ADLF Comstock Attachment C

fInAnCIAL DISCLOSure repOrT
Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515
fILer InfOrmATIOn
name: Barbara J. Comstock
Status: Congressional Candidate
State/District: VA10
fILIng InfOrmATIOn
filing Type: Candidate Report
filing year: 2014
filing Date: 03/26/2014
SCheDuLe A: ASSeTS AnD "uneArneD" InCOme
Asset Owner Value of Asset Income
Type(s)
Income
Current year to
filing
Income
preceding
year
American Amcap R6, 100% Interest SP $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
DESCRIPTION: Valic 403b Pension Plan
American Beacon Large Cap Value 1 SP $15,001 - $50,000 Dividends $201 - $1,000 $201 - $1,000
American Cap World Growth & Inc R6, 100%
Interest
SP $15,001 - $50,000 Dividends $201 - $1,000 $201 - $1,000
American Europacific Growth R6, 100%
Interest
SP $1,001 - $15,000 None
American High Income Trust P2 $1 - $1,000 Capital Gains,
Dividends
$1 - $200 None
DESCRIPTION: New account Barbara IRA Morgan Stanley
American Tower Corporation (AMT) $15,001 - $50,000 Capital Gains,
Dividends
$201 - $1,000 $5,001 -
$15,000
DESCRIPTION: TD Ameritrade IRA Barbara Account closed March 2014
Filing ID #10000142
Amerilithium Corp. (AMEL) JT $1 - $1,000 None
DESCRIPTION: Stock Fund Barbara
Amircan High Income Tr Sh Ben INt Class A $1,001 - $15,000 Dividends $1 - $200 $2,501 -
$5,000
DESCRIPTION: RBC Barbara IRA account closed March 2014
Apple Federal Credit Union Savings JT $50,001 -
$100,000
Interest $1 - $200 $1 - $200
DESCRIPTION: New Saving Account started in March 2014
Apple Inc. (AAPL) $50,001 -
$100,000
Capital Gains,
Dividends
$201 - $1,000 $1,001 -
$2,500
Artisan International Inv SP $15,001 - $50,000 Dividends $1 - $200 $1 - $200
DESCRIPTION: 457b Plan
Bank Deposit Program Morgan Stanley $1,001 - $15,000 None
Bank Deposit Program Morgan Stanley SP $1 - $1,000 None
DESCRIPTION: New account Elwyn IRA Morgan Stanley
Baron Growth Instl, 100% Interest SP $15,001 - $50,000 Dividends $1 - $200 $201 - $1,000
ConocoPhillips (COP) $1 - $1,000 None
ConocoPhillips (COP) $1,001 - $15,000 Capital Gains $201 - $1,000 $2,501 -
$5,000
Davis New Youk Venture Fund $50,001 -
$100,000
Capital Gains,
Dividends
$201 - $1,000 $5,001 -
$15,000
Dell Inc $1,001 - $15,000 Capital Gains None $2,501 -
$5,000
eBay Inc. (EBAY) $1,001 - $15,000 Capital Gains $201 - $1,000 $2,501 -
$5,000
Type(s)
Income
Current year to
filing
Income
preceding
year
Ero Pacific Growth Fund Class A $15,001 - $50,000 Dividends $1 - $200 $201 - $1,000
Euro Pacific Growth Fund Class A SP $1,001 - $15,000 Dividends $1 - $200 $1 - $200
DESCRIPTION: RBC IRA Chip account closed in March 2014
Exxon Mobil Corporation (XOM) $1,001 - $15,000 Capital Gains $201 - $1,000 $1,001 -
$2,500
Fairfax County Retirement System SP $50,001 -
$100,000
None
First Trust Fncl Alphadex $15,001 - $50,000 None
First Trust Fncl Alphadex SP $1,001 - $15,000 None
Ford Motor Company (F) $1 - $1,000 None
Ford Motor Company (F) $15,001 - $50,000 Capital Gains $201 - $1,000 $5,001 -
$15,000
Ford Motor Company (F) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
DESCRIPTION: Sep IRA Barbara
Great West Portfolio Fund, 100% Interest SP $1,001 - $15,000 None
Hewlett-Packard Company (HPQ) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
Hewlett-Packard Company (HPQ) $1,001 - $15,000 Capital Gains,
Dividends
$1 - $200 $201 - $1,000
Home Depot, Inc. (HD) $1,001 - $15,000 Capital Gains $201 - $1,000 $2,501 -
$5,000
Type(s)
Income
Current year to
filing
Income
preceding
year
Insrd Dep Acct TD Ameritrad Account $1 - $1,000 Interest $1 - $200 $1 - $200
Ishares Interm Credit Bd SP $1,001 - $15,000 None
Ishares Interm Credit Bd $50,001 -
$100,000
None
Ishares Select Dividend $15,001 - $50,000 None
Ishares Select Dividend SP $1 - $1,000 None
Janus Perkins Md Cap Value 1, 1% Interest SP $15,001 - $50,000 Dividends $201 - $1,000 $1,001 -
$2,500
Kraft Foods Group, Inc. (KRFT) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
Legg Mason Bgl Asset Mgmt Tr Batterymarch
Emrg Mkts Tr Cl C
$1,001 - $15,000 Dividends $1 - $200 $1 - $200
Legg Mason Capital Mgmt Global Growth Trust
Class C
$1,001 - $15,000 None
Legg Mason Capital Mgmt Vlue Class C $1,001 - $15,000 Dividends $1 - $200 $1 - $200
Legg Mason Captial Mgmt Spcl Invest Class C $15,001 - $50,000 Capital Gains,
Dividends
$1 - $200 $1,001 -
$2,500
Legg Mason Captial Mgmt Spcl Invst Class C SP $1,001 - $15,000 Capital Gains,
Dividends
$1 - $200 $201 - $1,000
Type(s)
Income
Current year to
filing
Income
preceding
year
Legg Mason Gbl Asset Mgmt Tr Batterymarch
Emrg Mkts TR Cl C
SP $1,001 - $15,000 Dividends $1 - $200 $1 - $200
Lord Abbett Flt Rt F $15,001 - $50,000 Capital Gains,
Dividends
$1 - $200 None
Lord Abbett Flt Rt F SP $1,001 - $15,000 Capital Gains,
Dividends
$1 - $200 None
Micron Technology, Inc. (MU) $1,001 - $15,000 Capital Gains $1 - $200 $1 - $200
Micron Technology, Inc. (MU) JT $1 - $1,000 Capital Gains None $201 - $1,000
Micron Technology, Inc. (MU) $1,001 - $15,000 None
Microsoft Corporation (MSFT) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
Mondelez International, Inc. - Class A (MDLZ) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
New York Life SP $100,001 -
$250,000
None
News Corporation - Class B (NWS) JT $1,001 - $15,000 Dividends None $1 - $200
News Corporation - Class B (NWS) $1,001 - $15,000 None
News Corporation - Class B (NWS) $1,001 - $15,000 Capital Gains $201 - $1,000 $5,001 -
$15,000
Pfizer, Inc. (PFE) $1,001 - $15,000 Capital Gains $201 - $1,000 $1,001 -
$2,500
Type(s)
Income
Current year to
filing
Income
preceding
year
Phillips 66 (PSX) $1,001 - $15,000 Capital Gains $201 - $1,000 $1,001 -
$2,500
PIMCO Total Return Admin, 100% Interest SP $1,001 - $15,000 Dividends $1 - $200 $201 - $1,000
PIMCO Total Return Instl, 100% Interest SP $15,001 - $50,000 Dividends $1 - $200 $1 - $200
Prime Money Market Fund $1,001 - $15,000 Interest $1 - $200 $1 - $200
Prime Money Market Fund RBC reserved Class SP $1,001 - $15,000 Interest $1 - $200 $1 - $200
Royce FD total return FD Consultant $1,001 - $15,000 Capital Gains $1 - $200 $1,001 -
$2,500
Royce FD Total Return FD Consultant SP $1,001 - $15,000 Capital Gains $1 - $200 $201 - $1,000
Royce fund Total Return Fund $15,001 - $50,000 Capital Gains,
Dividends
$201 - $1,000 $1,001 -
$2,500
Sirius XM Holdings Inc. (SIRI) JT $1,001 - $15,000 Capital Gains $1,001 - $2,500 $5,001 -
$15,000
Sirius XM Holdings Inc. (SIRI) $1,001 - $15,000 None
Sirius XM Holdings Inc. (SIRI) $15,001 - $50,000 Capital Gains $201 - $1,000 $5,001 -
$15,000
Spdr Barclays Capital High Yield $15,001 - $50,000 None
Spdr Barclays Capital High Yield SP $1,001 - $15,000 None
Type(s)
Income
Current year to
filing
Income
preceding
year
Spdr S&P Homebuilders SP $1 - $1,000 None
Spdr S&P Homebuilders $15,001 - $50,000 None
Thornburg Investment Income Builder Class C SP $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
Thornburg Investment Income Builder Class C $15,001 - $50,000 Dividends $201 - $1,000 $1,001 -
$2,500
Trust for Professional Mngr Snow Cap
Opportunity FD Cl A
$1,001 - $15,000 None
Twenty-First Century Fox, Inc. - Class B (FOX) JT $1,001 - $15,000 Dividends None $1 - $200
Twenty-First Century Fox, Inc. - Class B (FOX) $1,001 - $15,000 Dividends $201 - $1,000 $201 - $1,000
Twenty-First Century Fox, Inc. - Class B (FOX) JT $1,001 - $15,000 Capital Gains $2,501 - $5,000 $5,001 -
$15,000
Twenty-First Century Fox, Inc. - Class B (FOX) $100,001 -
$250,000
Capital Gains,
Dividends
$1,001 - $2,500 $50,001 -
$100,000
Valic Fixed Interest Option SP $15,001 - $50,000 None
Vangard Value ETF Index $100,001 -
$250,000
None
Vangard Value ETF Index SP $1,001 - $15,000 None
Type(s)
Income
Current year to
filing
Income
preceding
year
Vanguard FTSE Developd Mkts E SP $1,001 - $15,000 None
Vanguard FTSE Developd Mkts E $15,001 - $50,000 None
Vanguard FTSE Emerging Markets $15,001 - $50,000 None
Vanguard FTSE Emerging Markets SP $1,001 - $15,000 None
Vanguard Growth ETF SP $1,001 - $15,000 None
Vanguard Growth ETF $50,001 -
$100,000
None
Vanguard Mid-Cap ETF Index $15,001 - $50,000 None
Vanguard Mid-Cap ETF Index SP $1,001 - $15,000 None
Vanguard Midcap Index Ins, 1% Interest SP $1,001 - $15,000 None
Vanguard Small Cap ETF $15,001 - $50,000 None
Vanguard Small Cap ETF SP $1,001 - $15,000 None
Vanguard Small Cap Index Signal, 1% Interest SP $1,001 - $15,000 None
Verizon Communications Inc. (VZ) $1,001 - $15,000 Capital Gains,
Dividends
$1 - $200 $201 - $1,000
Virginia Retirement System SP $100,001 -
$250,000
None
Type(s)
Income
Current year to
filing
Income
preceding
year
Virginia Retirement System $1,001 - $15,000 None
Western Asset corporate Bd I SP $1 - $1,000 Capital Gains,
Dividends
$1 - $200 None
Western Asset corporate Bd I $1 - $1,000 Capital Gains,
Dividends
$1 - $200 None
Western Asset Corporate Bond Fund Class P $50,001 -
$100,000
Dividends $201 - $1,000 $1,001 -
$2,500
Western Asset Corporate Bond Fund Class P SP $1,001 - $15,000 Dividends $1 - $200 $1 - $200
Wisdomtree Trust Japn Hedge Eq $15,001 - $50,000 None
Wisdomtree Trust Japn Hedge Eq SP $1 - $1,000 None
SCheDuLe C: eArneD InCOme
Source Type Amount
Current year to
filing
Amount
preceding year
Fairfax County Public Schools Spouse salary $20,481.16 $118,722
Virginia House of Delegates Delegate Salary and
Office Expense
$5,440 $34,200
Comstock Strategies Draws $27,000
SCheDuLe D: LIAbILITIeS
Owner Creditor Date Incurred Type Amount of
Liability
SP American Education Services 8/21/06, 8/23/07,
8/24/09
Parent Plus Loans $50,001 -
$100,000
Type(s)
Income
Current year to
filing
Income
preceding
year
SP Valic 2010 Loan against 403b account $15,001 - $50,000
SP Capital One Bank Jan 2013 Credit Card Debt $15,001 - $50,000
DC American Education Services 8/21/06, 8/23/0,
9/09/08, 8/24/09
Student Loan $15,001 - $50,000
SP Apple Federal Credit Union Jan 2014 Credit Card Debt $10,000 - $15,000
SP Citi Cards Jan 2013 Credit Card Debt $15,001 - $50,000
SCheDuLe e: pOSITIOnS
position name of Organization
Director Friends of Clemyjontri
Director Child Help
SCheDuLe f: AgreemenTS
None disclosed.
SCheDuLe J: COmpenSATIOn In exCeSS Of $5,000 pAID by One SOurCe
None disclosed.
exCLuSIOnS Of SpOuSe, DepenDenT, Or TruST InfOrmATIOn
Trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not
be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?
nmlkj Yes nmlkji No
exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or
dependent child because they meet all three tests for exemption?
nmlkj Yes nmlkji No
COmmenTS
CerTIfICATIOn AnD SIgnATure
gfedcb I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the
best of my knowledge and belief.
Digitally Signed: Barbara J. Comstock , 03/26/2014
Owner Creditor Date Incurred Type Amount of
Liability

ADLF Comstock Attachment C

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