Tamara O. Mitchell

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • NonTax Share Class Exchge
  • Alabama Sate Bar Bankruptcy Section

As filed

Wells Fargo Bank (multiple accounts) — Interest

BB&T (account) — Interest

Discover (account) — Interest

Hometown Bank — Interest — Open

Schwab Inv Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest

Vanguard Indes Fds Midcap Indx Adm VIMAX — Dividend

Vanguard Index Fds SMCP Indes Adm VSMAX — Dividend

Vanguard Ltd Term Tax Exempt Fd Admiral Shrs VMLUX — Dividend

American Funds Europacific Growth Fd Cl F1 AEGFX — Dividend — Sold — NonTax Share Class Exchge

American Funds Europacific Growth Fd Cl F1 FEUPX — Dividend — Buy — NonTax Share Class Exchge

Schwab S&P 500 Index SWPPX — Dividend

Schwab IRA Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest

Dodge & Cox Income Fund DODIX — Dividend

Vanguard Bd Index Fd Int Trm Bd Admiral VBILX — Dividend

Vanguard Bd Index Fd S-T Bd Adm VBIRX — Dividend

CCI East Texas Upstreeam LLC — Royalty

NGL Energy Partners LP — Royalty

Superior Crude Gathering, Inc — Royalty

First River Energy LLC — Royalty

Denbury — Royalty

Reimbursement — Alabama Sate Bar Bankruptcy Section — 6/6/2019 - 6/9/2019 — SanDestin, Fl — Seminar/CLE — Mileage, Meals and Lodging

Schwab Accounts are managed by Mitchell McLeod Pugh & Williams, Investment Advisors.

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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Tamara O. Mitchell | Frix