Stephani W. Humrickhouse
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
228
investments
0
positions
0
gifts
0
agreements
1
debts
3
reimbursements
1
income
2
spouse income
Named parties
- FMI Comp.
- Eastern Bankruptcy Institute
- National Conference of Bankruptcy Judges
- North Carolina Bar Association
- Nicholls & Crampton, PA. (1099)
- FMI Corp W-2
- FMI Corp 11208 K-1
As filed
OXY — Int/Div
PG — Int/Div
STWD — Int/Div
MHK — None
ORCL — Sold
XLG(ETF) — Buy
MSFT — Int/Div
Allianz Small Cap Value ADM Fund — Int/Div
Am. Equity Inv. Life Ins. Co. Flex. Prem Deferred Ann — Int/Div
Artisan Midcap Value — Int/Div — Buy
Baron Growth Fund — Int/Div
Black Rock Equity — Int/Div
Columbia Marsico Growth Fund. Class A — Int/Div
Davis NY Venture Fund, Class Y — Int/Div
Fidelity Capital Appreciation Fund — Int/Div
Ivy Midcap — Int/Div — Buy
Janus Overseas Fund Class S — Int/Div — Sold
Lazard Emerging Markets Fund — Int/Div
Mainstay Large Cap Growth Fund — Int/Div
PIMCO Total Rerun ADM — Int/Div
Royce Total Return Fund — Int/Div
Thomburg International Value R/3 Fund — Int/Div
Wells Fargo Equity Index Fund — Int/Div
Western Asset Money Market - Class A Fund — Int/Div — Sold
William Blair International Growth Fund — Int/Div
FEtrade
BIV (mutual fund) — Int/Div
Coming Inc. Stock (common) — Int/Div
DPD (mutual fund) — Int/Div
Ford Motor Stock (common) — Int/Div
JP Morgan Municipal Fund — Interest
Vanguard Brokerage Acct
Caterpillar, Inc. Stock (common) — Int/Div
Ford Motor Co. Stock (common) — Int/Div
Vanguard Short Term Tax Exempt Bond Fund — Int/Div
Vanguard Prime Money Mkt Fund — Int/Div
Fidelity Municipal Money Mk1 — Interest
Fisher/Morgan Stanley Man. Inv. Acct. (no control) — Int/Div
AAUKY — Int/Div — Buy
AAUKY — Sold
AAUKY — Int/Div — Sold (part)
AAUKY — Sold
AAUKY — Int/Div — Sold
AAUKY — Int/Div — Sold
AMZN — Int/Div — Sold
AMZN — Int/Div — Buy
AMZN — Sold
AMZN — Int/Div — Buy
AMZN — Sold
AMZN — Int/Div — Sold
BASFY — Int/Div — Sold (part)
BASFY — Sold
BASFY — Int/Div — Buy
BASFY — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Buy
BIDL — Sold
BIDL — Int/Div — Buy
BIDL — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Sold
BIDL — Int/Div — Buy
BIDL — Sold
BIDL — Int/Div — Buy
BIDL — Sold
BIDL — Int/Div — Buy
BIDL — Sold
GOOG — Int/Div — Sold
GOOG — Int/Div — Sold
GOOG — Int/Div — Buy
GOOG — Sold
GOOG — Int/Div — Sold
GOOG — Int/Div — Sold
GOOG — Int/Div — Sold
GOOG — Int/Div — Sold
INTC — Int/Div — Sold
JIN) — Int/Div — Buy
JIN) — Sold
JIN) — Int/Div — Buy
JIN) — Sold
JIN) — Int/Div — Buy
JIN) — Sold
MSFT — Int/Div — Buy
MSFT — Sold
MSFT — Int/Div — Sold
NSRGY — Int/Div — Sold
NSRGY — Int/Div — Sold
ORCL — Int/Div — Sold
ORCL — Int/Div — Sold
ORCL — Int/Div — Sold
ORCL — Int/Div — Buy
ORCL — Int/Div — Sold (part)
ORCL — Sold
OCOM — Int/Div — Sold
RDSA — Int/Div — Buy
RDSA — Buy
RDSA — Sold
RHHBY — Int/Div — Buy
RHHBY — Sold
RTP/RIO — Int/Div — Buy
RTP/RIO — Sold
SCCOPCU — Int/Div — Sold
SCCOPCU — Int/Div — Sold (part)
SCCOPCU — Sold
SCCOPCU — Int/Div — Sold
SCCOPCU — Int/Div — Buy
SCCOPCU — Sold
SPDR — Int/Div — Sold (part)
SPDR — Sold
SPDR — Int/Div — Buy
SPDR — Sold
SPDR — Int/Div — Buy
SPDR — Sold
SPDR — Int/Div — Sold
SPDR — Int/Div — Sold
SPDR — Int/Div — Sold
SPDR — Int/Div — Sold (part)
SPDR — Sold
SPDR — Int/Div — Sold (part)
SPDR — Sold
UIrX — Int/Div — Sold
VALE — Int/Div — Buy
VALE — Sold
VALE — Int/Div — Buy
VALE — Sold
VALE — Int/Div — Sold
VALE — Int/Div — Buy
VALE — Sold
AAXJ(ETF) — Int/Div — Sold (part)
AAXJ(ETF) — Sold
EFA (ETF) — Int/Div — Buy
EFA (ETF) — Buy
EFA (ETF) — Sold (part)
EFA (ETF) — Sold (part)
EXI (ETF) — Int/Div — Buy
EXI (ETF) — Sold
FBG (ETF) — Int/Div — Buy
FBG (ETF) — Sold (part)
FXI(ETF) — Int/Div — Buy
FXI(ETF) — Sold
HYG (ETF) — Int/Div — Buy
HYG (ETF) — Sold (part)
XP (ETF) — Int/Div — Sold (part)
XP (ETF) — Sold (part)
IXNI(ETF) — Int/Div — Buy
IXNI(ETF) — Sold (part)
IXC (ETF) — Int/Div — Buy
IXC (ETF) — Sold (part)
KXI(ETF) — Int/Div — Buy
KXI(ETF) — Buy
KXI(ETF) — Buy
KXI(ETF) — Sold (part)
LQD(ETF) — Int/Div — Buy
LQD(ETF) — Sold (part)
MBB (ETF) — Int/Div — Buy
MBB (ETF) — Sold (part)
MXI{ETF) — Int/Div — Buy
MXI{ETF) — Sold (part)
QOQ (EFT) — Int/Div — Buy
QOQ (EFT) — Sold (part)
QOQ (EFT) — Sold (part)
SCPB (ETF) — Int/Div — Buy
SCPB (ETF) — Sold (part)
TFL (ETF) — Int/Div — Buy
TFL (ETF) — Sold (part)
XLG(ETF) — Int/Div — Buy
XLG(ETF) — Sold (part)
XLVI(ETF) — Int/Div — Buy
XLVI(ETF) — Sold (part)
XLY (ETF) — Int/Div — Buy
XLY (ETF) — Sold (part)
XLY (ETF) — Sold (part)
XLF(E1r) — Int/Div — Buy
XLF(E1r) — Sold (part)
VWO (ETF) — Int/Div — Buy
VWO (ETF) — Sold (part)
Scott & Stringfellow IRA -Managed Account — Int/Div
Scott & Stringfellow IRA -Managed Account — Int/Div — Sold
BAM — Int/Div
BAM — Int/Div — Sold
BRK/B — None — Buy
BRK/B — Int/Div — Sold
BRK/B — Int/Div — Buy
BRK/B — Buy
BRK/B — Buy
BRK/B — Int/Div — Sold
CSCO — Int/Div — Buy
Federated Treasury Fund — Int/Div
FRFHF — Int/Div
FUR — Int/Div
GOOG — Int/Div
GOOG — Int/Div — Buy
GOOG — Buy
GOOG — Int/Div — Buy
JEFF — Int/Div — Buy
JEFF — Int/Div — Sold (part)
Kraft Foods (name change Mondelez Int'l) MDLZ — Int/Div — Sold (part)
Kraft Foods (name change Mondelez Int'l) MDLZ — Sold
L — Int/Div
L — Int/Div — Buy
L — Buy
TSCDY — Int/Div — Buy
TSCDY — Buy
TSCDY — Buy
TSCDY — Buy
TSCDY — Buy
TSCDY — Int/Div — Sold
TSCDY — None — Buy
TSCDY — Buy
TSCDY — Int/Div — Sold
TSCDY — Int/Div — Sold (part)
Y — Int/Div
ACS/Mellon Health Savings Account — None
Durham Arvin Partnership — None
Equitable Insurance — None
FMI Corp. Stock — Distribution
FMI Infrastructure Investors, LLC — Distribution
GP Land, LLC — Int/Div — Buy
National Life Insurance — None
Nationwide Insurance — None
North State Bank — Interest
Sunset Beach, NC Rental Prop. (Brunswick Co. NC) — Rent — Sold
Wells Fargo Bank Account — Interest
Liability — FMI Comp. — Stock Purchase
Reimbursement — Eastern Bankruptcy Institute — 05/31/12 -06002/12 — Myrtle Beach, SC — Bankruptcy Seminar — Lodgmg
Reimbursement — National Conference of Bankruptcy Judges — 1023/12 «10726012 — San Diego, CA — Annual Conference Seminar — Lodging
Reimbursement — North Carolina Bar Association — 1HA0812-11/1412 — Greensboro, NC — Annual Bankruptcy Conference — Lodgmg, mileage, meals
Income — 2012 — Nicholls & Crampton, PA. (1099) — $125835.13
Spouse's income — 2012 — FMI Corp W-2
Spouse's income — 2012 — FMI Corp 11208 K-1
Part VII - Investments and Trusts
Line: 31: Fisher/Morgan Stanley Man. Inv. Acct. number changed in July 2012
Line 22: FMI Infrastructure Investors, LLC; Interest purchased in 2002 and erroneously omitted from previous reports. Purchased at J value.
CSCO stock listed on 2011 Financial Disclosure Report was purchased on 01/14/11 at value level J and sold on 04/27/11 at value level J. These transactions were
erroneously omitted from the 2011 Report,
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.