Susan D. Barrett

2018Annual

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Pull out the substance of this filing.

What was filed

  • 119

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII
  • Hill Properties, LLC
  • Famuly Partnership
  • Family Trust (Reported as Family Trust in VII)
  • Tuttle-Newton Home, Inc. (No reportable assets {See Section VIII)
  • Wheel Movement of the CSRA, Inc
  • Coastal Bankruptcy Law Institute. Inc.
  • State Bar of Georgia y Bankruptcy Section
  • National Conference of Bankruptcy Judges

As filed

Suntrust Bank Checking — Interest

Suntrust Money Market — Interest

BROKERAGE ACCT #1 SCHWAB

SCHWAB BANK (SWEEM (X) — Interest — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Int/Div — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Buy (add'l)

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD SWEEP (SWUXX)(Y) — Sold (part) — Part VII

SCHWAB US TRSY MONEY INV (SNSXX) — Interest — Buy

US TREASURY BILL 19 — None — Buy

US TREASURY BILL 18 — Interest — Redeemed — Part VII

US TREASURY BILL 18 — Buy

BANK OF MONTREAL 1 4% I18F — Interest — Redeemed — Part VII

DOVER CORP (DOV) — Int/Div — Sold

ISHARES SELECT DIV ETF IV(DVY) — Int/Div

ISHARES INTL SEL DIV ETF (IDV) — Int/Div

JOHNSON & JOHNSON (IN) — Int/Div

MISCROSOFT CORP (MSFT) — Int/Div

PUTNAM SHORT DURATION INCM A (PSDTX) — Int/Div — Sold (part) — Part VII

PUTNAM SHORT DURATION INCM A (PSDTX) — Sold (part) — Part VII

PUTNAM SHORT DURATION INCM A (PSDTX) — Sold (part) — Part VII

PUTNAM SHORT DURATION INCM A (PSDTX) — Buy (add'l)

SCHWAB US DIV EQUITY ETF (SCHD) — Int/Div

CHARLES SCHWAB US MC ETF (SCHM) — Int/Div

SCHWAB INT'L EQUITY ETF (SCHF) — Int/Div

SCHWAB TOTAL STK MKT INDEX (SWTSX) — Int/Div

SCHWAB TOTAL STK MKT INDEX (SWTSX) — Sold (part)

SHERWIN WILLIAMS CO (SHW) — Int/Div

TE CONNECTIVITY LTD F(TEL) — Int/Div — Sold — Part VII

SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) — Int/Div — Buy

SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) — Sold — Part VII

SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) — Buy

BROKERAGE ACCT. #2 (SCHWAB ROLLOVER IRA)

SCHWAB BANK(SWEEPKX) — Interest — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Int/Div — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Buy (add'l)

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Buy (add'l)

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Buy (add'l)

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Buy (add'l)

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Sold (part) — Part VII

SCHWAB US TREAS MONEY FD (SWUXXXNY) — Sold (part) — Part VII

ISHARES SELECT DIV ETF IV FUND (DVY) — Int/Div

PUTNAM SHORT DURATION, INCM A (PSDTX) — Int/Div

PUTNAM SHORT DURATION, INCM A (PSDTX) — Buy (add'l)

PUTNAM SHORT DURATION, INCM A (PSDTX) — Buy (add'l)

SCHWAB US DIV. EQUITY ETF (SCHD) — Int/Div

SCHWAB TOTAL STK MKT (SWTSX) — Int/Div — Sold (part)

CHARLES SCHWAB US MC ETF (SCHM) — Int/Div — Buy

SCHWAB INT'L EQUITY ETF (SCHF) — Int/Div — Buy (add'l)

SCHWAB US SMALL CAP ETF (SCHA) — Int/Div — Buy

VANGUARD INDUSTRIALS (VIS) — Int/Div — Sold

BROKERAGE ACCT #3 (WELLS FARGO)

BANK DEPOSIT SWEEP — Interest

CHEVRON CORP (CVX) — Int/Div

DXC TECH CO (DXC) — Int/Div

EQUITY RESIDENTIAL (EQR) — Int/Div

FIREEYE IN(FEYE) — None

GENERAL ELECTRIC CO. (GE) — Int/Div — Sold — Part VII

HP INC (HPQ) — Int/Div

HEWLETT PACKARD ENTERPRISE CO (HPE) — Int/Div

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFG) — Int/Div

PALO ALTO NETWORKS (PANW) — None

PERSPECTA INC. (PRSP) — Int/Div — from line 74)

PROCTOR & GAMBLE CO. (PG) — Int/Div

ROYAL DUTCH SHELL PLC ADR CL A (RDS'A) — Int/Div

VERIZON COMMUNICATIONS COM V2) — Int/Div

MEMBERSHIP INTEREST IN HILL PROPERTIES. LLC — None — Part VII

SUNTRUST)

FAMILY TRUST ACCT. #1 (TRUSTEE) (SCHWAB BROKERAGE ACCT)

BANK SWEEP ACCT — Interest

ABBVIE. INC. (ABBV) — Int/Div

BB&T CORPORATION (BBT) — Int/Div

BLACKROCK. INC. (BLK) — Int/Div

DEERE & CO. (DE) — Int/Div

EXXON MOBIL CORP i XOM) — Int/Div — Sold

JOHNSON & JOHNSON (IN) — Int/Div

KIMBERLY-CLARK CORP (KMB) — Int/Div — Sold

MARRIOTT INTL INC. (MAR) — Int/Div

MC DONALDS CORP (MCD) — Int/Div

MERCK & CO INC. (MRK) — Int/Div — Sold

MICROSOFT CORP (MSFT) — Int/Div

PAYCHEX INC (PAY X) — Int/Div

PUTNAM SHORT DURATION (PSDTX) — Int/Div

PUTNAM SHORT DURATION (PSDTX) — Buy (add'l)

SCHWAB US DIV EQUITY ETF (SCHD) — Int/Div

CHARLES SCHWAB US MC ETF (SCHM) — Int/Div

TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) — Int/Div

TE CONNECTIVITY LTD F(TEL) — Int/Div — Sold — Part VII

UNITED TECHNOLOGIES CORP (UTX) — Int/Div

IM (MMM) — Int/Div

FAMILY TRUST ASSET #2 (WELLS FARGO BROKERAGE ACCT)

BANK DEPOSIT SWEEP — Interest

CHEVRON (CVX) — Int/Div

DXC TECHNOLOGY CO (DX) — Int/Div

EQUITY RESIDENTIAL (EQR) — Int/Div

GENERAL ELECTRIC (GE) — Int/Div — Sold — Part VII

HP INC (HPQ) — Int/Div

HEWLETT PACKARD ENTERPRISES CO. (HPF) — Int/Div

MICRO FOCUS INTL PLC ADR SPONSORED ADR NEW (MFGM) — Int/Div

PERSPECTA. INC. (PRSP) — Int/Div — from lime 120)

PROCTOR & GAMBLE (PG) — Int/Div

ROYAL DUTCH SHELL PLC ADR CL A (RDS/A) — Int/Div

SUNTRUST BANKS INC (STD) — Int/Div

Member, Hill Properties, LLC

Partner, Famuly Partnership

Trustee, Family Trust (Reported as Family Trust in VII)

Trustee, Member of Board of Managers, & Member of the Family Aid Committee, Tuttle-Newton Home, Inc. (No reportable assets {See Section VIII)

Board Member, Wheel Movement of the CSRA, Inc

Reimbursement — Coastal Bankruptcy Law Institute. Inc. — April 19-20 2018 — Savannah, Georgia — Seminar — Registration, Meals, Educational Materials and Lodging

Reimbursement — State Bar of Georgia y Bankruptcy Section — December 12-14, 2008 — Greensboro, Georgia — Semmar — Registration, Meals, Educational Materials and Lodging

Reimbursement — National Conference of Bankruptcy Judges — October 27-31. 2018 — San Antomo, I'X — Annual Conference — Aiarfare, Parking and Lodgimmg

Section 1 (Line 4) -- No reportable assets. This is a civic organization and while a "trustee" | do not have control over the assets.

Section VII (Lines 5-6, 49-50). The SWUXX fund previously reported was closed during 2018 and those funds have been diverted to other holdings duly reflected

in these respective accounts, The Schwab Bank (Sweep) accounts are part of this activity.

Section VII (Lines 7, 11, 13, 15, 21-22, 25, 27, 33-35, 43, 45, 51, 53, 55, 58-59, 77, 113, 122). There is no gain to report.

Section VII (Line 87). | own a membership interest in this entity, but it did not have any activity in 2018, and does not have any reportable assets.

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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