Shiva V. Hodges
2016Annual
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What was filed
24
investments
0
positions
0
gifts
0
agreements
5
debts
2
reimbursements
1
income
0
spouse income
Named parties
- Chase Bank
- NBSC
- South Caroling Student Loan g Corporation
- Natonstar Mortgage
- NBSC Visa
- South Caroling Association for Justice
- South Caroling Bankruptcy Lawyers Association
- USC Law School- teaching
As filed
Property #1, Pawleys Island, SC — Rent — Sold
Northwestern Mutual Whole Life Policy 21 — Int/Div
AIK #1
Ishares Russell 1000 GRW ETF — Int/Div — Buy (add'l)
Ishares Russell 1000 Value ETF — Int/Div — Buy (add'l)
Vanguard Mid-cap ETF Index — Int/Div — Buy (add'l)
Clearbridge Aggressive GWTH — Int/Div — Buy (add'l)
American Europacific GRW F2 — Int/Div — Buy (add'l)
MFS International Value — Int/Div — Buy (add'l)
Ishares Select Dividend ETF — Int/Div
JP Morgan Core Plus Bond A — Int/Div — Sold
Fudelity ADV Real Estate Inc. — Int/Div
Alenan MLP ETF — Int/Div
Vanguard Small Cap ETF — Int/Div — Buy (add'l)
Templeton Global BD FD ADV — Int/Div — Sold
Victory Incore Low Dur BD A — Int/Div — Buy (add'l)
JP Morgan Strat Inc. OPP SEL — Int/Div — Buy (add'l)
Oppenheimer Developing MKTS Y — Int/Div — Buy (add'l)
Wisdomtree Euro SM Cap DIV ETF — Int/Div — Buy (add'l)
SPDR Gold TR Gold SHS — None
NBSC Account — Interest
Property #3, Florence, SC — Reat — Sold
Wells Fargo Account — Interest
NBSC Account #2 — Interest
Liability — Chase Bank — Mortgage on Property #1 (rental property ), Pawleys Island, SC
Liability — NBSC — Linc of Credit on Property #1 (rental property), Pawleys Island, SC currently unsecured
Liability — South Caroling Student Loan g Corporation — Student Loan #2
Liability — Natonstar Mortgage — Mortgage on Property #3 (rental property), Florence, SC
Liability — NBSC Visa — Credit Card
Reimbursement — South Caroling Association for Justice — August 4-6, 2016 — Hilton Head Island, SC — Guest at annual convention/ CLE — Lodgimng/Registration
Reimbursement — South Caroling Bankruptcy Lawyers Association — April 30-May 1, 2016 — Hilton Head Island, SC — Speaker at CLE — Lodging/Meals
Income — 2016 — USC Law School- teaching — S5.000.00
1) Part VI, Line 2 - Although the line of credit was once secured by Property #1, it became unsecured when property was sold.
2) Part VII, Line 16 - Victory Incore Low Dur BD A was formerly known as RS Low Dur BD.
3) Part VII, Line 25 of original 2016 report was removed because it did not meet the threshold for reporting.
4) Part VII, Line 24- NBSC Account #2 was erroneously omitted from the 2015 report. It was created on 10/20/1015 with an initial value code of A. At the end of
the 2015 reporting period it had a value code of L with interest income of A, using the cash market value method
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.