Austin E. Carter

2016Annual

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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

  • 26

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • M. Gary Carter, MD,, PA,
  • Vine Ingle Little League
  • Mulberry Street United Methodist Church

As filed

Cash Accounts: State Bank & Trust — Interest

Brokerage Account (IRA)

Pepsico common stock — Int/Div

First Trust Sabrient Bakers Dozen Port 2015 Series Term 02/19/2016 — Int/Div — Sold

First Trust Sabrient Bakers Dozen Port 2016 Series Term 02.24/17 — Int/Div — Buy

Guggenheim S&P 500 Equal Weight ETF — Int/Div

Weyerhauser Co. (formerly Plum Creek Timber Co.) — Int/Div

Raymond James Bank, N.A — Interest

Vanguard Equity Income Fund (IRA) — Int/Div

Dodge & Cox International Stock Fund (IRA) — Int/Div

Franklin Mutual Beacon Fund (IRA) — Int/Div

SunTrust Bank 401(k) Account

Vanguard Russell 2000 Value Index Fund — Int/Div

Vanguard Total Bond Market Index Fund — Int/Div

Vanguard Inflation Protected Securities Fund — Int/Div

Vanguard Target Retirement 2040 Fund — Int/Div

Northwestern Mutual Whole Life Policy (Y)

Mass Mutual Whole Life Policy — Int/Div

Mass Mutual Whole Life Policy — Int/Div

OmeAmerica (State Life) Whole Life Policy {173 ownership) — Int/Div

Mass Mutual Whole Life Policy (1/4 ownership) — Int/Div

Mass Mutual Whole Life Policy (1/3 ownership) — Int/Div

Vanguard 529 College Savings Plan (Nevada) Conservative Growth Portf — Int/Div

Vanguard 529 College Savings Plan (Nevada) Value Index Portfolio — Int/Div

Vanguard 529 College Savings Plan (Nevada) Aggressive Growth Portfolio — Int/Div

Taverna Buckhead. LP — None — Buy

Scerctary and Retirement Plan Trustee, M. Gary Carter, MD,, PA,

Member, Board of Directors, Vine Ingle Little League

Member, Board of Trustees, Mulberry Street United Methodist Church

Agreement — 2006 — SunTrust Bank Retirement Plan (spouse); former employer of spouse; employment ended mn 2006 no distributions until 2039

Spouse's income — 2016 — Mulberry Street United Methodist Church

Part VII, Lines 17: This insurance policy was closed/surrendered in 2014, as reported on my 2014 Financial Disclosure Report. This policy was inadvertently

included on my original 2015 report (which has since been amended).

Part VII, Line 20: On my original 2015 report (which has since been amended), 1 inadvertently did not include that the ownership interest is 1/3 of this life

surance policy.

Part VIL: For the Vanguard 529 Suvings Plans (Nevadu)-- These assets were purchased for the benefit of 10000 It is my understanding that | must report the

assets held. The only option for these plans was the growth option strategy selected by the purchaser,

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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Austin E. Carter | Frix