Donald Cecil Coggins jr

2018Annual

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • King Street Associates, LLC
  • Lnited Community Bank
  • Greenville County Bar Association
  • South Caroling Association for Justice
  • Federal Bar Association

As filed

Rental Property/Spartanburg, S.C (Appraisal date 10/3/2016) — Distribution

Pacific Life Variable Universal Life Insurance (HY

VIP Gov't Money Market SC - Fidelity

Domestic Equity Funds (H)

Equity Index - BlackRock

Growth - MFS

Large Cap Value - Clear Bridge

Large Cap Growth - BlackRock

Mid-Cap Equity - Scout

Small Cap Index - BlackRock

High Yield Bond - PAM

Inflaton Managed - PIMCO

Managed Bond - PIMCO

International Equity Funds (H)

Intemational Large Cap - MFS

Intemational Value

Future Scholar 529 Plan - FS Conservative Portfolio Aggressive Trade — None

Ameriprise Financial Brokerage Account (Hy

Ameriprise Financial Active Diversified Alternative Portfolio-Moderate — Int/Div

WPG Common Stock — Int/Div — Sold

FS Energy and Power Fund — Int/Div

Ameriprise Financial Active Adaptive Portfolio IRA -Moderate/Conservati — Int/Div

Industrial Property Trust REIT IRA — Int/Div

JRSAX - Mutual Fund IRA — Int/Div

Morgan Stanley Retirement Acct (Mutual Fund/IRA Xformerly HWS&C 401k) — None

Wells Fargo Cash Accounts — Interest

Synovus Bank Cash Account (formerly NBSC Cash Account) — Interest

Arthur State Cash Account — Interest

TD Bank Cash Accounts — Interest

First South Cash Account — Interest

Ameriprise Brokerage Cash Accounts — Interest

LPL Financial Brokerage Account (H)

LPL Financial Investment Account Model Wealth Portfolio<Growth/Income — Int/Div

LPL Financial Insured Cash Account — Interest

Member, King Street Associates, LLC

Liability — Lnited Community Bank — King Street Associates LLC real estate mortgage

Reimbursement — Greenville County Bar Association — May 4, 2018 — Greenville, South Carolina — Law Day Luncheon — Meals

Reimbursement — South Caroling Association for Justice — August 3-4, 2018 — Hilton Head, South Carolina — SCAJ Convention — Convention Registration; hotel room and tax

Reimbursement — Federal Bar Association — September 18, 201% — Spartanburg, South Carolina — Lunch and Learn — Meal

VIL 1. Appraisal date 10/3/2016

19,

. (includes mutual funds that were previously listed)

22. (includes mutual funds that were previously listed)

25

No income reported because account generated loss for 2018.

3

. New account

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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Donald Cecil Coggins jr | Frix