Suzanne Mitchell

What was filed

238
investments
0
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
1
spouse income

Named parties

Sun Trust Mortgage, Inc
Cenlar Mortgage
Oglewee, Deakins, Nash - Salaruy

As filed

CVS Health Corporation — Int/Div — Sold (part)

RENTAL PROPERTIES (H)

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

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

Rental Property #3 - Oklahoma County. Oklahoma City, OK — Reat

CASH AND BONDS (H)

UMB Accounts — Interest

Chase Accounts — Interest

RAYMOND JAMES ACCOUNT (H)

Mutual Funds (H)

Invesco Mid Cap Growth Fund Class A — Int/Div — with line 13)

Invesco Mid Cap Growth Fund Clas Y — Int/Div

Invesco Comstock Fund Class A M/F — Int/Div — with line 15)

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

Capital Income Builder Fund Class A American Funds M/F — Int/Div — with line 17)

Capital Income Builder Fund Class F2 American Funds M/F — Int/Div

Capital World Growth & Income Fund Class A American FD M/F — Int/Div — with lime 19)

Capital World Growth & Income Fund Class F2 American FD M/F — Int/Div

Investment Company of America Class A American Funds M/F — Int/Div — with line 21)

Investment Company of America Class F2 American Funds M/F — Int/Div

Washington Mutual Investors Class A American Funds M/F — Int/Div — with lime 23)

Washington Mutual Investors Class F2 American Funds M/F — Int/Div

Cash & Cash Alternatives (H)

Bank Deposit Program - Sweep — Int/Div

Equities (H)

Abbvie Incorporated — Int/Div

Adobe Incorporated — Int/Div — Buy

Adobe Incorporated — Buy (add'l)

Air Products & Chemicals Incorporated — Int/Div — Buy (add'l)

Air Products & Chemicals Incorporated — Sold

Allstate Corporation — Int/Div — Sold

Alphabet Incorporated Cap Stk Class A — Int/Div

Amazon Com Incorporated — Int/Div

Apple Incorporated — Int/Div

Bank Amer Corporation — Int/Div — Buy (add'l)

Bank Amer Corporation — Buy (add'l)

Bank Amer Corporation — Sold

Bank of the Ozarks — Int/Div — Sold

Becton Dickson & Company — Int/Div

Blackrock Incorporated — Int/Div — Buy

Blackrock Incorporated — Sold

Boeing Company — Int/Div — Buy

Bookings Holdings Incorporated — Int/Div — Buy

Broadcom Incorporated — Int/Div — Buy

Broadcom Incorporated — Sold (part)

Broadcom Incorporated — Buy (add'l)

Citigroup Incorporated — Int/Div — Buy

Citigroup Incorporated — Buy (add'l)

S10. — Sold

CME Group Incorporated — Int/Div

CVS Health Corporation — Buy (add'l)

Camival Corporation Paired CTF — Int/Div

FirstTrust Sabrient Baker's Dozen Port 2017 Series Term — Int/Div — Redeemed

Facebook Incorporated Class A — Int/Div — Sold

Fedex Corporation — Int/Div — Buy (add'l)

Fedex Corporation — Buy (add'l)

Garrett Motion Incorporated — Int/Div — Buy

General Electric Company — Int/Div — Buy

General Electric Company — Sold

General MLS Incorporated — Int/Div — Buy

Guideware Software Incorporated — Int/Div — Buy

Hanesbrands Incorporated — Int/Div — Buy

Hanesbrands Incorporated — Sold

Home Depot Incorporated — Int/Div

Honeywell Intemational Incorporated — Int/Div — Buy (add'l)

Intercontinental Exchange Incorporated — Int/Div

JP Morgan Chase — Int/Div — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Johnson & Johnson — Int/Div — Buy

Johnson & Johnson — Buy (add'l)

Kansas City Southern Com New — Int/Div

Lauder Estee Companies — Int/Div

Mastercard Incorporated Class A — Int/Div — Buy

Mastercard Incorporated Class A — Buy (add'l)

Merck & Company Incorporated — Int/Div — Buy

Microsoft Corporation — Int/Div — Buy (add'l)

Microsoft Corporation — Buy (add'l)

Microchip Technology Incorporated — Int/Div — Buy (add'l)

Microchip Technology Incorporated — Sold

Motorola Solutions — Int/Div

Oracle Corporation — Int/Div — Sold

Pepsico Incorporated — Int/Div — Buy

Pepsico Incorporated — Buy (add'l)

Phizer Incorporated — Int/Div — Buy (add'l)

Praxair Incorporated — Int/Div — Sold

Priceline GRP Incorporated Com New — Int/Div — Sold

Resideo Technologies Incorporated — Int/Div — Buy

Ringeentral Incorporated Class A — Int/Div — Buy

Ringeentral Incorporated Class A — Buy (add'l)

Ringeentral Incorporated Class A — Sold

Rockwell Collins Incorporated — Int/Div — Sold

Roval BK CDA Montreal QUE — Int/Div — Buy (add'l)

Roval BK CDA Montreal QUE — Sold

Salesforce Com Incorporated — Int/Div — Buy (add'l)

Salesforce Com Incorporated — Sold (part)

Servicenow Incorporated — Int/Div — Buy

Servicenow Incorporated — Buy (add'l)

Servicenow Incorporated — Sold (part)

Servicenow Incorporated — Buy (add'l)

Sherwin Williams — Int/Div — Buy (add'l)

Sherwin Williams — Buy (add'l)

Synchrony Financial — Int/Div — Sold

Time Warmer Incorporated — Int/Div — Sold

Union Pac Corporation — Int/Div

United Healthgroiup Incorporated — Int/Div

Visa Incorporated Com Class A — Int/Div

Westrock Company — Int/Div — Buy (add'l)

Westrock Company — Sold

Accenture Ireland SHS Class A (Ireland) — Int/Div — Buy

Accenture Ireland SHS Class A (Ireland) — Sold

Eaton Corporation PLC SHS Ireland — Int/Div — Sold

Ingersoll Rand PLC SHS Ireland — Int/Div

IShares TR US AER DEF EFT (ITA) — Int/Div — Buy

IShares TR US AER DEF EFT (ITA) — Buy (add'l)

IShares TR US AER DEF EFT (ITA) — Sold

Shares TR Core MSC EAFE (IEFA) — Int/Div — Buy

Shares TR Core MSC EAFE (IEFA) — Sold

Chubb Limited Switzerland — Int/Div — Buy (add'l)

Chubb Limited Switzerland — Sold

Lyondell Industries Netherlands — Int/Div — Buy (add'l)

Lyondell Industries Netherlands — Sold

NXP Semiconductors NV Netherlands — Int/Div — Sold

Broadcom Limited SHS Singapore — Int/Div — Sold

Exchange Traded Products (H)

Shares TR Core S&P — Int/Div — Sold

IShares TR US Aer DEF ETF — Int/Div — Buy

IShares TR US Aer DEF ETF — Buy (add'l)

IShares TR US Aer DEF ETF — Sold

IShares Incorporated Core — Int/Div — Sold

FULKERSON FAMILY REVOCABLE TRLST(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)

Think ltahan LLC .407218% — None — Buy

ARNOLD & PORTER LLP PROFIT SHARING AND WO HKIPLAN (H)

T. Rowe Price Mid Cap Growth — Int/Div — with line 147)

JP Morgan Smart Retirement 2035 — Int/Div

Fidelity Contrafund — Int/Div — with line 149)

Vanguard Value Index Inst — Int/Div

Vanguard Small Cap Index Inst — Int/Div — with line 151)

DFA Emerging Markets — Int/Div

FIDELITY INVESTMENTS ROLLOVER IRA (H)

Fidelity Low Priced Stock — Int/Div

Fidelity Select Mulumedia — Int/Div — with line 156)

Fidelity Select Comm Services Port — Int/Div

MCAFEE & TAFI 40K) (H)

SPTN S00 Index Inst — Int/Div — Buy (add'l)

SPTN S00 Index Inst — Buy (add'l)

SPTN S00 Index Inst — with line 162)

Fidelity $00 Index — Int/Div

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

Fidelity Contrafund K — Buy (add'l)

JH Discpl Value Midcap — Int/Div

MM SEL Mid Cap GR — Int/Div

Fidelity Diversified Intemational K6 — Int/Div — with line 169)

AF Europace Growth R6 — Int/Div

OGLETREE, DEAKINS, NASH, SMOAK K& STEWART 401K) (H)

AG Growther Fund Amer R6 — Int/Div — Buy (add'l)

AG Growther Fund Amer R6 — Buy (add'l)

Harbor Cap Appr Inst — Int/Div — Buy (add'l)

Harbor Cap Appr Inst — Buy (add'l)

Vang Midcap IDX Inst — Int/Div — Buy (add'l)

Vang Midcap IDX Inst — Buy (add'l)

Vang Windsor Il ADM — Int/Div — Buy (add'l)

Vang Windsor Il ADM — Buy (add'l)

PROFIT SHARING PLAN OF OGLETREE DEAKINS ET AL (HY

Vang Target Ret 2025 — Int/Div — Buy

SCHWAB ROLLOVER IRA (H)

Schwab Total Stock Market Index Fund — Int/Div

ETRADE BROKERAGE ACCOUNTS (H)

ETrade Account £1 (H)

Ford Motor Co — Int/Div

Nuance Communications — Int/Div

Powershares Exchange Traded Trust — Int/Div

Oneok Inc — Int/Div

Berkshire Hathaway — Int/Div

Apple Inc — Int/Div

ETrade Account £2 (H)

Coca Cola Bottling Co — Int./y

Schwab S&P S00 Fund — Int/Div

OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)

OK 529 College Savings Plan £1 (H)

Moderate Managed Allocation Age 18 — Int/Div — Distnbuted

Guaranteed Option — Int/Div — Buy (add'l)

Guaranteed Option — Sold (part)

OK 529 College Savings Plan £2 (H)

Aggressive Managed Allocation 18+ — Int/Div

US Equity Index Option — Int./y — Sold (part)

Guaranteed Option — Int — Sold (part)

Liability — Sun Trust Mortgage, Inc — Mortgage - Rental Property #1 (Part VII, Line 2)

Liability — Sun Trust Mortgage, Inc — Mongage - part Personal Property, part Rental Property #2 (Part VII, Line 3)

Liability — Cenlar Mortgage — Mortgage - Rental Property #3 (Part VII, Line 4)

Spouse's income — 2018 — Oglewee, Deakins, Nash - Salaruy

Parcels are owned through a Jl revocable trust.

Taxable Value of Parcel 1, Part VII Line 137 is $4,000.

Taxable Value of Parcel 2, Part VII Line 138 is $12,360.

Taxable Value of Parcel 3, Part VII Line 139 is $2,000.

Taxable Value of Parcel 4, Part VII Line 140 is $12,500.