div
VANGUARD MID-CAP GROWTH FUND — Int/Div
VANGUARD INST INDEX FUND — Int/Div
VANGUARD WELLINGTON FUND — Int/Div
VANGUARD MORGAN GROWTH FUND — Int/Div
VANGUARD INFLA-PROTECTED SEC — Int/Div
VANGUARD RETIRE SAVINGS TRUST m — Int/Div
VANGUARD TOTAL BOND MKT INDEX — Int/Div
VANGUARD HEALTH CARE FUND — Int/Div
VANGUARD TOTAL INT'L STOCK INDEX — Int/Div
VANGUARD WINDSOR FUND — Int/Div
VANGUARD EXPLORER FUND — Int/Div
VANGUARD EXTENDED MKT INDEX — Int/Div
RETIREMENT PLAN 23 (H)
IRA 41 (H)
BLACKROCK LARGE CAP FOCUS GROWTH FUND (IMCLHX) (X) — Int/Div
IRA#2(H)
BLACKROCK LARGE CAP FOCUS GROWTH FUND (MCLHX)Y(X) — Int/Div
BROKERAGE ACCOUNT #1 (HY
IP MORGAN DEPOSIT SWELP ACCOUNT (CASH) — Interest
AMG TR IV MANAGERS PICTET INTL FDAPCTX) — Int/Div — Buy (add'l)
BLACKROCK INDEX FDS INC INTL (BTMKX) — Int/Div — Buy (add'l)
CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL CL (CIVIX) — Int/Div
HARRIS ASSOC INVT TR OAKMARK FUND INSTL CL EST (OANMX) — Int/Div — 50
ISHARES MCSI JAPAN ETF (EWDH — Int/Div — 136
ISHARES MSC1 EAFE ETF (EFA) — Int/Div
JP MORGAN TR I US EQUITY FD (JUEMX) — Int/Div — Sold (part) — nn
MASSCHUSETTS INVESTORS TRUST CL 1 (IMITIX) — Int/Div — Sold (part)
SPDR S&P SOO ETF TRUST — Int/Div — Sold (part)
VANGUARD INDEX TR 500 INDEX FD (VFIAX) — Int/Div — Sold (part)
AMERICAN CENTURY MUN TR INT TERM TAX FREE (ATBYX) — Int/Div — 21
BLACKROCK FDS HIGH YIELD BD PORTFOLIO (BRHYX) — Int/Div — 29
BLACKROCK MUN BOND FUND INC CL K(BNMLX) — Int/Div — Buy
JP MORGAN TR II HIGH YIELD FD SELECT CLIOHYFX) — Int/Div — Sold — 78
JP MORGAN TR Il SHORT-INTER MUN BD FD INSTL UIMIX) — Int/Div
LORD ABBETT SHORT DURATION INCOME FD (LOLDX) — Int/Div — 120
MAINSTAY HIGH YIELD CORPORATE BOND FUND CL (MHYSX) — Int/Div — 85
PIMCO LOW DURATION FUND INSTL CL — Int/Div — Sold (part)
T. ROWE PRICE SUMMIT MUNICIPAL INTERMEDIATE FUND — Int/Div — Sold
VANGUARD FIXED INCOME SECS (VFIDX) — istmbution — Sold
PIMCO TOTAL RETURN FUND INSTL CL (PTTRX) — Int/Div — Buy (add'l)
PIMCO FDS PAC INVT MGMT (PIGIX) — Int/Div — Sold
T. ROWE PRICE INTL FUNDS INC EMERGING MARKETS (PRXIX) — Int/Div — 135
BLACKROCK FDS MIDCAP INDEX FD CL K (BRMKX) — Int/Div — Sold
JOHN HANCOCK INCOME FUND CL USTIX) — Int/Div — Sold
BROKERAGE ACCOUNT #2 (H)
VANGUARD PRIME MONEY MARKET FUND — Int/Div
VANGUARD REIT INDEX FUND INV — Int/Div
VANGUARD SMALL CAP INDEX FUND ADM — Int/Div
VANGUARD SMALL-CAP VALUE INDEX — Int/Div
VANGUARD TOTAL INTL STOCK IX ADMIRAL — Int/Div
VANGUARD TOTAL BOND MKT INDEX ADM — Int/Div
VANGUARD TOTAL STOCK MKT IDX ADM — Int/Div
VANGUARD WELLINGTON FUND INV — Int/Div
VANGUARD SOD INDEX ADM — Int/Div
NEW YORK 529 COLLEGE SAVINGS DIRECT PLAN #1 (H)
AGGRESSIVE AGE-BASED OPTION MODERATE GROWTH PORTFOLIO — None — Sold
AGGRESSIVE AGE-BASED OPTION: DISCIPLINED GROWTH PORTFOLIO — None — Buy
MODERATE AGE-BASED OPTION CONSERVATIVE PORTFOLIO — None — Buy
CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — None — Buy (add'l)
CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — Sold
CONSERVATIVE AGE-BASED OPTION: BALANCED INCOME PORTFOLIO — None — Buy
INFLATION PROTECTED SECURITIES PORTFOLIO — None — Buy (add'l)
NEW YORK 529 COLLEGE SAVINGS DIRECT PLAN #2 (H)
AGGRESSIVE AGE-BASED OPTION MODERATE GROWTH PORTFOLIO — None
CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — None — Buy (add'l)
INFLATION PROTECTED SECURITIES PORTFOLIO — None — Buy (add'l)
MEMBER, BOARD OF TRUSTEES, WILLIAMS COLLEGE
Agreement — 03/1999 — Continuing participation in 401(k) plan sponsored by Debevoise & Plimpton LLP. No further contributions by employer.
Agreement — 012005 — Continuing participation in 401(k) plan sponsored by Debevoise & Plimpton LLP. No further contributions by employer.
Agreement — 012005 — Debevoise & Plimpton LLP Cash Balance Retirement Plan for Partners. No further contributions by employer
Reimbursement — Washington & Lee University — Sept. 15-16, 2017 — Lexington, VA — Panchist — Transportation, lodging, & meals
Part VII, Retirement Account #1 and Retirement Account #2: For ease of reporting, these accounts have been separated in 2017; they were reported
collectively in 2016 as Account #1, This reporting change did not include any reportable transactions,
Part VII: Changes in header descriptions do not denote changes in holdings and do not denote reportable transactions.
In the event of name or symbol changes in the 2017 reporting cycle, references to the corresponding lines of the 2016 report are provided in Column D5)
for ease of review.
Part VII, Column B: Lines reflecting no income are so reported because none was atrributed 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 42 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.