Susan D. Barrett
2018Annual
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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.