Suzanne Mitchell

What was filed

189
investments
0
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
0
spouse income

Named parties

Truist Bank FKA Suntrust Bank
UMB Bank, n.a.
Central Loan Administration & Reporting FKA Cenlar Mortgage

As filed

RENTAL PROPERTIES (H)

Rental Property #1 - Cleveland County, Norman, OK — Rent — Sold

Rental Property #2 - Oklahoma County, Oklahoma City, OK — Rent

Rental Property #3 - Oklahoma County, Oklahoma City, OK — Rent

CASH AND BONDS (H)

UMB Accounts — Interest

Chase Accounts — Interest

RAYMOND JAMES ACCOUNT (H)

Mutual Funds (H)

Invesco Mid Cap Growth Fund Class Y — Dividend

Invesco Comstock Fund Class Y M/F — Dividend

Capital Income Builder Fund Class F2 American Funds M/F — Dividend

Capital World Growth & Income Fund Class F2 American FD M/.F — Dividend

Investment Company of America Class F2 American Funds M/F — Dividend

Washington Mutual Investors Class F2 American Funds M/F — Dividend

Cash and Cash Alternatives (H)

Bank Deposit Program - Sweep — Int./Div.

Equities (H)

Abbvie Incorporated — Dividend — Sold

Adobe Incorporated — Dividend — Buy (add'l)

Adobe Incorporated — Sold (part)

Air Products and Chemicals Incorporated — Dividend — Buy

Alphabet Incorporated Cap Stk Class A — Dividend

Amazon Com Incorporated — Dividend

Apple Incorporated — Dividend

Bank Amer Corporation — Dividend — Buy

Bank Amer Corporation — Buy (add'l)

Becton Dickinson & Company — Dividend

Boeing Company — Dividend — Sold

Bookings Holdings Incorporaed — Dividend — Sold

Broadcom Incorporated — Dividend — Buy (add'l)

Broadcom Incorporated — Sold

CME Group Incorporated — Dividend

CVS Health Corporation — Dividend — Sold (part)

CVS Health Corporation — Sold (part)

CVS Health Corporation — Sold

Carnival Corporation Paried CTF — Dividend — Sold

Costco Wholesale Corporation NEW — Dividend — Buy

Dollar General Corporation NEW — Dividend — Buy

Dollar General Corporation NEW — Buy (add'l)

Facebook Incorporated Class A — Dividend — Buy

Facebook Incorporated Class A — Buy (add'l)

Facebook Incorporated Class A — Sold

Fedex Corporation — Dividend — Sold

Garrett Motion Incorporated — Dividend — Sold

General MLS Incorporated — Dividend — Buy (add'l)

General MLS Incorporated — Sold

Guideware Software Incorporated — Dividend — Buy (add'l)

Guideware Software Incorporated — Sold

Home Depot Incorporated — Dividend

Honeywell International Incorporated — Dividend — Buy (add'l)

Intercontinental Exchange Incorporated — Dividend — Sold

Iqvia Hldgs Incorporated — Dividend — Buy

Iqvia Hldgs Incorporated — Sold

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Johnson & Johnson — Dividend — Sold

Kansas City Southern Com New — Dividend — Sold

Lauder Estee Companies — Dividend — Buy (add'l)

Mastercard Incorporated Class A — Dividend — Buy (add'l)

Mastercard Incorporated Class A — Sold

Merck & Company Incorporated — Dividend — Sold

Microsoft Corporation — Dividend — Sold (part)

Motorola Solutions — Dividend

Nestle S A Sponsored ADR — Dividend — Buy

Nestle S A Sponsored ADR — Sold

Nike Incorporated Class B — Dividend — Buy

Nike Incorporated Class B — Buy (add'l)

O'Reilly Automotive Incorporated New (ORLY) — Dividend — Buy

O'Reilly Automotive Incorporated New (ORLY) — Buy (add'l)

Paypal Hldgs Incorporated — Dividend — Buy

Paypal Hldgs Incorporated — Sold

Pepsico Incorporated — Dividend — Sold (part)

Pfizer Incorporated — Dividend — Sold

Resideo Technologies Incorporated — Dividend — Sold

Ringcentral Incorporated — Dividend — Buy

Salesforce Com Incorporated — Dividend — Buy (add'l)

Salesforce Com Incorporated — Sold (part)

Servicenow Incorporated — Dividend — Sold (part)

Sherwin Williams — Dividend — Sold (part)

Sherwin Williams — Sold

Union Pac Corporation — Dividend — Buy (add'l)

Union Pac Corporation — Buy (add'l)

United Healthgroup Incorporated — Dividend — Buy (add'l)

United Healthgroup Incorporated — Sold (part)

United Healthgroup Incorporated — Buy (add'l)

Visa Incorporated Com Class A — Dividend — Buy (add'l)

Visa Incorporated Com Class A — Buy (add'l)

Workday Incorporated Class A — Dividend — Buy

Workday Incorporated Class A — Sold

Zoetis Incorporated Class A — Dividend — Buy

Ingersoll Rand PLC SHS Ireland — Dividend — Buy (add'l)

Ingersoll Rand PLC SHS Ireland — Buy (add'l)

FULKERSON FAMILY REVOCABLE TRUST (H)

Chevron Stock — Dividend

Real Estate Parcel #1, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #2, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #3, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #4, Cleveland Cty, OK See Part VIII. — None — Sold

PARTNERSHIP INVESTMENTS (H)

Think Italian LLC .375844% — None

ARNOLD & PORTER LLP PROFIT SHARING AND 401(K) PLAN (H)

JP Morgan Smart Retirement 2035. See Part VIII. — Dividend — Distributed

Vanguard Value Index Inst. See Part VIII. — Dividend — Distributed

DFA Emerging Markets. See Part VIII. — Dividend — Distributed

FIDELITY INVESTMENTS ROLLOVER IRA (H)

Fidelity Low Priced Stock — Dividend

Fidelity Select Comm Services Port — Dividend

MCAFEE & TAFT 401(K) (H)

Fidelity 500 Index — Dividend

Fidelity Contrafund K — Dividend

JH Discpl Value Midcap — Dividend

MM SEL Mid Cap GR 1 — Dividend

AF Europac Growth R6 — Dividend

OGLETREE, DEAKINGS, NASH, SMOAK & STEWART 401(K) (H)

AF Growth Fund Amer R6 — Dividend — Buy (add'l)

AF Growth Fund Amer R6 — Buy (add'l)

Harbor Cap Appr Inst — Dividend — Buy (add'l)

Harbor Cap Appr Inst — Buy (add'l)

Vang Midcap IDX Inst — Dividend — Buy (add'l)

Vang Midcap IDX Inst — Buy (add'l)

Vang Windsor II ADM — Dividend — Buy (add'l)

Vang Windsor II ADM — Buy (add'l)

PROFIT SHARING PLAN OF OGLETREE DEAKINS ET AL (H)

Vang Target Ret 2025 — Dividend — Buy (add'l)

Vang Target Ret 2025 — Buy (add'l)

SCHWAB ROLLOVER IRA (H)

Schwab Total Stock Market Index Fund — Dividend

ETRADE BROKERAGE ACCOUNTS (H)

ETrade Account #1 (H)

Ford Motor Co — Int./Div.

Nuance Communications — Int./Div.

Invesco (Powershares) Exchange Traded Trust — Int./Div.

Oneok Inc — Int./Div.

Berkshire Hathaway — Int./Div.

Apple — Int./Div.

Cerence Inc Common Stock — Int./Div. — Spinoff (from line 185)

ETrade Account #2 (H)

Coca Cola Bottling Co — Int./Div.

Schwab S&P 500 Fund — Int./Div.

OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)

OK 529 College Savings Plan #1 (H)

Guaranteed Option — Int./Div. — Distributed

OK 529 College Savings Plan #2 (H)

Aggressive Managed Allocation 18+ — Int./Div. — Distributed

US Equity Index Option — Int./Div. — Distributed

Guarantteed Option — Int./Div. — Distributed

Liability — Truist Bank FKA Suntrust Bank — Mortgage - part Personal Property, part Rental Property #2 (Part VII, Line 3)

Liability — UMB Bank, n.a. — Mortgage (refinance) - part Personal Property, part Rental Property #2 (Part VII, Line 3)

Liability — Central Loan Administration & Reporting FKA Cenlar Mortgage — Mortgage - Rental Property #3 (Part Vii, Line 4)

ADDITIONAL INFORMATION REGARDING PART VII, LINES 69-72.

All funds from the Arnold and Porter LLP Profit Sharing and 401(k) Plan were distributed and transferred to a Thrift Savings Plan (TSP) on December 13, 2019.

The distribution was a qualified rollover for tax purposes, and the funds were invested in the TSP based on the contribution allocation at the date of posting.

ADDITIONAL INFORMATION REGARDING PART VII, LINES 99-104, REAL ESTATE PARCELS, CLEVELAND COUNTY, OK

Parcels are owned through a family revocable trust.

Taxable Value of Parcel 1, Part VII Line 101 is $4,000.

Taxable Value of Parcel 2, Part VII Line 102 is $12,360.

Taxable Value of Parcel 3, Part VII Line 103 is $2,000.