Donald Cecil Coggins jr
2018Annual
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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
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