010 INANCIAL DISCLOSURE REPORT Aa gry te Ei ees FOR CALENDAR YEAR 2018 (SUS.C app i$ 100-111) Tron Reporting sae Tin wi aah 7 Garo Oran Erba Repr Reet, Jon Supreme Cou ofthe United Sites osis209 “Tile (Arete jas nee Inagatate aus dc ive pesior sats Sa Report Tope (heck appropriate ype) 6: Reparting Prod me) 1 wns ED tone Sh. [E] Amended Reon ate 1012018, a w 1231/2018 7. Gamer or Office Adress (One First Sto, NE Washington, DC 20543 IMPORTANT NOTES: The inserntions accompanying this form must be followed. Complete al pars, checking the NONE hos jor eack prt where sou have no reyortble information 1. POSITIONS. (teponiginivituat ont sce. 9-10 jing instructions) ¥] NONE (Wo reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY IL. AGREEMENTS. (teporing iva ons: 50 9 160 in nstnctions.) ¥] NONE (No reportable a reements.) DATE PARTIES AND TERMS 1 FINANCIAL DISCLOSURE REPORT. _ [Sor tenon teponing ‘Dai of Report Page 2 of 18 Roberts, Jr, Joba osisi2019 TEL, NON-INVESTMENT INCOME. (tiporsnginividvat end spouses seep. 1-2 oiling isrctons) A ler's Non-Investment Income NONE (No reportable non-investmeat income.) DATE SOURCE AND TYPE INCOME B. Spouse's Non-Inyestment Income ~ pow re mara ing yp oh epg po eat A ttm, (Balarama ot eure excep or banana.) [NONE io reportable non-invstmeat income.) DATE SOURCE AND TYPE 1.2018, Major, Lindsey & Alia, LLC Attmey Search Consilans~ sary IY, REIMBURSEMENTS - rrarsporaion losing ons mtenainment NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED 1 Washington Univensty 0378/18 St.Louis Miss ended Arma Transparttion and me Seton Lav Disingused Alam Avards Din 2. Liveniy of Mimesta Lay 1015-1718 DMineapoig Mimesota_Dalveredthe Stn Transporation, meal and ndgng Schoo Lestre net with students facily and Fede ges 3 4 FINANCIAL DISCLOSURE REPORT _[Sottevon tewrie Dao Repor Page 3 of 18 Roberts Jobe asns2019 V. GIFTS. sincudesinse spouse and dejenden hilton se pp. 2831 ing insirucons) ¥] NONE (Wo reportable gis.) SOURCE DESCRIPTION VALUE ABILITIES. diode tow of poe end dependent lire: seep. 12-85 lin intra ¥] NONE (Wo reportable liabilities.) CREDITOR DESCRIPTION VALUE.CODr FINANCIAL DISCLOSURE REPORT __ [Sr #(?eron Rewrtng Dato eper| Page 4 of 18 Roberts Jobe G, osni2019 VII. INVESTMENTS and TRUSTS - insme ssa, ranscion lnctdes ths of spouse nd dependent chien ep 34400 ng nssions) NONE (No reportable income, assets, or transactions.) x a c 7 Dosripion of Ass tocone dung | Grosse atond ansatos dig reporting pid Aiading rus ast) rsporing oriat | of repring read wo] ® o 7] ® ow a y)o,® 5 Pace"iX" ater sachasst Avonst| typeten, | value | vate | typecex, | tue | vatue | cai ey of xem om rine disoate eodet'| divseeas | cate? | wetod | tase famadyy| cote? | cater | tuyere wth | ocies | ey | codes | redanpion) uy | (aay (rive ew srunscton T.__ ATS; Ine, Common (lormerly Time DY] Dividend sod Juasisy | G ‘Warver, Ine: Common) (se Part VIII 2. Time Warr, oe, (Conon (2 Pa Merged owsris| vn vit ine 3. LamResearch (Common) Be | piviend | k r “Texas instraments (Common) TSN bp | pivignd | N r 5. Thermo Fisher (Common) TO A | piviena [oN r 7 Ane: Coumy Grin Cas TwoN |p | Divided | T Sold a |e (oar © Meibife GVUL: Panam MulicCap Growth Nowe | K T Fond Vanguard WeiGrFand Admiral Shares | © | Dwidnd | T so forawisf a | VWILX (oar, 10. Vanguard Sa-Caplndex Fund Admiral [| Divided [ r Th Sehwab Muni M: Fund SWXAX A | bividend SoM fosaeis| 12. Wells Fargobank accounts a en r TR, Capa One, ne, Bank acount p | ieee | or r TH 17 conage, Kimcklong, Comny a | Rew x |W Limick, held TS. mySt9 Equi -10% Inf see Pan Vin) |p| Dive | N r Th mySi9 Age Rased Modente eePart Vil | © | Dividend | M r 17, Allegis Groap Ret Plan (I) 2. ade eid Cade O-Armia Aecot taliiconi) Seven cater FINANCIAL DISCLOSURE REPORT _[S#==or¥eron Rewring Dae of Repor| Page 5 of 18 Roberts, J, Joh G. oss2019 VII. INVESTMENTS and TRUSTS ~ income sous rnscton(ncades ths of sponse and dependent chien se pp 2440 of fg insacsions) NONE (No reportable income, assets, or ransactions,) = = t 7 Dacron o Ast tocooe ing | Grove wend Thassos dving epi pvod Aiding eos ase) spon pod _| of eping id Do] a >o |] ® 7 a le] 5 Pc 1X ater echast sous] Typetees | value | value | ypetee, | vate | vate | ic | wey xen fom rr dsc eat | grea | cater | neaoa | azset, Joaasyy| cove2| casei | eaperseler tn | oes | ey | cote | caanpon a) [oss | pone ow ‘actin T= Vanguard Target Rerenent 2020 Tat Noe [ M | 19. Eaton VanoeSeriTncone Fundibosenct] ¢ | pwiamd | | 1 toy fowasas| a Lex ast Fn uy fozisas| a as Ti, Eaton Vance Global MocrAbwole Retwn |B | Divided ay foiasis| x fs ey 2 en (ada 25. Fist Eagle Global SGUX E | Owitna | ow | aay formas st 2% uy oasis] a (day 7 uy fo2isas| a easy 28 uy ozisis| a as » awe [ois] 7 sty 0 re (ad ast) uy [onisis| 7 ast B buy [ovaais| a (ad) m uy owisis] 7 Tae Cae Tawi Tian se cr Daan Se Ta FINANCIAL DISCLOSURE REPORT _[S#/ Peron Reoring Date fRepor| Page 6 of 18 Roberts, Job esns2019 VII. INVESTMENTS and TRUSTS — income sus, nanscton(nelade th of sponse and dependent chien: pp 240 of ig nsctions) NONE (No reportable income, assets, or transactions.) x B E 7 Description of Assets Income di Gross valu ond ‘Tansactions daring reporting pia {induding ews ast) reporting pied | of pring rio Do] m | @ w alo] wr Pace"(X) ter sachasct Avoust| type(es, | Vaue | Yatue | tyes, | vate | value | Gai Aen of ‘xc fom por ascoare exiet | dy.eeny | Cose2 | Neod | tuy.set, frnaayy] Coae2| code | tuyerster (HT oeiny | ueey | codes | redanption) wry | (asi (iva ew ey 35. Buy Joonais] 7 (ade) 36 Buy fronsis| 7 Get i, poy funsas] 9 ae) 38 say fiaans| 9 Gat 39. Gabelli Small Cap Growth | GACIX p> | divigoa [om r Buy for2ns] 4 Gat 0. sod fore] os | ® (oan) ade Buy fornsas] 7 aaa 8 Buy fosasis] 7 Gade) a soy fowrsis| 7 a. buy fosasas] 9 Gay 46 Buy foorsas] 9 aay #7. buy forse] 9 Gade) Gacy # rm Ce Gat) 30 Buy fionsis] 7 Gaety si buy fuasis] 4 Gade) 2 ate Met Coe >A Conte ae Gay) S Ae 1a FINANCIAL DISCLOSURE REPORT _ [Sot tenon Reponing Date ofReport Page 7 of 18 Roberts Jr, Joh G. osrisa019 VII. INVESTMENTS and TRUSTS - income. star, ransacton(Incade ths of spas nd dependent chiens p40 NONE (No reportable invome, assets, or transactions.) x a c 0 Docxptor or Asses woccne curs — | Grose vate easton duning reporting pia Aindading st ass) spore ried | reporting rod oD] 7 @ 7 a >o |e or Pace" Asonat| typetex, | vate | vate | tyrecex, | ue | vatue | cai eyo wb | eciey” | eer | codes | redanpiony wer | aan (ive ew jot muy fianaisy aad SBT Rowe Prive Real Esave TREX © | piviget [oe T buy fouasis| Gat = muy foonsas| Gad) 55. T Roe Prize BlucChipGowhTRBCK |p | Diidead |W T so foramisf x |e % soit fornsisf 9 | (ou S. muy foonsas| det Gat aay 0 aay fosisisl a ad 6 uy foorsius| Gay 2 muy fornsas| Gey o poy fowisas| ast a uy foonans| a Gad Gat) ae) muy fiananel 9 ae) ‘8 Well Fargo Absolute Retam Ford WABIX| | Dividend | N T aay fomansl Gad 5. Mei Col ‘O-Aroml RCo Bate On) Scan T-Cotate FINANCIAL DISCLOSURE REPORT [S="o1?eron owning Date ol Repor| Page 8 of 18 Roberts, Jobe Ge osi2019 VII. INVESTMENTS and TRUSTS - income ssa, ransactons (Incas ths of spouse nd dependent children 6 pp 3440 ong nsctions) NONE (No reportable income, assets, or transactions.) * a c 7 Aiading rus ast) rsporing pried | of roping read Pace"IX" aersachasst Avwaat| types, | value | vate | typetes vatue | cai erty of see om wie dcoane Cadet | divsrean | Colo? | weitod | tupac | cade2 | Cader | duyeretoe th | oeies | ey | codes | redanpion) uy | (a (rpvate ow trun) aay 7 buy foonaas| ad 7 uy foonsus| Gay muy fomnsis| Gey a muy fowsas| a ast 74 muy fosasas| a Gad oy Gat buy fowisas] Gat 7 aay fomnans| a aety 7. muy fuss] Gd) wo. muy fianans| ony SI. AQREDS Myd. Futures Sratewy AQMIX Nowe | L T poy forse] a aay 2. Buy foonsasl 9 det Dodge Cox FDS hnerational Stock p | oven | oN : su oven] a | a DODEX (our) o sou forsisf a [a (oan) 35 TIME, Ine, (Common) Nove sod foxmasl x | D FINANCIAL DISCLOSURE REPORT. _ [elton Reporting Daal Report Page 9 of 18 Roberts Jr Joh VII. INVESTMENTS and TRUSTS - income stu, ransactons (ncades thos of spouse and dependent chien se px 3440 oi insrctions) NONE (No reportable income, assets, or ransactions,) x ® e Acading ros 5) reporting pried | of eating riod Poe 1X" ater cchanst Asoust| Typetee. | value | vate | tyrecez. | ue | vate | Gai ety of sty | “ociey | ey | coves | redontin) we) |aty | Greve OW) scnston) 36 dane Brain LLC) ~ Frnpowered Lean frstte of DC Noe f ok | Ww luc 38. Prinspal MidCap lsituinal PCBIX © | Divided [_N 7 ‘uy [owas] 9 att @ so forass| x | 80 so foznans[ 9 | a a Buy [oansie] 3 (ada) uy [osasne] 3 aay tay (ada % uy osisis| 7 (ada) 36 uy [ovasas] 3 aaa 97 uy [osasis] aay % uy [oonane] a aay w. buy [ionsie] 3 ty aay ty TO ASGGLBLALTRNIVECLYOAFYX | ¢ | Dividmd | _N 7 uy [owawie| x ott FINANCIAL DISCLOSURE REPORT [S01 Fron owning ate o Repo Page 10 of 18 Roberts Jr Job G. esis2019 VII. INVESTMENTS and TRUSTS - income stu, ransactons(ncades thos of spas and dependent chien so pp. 3440 ong nscions) NONE (No reportable income, assets, or transactions.) x a c T Aioduding usa) reporng pried | of epring rerod Pace" ater coshasst Avonat| type(ea. | vate | vate | typecex, | poe | vate | dais eyo xem om wie dsote Cote 1 yt Netiod | aw.sel. [ramidary| Code? | Codet | buyrster oto | oeiny cose | redanption) uns | ca irate ew nunaction) Gat 108 tay fruaons| K Gay TOS, Dodge & Con Stock DODO © | pwnd [| N T buy fowansl a aad) 106 soit foravisf a | c (ours 0 soit Jornsisf a | a (ears) 108 buy foosas| a aay 108 poy foansas| a Gay eo) Gast Ti toy foonsis| Gay 13 poy fornsasl Gay ia uy fosasas| a set) 15 muy foonans| ast ne uy fonsis| 3 Gay m7, oy fuunsasl addy Gad 119. Oppenhemer Developing Markets ODWYX| B | Diva | N T Buy fowzus| a Gat) 2. au Mend Coe Arpt YC Rese ny) Sasa Cor FINANCIAL DISCLOSURE REPORT _ [*#* 0" tsp0e Reyoruns ‘aor Repor Page 1! of 18. Roberts Joba G osits019 VII. INVESTMENTS and TRUSTS - income stu, ransatons (ncades thos of spas and dependent chien se p40 ing isrctions) NONE (No reportable invome, assets, or transactions.) x a c o Description of Ass toccme during — | Grose value nd Tesiton dig reporting pid Aindading ws as) rsporing pried | of epring reed m] ® | @ w a >o]@ or Pace") aercashist Avonat| typetex. | value | vate | tyretex, | poe | vatue | cai eyo ei rc! Seo Gxdet| divareat | Cole? | Netod | tse. [mmddyy] Cate2| cate | tune wtb | eciey” | ey | codes | redemption, wer | cay ive ow) snunaction) (our) Ta soa fozss| a | « (oar 1 Buy foonsis| Gay 1 uy foansas| Gay 1a muy owas] a set) 1s muy fossus| a ast 16 uy foonsis| a Gay 1, oy fornaas| dy ade 1 muy foonans| a Gat 130 toy flowsis| Gay Fn poy fuunsas| a add) 132, Charer Conmaniations (Common) CHTR Nowe | M r TSS, miyS29 Cash Account ee Part VIN) pb | piviena [oN r TS Thombure Le-Tem Maw mst IMIX | A | Dividend | r buy founzas| a (ase) Gade) aay 5. Mei Col O-Arma Rca Bane On) Scan Toca FINANCIAL DISCLOSURE REPORT _ [Sr 0" tenon Rerons Page 12 of 18 Roberts, de, Joh G. 03152019 VII. INVESTMENTS and TRUSTS - income ssa, ransactons (Incas ths of spouse and dependent hilven ep 3440 ong nsctions) NONE (No reportable income, assets, or transactions.) x a c 7 Dosription of Ase Iconeduine | Gros valuew end ansatons dig reporting pied Aidading us ase) rsporing pried | of repr read mY] @ w | @ a a pol,@ or Pace"IX" aersichasst Avonat| typeten, | value | vate | typetex, | noe | vatue | cai ey of xem om rine dsoete eater | divacea | cate? | wetiod | tase famadyy| cote? | coder | tuyere wtp | oeies” | ey | cates | redemption) uy | (ay eve ew srunstion a toy owas] dy ade ry muy foonsis| Gat 140 en er Gay i poy fowisas| add) 1a muy foonaas| a set 1 muy fuunsas| cay 1 muy fianans| Gd TAS Tweedy Browne Global Value Find © [onan [oo F poy fowane| TGV Gade) aad ry buy oasis] Gast 18 toy fowsas| Gat rr) poy fosnsas| sey 150 muy foousas| a ast 151 muy forse] Gat) ae) ae ‘SeeCalumClaadb3y S824 Son Osan -staman ——“PL-SiaMUDL-139m900)—~PE-ASMOK 2590000 2. ada Mei Cader O-Armia Aecou talticoni) —— Seawennat Cater FINANCIAL DISCLOSURE REPORT Page 13 of 18 Roberts, J, John osns2019 VII. INVESTMENTS. and TRUSTS - income ssa, ransactons (ncades thos of spas and dependent chien se px 3440 ofa insrctions) NONE (No reportable income, assets, or transactions.) x a c a Dostipion of Ase Income dui ron vue ed Fansatons ding epotng pid Aiding es ass) rsponing pried | of epring rerod wo] ® » | @ o a pol@ or Pace"(X" ater cchasst Avoxat| typetees | value | vane | typeter, | oe | vatue | csi eyo xem om pie dsore Cote | divaseat | Cale? | Netod | basset, famidéry|Code2| codet | tuyeser tom | ocicy’” | ey | cages | redanpiony uy | cay cs ew traction) 1s buy plonsisy Gd Gade) ad TST Rave Pre ShorcTemBond PRWBX | © | Divided | Mt T muy forawis| Gast 158 muy foonsas| 9 Gat 159, Vanguard Div, Growth FdinvesorShaes | F | Dwitena | 0 T vpiGx 160, Gateway Pind GTEVX. B | Divided |e r muy owas] eat 161 buy foonsus| a Gat) Gay Gade) 168 muy fosisasl a aay 15 buy foonsis| a Gat 16 muy fonsas| 167 poy fowisas| rs uy foonaas| a ast 18 muy fonsas| Gat) (ae) Tasos Cs igor FSi Cais Don waa Taso SeeCaleCtany —— Ns2son S000 -$songe-sianoma ———PY-St4uegor-sSg009m—-P2-SSOnEI-B5.N00 FINANCIAL DISCLOSURE REPORT _ |S" 0! tenon Reporting ‘Date of Report Page 14 of 18 Roberts, de, Job os/s2019 VII. INVESTMENTS and TRUSTS - income stu, ransactons (ncades thos of spas and dependent chien se pp. 3440 ong nscions) NONE (No reportable income, assets, or transactions ) z a z ecipioAte ee weal) | | cumaeeen ae eae (tang rate) eaten eae PX) er ech nom] types. | van | van | toptes, | mae | vote | dae | tonya cvnereisare Catet| rena | cue? | nina | rset latin |Caie2| Cait | Snea ew ied 7 wy [mais] ity Vis cay as Ta way fosisis] 9 ty i wy fous) 9 ary 78 tay fosasie] 9 5 way fooasnis] 9 ony Ta way forasis) ty 7 way fosisna) cat us as) Te way fuvasiis] 9 ary 7 wy frais) cary TR Galvan FrlSq Trew Mey Makeifond] | Dri | L | | sad fomnans| 9 rr om 7 way fous) 9 cat ry way forasis) x ty ay FINANCIALDISCLOSURERERORT [e=wtomrmte Dacor Page 15 of 18 Roberts, Jr, John 0S/15/2019, VIL. INVESTMENTS and TRUSTS - income ssa, ransatos (ncades thos of spas and dependent children sep 3440 of fn nsrctions) NONE (No reportable invome, assets, or transactions.) x a z T Description of Asses tocome during — | Grose vaae nd Tenstton ding reporting pid Aindading esas) spore ret ot reporting reno o] ® » | @ w alo] @ or Pace"iX) ar eashst Avonst| typeten, | vatue | vane | tyrecex, | poe | vatue | cai tayo oie rc! der Gxdet| divateat | cole? | Metod | tet, |mmadyy| Cate2| cate | tune ow tnunacion) 88 muy fooisasy Gay rT) muy fosisas| det (oun) aay i aay fosisisl a ad 193 uy foorsius| Gat 198 soit forasisf a 15 poy forse] ast 196 muy fowisas| a Gad ony (oan) 199 buy fronsasl aad) 300) muy fuss] 9 Gast 201 muy fianans| a 202 Well FargoiRA hw, CaAmer Clas | A | Divided | 9 r AICO 203, Meilife GVUL: Dausche Govt Money Nove 3 T Mac vil 204 MetLife GVUL Puro. Onns Nowe | K r 5. ae Mei Colt oar Roca Eaten) Sacae Toco FINANCIAL DISCLOSURE REPORT _ [Serer teroe Roprttg ‘Dato Report | Page 16 of 18 Roberts, de, Joh G. os/82019 VII. INVESTMENTS and TRUSTS - income ssa, ransactons (Incas ths of spouse and dependent hildven ep 3440 ong nsctons) NONE (No reportable income, assets, or transactions.) Description of Ass tocane dung | Gress value sent Tension during poring pried oy? ® |o] @ o @ le]® oI exept rom pri scone ender | divaeem | cate? | mecwod | ta sett famadyy | cote? | Coed Dayersller ow srascton) 205, BostPuns US Rech. Pand BPIRX © | divisma | tT Boy poss] 7 cay 206 uy [oansas] 3 aay 207 Van Bick Global GHAYN | ow Hi 7 iy 7 ay aay | 209. Chis Scab bank acevant a | twee [| Open x 210. C. Schwab Value Advantage M. Fund B | Divided [om ft uy fovaeis| xt SWYXX FINANCIAL DISCLOSURE REPORT [= o1?eron toring ate of Report Page 17 of 18 Roberts, J, John G. oss VIII. ADDITIONAL INFORMATION OR EXPLANATION! Part Vil, lines f and 2. ‘Time Ware, le. merged with ATALT Inc. on June 18,2018. Time Warr, ne. sharelders received ATT, Ine sock and cash Line 2, Cohan D(3) represents the cash distebation rom the mergr transaction, The ATT, In, shares were sold on November 18, 2018 FINANCIAL DISCLOSURE REPORT _ [Seno Rewring Dato Repre Page 18 of 18 Roberts Joe osis2019 1X. CERTIFICATION, | eertfy that ll provisions perm mation given above including igormaton pertaining to my spouse and minor or dependent children, If any) Is ste tothe best of my knowledge und belief, and that any infermatin not reported wus withicld becruxe it met applicable watuiory ‘noa-dischsure, further certty that earned Income from outside employment and honoraria and the aceptanee of its which have bee ‘compliance withthe provisions of S US.C. app § Sl et eq $ US.C. § 7383, and Judicial Conference regulations, Signature: s/ John G. Roberts, Jr NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY F. AND CRIMINAL SANCTIONS ($ US.C. ap. § 108) SIFIES OR FAILS T0 FILE THIS REPORT MAY BE SUBJECT TO CIVEL ‘Committee on Financial Disclosure Administrative Offiee of the United States Courts Suite 2-301 ‘One Columbus Circle, N.E. Washington, D.C, 20544