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Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • See Part VIII
  • Richard O. Flournoy Sr. Irrevocable Trust
  • GEORGIA HIGHLANDS COLLEGE/SALARY

As filed

Bank of America — Interest

Heritage Bank - Common Stock — Dividend

Prudential - Common Stock — Dividend

Prudential Life Insurance Policy Cash Value — Dividend

Rental Property #4 - Hinesville, GA — Rent

TIAA-CREF Ret. Plan 403(b)(H) (LFJ) — None — Sold — See Part VIII

TIAA Traditional Guaranteed (LFJ) — Dividend — Sold — See Part VIII

CREF Equities (LFJ) — Dividend — Sold — See Part VIII

TIAA CREF Lifestyle 2030 (LFJ) — Dividend — Sold — See Part VIII

Exxon-Mobil Common Stock — Dividend

LPL Financial IRA (LFJ) — Dividend

LPL Financial IRA (WEJ) — Dividend

Johnson & Johnson Common Stock — Dividend

Bank of America Common Stock — Dividend

Rental Property #5 - Midway, GA — Rent

Rental Property #6 - Cartersville, GA — Rent

Richard O. Flournoy, Sr. Irrevocable Trust — Interest

IBM Common Stock — Dividend

American Express National Bank — Interest

Univ System of GA Opt. Ret. Plan (Frozen) TIAA-CREFF (LFJ) — Dividend

Univ System of GA Opt. Ret. Plan TIAA- CREFF (LFJ) — Dividend

Trustee, Richard O. Flournoy Sr. Irrevocable Trust

Spouse's income — 2019 — GEORGIA HIGHLANDS COLLEGE/SALARY

Notes:

Lines 6-9 of Part VII:

University System of Georgia revamped its Optional Retirement Plan in 2019. My spouse's funds (LFJ) were allocated between the old "frozen" plan and a new

Optional Retirement Plan. New accounts are listed in lines 20-21 of Part VII.

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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Walter E. Johnson | Frix