Joel McElroy Carson 3

2016Annual

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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

  • 60

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust No.
  • Sierra Blanca Livestock Company
  • Farm Credit Services
  • Artesia Credit Union
  • BCA Medical Associates

As filed

Wells Fargo Savings — Interest

Wells Fargo Savings — Interest

Wells Fargo Checking — None

Wells Fargo HSA Savings (closed) — None — Closed

Optum Bank HSA Savings — None — Open

Pioneer Bunk Checking — None

Artesia Credit Union Savings — Interest

Eagle Federal CU Savings — Interest

Sierra Blanca Investments, LP pm company) — Rovalty

Carson Agriculture LLC mmm company) — None

Amentrade Money Market — Int

MRO — Int/Div

CXO — None

DFA Emerging Markets Portfolio Retirement Account — Int/Div — Buy

DFA Global Equity Portfolio Retirement Account — Int/Div — Buy

Janus Triton Retirement Account — Int/Div — Buy

Pioneer Select Mid Cap Growth Retirement Account — Int/Div — Buy

SSgA S&P Mid Cap Index Retirement Account — Int/Div — Buy

SSgA Russell Large Cap Growth Index Retirement Account — Int/Div — Buy

American Century Government Bond Ret Acct — Int/Div

Looms Sayles Investment Grade Bond Ret Acct — None

Transamerica Stable Value Core Acct — Int/Div

Vanguard Small Cap Value Index Ret Acct — Int/Div

SWMXX — Int/Div

Cop — Int/Div

PSX — Int/Div

BABA — None

ILMN — None

T™O — None

TGT — Int/Div

MCD — Int/Div

AMGN — Int/Div

WBA — Int/Div

WBA — Int/Div — Buy

AAPL — Int/Div — Buy

COKE — Int/Div — Buy

COKE — Int/Div — Buy

COKE — Int/Div — Buy

COKE — Int/Div — Buy

NTDOY — Int/Div — Buy

NextGen 529 Blackrock Age 8-10 Yrs A — None

NextGen 529 Blackrock Age 11-13 Yrs A — None

T Rowe Price Retirement 2030 R — Int/Div

Rental Property #1, Roswell, NM — Rent

pn Trust No. 1 (H)

pn Trust No. 1 (H) — Int/Div — Buy

pn Trust No. 1 (H) — Int/Div — Buy

JIN) — Int/Div — Buy

JIN) — Int/Div — Buy

JIN) — Int/Div — Buy

TUup — Int/Div — Buy

TUup — Int/Div — Buy

CHKP — Int/Div — Buy

CHKP — Int/Div — Buy

CHKP — Int/Div — Buy

MCHP — Int/Div — Buy

MCHP — Int/Div — Buy

MCHP — Int/Div — Buy

MCHP — Int/Div — Buy

MCHP — Int/Div — Buy

Trustee, Family Trust No.

Vice-President & Secretary, Sierra Blanca Livestock Company

Liability — Farm Credit Services — Agricultural and Real Property Loan

Liability — Artesia Credit Union — Mortgage on Rental Property

Spouse's income — 2016 — BCA Medical Associates

With respect to entry nos. 41 & 42 on Part VII, Mernll Lynch states that income and yields are not reported on customer statement and are not otherwise available,

On Line 30, TGT inadvertently not listed on initial 2015 report. Stock sequired prior to 2014 and initial report for this filer.

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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