P. Bradley Murray

2018Annual

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Pull out the substance of this filing.

What was filed

  • 87

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • UMS-Wright Preparatory School
  • YMCA of South Alabama, Inc
  • Mobile Youth Lacrosse, Inc
  • Damel Mitchell, Attorney: legal fees on estate administration
  • Greene Group, Inc, salary
  • Baker Place Farm, salary
  • UMS-Wright Preparatory School, salary

As filed

Trust #1 (see Part VIII — Interest

Brvant Bank Cash Accounts — Interest

Wells Fargo Cash Account — Interest

TrustMark Cash Account — Interest

Mobile Bonding Company K-1 (X) — Int/Div

IRA #1 (H)

GE common stock — Int/Div — Sold

PG common stock — Int/Div — Sold

SO common stock — Int/Div — Sold

DIS common stock — Int/Div — Sold

Legg Mason Family Fund: Clearbridge Aggressive GWTH C — Int/Div — Sold

Hartford Family Fund: Hartford Balanced ne C — Int/Div — Sold

The Olstein Funds Family: Olstein All Cap Value C — Int/Div — Sold

IRA #2 (H)

American Fund Family: Europacific Growth FI — Int/Div — Sold

Legg Mason Family Fund: Clearbridge Aggressive Growth C — Int/Div — Sold

Miller Value Funds Family: Miller Opportunity Trust C — Int/Div — Sold

Olstein Family Fund: Olstein All Cap Value C — Int/Div — Sold

Stocks Funds/K-1 Assets Group #1 (H)

Adient PLC common stock — Int/Div

Agrium Inc common stock (merged with Potash Corp 10 form Nutrien) — with line 64)

Allegion Public Limited Co. common stock — Int/Div

Chemours Co. common stock — Int/Div

Colgate Palmolive common stock — Int/Div

Lonoco Phillips common stock — Int/Div

John Deere & Co. common stock — Int/Div

Dow DuPont F/K/A DuPont — Int/Div

General Mills, Inc. common stock — Int/Div — Sold

GlaxoSmithKline PLC common stock (See Part VIII) — Int/Div

Ingersoll Rand PLC common stock — Int/Div

IBM Corp common stock — Int/Div

Johnson Controls Inc. common stock — Int/Div

PPL Corp common stock — Int/Div

Microsoft common stock — Int/Div

Rayomier, Inc. common stock — Int/Div

Schlumberger LTD common stock — Int/Div

UPS Inc common stock — Int/Div

Valero Energy Corp common stock — Int/Div

Vanguard Family Funds: Vanguard FTSE Emerging Markets Fund — Int/Div

Vanguard Family Funds: Vanguard Natural Resources Fund — hy

Vanguard Family Funds: Vanguard Star Fund — Int/Div

Vanguard Family Funds: Vanguard Sector Index — Int/Div

Wayerhauser Co common stock — Int/Div

WGL Holdings Inc. common stock — Int/Div — Sold

Energen comm stock (merger w Diamondback) — Int/Div — with line 62)

EQT Corp common stock — Int/Div

First Dozier Bancshares common stock — Int/Div

Henderson Bancshares common stock — Int/Div

Merchant and Farmers Bancshares K-1 — Int/Div

Xcel Energy common stock — Int/Div

OGE Energy common stock — Int/Div

OneOK common stock — Int/Div

OneGas common stock — Int/Div

Iberdola common stock — Int/Div — Sold

Regions Financial common stock — Int/Div

Relations Bancshares K-1 — Int/Div

Alabama Catfish Feedmill K-1 — Interest

Vanguard Family Funds: Vanguard Natural Resources Fund — Int/Div

Ligon K-1 — Distribution

Harema, LLC K-1 Rental Property Escambia County, FL — Rent

Sorelle Development, LLC K-1 Rental Property Marshall County, AL — Rent

Diamondback Energy Inc. common stock xX) — Int/Div — Buy

Duke Corp common stock {X) — Int/Div — Buy

Nutrien Corp common stock (X) — Int/Div — Buy

Stocks/Funds/K-1 Assets Group #2(H)

AT&T common stock — Int/Div

Caterpillar common stock — Int/Div

Coca Cola common stock — Int/Div

Duke Energy common stock — Int/Div

Entergy Corp common stock — Int/Div

GE common stock (X) — Int/Div — Buy

Intel Corp common stock — Int/Div

INJ common stock — Int/Div

Spire, Inc. common stock F/K/A LaClede Group, Inc. — Int/Div

PG&E Corp common stock — Int/Div

Procter&Gamble common stock — Int/Div

Southern Co. common stock — Int/Div

Enbridge, Inc common stock F/K/A Spectra Energy Corp — Int/Div

Unilever NV York common stock — Int/Div

Vanguard Family Funds: Vanguard US Value Fund — istnbution

Vanguard Family Funds: Vanguard Equity Income Fund — Distribution

Vanguard Family Funds: Vanguard Global Ex US Real Estate Fund — Int/Div

Vanguary Family Funds: Vanguard Windsor II Fund (X) — Int/Div — Buy

Venzon Commumcations common stock (xX) — Int/Div — Buy

Union Pacific common stock — Int/Div

Athena Universal Life Ins Policy: issued by AXA Equitable (Whole Life) — Interest

Brightlife Protect Life Ins Policy: issued by AXA Equitable{Whole Life — Interest

Director, UMS-Wright Preparatory School

Director, YMCA of South Alabama, Inc

Director, Mobile Youth Lacrosse, Inc

Income — 0216/18 — Damel Mitchell, Attorney: legal fees on estate administration — $950.00

Spouse's income — 2018 — Greene Group, Inc, salary

Spouse's income — 2018 — Baker Place Farm, salary

Spouse's income — 2018 — UMS-Wright Preparatory School, salary

Re Trust #1: Neither filer, spouse nor dependent created this Trust. We do not have knowledge of the assets im this Trust.

Re GlaxoSmithKline PLC still appears becuase the 2017 listing as "Sold" was actually only a partial sale at a loss on 12/28/17

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.

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