Willie Louis Sands

2018Annual

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Pull out the substance of this filing.

What was filed

  • 59

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Mercer University
  • Walter F. George School of Law Foundation, Inc
  • Albany Symphony Association, Inc. Board of Directors
  • Raycom Media, Inc - Salary, TV News Anchor
  • Self-employed, Singer/Performer

As filed

Wells Fargo Checking — None

E*Trade SecuritiesLLC Brokerage (H) — Int/Div

JEKSO common — None

EKSO common — None — Buy (add'l)

JEKSO common — None — Buy (add'l)

EKSO common — None — Buy (add'l)

1DCC common — Int/Div

ORBC common — None

PCRFY ADR — Int/Div

UEC common — None

OA common — Int/Div — Distnbuted

BABA ADR — None

BABA ADR — None — Buy (add'l)

BABA ADR — None — Buy (add'l)

BABA ADR — None — Buy (add'l)

QRVO common — None

BLNK common — None

BLNK common — None — Buy (add'l)

EVSI common — None

EVSI common — None — Buy (add'l)

EVSI common — None — Buy (add'l)

EVSI common — None — Buy (add'l)

532782208 (LINC) common — None

RACE common — Int/Div

ANLDF common — None — Buy

ANLDF common — None — Buy (add'l)

ANLDF common — None — Buy (add'l)

BCC common — Int/Div — Buy

CUB! common — None — Buy

USCFF common — None — with line 31)

FTSSF common — None — Open

KSHB common — None — Buy

KSHB common — None — Buy (add'l)

LAC common — None — Buy

SLAC common — None — Buy (add'l)

LIXXF common — None — Sold

NRGMF common — None — Buy

S118 common — Int/Div — Buy

TTS common — Int/Div — Buy (add'l)

RHHNF — None — Buy

RHHNF — None — Buy (add'l)

RHHNF — None — Buy (add'l)

TIAA Brokerage Services (H) — Int/Div

GOOD common — Distribution — Sold

EVSI common — None

ARRRF common — None

CTEQF common — None

National Financial Services, LLC (H) — None

KSHB common — None — Buy

KSHB common — None — Buy (add'l)

Raycom Media. Inc 401(k) (H) — Int/Div

Vanguard Total Bond Market Index — None

Vanguard Target Retirement 2025 Iny — None

Vanguard Equity Income Adm — None

Vanguard Mid-Cap Index Fund Inst — None

Victory Sycamore Small Co Opportunity — None

WF/BlackRock S&P SOO Index CIT N — None

WF/BlackRock Intl Eq Index CIT N — None

Touchstone Small Company Fund Class Y — None

Trustee, Mercer University

Trustee, Walter F. George School of Law Foundation, Inc

Member, Albany Symphony Association, Inc. Board of Directors

Spouse's income — 2018 — Raycom Media, Inc - Salary, TV News Anchor

Spouse's income — 2018 — Self-employed, Singer/Performer

Line 11: OA was acquired by another corporation for cash, only. Cash, only, was distributed to fomer stock holders of OA.

Lines 30-31, inclusive: USCFF, Line 30, merged into FTSSF, Line 31, on 06/06/18 for stock, only, Line 30. Stock issued from the merger is listed as FTSSF on

line 31.

Line 43: Previous brokerage, EVERTRADE DIRECT BROKERAGE { 2017 Report ), was acquired by TIAA BROKERAGE SERVICES and ceased to exist on

March 26, 2018, Previous holdings, i.e., GOOD, EVSI, ARRRF and CTEQF were transferred to TIAA on March 26, 2018.

Line 48: KSHB, lines 49 & 50, previously held in EVERTRADE DIRECT BROKERAGE (2017 Report), see information and explanation, Line 43, Part VIII,

above. KSHB was not trunsferred to TIAA, but to National Financial Services, LLC

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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Willie Louis Sands | Frix