Jill Anne Pryor

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 135

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 5

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • De (VU line 13)
  • DO (VI hee 14)
  • Dutech
  • Morgan Stanley
  • Wells Fargo
  • Bank of Amenca
  • American Express
  • Flonda International University College of Law
  • Bondurant Mixson & Elmore, LLP via Edward B. Krugman, PC - wages and distributions

As filed

Rental property #1, Atlanta, Fulton County, Georgia — Rent

Rental property #2, Atlanta, Fulton County. Georgia — Rent

Rental property #3, Atlanta, Fulton County, Georgia — Rent

Rental property #4, Sarasota, Sarasota County, Florida — Reat

Rental property #5, Sarasota, Sarasotu County, Florida — Rent

Vacation home #2, Sarasota, Sarasota County, Florida — Rent

SunTrust bank accounts — Interest

Bank of America bank accounts — Interest

Associated Credit Union account — Int/Div

State Bank bank accounts — Interest

Citibank cash accounts — Interest

Trust #1 -AXA Equitable Whole Life insurance policy — Int/Div

Fifth Third Bank — Interest

Morgan Stanley Bank Deposit Program (cash equivalent) — Interest

Charles Schwab Bank Sweep (cash equivalent) — Interest — Open

Intel Corp. stock — Int/Div — Sold (part)

Coca-Cola Co. stock — Int/Div

Xerox Corp. stock — Int/Div

Active Bear ETF — None — Sold (part)

Avigilon Corp stock — None

Berkshire Hathaway C1-B stock — None

Alphabet Inc CL-C stock — None

Telefomca SA ADR stock — None — Sold (part)

Telefomca SA ADR stock — Sold

FPA Crescent Fund - — Int/Div — Buy (add'l)

FPA Crescent Fund - — istmbution — Sold (part)

Federated International Strategic Value Dividend Fund - 1 — Int/Div — Sold (part)

Federated International Strategic Value Dividend Fund - 1 — Sold

First Eagle Global Fund - — Int/Div — Buy (add'l)

First Eagle Global Fund - — Distribution — Sold (part)

First Eagle Global Fund - — Sold (part)

Harbor Capital Appreciation Fund — Int/Div

1s. — Iistnbution

Henderson European Focus Fund - — Int/Div — Sold (part)

PIA Short Term Securities Fund — None — Sold

Sharpspring Inc Com stock — None — Buy (add'l)

Sharpspring Inc Com stock — Buy (add'l)

Sharpspring Inc Com stock — Buy (add'l)

Sharpspring Inc Com stock — Buy (add'l)

Sharpspring Inc Com stock — Buy (add'l)

Sharpspring Inc Com stock — Buy (add'l)

T. Rowe Price Capital Appreciation Fund — None — Sold (part)

T. Rowe Price Capital Appreciation Fund — Sold

TCW Emerging Markets Income Fund - — None — Sold

Templeton Global Bond Fund - Adv — None — Sold

Vanguard FTSE Emerging Markets ETF — Int/Div — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Buy (add'l)

Vanguard Intermediate Term Tax-Exempt Fund « Inv — Int/Div — Buy (add'l)

Vanguard Intermediate Term Tax-Exempt Fund « Inv — Buy (add'l)

Vanguard Limited Term Tax-Exempt Fund — Int/Div — Buy (add'l)

Vanguard Limited Term Tax-Exempt Fund — Buy (add'l)

Wells Fargo Adv Ultra S/T Muni Income Fund - Inst — Int/Div — Sold

Wells Fargo Emerging Markets Equity Fund « Inst — Int/Div — Sold

Wells Fargo Adv St Muni Bond Fund - Inst — Int/Div — Sold

401k Bondurant, Mixson & Elmore, LLP Risk Level 4 Portfolio — None

AXA Equitable: AXA International Core Volatility Fund — None

AXA Equitable: EQ/GAMCO Small Company Value Fund — None

AXAlJanus Enterprise Fund — None

AXA Equitable: EQ/Quality Bond Plus Fund — None

AXA Equitable: AXA Large Cap Growth Fund — None

AXA Equitable: AXA Large Cap Value Volatility Fund — None

Excelerate Discovery, LLC — None — with line 65)

TrustPoint International, LLC — None

River's Edge Landing, LLC — None

Ledbetter Lake Investors, LLC — None

Dasher's Bay at Effingham, LLC — None

Fideilty Advisor 529 College Portfolio - CL A — None — Sold (part)

Fidelity Advisor 529 Portfolio 2025 - CL A — None — Sold (part)

HPD Starboard Value LPCL D — None — Sold

SkyBridge Multi-Advisor Hedge Fund Portfolio Series G — None — Sold

Akom Inc stock — None — Sold (part)

Akom Inc stock — Sold

Castlight Health Inc C1 B stock — None — Buy (add'l)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold (part)

Castlight Health Inc C1 B stock — Sold

Dirtt Environmental Solutions stock — None

Neogenomics Inc New stock — None — Sold (part)

Neogenomics Inc New stock — Sold (part)

Neogenomics Inc New stock — Sold (part)

Neogenomics Inc New stock — Sold (part)

Neogenomics Inc New stock — Sold (part)

Angel Oak Multi-Strategy Income Fund - — Int/Div — Sold (part)

Angel Oak Multi-Strategy Income Fund - — Buy (add'l)

Angel Oak Multi-Strategy Income Fund - — Buy (add'l)

Center Coast MLP Focus Fund - — Int/Div — Sold

Conduent Inc Com stock — None — from line 20)

lnvuity Inc Com stock — None — Buy

Mirae Emerging Markets Great Consumer Fund Class — None — Buy

Mirae Emerging Markets Great Consumer Fund Class — Buy (add'l)

Vanguard FTSE Developed Markets ETF — Int/Div — Buy

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Vanguard Growth Index ETF — Int/Div — Buy

Vanguard Mid-Cap Growth Index ETF — Int/Div — Buy

Vanguard Mid-Cap Value Index ETF — Int/Div — Buy

Vanguard Short-Term Investment Grade Bond Fund — Int/Div — Buy

Vanguard Short-Term Investment Grade Bond Fund — Distribution — Buy (add'l)

Vanguard Small-Cap Value Index ETF — Int/Div — Buy

Vanguard Value Index ETF — Int/Div — Buy

Vanguard Value Index ETF — Buy (add'l)

Georgia ST Genl Oblig Ser-E 07-01-18 Bond — Interest — Buy

Georiga ST 12-01-18 Bond — Interest — Buy

US Treasury Note 1/31/18 — None — Buy

Tweedy Browne Global Value Fund (X) — Int/Div

113. — Distribution

Amazon.com Inc 11-29-17 Bond — Interest — Buy

Amazon.com Inc 11-29-17 Bond — Matured

Costco Wholesale Corp 12-15-17 Bond — Interest — Buy

Costco Wholesale Corp 12-15-17 Bond — Redeemed

Gwinnett Cnty GA WTR & SWR AUTH REV 08-01-17 Bond — Interest — Buy

Gwinnett Cnty GA WTR & SWR AUTH REV 08-01-17 Bond — Matured

Pennsylvania ST Genl Oblig Ser-A (08-01-24 Bond — Interest — Buy

Pennsylvania ST Genl Oblig Ser-A (08-01-24 Bond — Redeemed

North East Indpt Sch Dist TX Ref 08-01-17 Bond — Interest — Buy

North East Indpt Sch Dist TX Ref 08-01-17 Bond — Matured

US Treasury Bill 07-20-17 — None — Buy

US Treasury Bill 07-20-17 — Matured

US Treasury Note 06/30/17 — Interest — Buy

US Treasury Note 06/30/17 — Matured

US Treasury Note 10-31-17 — Interest — Buy

US Treasury Note 10-31-17 — Matured

US Treasury Note 11-30-17 — Interest — Buy

US Treasury Note 11-30-17 — Matured

US Treasury Note 09-30-17 — Interest — Buy

US Treasury Note 09-30-17 — Matured

US Treasury Note 10-31-17 — Interest — Buy

US Treasury Note 10-31-17 — Matured

Member

President. Director, De (VU line 13)

Member, DO (VI hee 14)

Member

Member

Liability — Dutech — Mortgage on rental property #2 (VII line 2)

Liability — Morgan Stanley — Line of credit secured by investment accounts; used to pay oft mortgage on rental property #3( VII line 3)

Liability — Wells Fargo — Mortgage on rental property #4 (VII line 4)

Liability — Bank of Amenca — Mortgage on rental property #5 (VII line 5)

Liability — American Express — Credit Card

Reimbursement — Flonda International University College of Law — 1507-1171) 7 — Miami, FL — Judge, Moot Court Competition — Hotel, transportation, meals

Spouse's income — 2017 — Bondurant Mixson & Elmore, LLP via Edward B. Krugman, PC - wages and distributions

Part 1, line I - This entity owns a residential apartment building described in Part VII, line 3.

Part 1

2 - This entity owns an undeveloped residential lot described in Part VII, line 13

Part 1.

3 - This entity owns undeveloped lots described in Part VII, line 14,

Part 1, lines 5-6 - These entities were set up to own individual rental properties, but the properties have not been transferred to them. They have no assets.

Part VII, line 57 - Filer has no control over investments within 401k beyond choosing a general category of risk.

Part VIL, line 112 - A partial donation of this position occurred in 2016 so position should carry over to this year's report.

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.

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Jill Anne Pryor | Frix