Susan D. Barrett

What was filed

128
investments
2
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
0
spouse income

Named parties

Part VII
Hill Properties, LLC
Famuly Partnership
Coastal Bankruptcy Law Institute, Inc.
State Bar of Georgia Bankruptcy Section
Nanonal Conference of Bankruptcy Judges

As filed

Suntrust Bank Checking — Interest

Suntrust Money Market — Interest

BROKERAGE ACCT #1 SCHWAB

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Int/Div

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX) — Sold (part) — Part VII

BANK OF MONTREAL 1.4% 18F — Interest

DOVER CORP (DOV) — Int/Div

GOLDMAN SACHS BK 1.45% 17 — Interest — Matured — Part VII

ISH BND SEP 2017 (IBMF) — Int/Div — Sold

ISHARES SELECT DIV ETF IV(DVY) — Int/Div

ISHARES INTL SEL DIV ETF (IDV) — Int/Div

JOHNSON & JOHNSON (IN) — Int/Div

MISCROSOFT CORP (MSFT) — Int/Div

PUTNAM SHORT DURATION INCM A (PSDTX) — Int/Div — Buy

PUTNAM SHORT DURATION INCM A (PSDTX) — Sold

SCHWAB US DIV EQUITY ETF (SCHD) — Int/Div

CHARLES SCHWAB US MC ETF (SCHM XX) — Int/Div — Buy

SCHWAB INT'L EQUITY ETF (SCHF NX) — Int/Div — Buy

SCHWAB TOTAL STK MKT INDEX (SWTSX) — Int/Div

SCHWAB TOTAL STK MKT INDEX (SWTSX) — Sold (part)

SHERWIN WILLIAMS CO (SHW IX) — None — Buy

TE CONNECTIVITY LTD F(TELXX) — Int/Div — Buy

UNITED HEALTH GROUP INC (UNH) — Int/Div — Sold

BROKERAGE ACCT. #2 (SCHWAB ROLLOVER IRA)

SCHWAB US TREAS MONEY FD (SWUXX) — Int/Div

S10. — Buy (add'l)

S10. — Sold (part) — Part VII

S10. — Buy (add'l)

S10. — Sold (part) — Part VII

ISHARES SELECT DIV ETF IV FUND (DVY) — Int/Div

PUTNAM SHORT DURATION, INCM A (PSDTX KX) — Int/Div — Buy

SCHWAB US DIV. EQUITY ETF (SCHD) — Int/Div

SCHWAB TOTAL STK MKT (SWTSX) — Int/Div

CHARLES SCHWAB US MC ETF (SCHM)Y — Int/Div — Sold — Part VII

CHARLES SCHWAB US MC ETF (SCHM)Y — Buy (add'l)

SCHWAB INT'L EQUITY ETF (SCHF) — Int/Div

SCHWAB US SMALL CAP ETF (SCHA) (xX) — Int/Div — Sold — Part VII

SCHWAB US SMALL CAP ETF (SCHA) (xX) — Buy

VANGUARD INDUSTRIALS (VIS) — Int/Div

BROKERAGE ACCT .#3 (WELLS FARGO)

BANK DEPOSIT SWEEP — Interest

CHEVRON CORP (CVX) — Int/Div

DXC TECH CO (DXOYyX) — Int/Div

DXC TECH CO (DXOYyX) — Sold (part)

DXC TECH CO (DXOYyX) — from lime 80) — Part VII

EQUITY RESIDENTIAL (EQR) — Int/Div

FIREEYE IN(FEYE) — None

GENERAL ELECTRIC CO. (GE) — Int/Div

HP INC (HPQ) — Int/Div

HEWLETT PACKARD ENTERPRISE CO (HPE) — Int/Div

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFGPYX) — None

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFGPYX) — Sold (part)

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFGPYX) — from line 80) — Part VII

PALO ALTO NETWORKS (PANW) — None

PROCTOR & GAMBLE CO. (PG) — Int/Div

ROYAL DUTCH SHELL PLC ADR CL A (RDS/A)Y — Int/Div

VERIZON COMMUNICATIONS COM (VZ) — Int/Div

MEMBERSHIP INTEREST IN HILL PROPERTIES, LLC — None — Part VII

SUNTRUST)

FAMILY TRUST ACCT. #1 (TRUSTEE) (SCHWAB BROKERAGE ACCT.)

ABBVIE. INC. (ABBV) — Int/Div

AQUA AMERICAN INC. (WTR) — Int/Div — Sold

BANK SWEEP ACCT — Interest

BB&T CORPORATION (BBT) — Int/Div

BLACKROCK. INC. (BLK) — Int/Div

CVS HEALTH CORP (CVS) — Int/Div — Sold — Part VII

DEERE & CO. (DE) — Int/Div

EXXON MOBIL CORP (XOM) — Int/Div

JOHNSON & JOHNSON (INJ) — Int/Div

KIMBERLY-CLARK CORP (KMB) — Int/Div

MARRIOTT INTL INC. (MAR) — Int/Div

MC DONALDS CORP (MCD) — Int/Div

MERCK & CO INC. (MRK) — Int/Div

MICROSOFT CORP (MSFT) — Int/Div

PAYCHEX INC (PAY X) — Int/Div

PUTNAM SHORT DURATION (PSDTX) — Int/Div

PUTNAM SHORT DURATION (PSDTX) — Buy (add'l)

SCHWAB US DIV EQUITY ETF (SCHD) — Int/Div

SCHWAB US DIV EQUITY ETF (SCHD) — Buy (add'l)

CHARLES SCHWAB US MC ETF (SCHMY(X) — Int/Div — Buy

TECHNOLOGY SELECT SECTOR SPDR ETF(XLK) — Int/Div

TE CONNECTIVITY LTD FA(TEL) (X) — Int/Div — Buy

UNITED HEALTH GROUP INC. (LNH) — Int/Div — Sold

UNITED TECHNOLOGIES CORP (UTX) — Int/Div

IM (MMM) — Int/Div

FAMILY TRUST ASSET #2 (WELLS FARGO BROKERAGE ACCT.)

BANK DEPOSIT SWEEP — Interest

CHEVRON (CVX) — Int/Div

DXC TECHNOLOGY CO (DXCKX) — Int/Div

DXC TECHNOLOGY CO (DXCKX) — Sold (part)

DXC TECHNOLOGY CO (DXCKX) — from line 133) — Part VII

EQUITY RESIDENTIAL (EQR) — Int/Div

GENERAL ELECTRIC (GE) — Int/Div

HP INC (HPQ) — Int/Div

HEWLETT PACKARD ENTERPRISES CO. (HPE) — Int/Div

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFG — None

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFG — Sold (part)

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFG — from line 133) — Part VII

PROCTOR & GAMBLE (PG) — Int/Div

ROYAL DUTCH SHELL PLC ADR CL A (RDS/A) — Int/Div

SUNTRUST BANKS INC (STH — Int/Div

Member, Hill Properties, LLC

Partner, Famuly Partnership

Reimbursement — Coastal Bankruptcy Law Institute, Inc. — April 20-21, 2017 — Savannah, Georgia — Semmar — Registration, Meals, Educational Materials and Lodgmg

Reimbursement — State Bar of Georgia Bankruptcy Section — December 13-15-2017 — Greensboro, Georgia — Seminar — Registration, Meals, Educational Materials and Lodging

Reimbursement — Nanonal Conference of Bankruptcy Judges — October 8-11, 2017 — Las Vegas, NV — Annual Conference — Aarfare, Parking and Lodging

Section VII (Lines 9-11, 13-14, 18-19, 21, 26-28, 31, 52, 57-58, 63, 66, 75, 83, 102, 129, and 136). There is no gain to report.

Section VII (Line 89). | own a membership interest in this entity, but it did not have any activity in 2017,