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What was filed

  • 138

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Offutt Nord, PLLC ( Member, Self-Employed Attorney)

As filed

Fifth Third Bank Accounts — Interest

Chase Bank Account — Interest

BB&T Bank Account — Interest

Northwestern Mutual Life - 6 Whole Life Policies — Dividend

WV Smart 529 Plan #1 - 18+ Age Based Strategy — None — Distributed (part)

WV Smart 529 Plan #1 - 18+ Age Based Strategy — Distributed (part)

WV Smart 529 Plan #2 - 17 Age Based Strategy — None

Mineral Rights, Calhoun Cty., WV — Royalty

Offutt Nord, PLLC Retirement Plan #1 (H)

Voya Index Solution 2020 Portfolio Z — Int./Div. — Sold

Voya Index Solution 2025 Portfolio Z — Int./Div. — Sold

Blackrock Lifepath INDX 2020 K — Int./Div. — Buy

Blackrock Lifepath INDX 2020 K — Sold

Blackrock Lifepath INDX 2025 K — Int./Div. — Buy

Blackrock Lifepath INDEX RET K — Int./Div. — Buy

Northwestern Mutual Variable Annuity (H)

Equity Income (MSA/T Rowe Price) B — None — Sold (part)

Equity Income (MSA/T Rowe Price) B — Buy (add'l)

Equity Income (MSA/T Rowe Price) B — Sold (part)

Equity Income (MSA/T Rowe Price) B — Sold (part)

Equity Income (MSA/T Rowe Price) B — Buy (add'l)

Index 500 Stock (MSA) B — None — Sold (part)

Index 500 Stock (MSA) B — Buy (add'l)

Index 500 Stock (MSA) B — Sold (part)

Index 500 Stock (MSA) B — Sold (part)

Index 500 Stock (MSA) B — Buy (add'l)

Mid-Cap Value (MSA/American Century) B — None — Sold (part)

Mid-Cap Value (MSA/American Century) B — Buy (add'l)

Mid-Cap Value (MSA/American Century) B — Sold (part)

Mid-Cap Value (MSA/American Century) B — Sold (part)

Mid-Cap Value (MSA/American Century) B — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) B — None — Sold (part)

Small Cap Value (MSA/T Rowe Price) B — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) B — Sold (part)

Small Cap Value (MSA/T Rowe Price) B — Sold (part)

Small Cap Value (MSA/T Rowe Price) B — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) B — None — Sold (part)

International Equity (MSA/ Franklin Tmpl) B — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) B — Sold (part)

International Equity (MSA/ Franklin Tmpl) B — Sold (part)

International Equity (MSA/ Franklin Tmpl) B — Buy (add'l)

Select Bond (MSA/Wells Capital Management) B — None — Sold (part)

Select Bond (MSA/Wells Capital Management) B — Buy (add'l)

Select Bond (MSA/Wells Capital Management) B — Sold (part)

Select Bond (MSA/Wells Capital Management) B — Sold (part)

Select Bond (MSA/Wells Capital Management) B — Buy (add'l)

Strategic Bond (RIF)-B — None — Sold (part)

Strategic Bond (RIF)-B — Buy (add'l)

Strategic Bond (RIF)-B — Sold (part)

Strategic Bond (RIF)-B — Sold (part)

Strategic Bond (RIF)-B — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) B — None — Sold (part)

High Yield Bond (MSA/Federated Inv.) B — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) B — Sold (part)

High Yield Bond (MSA/Federated Inv.) B — Sold (part)

High Yield Bond (MSA/Federated Inv.) B — Buy (add'l)

Equity Income (MSA/T Rowe Price) A — None — Sold (part)

Equity Income (MSA/T Rowe Price) A — Buy (add'l)

Equity Income (MSA/T Rowe Price) A — Buy (add'l)

Equity Income (MSA/T Rowe Price) A — Sold (part)

Equity Income (MSA/T Rowe Price) A — Buy (add'l)

Index 500 Stock (MSA) A — None — Sold (part)

Index 500 Stock (MSA) A — Buy (add'l)

Index 500 Stock (MSA) A — Buy (add'l)

Index 500 Stock (MSA) A — Sold (part)

Index 500 Stock (MSA) A — Buy (add'l)

Mid-Cap Value (MSA/American Century) A — None — Sold (part)

Mid-Cap Value (MSA/American Century) A — Buy (add'l)

Mid-Cap Value (MSA/American Century) A — Buy (add'l)

Mid-Cap Value (MSA/American Century) A — Sold (part)

Mid-Cap Value (MSA/American Century) A — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) A — None — Sold (part)

Small Cap Value (MSA/T Rowe Price) A — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) A — Buy (add'l)

Small Cap Value (MSA/T Rowe Price) A — Sold (part)

Small Cap Value (MSA/T Rowe Price) A — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) A — None — Sold (part)

International Equity (MSA/ Franklin Tmpl) A — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) A — Buy (add'l)

International Equity (MSA/ Franklin Tmpl) A — Sold (part)

International Equity (MSA/ Franklin Tmpl) A — Buy (add'l)

Select Bond (MSA/Wells Capital Management) A — None — Sold (part)

Select Bond (MSA/Wells Capital Management) A — Buy (add'l)

Select Bond (MSA/Wells Capital Management) A — Buy (add'l)

Select Bond (MSA/Wells Capital Management) A — Sold (part)

Select Bond (MSA/Wells Capital Management) A — Buy (add'l)

Strategic Bond (RIF)-A — None — Sold (part)

Strategic Bond (RIF)-A — Buy (add'l)

Strategic Bond (RIF)-A — Buy (add'l)

Strategic Bond (RIF)-A — Sold (part)

Strategic Bond (RIF)-A — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) A — None — Sold (part)

High Yield Bond (MSA/Federated Inv.) A — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) A — Buy (add'l)

High Yield Bond (MSA/Federated Inv.) A — Sold (part)

High Yield Bond (MSA/Federated Inv.) A — Buy (add'l)

Northwestern Mutual Fixed Annuity - Rollover IRA — None

Northwestern Mutual Fixed Retirement Annuity #1 - Rollover — None

Northwestern Mutual Investment Account (H)

General Money Market Fund Class B — Interest

American Century Intermediate-Term Tax Free Bond Fund — Int./Div. — Sold (part)

Dodge & Cox International Fund — Int./Div.

Europacific Growth Fund Class F — Int./Div.

Fidelity Advisor New Insights Fund Class 1 — Int./Div.

Fidelity Advisor Limited Term Muni Income Fund Class 1 — Int./Div.

Fidelity Advisor Intermediate Muni Income Fund Class 1 — Int./Div. — Sold (part)

Franklin Federal Intermediate-Term Tax Free Income Fund — Int./Div. — Sold (part)

John Hancock Disciplined Value Mid Cap Fund Class 1 — Int./Div.

MFS Value Fund Class 1 — Int./Div.

T-Rowe Price Tax Free High Yield — Int./Div.

T-Rowe Price Real Estate — Int./Div. — Sold (part)

T-Rowe Price Real Estate — Sold

Principal Real Estate Securities FD CL 1 — Int./Div. — Buy

Northwestern Mutual Fixed Retirement Annuity #2 - Rollover — None

Northwestern Mutual Fixed Retirement Annuity #3 - Rollover — None

Northwestern Mutual Investment Account - Ending 3946 (H)

AMG Managers Fairpointe Mid Cap Fund Class 1 — Sold

Brown Capital Management Small Company Fund Institutional Class — Int./Div.

Vanguard BD Index FDS Vanguard Total BD Market ETF — Int./Div.

Vanguard BD Index FDS Vanguard Short Term BD Market ETF — Int./Div. — Sold (part)

Cohen & Steers Real Estate Securities Fund Class 1 — Int./Div. — Sold (part)

Fidelity Advisor Total Bond Fund Class 1 — Int./Div. — Sold (part)

FMI International Fund Institutional Class — Int./Div.

IShares TR Core S&P Mid-Cap ETF — Int./Div.

IShares TR Core S&P 500 ETF — Int./Div.

New World Fund Class F-2 — Int./Div.

The Oakmark Select Fund Investor Class — Int./Div.

Pimco Commodities Plus Strategy Fund Class I-2 — Int./Div.

Pimco Income Fund Class I-2 — Int./Div. — Sold (part)

Schwab Strategic TR INTL Equity ETF — Int./Div. — Sold (part)

Schwab Strategic TR INTL Equity ETF — Sold (part)

DWS Enhanced Commodity Strategy Fund Institutional Class — Int./Div.

Vanguard INTL Equity Index FDS FTSE Emerging MKTS ETF — Int./Div.

Goldman Sachs International Small Cap Insights Fund Class 1 — Int./Div.

IShares TR Core S&P Small-Cap ETF — Int./Div. — Buy

IShares TR Core S&P Small-Cap ETF — Buy (add'l)

Vanguard Malvern FDS Short-term Inflation Protected SECS Index FD ET — Int./Div. — Buy

Parnassus Mid Cap Fund Institutional Class — Int./Div. — Buy

Spouse's income — 2019 — Offutt Nord, PLLC ( Member, Self-Employed Attorney)

Part VII, Line 4 - Premiums paid for 2019 equal $26,956.

Part VII, Lines 9-15 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.

Part VII, Line 8 - Royalties received from the DD Oil Company, Offutt #2, and Offut #3.

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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