Jill Anne Pryor
2014Annual
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What was filed
105
investments
8
positions
1
gifts
0
agreements
4
debts
0
reimbursements
1
income
1
spouse income
Named parties
- (Vi hnes 3 &
- I (Vine 0S
- I. LL
- Bondurant, Mixson & Elmore, LLP
- Flagstar
- Morgan Stanley
- Wells Fargo
- Bank of America
- Bondurant Mixson & Elmore, LLP via [EE - £10ss wages and distributions. Resigned 10/2/2014,
- 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 — Reat
Rental property #3, Atlanta, Fulton County, Georgia — Rent
Rental property #4, Surasota, Sarasota County, Flonda — Rent
Rental property #5, Sarasota, Sarasota County, Florida — Reat
Vacation home #2, Sarasota, Sarasota County, Florida — Rent
First Citizens bank accounts (Y)
SunTrust bank accounts — Interest
Bank of America bank accounts — Interest
Wells Fargo bank account (Y)
Wells Fargo bank account (Sussex Properties, LLC) (Y)
Associated Credit Union account — Int/Div
State Bank bank accounts — Interest
Citibank cash accounts — Interest
Atlantic Capital bank account — Interest
Trust #1 AXA Equitable Whole Life insurance policy — Int/Div
C orporahion — None
Fifth Third Bank — Interest
Morgan Stanley Bank Deposit Program (cash equivalent) — Interest — Open
IBM Comp. stock — Int/Div
Intel Corp. stock — Int/Div — Sold (part)
Microsoft Corp. stock (Y)
Coca-Cola Co. stock — Int/Div
Xerox Corp. stock — Int/Div
NewsCorp C1-B stock — None
Active Bear ETF — None — Buy
Active Bear ETF — Buy (add'l)
Active Bear ETF — Buy (add'l)
Avigilon Corp — None — Buy
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Avigilon Corp — Buy (add'l)
Berkshire Hathaway C1-B stock — None
Cisco Systems stock — Int/Div — Sold
WisdomTree Trust Emerging Markets EQT wy)
Vodafone Group PLC (formerly Vodafone Gp PLC ADS New Stock) — Int/Div
Verizon Communications — None — from line 45)
Verizon Communications — Sold
Google Inc CL-A stock — None
Google Inc CL-C stock — None — from line 48)
Telefonica SA ADR — Int/Div
Amencan International Group stock — Int/Div
BlackRock Equity Dividend Fund — None — Sold
FPA Crescent Fund - — Int/Div — Buy (add'l)
Federated International Strategic Value Dividend Fund - 1 — Int/Div — Sold (part)
Federated International Strategic Value Dividend Fund - 1 — Sold (part)
First Eagle Global Fund - — Int/Div — Sold (part)
First Eagle Global Fund - — Sold (part)
Harbor Capital Appreciation Fund — Int/Div
Henderson European Focus Fund - — Int/Div
Mainstay Epoch Global Equity Yield Fund «A — Int/Div — Sold (part)
Mainstay Epoch Global Equity Yield Fund «A — Sold (part)
Mainstay Epoch Global Equity Yield Fund «A — Sold (part)
PIA Short Term Securities Fund — Int/Div
T. Rowe Price Capital Appreciation Fund — Int/Div — Sold (part)
T. Rowe Price Capital Appreciation Fund — Sold (part)
T. Rowe Price Capital Appreciation Fund — Sold (part)
TCW Emerging Markets Income Fund - {formerly TCW Emrg Mkts In Fd-N) — Int/Div — Sold (part)
TCW Emerging Markets Income Fund - {formerly TCW Emrg Mkts In Fd-N) — Sold (part)
TCW Emerging Markets Income Fund - {formerly TCW Emrg Mkts In Fd-N) — Sold (part)
TCW Total Return Bond Fund - (formerly TCW Total Return Bd Fd - N) — Int/Div
Templeton Global Bond Fund - Adv — Int/Div — Sold (part)
Templeton Global Bond Fund - Adv — Sold (part)
Tweedy Browne Global Value Fund — Int/Div
Vanguard Intermediate Term Tax-Exampt Fund - Inv — Int/Div — Sold (part)
Vanguard Intermediate Term Tax-Exampt Fund - Inv — Sold (part)
Vanguard Limited Term Tax-Exampt Fund — Int/Div — Sold (part)
Vanguard Limited Term Tax-Exampt Fund — Sold (part)
Vanguard Limited Term Tax-Exampt Fund — Sold (part)
Vanguard Mid Cap ETF (Y)
Vanguard Small Cap ETF (Y)
Wells Fargo Adv Ultra S/T Muni Income Fund - Adm — Int/Div — Sold (part)
Wells Fargo Emerging Markets Equity Adm — Int/Div
Wells Fargo Adv St Muni Bond Fund - Adm — Int/Div — Sold (part)
401k Bondurant, Mixson & Elmore, LLP Risk Level 4 Portfolio — Int/Div
AXA Equitable: Multi-Manager Core Bond Annuity (Y)
AXA Equitable: AXA International Core Volatility — None
EQ/Montag Caldwell Growth Annuity (Y)
AXA Equitable: EQ/GAMCO Small Company Value Annuity — None
EQ/Van Kampen Common Stock Annuity wy)
AXA Equitable: EQ/Morgan Stanley Mid Cap Growth Annuity — None
AXA Equitable: EQ/Quality Bond Plus — None
AXA Equitable: AXA Large Cap Growth — None
AXA Equitable: AXA Large Cap Value Volatility — None
Excelerate Discovery, LLC — None
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 — Buy
Fidelity Advisor $29 Portfolio 2013 — None — Sold
Fidelity Advisor 529 Portfolio 2025 - CL A — None
MS HP Millenium USA IL LP ID — None
HPD Starboard Value LPCL D — None
MSHPDOZDPII Fund ICL D — None
SkyBridge Multi-Advisor Hedge Fund Portfolio Series G — Int/Div
President
Member, (Vi hnes 3 &
Member, I (Vine 0S
Member
Member
Member
Member, I. LL
Member
Gift — Bondurant, Mixson & Elmore, LLP — wine and beer for investiture reception — $1,211.00
Liability — Flagstar — Mortgage on rental property #2 (VII line 2)
Liability — Morgan Stanley — Linc 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 America — Mortgage on rental property #5 (VI line 5)
Income — 2014 — Bondurant Mixson & Elmore, LLP via [EE - £10ss wages and distributions. Resigned 10/2/2014, — $932,060.00
Spouse's income — 2014 — Bondurant Mixson & Elmore, LLP via Edward B. Krugman, PC - wages and distributions
Part 1, line 2 - This entity owns a residential apartment building described in Part VIL, line 3 and the bank account descibed in Part VII, line 11.
Part I, line 3 - This entity owns the undeveloped residential lot described in Part VII, line 17,
Part 1.
4 - This entity owns the undeveloped lots described in Part Vii,
ines 18-36,
Part 1, lines 6-8 - These entities were set up to own individual rental properties, but the properties have not been transferred to them. They have no assets.
Part 1, lines 9-10 - These entities have no assets.
Part VII, line 17 - The asset previously listed here (an undeveloped residential lot) is an asset of the entity now listed on line 17.
Part VII, lines 18-36 - The assets previously listed here (undeveloped residential lots) are assets of the entity now listed on line 18,
Part VII, line 20 - This cash sweep account was inadvertently omitted from prior report,
Part VII, line 23 - Position was sold during 2013, Partial sell occurred on 01/24/13 and all remaining shares on 06/03/13.
Part VII, line 44 - Position was sold on 01/24/13.
Part VIL, line 79 - Position was sold on 05/23/13.
Part VIL, line 80 - Position was sold on 03/08/13.
Part VII, line 84 - Filer has no control over investments within 401k beyond choosing a general category of risk. As such, this consolidated entry replaces all the
individual positions listed in the previous report. Those eliminated positions were lines 49-50, 53-55, 58, 62-64, 66-68, 70, 74, and 84 on the previous report,
Part VIL, line 85 - Position was sold prior to 2014.
Part VIL, line 86 - Formerly listed as EQ/International Core Plus Annuity.
Part VIL, line 87 - Position was sold prior to 2014,
Part VII, line 88 - Formerly listed as EQ/GAMCO Small Company Value Annuity.
Part VII, line 89 - Position was sold prior to 2014,
Part VIL, line 90 - Formerly listed as EQ/Morgan Stanley Mid Cap Growth Annuity.
Part VIL, line 91 - Formerly listed as EQ/Quulity Bond Plus Annuity.
Part VII, line 92 - Formerly listed as EQ/Large Cap Growth Plus Annuity.
Part VII, line 93 - Formerly listed as EQ/Large Cap Value Plus Annuity,
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.