Paige J. Gossett

2016Annual

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Pull out the substance of this filing.

What was filed

  • 24

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • State of South Carolina -- salary

As filed

Wells Fargo Absolute Return — Int/Div — Sold

Managers Yacktman Focused — Int/Div

Franklin Mutual Discovery — Int/Div

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

Amerniprise Insured Money Market — Interest

Amenprise Brokerage

Amernprise Insured Money Market — Interest

First Eagle Overseas — Int/Div

Columbia Funds Future Scholar 529 Balance Growth — Int/Div — Sold (part)

Columbia Funds Future Scholar 529 Balance Growth — Sold (part)

Trust #1 (pour over/de minimis cash) — None

Wells Fargo (checking and savings) — Interest

Deferred Compensation Plan #1 (401k W457 Account)

Fidelity Diversified Intemational Fund — Int/Div

AB SmallCap Growth (X) — Int/Div

T. Rowe Price Mid-Cap Value — Int/Div

Dodge & Cox Stock Fund — Int/Div

Vanguard Institutional Index Fund Plus — Int/Div

Deferred Compensation Plan #2 (401(ky457 Account)

Dodge & Cox Stock Fund — Int/Div

Vanguard Institutional Index Inst] Pl — Int/Div

T. Rowe Price Mid-Cap Value — Int/Div

AllianceBern Small Cap Growth — Int/Div

Fidelity Diversified International Fund — Int/Div

Spouse's income — 2016 — State of South Carolina -- salary

Part VIL.

Line 10: The assets in these 529 Plans are not self-directed but rather are "no control” assets managed pursuant to a general investment strategy (age-based).

Line 12: The assets in Trust #1, a pour-over trust, literally consist of a ten-dollar bill clipped to the trust document in accordance with South Carolina law,

Line 16: This asset in my husband's deferred compensation account replaced the Pinebridge US Microcap Growth that was previously reported. The managers of

the fund replaced this asset.

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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Paige J. Gossett | Frix