Andrew Lamar Carter jr
2017Annual
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Pull out the substance of this filing.
What was filed
31
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- TADS
As filed
Express Scripts HLDG co. — Int/Div — Sold
VANGUARD INDEX S00 (IRA) — Int/Div
VANGUARDSTAR FUNDIIRA) — Int/Div
VANGUARD INDEX 500 — Int/Div
FIDELITY TOTAL BOND INDEX FUND (IRA) — Int/Div
JP. MORGAN STABLE VALUE (401K) — Int/Div
LP. MORGAN CHASE COMMON STOCK FUND (IRA) — Int/Div
LP. MORGAN CHASE AGG PORTFOLIO (401K) — Int/Div
LP. MORGAN CHASE MOD. AGG (401K) — Int/Div
JP. MORGAN PENSION — Interest
CITADEL BROADCASTING GROUP (STOCK) — None — Closed
DISNEY WALT CO. (STOCK) — Int/Div — Sold
EXXON MOBIL CO. (STOCK) — Int/Div — Sold
MATTEL (STOCK) — Int/Div — Sold
MERCK AND CO. (STOCK) — Int/Div — Sold
TIME WARNER INC. (STOCK) — Int/Div — Sold
1.P. MORGAN CHASE SAVINGS ACCT — Interest
NY S29 MODERATE GROWTH — Int/Div
NY S2GROWTH — Int/Div
NY 529 BOND MKT. INDEX — Int/Div
NY 529 MOD AGE BASED — Int/Div
REAL ESTATE — Rent
1.P. MORGAN COMMON STOCK — Int/Div
J.P. MORGAN RESTRICTED STOCK — Int/Div
J.P. MORGAN STOCK OPTIONS — None
REAL ESTATE — Rent
WELLS FARGO MONEY MARKET — Interest
AMERICAN CENTURY MONEY MARKET — Interest
MEDCO (x) — None — with line 30)
MEDCO (x) — None — with line 30)
FIDELITY CONTRAFUND (IRA) — Int/Div
Liability — TADS — TUITION FOR CHILDRENS' SCHOOL
In Part VIL, lines 10-15, 28-30. All of these individual stocks were held in a brokerage account. On December 18, 2017, 1 liquidated the account. After liquidating
that accout, | discovered that | no longer owned stock in two of the companies. | mistakenly continued to report those items. Line 10-1 recently discovered
that Citadel Broadcasting, which had spun off from Disney, declared bankruptcy on May 29, 2014. This stock should not have been included in the reports for
2015 or 2016. Lines 28 and 29--MEDCO merged with Express Scripts on April 3, 2009. MEDCO, listed in two entries on lines 28 and 29, should not have been
included in any of the reports from 2010 through 2016.
In Part VIL, line 21, 1 listed “real estate.” The property was purchased in January 5, 2000 for $585.000. The property is located in Kings County in New York in
New York State,
In Past VIL, line 25, I listed "real estate.” The real estate was purchased on September 9, 2010 for $85,100. The property is located in Seminole County in the state
of Florida.
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.