Suzanne Mitchell

What was filed

150
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
2
spouse income

Named parties

First Mortgage Company
Sun Trust Mortgage Inc
McAfee & Taft - Salary
Legacy Financial Services Group - Parmership Income

As filed

RENTAL PROPERTIES (H)

Rental Property #1 - Cleveland County. Norman, OK — Rent

Rental Property #2 - Oklahoma County, Oklahoma Cy, OK, — Rent

CASH AND BONDS (H)

UMB Accounts — Int/Div

A First United Bank (formerly First American Bank) — Int/Div

Allegiance Credit Union Account — Int/Div — Closed

Chase Accounts. — Interest

RAYMOND JAMES ACCOUNT (H)

First Trust Target DIVSD DVD 4Q — Int/Div — Redeemed

Invesco Mid Cap Growth Fund Class A — Int/Div

Invesco Comstock Fund Class A M/F — Int/Div

Capital Income Builder Fund Class A American Funds M/F — Int/Div

Capital World Growth & Income Fund Class A American FD M/F — Int/Div

Investment Company of America Class A American Funds M/F — Int/Div

Washington Mutual Investors Class A American Funds M/F — Int/Div

Bank Deposit Program-Sweep — Int/Div — Open

First Trust Sabrient Baker's Dozen — Int/Div — Buy

First Trust Sabrient Baker's Dozen — Buy (add'l)

EDWARD JONES ACCOUNTS (H)

Edward Jones #1 (H)Money Market Account — Interest

Walt Disney Company stock — Int/Div

Edward Jones #2 (H)Money Market Account — Interest

Oracle Corporation stock — Int/Div

Edward Jones #3 (H) Money Market Account — Interest

EDWARD JONES 529 COLLEGE SAVINGS PLANS (H)

EDJ 529 College Savings Plan #1 (H)

Capital Income Builder Fd — Int

Capital Weld Growth and Income Fd — Int/Div

Fundamental Investors Fd — Int/Div

EDJ 529 College Savings Plan #2 (H)

Cash — Interest — Distributed

Capital Income Builder Fd — Int/Div — Sold

EDJ 529 College Savings Plan #3 (H)

Capital Income Builder Fd — Int/Div

Capital Wrld Growth and Income Fd — hy

Fundamental Investors Fd — Int/Div

FULKERSON FAMILY REVOCABLE TRUST (H)

Chevron Stock — Int/Div

Real Estate Parcel #1, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #2 Cleveland Cty, OK See Part VIII — None

Real Estate Parcel #3, Cleveland Cty, OK See Part VIII, — None

Real Estate Parcel #4, Cleveland Cty, OK See Part VIII. — None

PARTNERSHIP INVESTMENTS (HD)

Legacy Financial Services Group, LLC 0.71579% — Distribution

ARNOLD & PORTER LLP PROFIT SHARING AND WO HK) PLAN (HY

T. Rowe Price Mid Cap Growth — Int/Div

Fidelity Contrafund — Int/Div

JP Morgan Smart Retirement 2035 — Int/Div — Sold

Vanguard Small Cap Index Inst — Int/Div — Buy

FIDELITY INVESTMENTS ROLLOVER IRA (H)

Fidelity Low Priced Stock — Int/Div

Fidelity Select Multimedia — Int/Div

MCAFEE & TAFT 401K) (H)

SPTN S00 Index Adv — Int/Div — Closed

SPTN S500 Index Inst — hy — Open

SPTN S500 Index Inst — Buy (add'l)

Fidelity Contrafund K — Int/Div — Buy (add'l)

Fidelity Contrafund K — Buy (add'l)

Fidelity Low Priced Stock K — Int/Div

Fidelity Mid Cap Stock K — hy

American Century Small Cap Value — hy — Closed

JH Discpl Value Midcap — Int/Div — Open

Fidelity Diversified Intemational K — Int/Div

SCHWAB ROLLOVER IRA (H)

Pimco Fundamental Index Plus AR FD CL D — Int/Div

Vulcan Value Partners Fund — Int/Div

Dodge & Cox Stock Fund — Int/Div

ETRADE BROKERAGE ACCOUNTS (H)

ETrade Account £1 (H)

Ford Motor Co — Int/Div

Nuance Communications — Int/Div

Powershares Exchange Traded Fund — Int/Div

Oneok Partners LP — Int

Berkshire Hathaway — Int/Div — Buy

ETrade Account #2 (H)

Coca Cola Bottling Co — Int/Div

Schwab S&P 500 Fund — Int/Div

OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)

OK 529 College Savings Plan 21. (H)

Global Equity Index Option — Int/Div — Closed

US Equity Index Option — Int/Div — Open

Aggressive Managed Alloc Ages 15-17 — Int/Div — Closed

Aggressive Managed Alloc Age 18+ — Int/Div — Open

Moderate Managed Alloc Ages 15-17 — Int/Div — Open

Moderate Managed Alloc Ages 15-17 — Closed

Moderate Managed Alloc Age 18+ — Int/Div — Open

OK 529 Collge Savings Plan #2. (H)

Aggressive Managed Allocation Age 18 — Int/Div — Sold (part)

Aggressive Managed Allocation Age 18 — Sold (part)

US Equity Index Option — Int/Div — Open

US Equity Index Option — Sold (part)

OK 529 College Savings Plan 23, (H)

Aggressive Managed Allocation Age 18+ — Int/Div — Sold (part)

Aggressive Managed Allocation Age 18+ — Closed

US Equity Index Option — Int/Div — Open

US Equity Index Option — Distnbuted

Conservative Managed Alloc Age 18+ — Int/Div — Open

Conservative Managed Alloc Age 18+ — Sold (part)

Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 1)

Liability — Sun Trust Mortgage Inc — Mortgage - Rental Property #2 (Part VIL, Line 2)

Spouse's income — 2015 — McAfee & Taft - Salary

Spouse's income — 2015 — Legacy Financial Services Group - Parmership Income

Parcels are owned thrugh a family revocable trust.

Assessed value of Parcel |, Part VII, Line 48 is $4,000,

Assessed value of Parcel 2, Part VII, Line 49 is $12,360.

Assessed value of Parcel 3, Part VII, Line 50 is $2,000.

Assessed value of Parcel 4, Part VII, Line 51 is $12,500.