Halil Suleyman Ozerden
2016Annual
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Pull out the substance of this filing.
What was filed
27
investments
1
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Family Member
- BancorpSouth Bank
- Bank of America
- ACS
As filed
BancorpSouth Bank, bank accounts — Interest
Mississippi Affordable College Savings Trust #1-Age/Risk Opt — Int/Div
Mississippi Affordable College Savings Trust #2-Age/Risk — Int/Div
Mississippi Affordable College Savings Trust #3-Age/Risk — Int/Div
IRA Z(H)
Stifel Nicolaus Money Market Account — Int/Div
Southern Co. Common Stock — Int/Div — Buy (add'l)
Munder/Victory MidCap Core Growth Mut Fund — Int/Div — Buy (add'l)
Ammow DWA Balanced Fund — Int/Div
American Funds Target Fund — Int/Div — Sold (part)
American Funds Target Fund — Int/Div — Buy (add'l)
Am Cap Fund — Int/Div — Sold (part)
Am Cap Fund — Int/Div — Buy (add'l)
Deutsche Income Fund (name change) — Int/Div — Buy (add'l)
Fundamental Inv. Inc. Fund — Int/Div — Sold
Growth Fund of America — Int/Div — Sold (part)
Growth Fund of America — Int/Div — Buy (add'l)
John Hancock Inv. Grade Bond Fund — Int/Div — Buy (add'l)
American Funds New Economy Fund — Int/Div — Sold
New Perspective Fund — Int/Div — Sold
Small Cap World Fund Inc — Int/Div — Sold
Washington Mutual Inv. Fund — Int/Div — Buy (add'l)
Rental Property #1, Gulfport, MS (2012) — Rent
Brokerage Acct 21{H)(X) — Int/Div
Washmgton Mutual Inv, Fund — Int/Div
Brokerage Acct #2(H)(X) — Int/Div
American Funds Balanced — Int/Div
Power of Attorney, Family Member
Liability — BancorpSouth Bank — First Mortgage on Rental Property #1, Gulfport, MS
Liability — BancorpSouth Bank — Second Mortgage on Reatal Property #1, Gulfport, MS
Liability — Bank of America — Credit Card
Liability — ACS — Law School Student Loan
The First Bank accounts formerly listed on Part VIL. Line 5 are omitted because they are owned by a family member for whom | exercised a Power of Attorney for
the first time in 2016. 1 do not own those assets but have signature authority,
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.