Henry Franklin Floyd
2016Annual
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What was filed
65
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
0
spouse income
Named parties
- Part VII
- Case Western University Law School
- University of Tennessee Law School
- S.C. Defense Trial Attorneys Assoc,
As filed
IRA Z(H)
Southern Company common stock — Int/Div
Jennison 20020 Focus Fund — Int/Div — Redeemed
South State Bank account (formerly SCBT) — Interest
New York Life - Variable Universal Life Policy
MamnStay VP Capital Appreciation — Int/Div
MamStay VP High Yield Corp. Bond — Int/Div
MetLife Insurance (formerly Travelers Life & Ammuity (YY) — Part VII
SunTrust Bank Accounts — Interest
Pickens County, SC inherited/gifted real ostate — None — Part VII
First Citizens Bank account — Interest
IRA #2(H)
VP Moderate Aggressive Mutual Fund CL CY)
AMERIPRISE BROKERAGE (H)
John Hancock Lifestyle Balanced CL C Mutual Fund — Int/Div
John Hancock Lifestyle Balanced CL « Mutual Fund (Y)
AMERIPRISE IRA #3 (H)
lnvestrust REIT — Int/Div
Xenia Hotels Common Stock (Y)
Ameriprise IRA Brokerage ADP (H)
Eaton Vance Floating Rate & High Income Mutual Fund CL A (Y)
JPMorgan Strategic Income Opptys Mutual fund CL A (Y)
MFS Emerging Markets Debt Mutual fund CLAY)
Prudential Global Real Estate Mutual fund CL ALY)
Active Portfolio Multi Manager Growth Mutual Fund CL A — Int/Div
Active Portfolio Mult Manager Small Cap Equity Mutual Fund CL A — Int/Div
Active Multi Manager Total Return Bond Mutual fund CL A — Int/Div
Active Multi Manager Total Return Bond Mutual fund CL A (Y)
Active Multi Manager Total Return Bond Mutual fund CL A (Y)
Active Portfolio Mult Manager Value Mutual fund CL A — Int/Div — Buy
Amencan Century Mad Cap Value Mutual fund CL ALY)
Blackrock Strategic Income Opptys Investor Mutual Fund CL A — Int/Div
Blackrock Strategic Income Opptys Investor Mutual Fund CL A (Y)
Columbia Income Oppty Mutual fund CL A — Int/Div
JP Morgan Large Cap Growth Mutual Fund CL A — Int/Div
JP Morgan Large Cap Growth Mutual Fund CL AY)
MFS Intl Value Mutual Fund CL A — Int/Div
MFS Value Mutual Fund CL A — Int/Div — Sold (part)
Oppenheimer Intl Growth Mutual Fund CL A — Int/Div
Prudential Jennison Mid Cap Growth Mutual Fund CL A — Int/Div
Wells Fargo Emerging Markets Equity Mutual Fund CL A — Int/Div
Wells Fargo Special Mid Cap Value Mutual Fund CL ALY)
Money Market Mutual Fund CL A (Y)
Blackrock High Yield Mutual Fund A (x) — Int/Div — Buy
Active Portfolio Multi --Mgr directional Alt Mutual Fund A (x) — Int/Div — Buy
Ameriprise IRA Brokerage ADP £2 (H)
Dreyfus Money Market(x) — Int/Div — Sold (part)
American Century Mid Cap Value Mutual Fund A (x) — Int/Div
Blackrock High Yield Bond Investor Mutual Fund A (x) — Int/Div — Buy
Blackrock Strategic Income Oppty Mutual Fund A (x) — Int/Div — Sold (part)
Columbia Income Oppty Mutual Fund A x) — Int/Div
Active Portfolio Multi Mgr Small Cap Equity Mutual Fund A (x) — Int/Div
Active Portfolio Mult Mgr Tot Return Bond Mutual Fund A (x) — Int/Div — Buy
Tot Return Bond Mutual Fund A (x) — Sold (part)
Active Portfolio Multi Mgr Growth Mutual Fund A (x) — Int/Div
Active Portfolio Multi Mgr Value Mutual Fund A (x) — Int/Div — Buy
Active Portfolio Multi Mgr directional Mutual Fund A (x) — Int/Div — Buy
JPMorgan Large Cap Growth Mutual Fund Ax) — Int/Div
MFS Int] Value Mutual Fund A (x) — Int/Div
MFS Value Mutual Fund A (x) — Int/Div
Oppenheimer Intl Growth Mutual Fund A x) — Int/Div
Prudential Jennison Mid Cap Growth Mutual Fund A (x) — Int/Div
Wells Fargo Emerging Markets Equity Mutual Fund A (x) — Int/Div
Activ Portfolio Multi Mgr Core Plua Mutual Fund A (x) — Int/Div — Buy
Midland National Executive Universal Life 2A — Interest — Part VII
Reimbursement — Case Western University Law School — AR20016 -4/102016 — Cleveland, Ohio — Judge Moot Court finals — Travel, food, lodging
Reimbursement — University of Tennessee Law School — 10/19/2016 10/21.2016 — Knoxville, Tennessee — Judge Moot Court finals — Travel, food, lodging
Reimbursement — S.C. Defense Trial Attorneys Assoc, — 11/10,2016 - 117122006 — Greensboro, Georgia — Annual meeting — Registration, lodging, food
Part VII, Line 8 -- Policies msured the life of my children.
I surrendered my beneficiary and cash value rights to my adult children. The only reason | listed the
policies was | had a right to the cash value by agreement with the children. At the end of 2015, the children assumed responsibility for their policies.
Part VII, Line 10 —- Assessed value $1,200,000.00. Filer's interest is one-fourth of total value shown.
Part VII, Line 65 --- Filer requested investment information from insurance company. | was advised there is no investment option for policy holder. The interest
earned on the premiums is paid by Midland National.
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.