Paul Markham Black

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 77

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • market
  • NCBJ
  • American Bankruptcy Institute
  • Amerian Bankruptcy Institute
  • Virginia CLE
  • W-2, Second Presbyterian Church

As filed

BB&T — Interest

American Funds Capital Income Builder Class A — Dividend — Sold — market

American Funds Investment Company of America Class A — Dividend — Sold (part) — market

American Funds Investment Company of America Class A — Sold (part) — market

American Funds Investment Company of America Class A — Sold (part) — market

American Funds Investment Company of America Class A — Sold (part) — market

American Funds Capital World Growth & Income Class A — Dividend

Growth Fund of America Class A — Dividend — Sold (part) — market

American Balanced Class A — Dividend — Sold (part) — market

American Balanced Class A — Sold (part) — market

American Balanced Class A — Sold (part) — market

American Balanced Class A — Sold (part) — market

Washington Mutual Investors Class A — Dividend — Sold (part) — market

Income Fund of America Class A — Dividend — Sold (part) — market

Income Fund of America Class A — Sold (part) — market

Income Fund of America Class A — Sold (part) — market

American Funds Europacific Growth Class A — Dividend — Sold (part) — market

American Funds Europacific Growth Class A — Sold (part) — market

American Funds Smallcap World Class A — Dividend

Amcap Class A — Dividend

New York Life Insurance Policy (see note #1) — Dividend

CEMA LLC (Roanoke, VA) (see note #2) — Rent

Prime Cash Obligs CII — Interest

US Bank Natl Assoc. CD (X) (see note #3) — None — Sold — market

Wells Fargo Bank NA CD (X) — None — Sold — market

Federated Prime Cash Obligations Funds Wealth Class Shares (X) — Dividend — Buy (add'l) — market

Federated Prime Cash Obligations Funds Wealth Class Shares (X) — Buy (add'l)

Federated Prime Cash Obligations Funds Wealth Class Shares (X) — Buy (add'l) — market

Federated Prime Cash Obligations Funds Wealth Class Shares (X) — Sold (part) — market

Federated Prime Cash Obligations Funds Wealth Class Shares (X) — Sold — market

IShares ETF — Dividend — Buy — market

IShares ETF — Buy (add'l) — market

IShares ETF — Buy (add'l) — market

IShares Core S&P Small Cap — Dividend — Buy — market

IShares Core S&P Small Cap — Buy (add'l) — market

IShares Core S&P Small Cap — Buy (add'l) — market

Cohen & Steers PFD Secs & Income Fund, Class 1 — Dividend — Buy — market

Cohen & Steers PFD Secs & Income Fund, Class 1 — Buy (add'l) — market

Cohen & Steers PFD Secs & Income Fund, Class 1 — Buy (add'l) — market

Columbia VA Int. Munc. Bond Fund Class 1 — Dividend — Buy — market

Columbia VA Int. Munc. Bond Fund Class 1 — Buy (add'l) — market

Columbia VA Int. Munc. Bond Fund Class 1 — Buy (add'l) — market

Doubleline FDS Class 1 — Dividend — Buy — market

Doubleline FDS Class 1 — Buy (add'l) — market

Doubleline FDS Class 1 — Buy (add'l) — market

Goldman Sachs Dynamic Munic. Income Fund — Dividend — Buy — market

Goldman Sachs Dynamic Munic. Income Fund — Buy (add'l) — market

Goldman Sachs Dynamic Munic. Income Fund — Buy (add'l) — market

American Funds New World Fund CL F2 — Dividend — Buy — market

American Funds New World Fund CL F2 — Buy (add'l) — market

American Funds New World Fund CL F2 — Buy (add'l) — market

Nuveen Municipal Trust Ltd Term Munc Bd Fd Cl 1 — Dividend — Buy — market

Nuveen Municipal Trust Ltd Term Munc Bd Fd Cl 1 — Buy (add'l) — market

Nuveen Municipal Trust Ltd Term Munc Bd Fd Cl 1 — Buy (add'l) — market

TCW FDS Inc. Emerging Markets Inc. Fund Cl 1 — Dividend — Buy — market

TCW FDS Inc. Emerging Markets Inc. Fund Cl 1 — Buy (add'l) — market

Vanguard Funds Dividend Growth Fund Investor Class IV — Dividend — Buy — market

Vanguard Funds Dividend Growth Fund Investor Class IV — Buy (add'l) — market

Select Sector Spdr ETF — Dividend — Buy — market

Select Sector Spdr ETF — Buy (add'l) — market

Select Sector Spdr ETF — Sold — market

Vanguard Growth ETF — Dividend — Buy — market

Vanguard Growth ETF — Buy (add'l) — market

Vanguard Growth ETF — Buy (add'l) — market

Vanguard Mid-Cap ETF Growth Fund — Dividend — Buy — market

Vanguard Mid-Cap ETF Growth Fund — Buy (add'l) — market

Vanguard Mid-Cap ETF Growth Fund — Buy (add'l) — market

Vanguard Mid-Cap Val ETF Index Fund — Dividend — Buy — market

Vanguard Mid-Cap Val ETF Index Fund — Buy (add'l) — market

Vanguard Mid-Cap Val ETF Index Fund — Buy (add'l) — market

Mainstay Mackay Convertible Fund — Dividend — Buy — market

Mainstay Mackay Convertible Fund — Buy (add'l) — market

Mainstay Mackay Convertible Fund — Buy (add'l) — market

Principal Inv. Fund Real Estate Secs FD — None — Buy — market

Wells Fargo Expanded Bank Deposit (X) — Interest

Wells Fargo cash sweep balance (X) — None

Josiana Hungary Spring, LLC (Richmond, VA) (X) — Rent

Reimbursement — NCBJ — March 25 - 27, 2019 — Washington, D.C. — Legislative committee meeting — lodging, transportation and meals

Reimbursement — American Bankruptcy Institute — June 21 - 22, 2019 — Washington, D.C. — CLE (faculty) — lodging, transportation and meals

Reimbursement — Amerian Bankruptcy Institute — July 18 - 21, 2019 — Amelia Island, FL — CLE (faculty) — lodging, transportation and meals

Reimbursement — Virginia CLE — September 12 - 14, 2019 — Charlottesville, VA — CLE (faculty) — lodging, transportation and meals

Reimbursement — NCBJ — October 29 - November 1, 2019 — Washington, D.C. — Annual Conference — lodging, transportation and meals

Spouse's income — 2019 — W-2, Second Presbyterian Church

1. Reporting person is 50% owner of this life insurance policy. Therefore, 1/2 of the total assets and income is reported. Part VII, line 21.

2. Reporting person is 10% owner of LLC. Therefore, 10% of the total assets and income is reported. Part VII, line 22.

3. Assets listed with (X) in Part VII of this report were acquired through an inheritance.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.