Susan Russ Walker

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 94

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • U.S. Dept. of Education
  • Self-employed attorney

As filed

Regions (tax account) — Interest

Balch & Bingham (interest in partnership) — Int/Div

APCO Credit Umon — Interest

Regions Savings Account — Interest

Abbot Laboratories (ticker ABT) — Int/Div

AbbVie Inc (ticker ABBV) — Int/Div

Accenture Lid Cl A (ticker ACN) — Int/Div

Alphabet Inc (formerly Google Inc Class) (tucker GOOGL) — None — Buy

Amazon.Com (ticker AMZN) — None

Apple Computer Inc (ticker AAPL) — Int/Div

Bank Sweep Shares (Cash Deposits), Charles Schwab &Co lnc — Interest

Berkshire Hathaway C1 B (ticker BRKB) — None — Sold (part)

Camival Corp (ticker CCL) — Int/Div

China Mobile Ltd Sp ADR (ticker CHL) — Int/Div — Sold (part)

Cisco Systems Inc. (ticker CSCO) — Int/Div

Coca Cola Co. (ticker KO) — Int/Div

CVS Corp (ticker CVS) — Int/Div

Dominion Resources-Va (ticker D) — Int/Div — Buy

Exxon Mobil Corporation (ticker XOM) — Int/Div

Intel Corp (ticker INTC) — Int/Div

Johnson & Johnson Com. (ticker IN) — Int/Div — Sold (part)

Mcdonalds Corp. (ticker MCD) — Int/Div — Sold (part)

Microsoft Corp (ticker MSFT) — Int/Div

Molson Coors Brewing Co C (ticker TAP) — Int/Div

Novartis A G Spon ADRF (ticker NVS) — Int/Div

Novo-Nordisk A/S ADR (ticker NVO) — Int/Div — Sold (part)

Oracle Corporation (ticker ORCL) — Int/Div

Pepsico Inc. (ticker PEP) — Int/Div

Phizer Inc (ticker PFE) — Int/Div — Buy

Philip Morris Internation (ticker PM) — Int/Div

PIMCO Incm C1 D (ticker PONDX) — Int/Div — Buy

PIMCO Low Duration Fund (ticker PLDDX) — Int/Div

Schwab Value Advantage MMKT Sweep Fund (SWVXX) — Interest — Buy

Southern Company (heker SO) — Int/Div

Starbucks Corp (ticker SBUX) — Int/Div

Target (ticker TGT) — Int/Div

TD Bank USA FDIC Insured Cash Deposit {ticker IDA) — Interest

Teva Pharm Inds Ltd ADRF (ticker TEVA) — Int/Div — Sold

Union Pacific Corp (ticker UNP) — Int/Div

United Technologies Corp. (ticker UTX) — Int/Div

Verizon Communications (ticker VZ) — Int/Div — Buy (add'l)

Visa (ticker V) — Int/Div

Vodafone Group Public Limited (ticker VOD) — Int/Div

Wal-Mart Stores Inc. (ticker WMT) — Int/Div

Waste Management Inc, Del (ticker WM) — Int/Div

Weitz Funds Short Interm Income (ticker WEFIXO — Int/Div

Alabama St REV 3/1/27 Callable Taxable (CUSIP 010612BMO) — None — Buy

Allied World Assurn Co Hidgs S Enior Note Callable (CUSIP 01959EAC2) — Interest

Anheuser-Busch Inbev Fin Senior (CUSIP 035242AF3) — Interest — Buy

Bk Nova Scotia Flt 2033F (CUSIP 064159CP9) — Interest

Bank West San Francisto Calif (CUSIP 06426XTM2) — None — Buy

Barclays Bank (CUSIP 06738KCM 1) — Interest

Buckeye Partners Lp Sr Un (CLSIP 118230AJ0) — Interest

Canadian Imp Bk Comm Sr Med Term (CUSIP 13605WDRY) — None — Buy

CENTERSTATE BK CD FDIC WINTER HAVEN FL (152010AB3) 15201QAB3) — Interest — Buy

Citibank N A Cd Cll Fx/F1 (CUSIP 172986GOQS) — Interest

Credit Suisse Ag Sr Med Term N Ote Index Lokd (CUSIP 225480GN9) — Interest

Credit Suisse London Sr M (CUSIP 22546VHCY) — Interest

Goldman Sachs Bk Usa Ny C (CUSIP AS I48IHOT) — Interest

Goldman Sachs Group Inc U (CUSIP IRI4IGTZ) — Interest

Hewlett Packard Co Sr Uns (CUSIP 428236BV4) — Interest

Hrpt Properties (CUSIP 40426WAV3) — Interest — Redeemed

HSBC Bank Usa Na Cd Clbl Stepp Ed 1.2596.3 125% (CUSIP 404 34A 149) — Interest

HSBC Bank Usa Na Cd Index (CUSIP 4434A0BS) — None

Ingersoll-Rand Global Hid (CUSIP J5687TAAAD) — Interest

Jefferson & Madison Cntys Ida (CUSIP 474178DZ0) — Interest — Buy

John Deere Cap Senior Med Term (CUSIP 24422ETKS) — Interest — Buy

John Deere Cap Senior Med Term (CUSIP 24422ETKS) — Buy (add'l)

JPMORGAN CHASE & VAR 18 DUE 042518 (CUSIP 46623FK AH) — Interest — Buy

Jp Morgan Chase Bank Na (CUSIP 48126DZF9) — Interest

Jp Morgan Chase Bank Na Cd 0% (CUSIP 48125TWD3) — Interest

Jp Morgan Chase Bank Na Cd Ind Ex Lnkd 0% (CUSIP 48 124JGL6) — None

Jp Morgan Chase Bank Na Cd Qtr (CUSIP 48125THTTY — Interest

Lloyds Tsb Bank Plc Rge Accrl (CUSIP S3IMESBOIL) — Interest

Morgan Stanley Mm Mnthly (CUSIP 61760QBB9) — Interest — Redeemed

Old Republic Intl Corp Sr Glbl (CUSIP £80223A13) — Interest

PENNSYLVANIA ST 5.85%30GO UTX DUE 7/15/30 TAXBL (CUSIP 70914PPOQ9) — Interest — Buy

Plains Exploration & Prod (CUSIP T26505APS) — Interest

Royal Bk Of Cda Bd Cds Sr Med Trm Nt Idx Lk (CUSIP 78012KNUT) — None — Redeemed

Societe Gen Var 2033F (CUSIP RIGSWORS) — Interest

Toyota Motor Credit Sr Unsecur (CUSIP R£9213P6P6) — Interest

UNION BANK NA 3%I18CD FDIC SAN FRANCISCO CA (CLSIP 90521 AGBS) — Interest — Buy

Union Bank Na Cd 1025/17 (CUSIP Q0521ADDT) — Interest — Matured

Union Bank Na San (CUSIP 90521 AMLY) — None

US TREASURY BILLISU S T BILL (CUSIP 912796N0Q8) — None — Buy

US TREASURY BILLI7U S T BILL DUE 11217 (CUSIP 912796K R9) — None — Buy

US TREASURY BILLI7U S T BILL DUE 11217 (CUSIP 912796K R9) — Matured

VERIZON COMMUNICA 2.6%22 DUE 05/1522 (CUSIP 92346MAA9) — Interest — Buy

Wells Fargo & Co Sr Mtn Callab Le Not Rated (CUSIP 94986R M40) — Interest — Redeemed

WELLS FARGO BK N A 21CD FDIC INS DUE 090821 (CUSIP 94986 TRE9)Y — None — Buy

Western Union Sr Unsecrued M-W Callable (CUSIP 959802AL3) — Interest

Western Union Sr Unsecrued M-W Callable (CUSIP 959802AP4) — Interest

401(k) Profit Sharing Plan (H)

Stable Value (Wells Galliard) Cash Fund — Interest

Liability — U.S. Dept. of Education — Student Loan

Spouse's income — 2017 — Self-employed attorney

Part VII, Lime 33 has been amended. Also see amended 2016 report, filed herewith.

This amendment (and the 2016 amendment) is submitted pursuant to the Committee's inquiry in Doc, 58,

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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Susan Russ Walker | Frix